J.W.WHEATLEY & SON LIMITED

🏛️Establishedactive
SC665135 · ltd · incorporated 2020-06-23
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 Jul 2025
Net worth
book net assets
Opportunity
76/100
Strong
🔔
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What this business does
Primary activity: SIC 33140
Sector: Manufacturing
Investor take
Pursue
Active trading company. Family succession underway — not a classic acquisition target.

Opportunity 76/100 (strong), bankability 75/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: medium (79/100)

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
3 officers (3 active, 3 linked, 3 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
14 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
65
Adequate — check latest filings for context.
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£0Jul 2024Jul 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-07-312024-07-31
Average employees1500300

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
2
filings
  • 1 accounts
  • 1 confirmation-statement
Last 90 days
2
filings
  • 1 accounts
  • 1 confirmation-statement
Last 180 days
2
filings
  • 1 accounts
  • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (12 events)Click to expand
  1. 2026-04-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-05-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-12-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2022-12-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2022-03-03
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2022-02-17
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  7. 2022-02-15
    WHEATLEY, John William Stuart appointed
    director
  8. 2020-06-23
    🏢
    Company incorporated
    As J.W.WHEATLEY & SON LIMITED
  9. 2020-06-23
    WHEATLEY, David appointed
    director
  10. 2020-06-23
    WHEATLEY, Stuart appointed
    director
  11. 2020-06-23
    📄
    change-account-reference-date-company-current-extended
    accounts · AA01
  12. 2020-06-23
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

81/100
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
  • +Founder name in company name: Company name contains director surname "WHEATLEY" — strong identity link between founder and business.
  • +Senior director age: Director aged approximately 62 — approaching natural succession window.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

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 David Wheatley
Individual · British · DOB 03/1971 · age 55
2550%
25–50%25-50% shares · 25-50% voting23/06/2020
Mr Stuart Wheatley
Individual · British · DOB 09/1964 · age 62
2550%
25–50%25-50% shares · 25-50% voting23/06/2020

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 →

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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.

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Company details

Statusactive
Typeltd
Incorporated2020-06-23
Jurisdictionscotland
Primary SIC33140 — SIC 33140

Registered office

2 Commercial Street
Alyth
Blairgowrie
Perthshire
PH11 8AF
United Kingdom

Filing status

Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2027-04-02
Last: 2026-03-19

Officers (3 active · 0 resigned)

WHEATLEY, David
director · ~55y · appointed 2020-06-23
View their other companies + combined net worth →
Active
WHEATLEY, John William Stuart
director · ~33y · appointed 2022-02-15
View their other companies + combined net worth →
Active
WHEATLEY, Stuart
director · ~62y · appointed 2020-06-23
View their other companies + combined net worth →
Active

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

Recent filings (14 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-04-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-05-16
confirmation-statement-with-updates
confirmation-statement · CS01
2025-03-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-07-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-07-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-07-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-03
appoint-person-director-company-with-name-date
officers · AP01
2022-02-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-07-02
change-account-reference-date-company-current-extended
accounts · AA01
2020-06-23
incorporation-company
incorporation · NEWINC
2020-06-23