DW WEALTH PLANNING LTD

🏛️Establishedactive
SC578075 · ltd · incorporated 2017-10-05
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2025
Net worth
£72.4k
book net assets
Opportunity
72/100
Strong
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What this business does
Primary activity: Financial management
Sector: Professional, scientific & technical
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 72/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (58/100).

Data confidence

Overall: medium (78/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
22 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
72/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
65
Adequate — check latest filings for context.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £72,442
Net assets shrinking
Down £5,756 YoY
Cash YoY
-5%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£132k
↓ 5.4% YoY
Net Worth
£72k
↓ 7.4% YoY
Current Assets
£132k
↓ 5.5% YoY
Current Liabilities
—
£0£28k£56k£84k£112k£139kDec 2024Dec 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-12-312024-12-31
Total assets£73.2k£79.2k
Current assets£131.7k£139.4k
Cash£131.7k£139.2k
Debtors£40£238
Net assets£72.4k£78.2k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days
0
filings
Last 90 days
1
filing
  • • 1 accounts
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (16 events)Click to expand
  1. 2026-03-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-10-06
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  3. 2025-10-01
    ➕
    WALKER, Sharon Denise appointed
    director
  4. 2025-03-05
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2024-02-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2023-05-15
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2022-02-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2021-10-11
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  9. 2021-03-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2020-10-20
    ✏️
    certificate-change-of-name-company
    change-of-name · CERTNM
  11. 2020-06-12
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2019-07-03
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2018-11-13
    📄
    change-account-reference-date-company-current-extended
    accounts · AA01
  14. 2017-10-05
    🏢
    Company incorporated
    As DW WEALTH PLANNING LTD
  15. 2017-10-05
    ➕
    WALKER, David William appointed
    director
  16. 2017-10-05
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

71/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
  • +No director turnover: Company is 9 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

36/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr David William Walker
Individual · British · DOB 03/1971 · age 55
25–50%
25–50%board control25-50% shares · 25-50% voting · board control05/10/2017
Mrs Sharon Denise Walker
Individual · British · DOB 05/1970 · age 56
25–50%
25–50%25-50% shares · 25-50% voting05/10/2017

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

6 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →
🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

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Company details

Statusactive
Typeltd
Incorporated2017-10-05
Jurisdictionscotland
Primary SIC70221 — Financial management

Registered office

40 Tradlin Circle Blackburn
Aberdeen
AB21 0LA
Scotland

Filing status

Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2026-10-18
Last: 2025-10-04

Officers (2 active · 0 resigned)

WALKER, David William→
director · ~55y · appointed 2017-10-05
View their other companies + combined net worth →
Active
WALKER, Sharon Denise→
director · ~56y · appointed 2025-10-01
View their other companies + combined net worth →
Active

Click a director name to see their full track record across all companies.

Recent filings (22 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-03-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-08
appoint-person-director-company-with-name-date
officers · AP01
2025-10-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-03-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-11
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-02-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-10-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-05-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-10-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-02-17
confirmation-statement-with-updates
confirmation-statement · CS01
2021-10-11
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2021-10-11
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-03-18
certificate-change-of-name-company
change-of-name · CERTNM
2020-10-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-10-15