WESLEYAN FINANCIAL SERVICES LIMITED
🌳Matureactive
01651212 · ltd · incorporated 1982-07-14
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
- · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
75/100
Strong
What this business does
Primary activity: Life insurance
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 75/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (61/100)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
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
67 officers (6 active, 67 linked, 58 with DOB)
87
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
25 connected companies via shared directors
90
Filing history
306 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
75/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
90
Good data coverage for analysis.
Recent activity
Last 30 days
1
filing
- • 1 capital
Last 90 days
2
filings
- • 1 capital
- • 1 officers
Last 180 days
7
filings
- • 4 officers
- • 3 capital
Counts from Companies House filing history.
Corporate timeline (142 events)Click to expand
- 2026-05-01📄capital-allotment-sharescapital · SH01
- 2026-04-30📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-04-29➕BLATCHFORD, Karen Elizabeth appointeddirector
- 2026-02-27📄capital-allotment-sharescapital · SH01
- 2026-02-09📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-02-06➕WADEY, Katie appointeddirector
- 2026-01-06📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-01-06📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-01-05📄capital-allotment-sharescapital · SH01
- 2026-01-01➕MAZZOCCHI, Mario Emanuele appointeddirector
- 2025-12-31➖WALLACE, Linda Jane resigneddirector
- 2025-10-31📄capital-allotment-sharescapital · SH01
- 2025-08-29📄capital-allotment-sharescapital · SH01
- 2025-07-22📄accounts-with-accounts-type-fullaccounts · AA
- 2025-06-30📄capital-allotment-sharescapital · SH01
- 2025-06-02📄capital-allotment-sharescapital · SH01
- 2025-06-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-05-31➖MCCAIG, Ian resigneddirector
- 2025-05-30📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-05-30📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-05-26➕MCMAHON, Paul appointeddirector
- 2025-05-26➖SOOD, Harpreet Singh, Dr resigneddirector
- 2025-03-31📄capital-allotment-sharescapital · SH01
- 2025-02-28📄capital-allotment-sharescapital · SH01
- 2024-11-29📄capital-allotment-sharescapital · SH01
- 2024-11-01📄capital-allotment-sharescapital · SH01
- 2024-09-30📄capital-allotment-sharescapital · SH01
- 2024-08-01📄capital-allotment-sharescapital · SH01
- 2024-07-16📄accounts-with-accounts-type-fullaccounts · AA
- 2024-06-03📄capital-allotment-sharescapital · SH01
- 2024-02-06➕BAJAJ, Rita appointeddirector
- 2023-12-14➕MCCAIG, Ian appointeddirector
- 2023-11-09➖NEDEN, Andrew Frederick John resigneddirector
- 2023-09-29➖HARRISON, Thomas Richard resigneddirector
- 2021-06-29➕NEDEN, Andrew Frederick John appointeddirector
- 2021-06-29➕SOOD, Harpreet Singh, Dr appointeddirector
- 2021-06-29➕WALLACE, Linda Jane appointeddirector
- 2021-03-30➖BOSTON, Carol Anne resigneddirector
- 2020-05-12➕HARRISON, Thomas Richard appointeddirector
- 2019-09-27➕BOSTON, Carol Anne appointeddirector
- 2019-09-27➖D'ARCY, Andrew James resigneddirector
- 2019-07-31➖ERRINGTON, Craig William resigneddirector
- 2018-07-01➕PRITCHARD, Selena Jane appointedsecretary
- 2018-06-30➖BRIGHT, Doug resignedsecretary
- 2018-06-15➕D'ARCY, Andrew James appointeddirector
- 2018-04-07➖JONES, Alan Mark resigneddirector
- 2015-08-31➖GREEN, Robert Huelin resigneddirector
- 2015-07-31➖PORTER, Samantha Jane resigneddirector
- 2014-12-19➖D'ARCY, Andrew James resigneddirector
- 2014-12-19➖DEUTSCH, Stephen Nicholas resigneddirector
Showing most recent 50 of 142 events
Owner dependency
48/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- -5 active directors: Broader management team in place — suggests transferable governance.
- +Senior director age: Director aged approximately 63 — approaching natural succession window.
