BARTLETT & COMPANY LIMITED

🌳Matureactive

00364202 · ltd · incorporated 1940-12-05

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

—

not disclosed

Net worth

—

book net assets

Opportunity

74/100

Strong

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What this business does

Primary activity: Non-life insurance

Sector: Financial & insurance

ALSO REGISTERED FOR

65202Non-life reinsurance

Investor take

Pursue

Strong opportunity: active trading company with strong profile and bankable structure.

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. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (57/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 2 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

30 officers (5 active, 30 linked, 28 with DOB)

Ownership & PSC

1 active PSC(s) of 2 total, 2 with control declared

Director network

3 connected companies via shared directors

Filing history

162 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

74/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Some acquirability indicators.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Recent activity

Last 30 days

filings

• 1 accounts
• 1 confirmation-statement

Last 90 days

filings

• 1 accounts
• 1 confirmation-statement
• 1 officers

Last 180 days

filings

• 1 accounts
• 1 confirmation-statement
• 1 officers

Counts from Companies House filing history.

Corporate timeline (66 events)Click to expand

2026-05-18
📄
accounts-with-accounts-type-full
accounts · AA
2026-04-15
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-04-08
➕
WHITEHEAD, Richard James appointed
director
2025-04-02
📄
accounts-with-accounts-type-full
accounts · AA
2025-04-01
➕
FAULKNER, Jonathan Charles appointed
secretary
2025-04-01
➕
FAULKNER, Jonathan Charles appointed
director
2025-04-01
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-04-01
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2025-03-31
➖
RANSOME, John Howard resigned
secretary
2025-03-31
➖
RANSOME, John Howard resigned
director
2025-03-31
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-03-31
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2025-01-27
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-01-27
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-09-03
📄
memorandum-articles
incorporation · MA
2024-09-03
📄
resolution
resolution · RESOLUTIONS
2024-04-22
📄
accounts-with-accounts-type-full
accounts · AA
2023-06-12
📄
accounts-with-accounts-type-full
accounts · AA
2022-04-12
📄
accounts-with-accounts-type-full
accounts · AA
2021-10-19
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-10-19
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-10-07
➖
ROBERTS, Ian Andrew resigned
director
2021-10-07
➖
STUBBS, Nicholas John resigned
director
2021-06-08
📄
accounts-with-accounts-type-full
accounts · AA
2020-10-02
📄
termination-director-company-with-name-termination-date
officers · TM01
2020-10-01
➖
BRIGGS, Michael Joseph resigned
director
2020-09-07
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2019-12-04
➕
RANSOME, John Howard appointed
director
2018-03-19
➖
BARTLETT, Frederick Michael resigned
director
2016-03-14
➖
SIMPSON, Robert James resigned
director
2015-04-30
➖
HELYAR, Ian resigned
director
2014-10-01
➕
SIMPSON, Robert James appointed
director
2014-01-31
➖
HOLT, Peter Alexander resigned
director
2013-07-15
➕
BARTLETT, Richard Frederick appointed
director
2013-01-31
➖
MICHEL, Lynda Mary resigned
director
2013-01-11
➖
SPARK, Karen resigned
director
2012-12-31
➖
GLOVER, Alan resigned
director
2012-09-07
➕
BARTLETT, Andrew appointed
director
2012-08-29
➖
KEMP, Tallis Alexis resigned
director
2011-10-01
➕
KEMP, Tallis Alexis appointed
director
2011-10-01
➕
SPARK, Karen appointed
director
2010-10-01
➕
GLOVER, Alan appointed
director
2010-06-23
➖
ROWLANDS, Simon Howard resigned
director
2010-04-30
➖
ELLIS, Michael Paul resigned
director
2010-03-31
➖
RIDDICK, Stephen Peter resigned
director
2009-01-14
➖
HOLMES, Andrew Martin resigned
director
2008-11-01
➕
HOLT, Peter Alexander appointed
director
2007-10-31
➖
MASON, Ian Winford resigned
director
2005-10-03
➕
ELLIS, Michael Paul appointed
director
2005-04-08
➖
HALL, David Alan resigned
director

Showing most recent 50 of 66 events

Owner dependency

63/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

-4 active directors: Broader management team in place — suggests transferable governance.
+Founder name in company name: Company name contains director surname "BARTLETT" — strong identity link between founder and business.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

43/100

Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS

secondary12+ year tenure: Director in role 14 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.)

Group structure

Bartlett Group (Subsidiaries) Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Bartlett Group (Subsidiaries) Limited

Corporate parent · holds 75-100% shares

ultimate parent

⬇

BARTLETT & COMPANY LIMITED

This company · 00364202

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Bartlett Group (Subsidiaries) Limited Corporate entity	75–100%	75–100%	75-100% shares · 75-100% voting	22/10/2024

1 historic (ceased) PSC

Mr Frederick Michael Bartlettceased 22/10/2024· 75-100% shares

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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AQL (FINANCIAL) LIMITED→ 08614368 · est 2013 · no financials extracted	—	—	—	—	12y	—	—
ASSET FINANCE UK CASHFLOW LIMITED→ 07674164 · est 2011 · no financials extracted	—	—	—	—	14y	—	—
ATTIS INSURANCE BROKERS LTD→ 12955173 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
AUGUSTA FAMILY INVESTMENTS→ 17089615 · est 2026 · no financials extracted	—	—	—	—	—	—	—
AVID INSURANCE SERVICES LIMITED→ 04885807 · est 2003 · no financials extracted	—	—	—	—	22y	—	—
AYATUNI PROPERTY LTD→ 16895665 · est 2025 · no financials extracted	—	—	—	—	—	—	—
BARTLETT GROUP LIMITED→ 00945137 · est 1969 · no financials extracted	—	—	—	—	57y	—	—
BARTLETT WEALTH MANAGEMENT LTD→ 00840614 · est 1965 · no financials extracted	—	—	—	—	61y	—	—
BATES WEALTH MANAGEMENT LTD→ 14590080 · est 2023 · no financials extracted	—	—	—	—	3y	—	—

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.

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🔒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

Incorporated1940-12-05

Jurisdictionengland-wales

Primary SIC65120 — Non-life insurance

Registered office

Broadway Hall

Horsforth

Leeds

LS18 4RS

Filing status

Accounts

Next due: 2027-06-30

Last made up to: 2025-09-30

Confirmation statement

Next due: 2027-05-28

Last: 2026-05-14