DOLLERY & PALMER LIMITED
🌳Matureactive
00326650 · ltd · incorporated 1937-04-12
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
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 57.5y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£251.1k
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: Activities of open-ended investment companies
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 79/100 (strong), bankability 80/100. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Discharge stale live charges. 2 live charge(s) created 15+ years ago — likely paid but undischarged. Clean register. Most likely exit: strategic trade sale (73/100).
🏦
Refinance opportunity
4 live charges · oldest 57.5y
65/100
clean up first
Refinance viable after a tidy-up — address the highlighted items first.
- · Oldest live charge is 57.5 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 25/100 — workable, but lender will want more DD.
Data confidence
Overall: high (80/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
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
4 charges (4/4 with lender, 4/4 with type)
90
Directors & officers
8 officers (4 active, 8 linked, 7 with DOB)
88
Ownership & PSC
3 active PSC(s) of 4 total, 4 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
115 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
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
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £251,137
Net assets shrinking
Down £2,801 YoY
Cash YoY
-14%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£9k
↓ 14% YoY
Net Worth
£251k
↓ 1.1% YoY
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £251.1k | £253.9k |
| Cash | £9.1k | £10.6k |
| Net assets | £251.1k | £253.9k |
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
1
filing
- • 1 confirmation-statement
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
4
filings
- • 3 miscellaneous
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (34 events)Click to expand
- 2026-03-31📄legacymiscellaneous · RP01PSC01
- 2026-03-31📄legacymiscellaneous · RP01PSC01
- 2026-03-31📄legacymiscellaneous · RP01PSC01
- 2025-10-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-10-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-12-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-11-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-06-08📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2022-06-08📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2022-06-08📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2022-06-08📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-06-07➖MARVIN, Glennis Brenda Iris resigneddirector
- 2022-06-07📄termination-director-company-with-name-termination-dateofficers · TM01
- 2021-12-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-11-23📄memorandum-articlesincorporation · MA
- 2021-11-23📄resolutionresolution · RESOLUTIONS
- 2020-10-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-10-13📄termination-director-company-with-name-termination-dateofficers · TM01
- 2020-02-23➖MARVIN, John Roger resigneddirector
- 2019-12-06📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2018-11-29➖MARVIN, Glennis Brenda Iris resigneddirector
- 2018-07-26🔓Charge satisfied #4
- 2018-07-26🔓Charge satisfied #2
- 2018-07-10➕MARVIN, Glennis Brenda Iris appointeddirector
- 2013-01-20➕CULLINGFORD, Jane Elizabeth appointeddirector
- 2013-01-20➕MARVIN, Thomas Edward appointeddirector
- 2013-01-20➕ROWLAND, Catherine Helen appointeddirector
- 1995-06-01➖GOLDACRE, Peter William resigneddirector
- 1995-06-01➕MARVIN, Glennis Brenda Iris appointeddirector
- 1979-10-05🔒Charge registered #4Lender: Midland Bank LTD
- 1979-10-05🔒Charge registered #3Lender: Midland Bank LTD
- 1979-10-05🔒Charge registered #2Lender: Midland Bank LTD
- 1969-01-30🔒Charge registered #1Lender: Midland Bank LTD
- 1937-04-12🏢Company incorporatedAs DOLLERY & PALMER LIMITED
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 61 — approaching natural succession window.
Succession & seller-readiness
63/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 61. Early succession window.
- secondary12+ year tenure: Director in role 14 years.
- secondaryStable-but-static management: Company is 89 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
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
3 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Jane Elizabeth Cullingford Individual · British · DOB 01/1967 · age 59 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 07/06/2022 |
Catherine Helen Rowland Individual · British · DOB 09/1965 · age 61 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 07/06/2022 |
Mr Thomas Edward Marvin Individual · British · DOB 05/1971 · age 55 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 07/06/2022 |
1 historic (ceased) PSC
- Mrs Glennis Brenda Iris Marvinceased 07/06/2022· 75-100% shares · 75-100% voting · board control
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 →Similar companies
Active · Financial services · DE postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| COLESHILL MORTGAGE SERVICES LIMITED→ 05711103 · est 2006 · no financials extracted | — | — | — | — | 20y | — | — |
| CROICK CALEDONIAN LIMITED→ 04787832 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| DERBYSHIRE WEALTH MANAGEMENT LTD→ 11917241 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| DEUFIN LTD→ 12248122 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| DIRECT FINANCE SOLUTIONS LIMITED→ 06314543 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| DMB MORTGAGE EXPERT LTD→ 10929416 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| DODD ESTATES (UK) LTD→ 04523920 · est 2002 · no financials extracted | — | — | — | — | 23y | — | — |
| DPB LH LTD→ 17073875 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| DSC INVESTMENTS 2 LTD→ 16322336 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| DSC INVESTMENTS LTD→ 14118320 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| E FELL LTD→ 16025906 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| EDWARD WOOD & COMPANY LIMITED→ 03897380 · est 1999 · no financials extracted | — | — | — | — | 26y | — | — |
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
Incorporated1937-04-12
Jurisdictionengland-wales
Primary SIC64304 — Activities of open-ended investment companies
Registered office
Devonshire Croft Betty Lane,
Ashford In The Water
Bakewell
Derbyshire
DE45 1PZ
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-06-21
Last: 2026-06-07
Officers (4 active · 4 resigned)
Active
CULLINGFORD, Jane Elizabeth→
Activedirector · ~59y · appointed 2013-01-20
View their other companies + combined net worth →
MARVIN, Thomas Edward→
Activedirector · ~55y · appointed 2013-01-20
View their other companies + combined net worth →
ROWLAND, Catherine Helen→
Activedirector · ~61y · appointed 2013-01-20
View their other companies + combined net worth →
GOLDACRE, Peter William→
Resigneddirector · ~95y · resigned 1995-06-01
MARVIN, Glennis Brenda Iris→
Resigneddirector · ~89y · appointed 2018-07-10 · resigned 2022-06-07
MARVIN, Glennis Brenda Iris→
Resigneddirector · ~89y · appointed 1995-06-01 · resigned 2018-11-29
MARVIN, John Roger→
Resigneddirector · ~89y · resigned 2020-02-23
Click a director name to see their full track record across all companies.
Mortgages & charges
4
Total charges
2
Outstanding
1
Active lenders
Status:Lender:4 of 4 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Midland Bank Midland Bank LTD | Mortgage | 1 property | 05/10/1979 | 26/07/2018 | |
| outstanding | Midland Bank Midland Bank LTD | Mortgage | 1 property | 05/10/1979 | — | |
| satisfied | Midland Bank Midland Bank LTD | Mortgage | 1 property | 05/10/1979 | 26/07/2018 | |
| outstanding | Midland Bank Midland Bank LTD | Floating charge | 1 property | 30/01/1969 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (115 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-06-26
legacy
miscellaneous · RP01PSC01
2026-03-31
legacy
miscellaneous · RP01PSC01
2026-03-31
legacy
miscellaneous · RP01PSC01
2026-03-31
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-10-02
confirmation-statement-with-updates
confirmation-statement · CS01
2025-06-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-10-14
confirmation-statement-with-updates
confirmation-statement · CS01
2024-06-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-11
confirmation-statement-with-updates
confirmation-statement · CS01
2023-06-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-11-30
confirmation-statement-with-updates
confirmation-statement · CS01
2022-06-13
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2022-06-08
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2022-06-08
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2022-06-08