Succession & seller-readiness
50/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
Red flags
1 med ·2 director resignations in last 12 months
mediumMultiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: MCCAIG, Ian resigned 2025-05-31; WALLACE, Linda Jane resigned 2025-12-31
Group structure
Wesleyan Assurance Society is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Wesleyan Assurance Society
Corporate parent · holds 75-100% shares · board control
⬇
WESLEYAN FINANCIAL SERVICES LIMITED
This company · 01651212
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%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Wesleyan Assurance Society Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 06/04/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
🔒Co-director network graph
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
See pricing →Similar companies
Active · Financial services · B postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 2PAY LIMITED→ 12276058 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| 4LIFE WEALTH MANAGEMENT LIMITED→ 12341438 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| A & G INSURANCE SERVICES LIMITED→ 06436514 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| ACCELERON V LTD→ 12682701 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| ACCESSIBLE PAYMENT SOLUTIONS LTD→ 12692910 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| ACCIDENT & INJURY ASSOCIATES LIMITED→ 07660958 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| ACS FINANCIAL PLANNING LIMITED→ 07838212 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| AD FINANCIAL SERVICES LIMITED→ 13524710 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ADRIAN CONNELLY WEALTH MANAGEMENT LIMITED→ 08401295 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| ADVANCE CAPITAL INVESTMENT LTD→ 15813464 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ADVANCED INSURANCE CONSULTANTS LIMITED→ 04918171 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| ADVANTAGE CREATIVE C.I.C.→ 04699447 · est 2003 · no financials extracted | — | — | — | — | 23y | — | — |
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
Typeltd
Incorporated1982-07-14
Jurisdictionengland-wales
Primary SIC65110 — Life insurance
Registered office
Colmore Circus
Birmingham
B4 6AR
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-10-18
Last: 2025-10-04
Officers (6 active · 61 resigned)
PRITCHARD, Selena Jane→
Activesecretary · appointed 2018-07-01
View their other companies + combined net worth →
Active
BLATCHFORD, Karen Elizabeth→
Activedirector · ~57y · appointed 2026-04-29
View their other companies + combined net worth →
MAZZOCCHI, Mario Emanuele→
Activedirector · ~53y · appointed 2026-01-01
View their other companies + combined net worth →
MCMAHON, Paul→
Activedirector · ~63y · appointed 2025-05-26
View their other companies + combined net worth →
WADEY, Katie→
Activedirector · ~48y · appointed 2026-02-06
View their other companies + combined net worth →
BRIGHT, Doug→
Resignedsecretary · appointed 2014-01-01 · resigned 2018-06-30
DOWSETT, Roger Henry→
Resignedsecretary · appointed 2001-06-05 · resigned 2002-09-16
HUGHES, Christopher Gerard→
Resignedsecretary · resigned 2001-05-16
PRITCHARD, Selena Jane→
Resignedsecretary · appointed 2011-04-01 · resigned 2012-12-01
RODERICK, Joseph Alan John→
Resignedsecretary · appointed 2012-12-01 · resigned 2014-01-01
RODERICK, Joseph Alan John→
Resignedsecretary · appointed 2002-09-16 · resigned 2011-03-31
APPLEYARD, William James, Dr→
Resigneddirector · ~91y · appointed 1996-09-26 · resigned 2002-09-16
BENNIE, Peter Fraser, Dr→
Resigneddirector · ~63y · appointed 1997-11-03 · resigned 1998-09-17
BOGLE, Ian Gibb, Dr→
Resigneddirector · ~88y · appointed 1998-09-17 · resigned 2002-09-16
BOSTON, Carol Anne→
Resigneddirector · ~65y · appointed 2019-09-27 · resigned 2021-03-30
BRIDGE, Clive→
Resigneddirector · ~68y · appointed 2010-09-24 · resigned 2010-12-31
BROOKS, Frank William→
Resigneddirector · ~81y · appointed 2002-09-16 · resigned 2005-04-30
BYFIELD, Derek Alan→
Resigneddirector · ~74y · appointed 2003-07-25 · resigned 2006-01-31
CHRISTOPHERS, Michael→
Resigneddirector · ~84y · appointed 2005-05-01 · resigned 2008-05-09
Click a director name to see their full track record across all companies.
Recent filings (306 total)
capital-allotment-shares
capital · SH01
2026-05-01
appoint-person-director-company-with-name-date
officers · AP01
2026-04-30
capital-allotment-shares
capital · SH01
2026-02-27
appoint-person-director-company-with-name-date
officers · AP01
2026-02-09
appoint-person-director-company-with-name-date
officers · AP01
2026-01-06
termination-director-company-with-name-termination-date
officers · TM01
2026-01-06
capital-allotment-shares
capital · SH01
2026-01-05
capital-allotment-shares
capital · SH01
2025-10-31
confirmation-statement-with-updates
confirmation-statement · CS01
2025-10-13
capital-allotment-shares
capital · SH01
2025-08-29
accounts-with-accounts-type-full
accounts · AA
2025-07-22
capital-allotment-shares
capital · SH01
2025-06-30
capital-allotment-shares
capital · SH01
2025-06-02
termination-director-company-with-name-termination-date
officers · TM01
2025-06-02
appoint-person-director-company-with-name-date
officers · AP01
2025-05-30