JAMES HEATH & SONS LIMITED
🌳Matureactive
00692984 · ltd · incorporated 1961-05-17
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 May 2025
Net worth
—
book net assets
Opportunity
72/100
Strong
What this business does
Primary activity: Growing of cereals (except rice), leguminous crops and oil seeds
Sector: Agriculture, forestry & fishing
ALSO REGISTERED FOR
- 01460SIC 01460
- 01470SIC 01470
Investor take
PursueStrong opportunity: active trading company with strong profile and acceptable with review structure.
Opportunity 72/100 (strong), bankability 67/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 8 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (58/100).
🏦
Refinance opportunity
20 live charges · 8 lenders · oldest 53.3y
35/100
too messy
Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.
- · Oldest live charge is 53.3 years old — likely at or near maturity.
- · 8 lenders named — inter-creditor friction likely.
- · Legal-friction score 40/100 — workable, but lender will want more DD.
Data confidence
Overall: medium (78/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Company profile
address, 3 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
20 charges (20/20 with lender, 20/20 with type)
90
Directors & officers
8 officers (2 active, 8 linked, 6 with DOB)
85
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
Network not yet resolved
30
Filing history
137 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
72/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
50
Some acquirability indicators.
Risk profile
77
Few red flags.
Signal strength
100
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 | 2025-05-31 | 2024-05-31 |
|---|---|---|
| Average employees | 1400 | 800 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
3 signals 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 accounts
Last 90 days
1
filing
- • 1 accounts
Last 180 days
2
filings
- • 1 accounts
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (67 events)Click to expand
- 2026-05-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-02-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-02-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-09-18📄mortgage-satisfy-charge-fullmortgage · MR04
- 2023-09-18🔓Charge satisfied #17
- 2023-08-18📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2023-08-15📄mortgage-satisfy-charge-fullmortgage · MR04
- 2023-08-15📄mortgage-satisfy-charge-fullmortgage · MR04
- 2023-08-15🔓Charge satisfied #18
- 2023-08-15🔓Charge satisfied #16
- 2023-08-11🔒Charge registered #20Lender: Oxbury Bank PLC
- 2023-02-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-07-19📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2022-07-14🔒Charge registered #19Lender: Oxbury Bank PLC
- 2022-02-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-05-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-02-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-02-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-05-05📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2018-05-05📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2018-05-05📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2018-03-05📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2014-11-27🔒Charge registered #18Lender: Lloyds Bank PLC
- 2014-08-28➖HEATH, George Derek resigneddirector
- 2014-08-27➖HEATH, Peter Lloyd resigneddirector
- 2013-05-31➕HEATH, Alastair Peter appointeddirector
- 2013-05-31➕HEATH, James Ford appointeddirector
- 2013-05-31➖HEATH, Peter Lloyd resignedsecretary
- 2013-05-31➖HEATH, Anthony James resigneddirector
- 2010-05-17🔒Charge registered #17Lender: The Agricultural Mortgage Corporation PLC
- 2010-04-14🔒Charge registered #16Lender: Lloyds Tsb Bank PLC
- 2009-05-19🔓Charge satisfied #8
- 2009-04-01🔓Charge satisfied #15
- 2009-04-01🔓Charge satisfied #14
- 2009-04-01🔓Charge satisfied #12
- 2009-04-01🔓Charge satisfied #7
- 2009-04-01🔓Charge satisfied #3
- 2001-02-24🔓Charge satisfied #13
- 2000-11-24🔒Charge registered #15Lender: The Governor and Company of the Bank of Scotland
- 2000-05-23🔒Charge registered #14Lender: The Governor and Company of the Bank of Scotland
- 1997-07-31🔓Charge satisfied #5
- 1997-07-31🔓Charge satisfied #4
- 1997-06-20➖HEATH, James Michael resignedsecretary
- 1997-06-20➕HEATH, Peter Lloyd appointedsecretary
- 1997-06-20➕HEATH, Anthony James appointeddirector
- 1997-06-20➖HEATH, James Michael resigneddirector
- 1997-06-20➕HEATH, Peter Lloyd appointeddirector
- 1997-06-20🔒Charge registered #13Lender: National Westminster Bank PLC
- 1994-11-15🔒Charge registered #12Lender: Nws Bank PLC
- 1994-11-12🔓Charge satisfied #11
Showing most recent 50 of 67 events
Owner dependency
81/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder name in company name: Company name contains director surname "HEATH" — strong identity link between founder and business.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
59/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- secondary12+ year tenure: Director in role 13 years.
