ALWYL INVESTMENTS LIMITED

🌳Matureactive
00439118 · ltd · incorporated 1947-07-18
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
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Turnover
year to Mar 2025
Net worth
£311.3k
book net assets
Opportunity
83/100
Exceptional
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What this business does
Primary activity: Other business support service activities n.e.c.
Sector: Administrative & support services
Investor take
Pursue
Active trading company. Family succession underway — not a classic acquisition target.

Opportunity 83/100 (exceptional), bankability 67/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

3 live charges · 3 lenders · oldest 79.4y

35/100
too messy

Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.

  • · Oldest live charge is 79.4 years old — likely at or near maturity.
  • · 3 lenders named — inter-creditor friction likely.
  • · Legal-friction score 35/100 — workable, but lender will want more DD.

Data confidence

Overall: high (82/100)

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
3 charges (3/3 with lender, 3/3 with type)
90
Directors & officers
8 officers (5 active, 8 linked, 7 with DOB)
88
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
106 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
83/100Exceptional
PassWatchWorth a lookStrongExceptional 

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
85
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 declared
Positive net assets
Net assets £311,264
Net assets shrinking
Down £3,453 YoY

Key financials

2 years extracted from filed iXBRL accounts
Cash
Net Worth
£311k
↓ 1.1% YoY
Current Assets
Current Liabilities
£0£376k£753k£1.1m£1.5m£1.9mMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31
Total assets£311.3k£314.7k
Current assets£1.88M
Debtors£1.88M£1.88M
Net assets£311.3k£314.7k

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
0
filings
Last 180 days
2
filings
  • 1 confirmation-statement
  • 1 persons-with-significant-control
Counts from Companies House filing history.
Corporate timeline (24 events)Click to expand
  1. 2026-02-18
    📄
    withdrawal-of-a-person-with-significant-control-statement
    persons-with-significant-control · PSC09
  2. 2025-12-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2025-02-13
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  4. 2025-02-13
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  5. 2025-02-13
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  6. 2025-02-13
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  7. 2025-02-10
    MORGAN JONES, Christopher David appointed
    director
  8. 2025-02-10
    MORGAN JONES, William appointed
    director
  9. 2024-12-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2024-11-29
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  11. 2023-12-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2022-12-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2022-12-20
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  14. 2021-12-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2021-04-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2019-12-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 1998-11-02
    MARSHALL, Norman resigned
    director
  18. 1992-12-29
    HAWKINS, Anne Mary resigned
    director
  19. 1991-03-15
    MORGAN JONES, David appointed
    director
  20. 1991-02-13
    HINGLEY, William Henry resigned
    director
  21. 1990-10-12
    🔒
    Charge registered #3
    Lender: Barclays Bank PLC
  22. 1947-12-29
    🔒
    Charge registered #2
    Lender: H. B Evans
  23. 1947-07-18
    🏢
    Company incorporated
    As ALWYL INVESTMENTS LIMITED
  24. 1947-03-20
    🔒
    Charge registered #1
    Lender: Provincial Building Society

Owner dependency

73/100
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.
  • +Long-tenure founder: Senior director has been in place 35 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 87 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

40/100
Moderate signal

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

SIGNALS
  • primaryFamily succession underway: Not a takeover target — MORGAN JONES, William (same surname) appointed 2025-02-10. Pattern consistent with intra-family handover.
  • primaryFounder aged 70+: Senior director is approximately 87 years old. Natural succession window is now.
  • primary20+ year tenure: Director in role 35 years. Very long tenure is a classic succession signal.
  • 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.)

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Christopher David Morgan Jones
Individual · English · DOB 01/1971 · age 55
2550%
25–50%board control25-50% shares · 25-50% voting · board control10/02/2025
Mr William Morgan Jones
Individual · English · DOB 09/1973 · age 53
2550%
25–50%board control25-50% shares · 25-50% voting · board control10/02/2025
1 historic (ceased) PSC
  • Mrs Carolyn Ann Morgan Jonesceased 31/12/2018· 25-50% shares · 25-50% voting

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

8 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
Incorporated1947-07-18
Jurisdictionengland-wales
Primary SIC82990 — Other business support service activities n.e.c.

Registered office

Ross House
The Square
Stow On The Wold
Gloucestershire
GL54 1AF
United Kingdom

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-04
Last: 2026-02-18

Officers (5 active · 3 resigned)

MORGAN JONES, Carolyn Anne
secretary
View their other companies + combined net worth →
Active
MORGAN JONES, Carolyn Anne
director · ~81y
View their other companies + combined net worth →
Active
MORGAN JONES, Christopher David
director · ~55y · appointed 2025-02-10
View their other companies + combined net worth →
Active
MORGAN JONES, David
director · ~87y · appointed 1991-03-15
View their other companies + combined net worth →
Active
MORGAN JONES, William
director · ~53y · appointed 2025-02-10
View their other companies + combined net worth →
Active
HAWKINS, Anne Mary
director · ~111y · resigned 1992-12-29
Resigned
HINGLEY, William Henry
director · ~105y · resigned 1991-02-13
Resigned
MARSHALL, Norman
director · ~114y · resigned 1998-11-02
Resigned

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

Mortgages & charges

3
Total charges
3
Outstanding
3
Active lenders
Status:Lender:3 of 3 shown
TypeProperties
outstanding
Barclays
Barclays Bank PLC
Debenture1 property12/10/1990
outstanding
H. B Evans
Mortgage2 properties29/12/1947
outstanding
Provincial Building Society
Legal charge1 property20/03/1947
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (106 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-19
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2026-02-18
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-19
confirmation-statement-with-updates
confirmation-statement · CS01
2025-02-25
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-02-13
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-02-13
appoint-person-director-company-with-name-date
officers · AP01
2025-02-13
appoint-person-director-company-with-name-date
officers · AP01
2025-02-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-18
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-11-29
confirmation-statement-with-updates
confirmation-statement · CS01
2024-11-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-18
confirmation-statement-with-updates
confirmation-statement · CS01
2023-11-24
confirmation-statement-with-updates
confirmation-statement · CS01
2023-02-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-22