ABSOLUTE WEALTH MANAGEMENT LTD

🌳Matureactive
06036764 · ltd · incorporated 2006-12-22
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 Mar 2025
Net worth
—
book net assets
Opportunity
76/100
Strong
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 76/100 (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: strategic trade sale (73/100).

Data confidence

Overall: medium (76/100)

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
6 officers (4 active, 6 linked, 3 with DOB)
80
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
63 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
65
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31

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

🔒Filing-note intelligence

2 signals 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 confirmation-statement
Last 180 days
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (24 events)Click to expand
  1. 2025-11-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-11-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-12-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2022-12-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2021-12-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2021-03-26
    📄
    change-account-reference-date-company-current-extended
    accounts · AA01
  7. 2020-10-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2019-10-23
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2018-10-22
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2017-10-24
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2016-11-04
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  12. 2016-03-09
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  13. 2015-09-08
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  14. 2015-04-22
    📄
    capital-allotment-shares
    capital · SH01
  15. 2015-04-22
    📄
    resolution
    resolution · RESOLUTIONS
  16. 2014-02-01
    ➕
    MCBRIDE, Emma Caroline appointed
    director
  17. 2014-02-01
    ➕
    MCBRIDE, Peter Robin appointed
    director
  18. 2007-01-11
    ➕
    DUPE, Elizabeth Louise appointed
    secretary
  19. 2007-01-11
    ➕
    HARNAMAN, Simon Peter appointed
    director
  20. 2007-01-11
    ➖
    ISO CHARTERED SECRETARIES LIMITED resigned
    corporate-secretary
  21. 2007-01-11
    ➖
    PROFESSIONAL FORMATIONS LIMITED resigned
    corporate-nominee-director
  22. 2006-12-22
    🏢
    Company incorporated
    As ABSOLUTE WEALTH MANAGEMENT LTD
  23. 2006-12-22
    ➕
    ISO CHARTERED SECRETARIES LIMITED appointed
    corporate-secretary
  24. 2006-12-22
    ➕
    PROFESSIONAL FORMATIONS LIMITED appointed
    corporate-nominee-director

Owner dependency

68/100
High — earn-out structure required

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

FACTORS
  • +Long-tenure founder: Senior director has been in place 19 years — deep operational knowledge concentrated in one person.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

53/100
Moderate signal

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

SIGNALS
  • secondary12+ year tenure: Director in role 19 years.
  • secondaryStable-but-static management: Company is 19 years old and no new directors in the last 3 years — succession not yet being planned internally.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

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 Simon Peter Harnaman
Individual · British · DOB 07/1975 · age 51
——sig. influencesignificant influence22/12/2016
Mr Peter Robin Mcbride
Individual · British · DOB 02/1971 · age 55
——sig. influencesignificant influence22/12/2016

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

Similar companies

Active · Financial services · BS postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
1 STOP FINANCIAL LTD→
09570072 · est 2015 · no financials extracted
————10y——
2C'S MORTGAGE SERVICES LTD→
12029195 · est 2019 · no financials extracted
————6y——
32 SQUARED PROTECT LTD→
11947701 · est 2019 · no financials extracted
————7y——
365FS LIMITED→
17057102 · est 2026 · no financials extracted
———————
4 FINANCIAL PLANNING LTD→
12136772 · est 2019 · no financials extracted
————6y——
9X GROUP UK LIMITED→
17003112 · est 2026 · no financials extracted
———————
A FERGUSON LIMITED→
08420919 · est 2013 · no financials extracted
————13y——
A. D. ADAMS & CO LTD→
15641973 · est 2024 · no financials extracted
————2y——
ABCD PROPERTY FINANCE LTD→
16933553 · est 2025 · no financials extracted
———————
ABSM INVESTMENTS LTD→
12846795 · est 2020 · no financials extracted
————5y——
ABSOLUTE FINANCIAL ADVICE LIMITED→
09724081 · est 2015 · no financials extracted
————10y——
ABT CORPORATE FINANCE LIMITED→
10076870 · est 2016 · no financials extracted
————10y——
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
Incorporated2006-12-22
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

41 North View
Ground Floor,
Westbury Park
Bristol
BS6 7PY

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-01-04
Last: 2025-12-21

Officers (4 active · 2 resigned)

DUPE, Elizabeth Louise→
secretary · appointed 2007-01-11
View their other companies + combined net worth →
Active
HARNAMAN, Simon Peter→
director · ~51y · appointed 2007-01-11
View their other companies + combined net worth →
Active
MCBRIDE, Emma Caroline→
director · ~52y · appointed 2014-02-01
View their other companies + combined net worth →
Active
MCBRIDE, Peter Robin→
director · ~55y · appointed 2014-02-01
View their other companies + combined net worth →
Active
ISO CHARTERED SECRETARIES LIMITED→
corporate-secretary · appointed 2006-12-22 · resigned 2007-01-11
Resigned
PROFESSIONAL FORMATIONS LIMITED→
corporate-nominee-director · appointed 2006-12-22 · resigned 2007-01-11
Resigned

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

Recent filings (63 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-11-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-11-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-24
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-12-21
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-21
change-account-reference-date-company-current-extended
accounts · AA01
2021-03-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-03-15
accounts-with-accounts-type-micro-entity
accounts · AA
2020-10-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-01-08
accounts-with-accounts-type-micro-entity
accounts · AA
2019-10-23