FINANCIAL SERVICES WEALTH MANAGEMENT LIMITED
Opportunity 74/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (73/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredKey financials
1 year extracted from filed iXBRL accountsFinancials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-12-31 |
|---|---|
| Total assets | £-135.4k |
| Current assets | £11.7k |
| Net assets | £-148.0k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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
- • 2 officers
- • 2 officers
Corporate timeline (21 events)Click to expand
- 2026-02-13📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-02-12📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-02-04➖FISHER, James Henry resigneddirector
- 2026-02-03➕FISHER, Christie Lynn appointeddirector
- 2025-02-18📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-01-10📄accounts-amended-with-accounts-type-micro-entityaccounts · AAMD
- 2024-09-20📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-09-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-08-10📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-08-08📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-06-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-09-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-09-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-11-21📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-11-21📄change-person-director-company-with-change-dateofficers · CH01
- 2018-09-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-08-25📄change-person-director-company-with-change-dateofficers · CH01
- 2018-08-25📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-08-25📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2013-09-03🏢Company incorporatedAs FINANCIAL SERVICES WEALTH MANAGEMENT LIMITED
- 2013-09-03➕FISHER, James Henry appointeddirector
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Sole director: Only one active director — all governance concentrated on one person.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr James Henry Fisher Individual · Scottish · DOB 10/1970 · age 56 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 06/06/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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 · KA postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| GARNOCK VALLEY ENERGY CO LTD→ SC778019 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| GMQ MORTGAGES LIMITED→ SC810642 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| GROWTH VENTURE CLUB LTD→ SC734818 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ICM7 LTD→ SC631006 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| INFAB LIMITED→ SC381055 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
| INVEST & REFURB LTD→ SC858838 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| INVESTING IDEAS LTD.→ SC420712 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| JANE BALLANTYNE LIMITED→ SC295800 · est 2006 · no financials extracted | — | — | — | — | 20y | — | — |
| JC & LM LIMITED→ SC395519 · est 2011 · no financials extracted | — | — | — | — | 15y | — | — |
| JFX TRADING NETWORK LTD→ SC847676 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| JJSC INVESTMENT LTD→ SC855576 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| JMC FINANCIAL SERVICES LIMITED→ SC245180 · est 2003 · no financials extracted | — | — | — | — | 23y | — | — |
7 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 →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
Registered office
Filing status
Officers (1 active · 1 resigned)
Click a director name to see their full track record across all companies.