W1M WEALTH PLANNING LLP

💤Zombieactive
SO302894 · llp · incorporated 2010-07-01
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2023
Net worth
—
book net assets
Opportunity
69/100
Strong
🔔
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Investor take
Pursue
Active trading company. Reasonable fundamentals — worth a memo before deciding.

Opportunity 69/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (63/100).

Data confidence

Overall: medium (67/100)

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

Company profile
address, no SIC, incorporation date
80
Financials
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
Confirmed no charges registered
85
Directors & officers
13 officers (3 active, 13 linked, 6 with DOB)
79
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
65 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
69/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
50
Some acquirability indicators.
Risk profile
77
Few red flags.
Signal strength
80
Good data coverage for analysis.

Key financials

1 year extracted from filed iXBRL accounts
Cash
£984k
Net Worth
—
Current Assets
£1.5m
Current Liabilities
—

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2023-12-31
Total assets£864.6k
Current assets£1.53M
Cash£983.9k
Debtors£544.7k

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
3
filings
  • • 1 persons-with-significant-control
  • • 1 officers
  • • 1 address
Last 180 days
3
filings
  • • 1 persons-with-significant-control
  • • 1 officers
  • • 1 address
Counts from Companies House filing history.
Corporate timeline (49 events)Click to expand
  1. 2026-03-26
    📄
    change-to-a-person-with-significant-control-limited-liability-partnership
    persons-with-significant-control · LLPSC05
  2. 2026-03-26
    📄
    change-corporate-member-limited-liability-partnership-with-name-change-date
    officers · LLCH02
  3. 2026-03-26
    📍
    change-registered-office-address-limited-liability-partnership-with-date-old-address-new-address
    address · LLAD01
  4. 2025-09-24
    📄
    accounts-with-accounts-type-full
    accounts · AA
  5. 2025-07-11
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  6. 2025-07-10
    📄
    change-to-a-person-with-significant-control-limited-liability-partnership
    persons-with-significant-control · LLPSC05
  7. 2025-06-05
    ✏️
    certificate-change-of-name-company
    change-of-name · CERTNM
  8. 2025-06-05
    ✏️
    change-of-name-notice-limited-liability-partnership
    change-of-name · LLNM01
  9. 2024-08-02
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  10. 2024-05-17
    📄
    accounts-with-accounts-type-small
    accounts · AA
  11. 2023-07-12
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  12. 2023-05-12
    📄
    accounts-with-accounts-type-small
    accounts · AA
  13. 2022-08-10
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  14. 2022-05-30
    📄
    accounts-with-accounts-type-small
    accounts · AA
  15. 2021-12-14
    📄
    change-account-reference-date-limited-liability-partnership-current-extended
    accounts · LLAA01
  16. 2021-09-24
    📄
    notification-of-a-person-with-significant-control-limited-liability-partnership
    persons-with-significant-control · LLPSC02
  17. 2021-09-23
    📄
    cessation-of-a-person-with-significant-control-limited-liability-partnership
    persons-with-significant-control · LLPSC07
  18. 2021-09-23
    📄
    termination-member-limited-liability-partnership-with-name-termination-date
    officers · LLTM01
  19. 2021-09-23
    📄
    termination-member-limited-liability-partnership-with-name-termination-date
    officers · LLTM01
  20. 2021-09-23
    📄
    termination-member-limited-liability-partnership-with-name-termination-date
    officers · LLTM01
  21. 2021-09-23
    📄
    termination-member-limited-liability-partnership-with-name-termination-date
    officers · LLTM01
  22. 2021-09-23
    📄
    termination-member-limited-liability-partnership-with-name-termination-date
    officers · LLTM01
  23. 2021-09-23
    📄
    termination-member-limited-liability-partnership-with-name-termination-date
    officers · LLTM01
  24. 2021-09-23
    📄
    termination-member-limited-liability-partnership-with-name-termination-date
    officers · LLTM01
  25. 2021-09-23
    📄
    appoint-corporate-member-limited-liability-partnership-with-appointment-date
    officers · LLAP02
  26. 2021-09-13
    ➕
    W1M HOLDINGS LIMITED appointed
    corporate-llp-designated-member
  27. 2021-09-13
    ➖
    MCPHERSON, Malcolm Henry resigned
    llp-designated-member
  28. 2021-09-13
    ➖
    BOLTACHAN LLP resigned
    corporate-llp-designated-member
  29. 2021-09-13
    ➖
    HALL, Stephen James resigned
    llp-member
  30. 2021-09-13
    ➖
    REID, Alan John resigned
    llp-member
  31. 2021-09-13
    ➖
    SNEDDEN, Scott Alexander resigned
    llp-member
  32. 2021-09-13
    ➖
    WIGGLESWORTH, Simon Ian resigned
    llp-member
  33. 2021-09-13
    ➖
    CORNERSTONE EXCHANGE NO.2 LLP resigned
    corporate-llp-member
  34. 2019-04-06
    ➕
    HALL, Stephen James appointed
    llp-member
  35. 2019-04-06
    ➕
    SNEDDEN, Scott Alexander appointed
    llp-member
  36. 2019-04-06
    ➕
    WIGGLESWORTH, Simon Ian appointed
    llp-member
  37. 2017-08-01
    ➕
    REID, Alan John appointed
    llp-member
  38. 2012-05-01
    ➖
    CORNERSTONE EXCHANGE LLP resigned
    corporate-llp-member
  39. 2012-05-01
    ➕
    CORNERSTONE EXCHANGE NO.2 LLP appointed
    corporate-llp-member
  40. 2011-07-25
    ➕
    140 LTD appointed
    corporate-llp-designated-member
  41. 2011-07-25
    ➕
    J2 SCOTLAND LIMITED appointed
    corporate-llp-member
  42. 2011-07-25
    ➖
    GILSON, Glen Douglas resigned
    llp-designated-member
  43. 2011-07-25
    ➕
    BOLTACHAN LLP appointed
    corporate-llp-designated-member
  44. 2011-07-25
    ➖
    HBJ GATELEY WAREING (SCOTLAND) LLP resigned
    corporate-llp-designated-member
  45. 2011-07-25
    ➕
    CORNERSTONE EXCHANGE LLP appointed
    corporate-llp-member
  46. 2010-07-01
    🏢
    Company incorporated
    As W1M WEALTH PLANNING LLP
  47. 2010-07-01
    ➕
    GILSON, Glen Douglas appointed
    llp-designated-member
  48. 2010-07-01
    ➕
    MCPHERSON, Malcolm Henry appointed
    llp-designated-member
  49. 2010-07-01
    ➕
    HBJ GATELEY WAREING (SCOTLAND) LLP appointed
    corporate-llp-designated-member

