ADRIAN CONNELLY WEALTH MANAGEMENT LIMITED

🌳Matureactive
08401295 · ltd · incorporated 2013-02-13
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
—
year to Feb 2026
Net worth
—
book net assets
Opportunity
78/100
Strong
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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 78/100 (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 (73/100).

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
32 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
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
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£0Feb 2025Feb 2026

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2026-02-282025-02-28
Average employees4600

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
2
filings
  • • 1 accounts
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (18 events)Click to expand
  1. 2026-04-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-03-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-04-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-03-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2022-03-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2021-04-01
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2020-04-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2019-06-17
    📄
    change-person-director-company-with-change-date
    officers · CH01
  9. 2019-06-17
    📄
    change-person-director-company-with-change-date
    officers · CH01
  10. 2019-06-14
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  11. 2019-06-14
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  12. 2019-06-14
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  13. 2019-05-07
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2018-06-04
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2017-05-09
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  16. 2013-02-13
    🏢
    Company incorporated
    As ADRIAN CONNELLY WEALTH MANAGEMENT LIMITED
  17. 2013-02-13
    ➕
    CONNELLY, Adrian appointed
    director
  18. 2013-02-13
    ➕
    CONNELLY, Claire Ann appointed
    director

Owner dependency

94/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Founder name in company name: Company name contains director surname "CONNELLY" — strong identity link between founder and business.
  • +Senior director age: Director aged approximately 58 — approaching natural succession window.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
  • +No director turnover: Company is 13 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

59/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 58. Early succession window.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 13 years.
  • 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
Mrs Claire Ann Connelly
Individual · British · DOB 05/1970 · age 56
25–50%
—25-50% shares06/04/2016
Mr Adrian Connelly
Individual · British · DOB 08/1968 · age 58
25–50%
—25-50% shares06/04/2016

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
Typeltd
Incorporated2013-02-13
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Lumaneri House Blythe Gate
Blythe Valley Park
Solihull
West Midlands
B90 8AH
United Kingdom

Filing status

Accounts
Next due: 2027-11-30
Last made up to: 2026-02-28
Confirmation statement
Next due: 2027-02-27
Last: 2026-02-13

Officers (2 active · 0 resigned)

CONNELLY, Adrian→
director · ~58y · appointed 2013-02-13
View their other companies + combined net worth →
Active
CONNELLY, Claire Ann→
director · ~56y · appointed 2013-02-13
View their other companies + combined net worth →
Active

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

Recent filings (32 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-04-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-25
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-03-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-04-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-13
accounts-with-accounts-type-micro-entity
accounts · AA
2023-03-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-02-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-30
confirmation-statement-with-updates
confirmation-statement · CS01
2022-02-15
accounts-with-accounts-type-micro-entity
accounts · AA
2021-04-01
confirmation-statement-with-updates
confirmation-statement · CS01
2021-02-23
accounts-with-accounts-type-micro-entity
accounts · AA
2020-04-15
confirmation-statement-with-updates
confirmation-statement · CS01
2020-02-18
change-person-director-company-with-change-date
officers · CH01
2019-06-17