WD WEALTH MANAGEMENT (HOLDINGS) LTD
🏛️Establishedactive
SC599421 · ltd · incorporated 2018-06-08
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 Dec 2025
Net worth
—
book net assets
Opportunity
74/100
Strong
What this business does
Primary activity: Activities of financial services holding companies
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
Opportunity 74/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).
Data confidence
Overall: medium (73/100)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
5 officers (3 active, 5 linked, 5 with DOB)
90
Ownership & PSC
No PSCs filed (unusual — worth investigating)
35
Director network
9 connected companies via shared directors
72
Filing history
43 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
90
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Average employees | 0 | 0 |
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
4
filings
- • 2 officers
- • 1 accounts
- • 1 confirmation-statement
Last 180 days
4
filings
- • 2 officers
- • 1 accounts
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (28 events)Click to expand
- 2026-04-16📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2026-03-17📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-03-17📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-10-08📄capital-cancellation-sharescapital · SH06
- 2025-10-08📄capital-return-purchase-own-sharescapital · SH03
- 2025-09-18📄resolutionresolution · RESOLUTIONS
- 2025-09-17📄resolutionresolution · RESOLUTIONS
- 2025-09-04📄capital-allotment-sharescapital · SH01
- 2025-09-03📄memorandum-articlesincorporation · MA
- 2025-07-31➖BARGH, Stephen John resigneddirector
- 2025-07-31➖OTTLEY, Kevin resigneddirector
- 2025-06-24📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-09-24📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-08-22📄resolutionresolution · RESOLUTIONS
- 2024-08-21📄capital-cancellation-sharescapital · SH06
- 2024-08-21📄capital-return-purchase-own-sharescapital · SH03
- 2023-10-25📄capital-cancellation-sharescapital · SH06
- 2023-10-25📄capital-return-purchase-own-sharescapital · SH03
- 2023-09-28📄resolutionresolution · RESOLUTIONS
- 2023-09-18📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-09-16📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-10-20📄capital-return-purchase-own-sharescapital · SH03
- 2021-06-01➕BARGH, Stephen John appointeddirector
- 2021-06-01➕OTTLEY, Kevin appointeddirector
- 2020-10-02➕RIDDELL, Jillian Blackwood appointeddirector
- 2018-06-08🏢Company incorporatedAs WD WEALTH MANAGEMENT (HOLDINGS) LTD
- 2018-06-08➕BRYSON, Graeme William Bruce appointeddirector
- 2018-06-08➕FERGUSSON, Robert appointeddirector
Owner dependency
58/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- +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: BARGH, Stephen John resigned 2025-07-31; OTTLEY, Kevin resigned 2025-07-31
🔒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 · Holding company · KA postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| MICROTECH GROUP LIMITED→ SC372953 · est 2010 | £9.91M £8.43M–£11.40M | — | £9.91M | — | 16y | 83 | 63y |
| CHARLES BUYERS HOLDINGS LIMITED→ SC655650 · est 2020 | £2.80M £2.38M–£3.22M | — | £2.80M | — | 6y | 79 | 72y |
| ASPECT SURVEYS LIMITED→ SC357302 · est 2009 | £2.37M £2.02M–£2.73M | — | £2.37M | — | 17y | 81 | 65y |
| BRIDGEND HOLDINGS LIMITED→ SC175640 · est 1997 | £1.25M £1.06M–£1.44M | — | £1.25M | — | 29y | 81 | 81y |
| DALS PROPERTIES LIMITED→ SC267787 · est 2004 | £810.2k £688.6k–£931.7k | — | £810.2k | — | 22y | 80 | 64y |
| CBGB HOLDINGS LIMITED→ SC334703 · est 2007 | £741.6k £630.4k–£852.9k | — | £741.6k | — | 18y | 80 | 64y |
| KL HOLDINGS LIMITED→ SC147187 · est 1993 | £210.0k £178.5k–£241.4k | — | £210.0k | — | 32y | 82 | 70y |
| CASTLEHILL RESIDENTIAL LETTINGS LIMITED→ SC355876 · est 2009 | £142.6k £121.2k–£164.0k | — | £142.6k | — | 17y | 82 | 58y |
| HEATHERGEMS LIMITED→ SC047180 · est 1970 | £130.3k £110.8k–£149.9k | — | £130.3k | — | 56y | 83 | 72y |
| CALEBRIDGE LIMITED→ SC201077 · est 1999 | £91.1k £77.4k–£104.7k | — | £91.1k | — | 26y | 82 | 67y |
| JKDP LTD.→ SC368818 · est 2009 | £68.6k £58.3k–£78.8k | — | £68.6k | — | 16y | 80 | 66y |
| COLLENNAN LTD.→ SC249864 · est 2003 | £50.7k £43.1k–£58.3k | — | £50.7k | — | 23y | 80 | 79y |
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
Incorporated2018-06-08
Jurisdictionscotland
Primary SIC64205 — Activities of financial services holding companies
Registered office
Ellersley House
30 Miller Road
Ayr
KA7 2AY
Scotland
Filing status
Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2027-02-25
Last: 2026-02-11
Officers (3 active · 2 resigned)
BRYSON, Graeme William Bruce→
Activedirector · ~56y · appointed 2018-06-08
View their other companies + combined net worth →
FERGUSSON, Robert→
Activedirector · ~63y · appointed 2018-06-08
View their other companies + combined net worth →
RIDDELL, Jillian Blackwood→
Activedirector · ~41y · appointed 2020-10-02
View their other companies + combined net worth →
BARGH, Stephen John→
Resigneddirector · ~60y · appointed 2021-06-01 · resigned 2025-07-31
OTTLEY, Kevin→
Resigneddirector · ~47y · appointed 2021-06-01 · resigned 2025-07-31
Click a director name to see their full track record across all companies.
Recent filings (43 total)
accounts-with-accounts-type-micro-entity
accounts · AA
2026-04-16
confirmation-statement-with-updates
confirmation-statement · CS01
2026-03-18
termination-director-company-with-name-termination-date
officers · TM01
2026-03-17
termination-director-company-with-name-termination-date
officers · TM01
2026-03-17
capital-cancellation-shares
capital · SH06
2025-10-08
capital-return-purchase-own-shares
capital · SH03
2025-10-08
resolution
resolution · RESOLUTIONS
2025-09-18
resolution
resolution · RESOLUTIONS
2025-09-17
capital-allotment-shares
capital · SH01
2025-09-04
memorandum-articles
incorporation · MA
2025-09-03
accounts-with-accounts-type-micro-entity
accounts · AA
2025-06-24
confirmation-statement-with-updates
confirmation-statement · CS01
2025-02-11
accounts-with-accounts-type-micro-entity
accounts · AA
2024-09-24
resolution
resolution · RESOLUTIONS
2024-08-22
capital-cancellation-shares
capital · SH06
2024-08-21