Owner dependency

50/100
Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

Succession & seller-readiness

40/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • secondaryStable-but-static management: Company is 16 years old and no new directors in the last 3 years — succession not yet being planned internally.

Red flags

1 med ·
Name changed 2 times
medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2025-06-05: certificate-change-of-name-company; 2025-06-05: change-of-name-notice-limited-liability-partnership

Group structure

W1m Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
W1m Holdings Limited
Corporate parent
⬇
W1M WEALTH PLANNING LLP
This company · SO302894

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
W1m Holdings Limited
Corporate entity
—75–100%75-100% voting13/09/2021
1 historic (ceased) PSC
  • Cornerstone Exchange No.2 Llpceased 13/09/2021· 25-50% voting

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.

See pricing →

Company details

Statusactive
Typellp
Incorporated2010-07-01
Jurisdictionscotland
Primary SIC—

Registered office

Exchange Tower
Canning Street
Edinburgh
EH3 8EG
Scotland

Filing status

Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-07-15
Last: 2025-07-01

Officers (3 active · 10 resigned)

140 LTD→
corporate-llp-designated-member · appointed 2011-07-25
View their other companies + combined net worth →
Active
W1M HOLDINGS LIMITED→
corporate-llp-designated-member · appointed 2021-09-13
View their other companies + combined net worth →
Active
J2 SCOTLAND LIMITED→
corporate-llp-member · appointed 2011-07-25
View their other companies + combined net worth →
Active
GILSON, Glen Douglas→
llp-designated-member · ~49y · appointed 2010-07-01 · resigned 2011-07-25
Resigned
MCPHERSON, Malcolm Henry→
llp-designated-member · ~72y · appointed 2010-07-01 · resigned 2021-09-13
Resigned
BOLTACHAN LLP→
corporate-llp-designated-member · appointed 2011-07-25 · resigned 2021-09-13
Resigned
HBJ GATELEY WAREING (SCOTLAND) LLP→
corporate-llp-designated-member · appointed 2010-07-01 · resigned 2011-07-25
Resigned
HALL, Stephen James→
llp-member · ~57y · appointed 2019-04-06 · resigned 2021-09-13
Resigned
REID, Alan John→
llp-member · ~66y · appointed 2017-08-01 · resigned 2021-09-13
Resigned
SNEDDEN, Scott Alexander→
llp-member · ~51y · appointed 2019-04-06 · resigned 2021-09-13
Resigned
WIGGLESWORTH, Simon Ian→
llp-member · ~50y · appointed 2019-04-06 · resigned 2021-09-13
Resigned
CORNERSTONE EXCHANGE LLP→
corporate-llp-member · appointed 2011-07-25 · resigned 2012-05-01
Resigned
CORNERSTONE EXCHANGE NO.2 LLP→
corporate-llp-member · appointed 2012-05-01 · resigned 2021-09-13
Resigned

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

Recent filings (65 total)

change-to-a-person-with-significant-control-limited-liability-partnership
persons-with-significant-control · LLPSC05
2026-03-26
change-corporate-member-limited-liability-partnership-with-name-change-date
officers · LLCH02
2026-03-26
change-registered-office-address-limited-liability-partnership-with-date-old-address-new-address
address · LLAD01
2026-03-26
accounts-with-accounts-type-full
accounts · AA
2025-09-24
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2025-07-11
change-to-a-person-with-significant-control-limited-liability-partnership
persons-with-significant-control · LLPSC05
2025-07-10
certificate-change-of-name-company
change-of-name · CERTNM
2025-06-05
change-of-name-notice-limited-liability-partnership
change-of-name · LLNM01
2025-06-05
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2024-08-02
accounts-with-accounts-type-small
accounts · AA
2024-05-17
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2023-07-12
accounts-with-accounts-type-small
accounts · AA
2023-05-12
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2022-08-10
accounts-with-accounts-type-small
accounts · AA
2022-05-30
change-account-reference-date-limited-liability-partnership-current-extended
accounts · LLAA01
2021-12-14