- secondaryStable-but-static management: Company is 65 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
1 med ·Charge satisfaction-then-recreation pattern
mediumMultiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr James Ford Heath Individual · British · DOB 10/1987 · age 39 | 25–50% | — | 25-50% shares | 22/02/2018 |
Mr Alastair Peter Heath Individual · British · DOB 10/1989 · age 37 | 25–50% | — | 25-50% shares | 22/02/2018 |
1 historic (ceased) PSC
- Mr George Derek Heathceased 21/02/2018· 25-50% shares
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Agriculture · TF postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| CITY GREENS FOODTECH LTD→ 15945777 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| G J HEAPS LTD→ 12205799 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| GRIFFITHS FARMS LTD→ 15324195 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| HIGHFIELD LODGE AGRONOMY LTD→ 06766613 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| HUSPHINS LANE EQUESTRIAN LTD→ 16411144 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| I & M POULTRY FARM (MIDLAND) LIMITED→ 14148609 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| IEC BEEF LIMITED→ 11134854 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| IEC POULTRY LIMITED→ 11134456 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| INTERFACE NRM LIMITED→ 04615780 · est 2002 · no financials extracted | — | — | — | — | 23y | — | — |
| J R O GRIFFITHS LIMITED→ 04803621 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| J.N.FULLER-SHAPCOTT & CO.→ 01835269 · est 1984 · no financials extracted | — | — | — | — | 41y | — | — |
| JJC AGRICULTURE LTD→ 14469081 · est 2022 · 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.
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
Incorporated1961-05-17
Jurisdictionengland-wales
Primary SIC01110 — Growing of cereals (except rice), leguminous crops and oil seeds
Registered office
Bolas House
Great Bolas
Telford
Shropshire
TF6 6PQ
Filing status
Accounts
Next due: 2027-02-28
Last made up to: 2025-05-31
Confirmation statement
Next due: 2026-12-07
Last: 2025-11-23
Officers (2 active · 6 resigned)
HEATH, Alastair Peter→
Activedirector · ~37y · appointed 2013-05-31
View their other companies + combined net worth →
HEATH, James Ford→
Activedirector · ~39y · appointed 2013-05-31
View their other companies + combined net worth →
HEATH, James Michael→
Resignedsecretary · resigned 1997-06-20
HEATH, Peter Lloyd→
Resignedsecretary · appointed 1997-06-20 · resigned 2013-05-31
HEATH, Anthony James→
Resigneddirector · ~61y · appointed 1997-06-20 · resigned 2013-05-31
HEATH, George Derek→
Resigneddirector · ~91y · resigned 2014-08-28
HEATH, James Michael→
Resigneddirector · ~86y · resigned 1997-06-20
HEATH, Peter Lloyd→
Resigneddirector · ~64y · appointed 1997-06-20 · resigned 2014-08-27
Click a director name to see their full track record across all companies.
Mortgages & charges
20
Total charges
2
Outstanding
1
Active lenders
Status:Lender:20 of 20 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Oxbury Bank Oxbury Bank PLC | A registered charge | 1 property | 11/08/2023 | — | |
| outstanding | Oxbury Bank Oxbury Bank PLC | A registered charge | — | 14/07/2022 | — | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | A registered charge | — | 27/11/2014 | 15/08/2023 | |
| satisfied | The Agricultural Mortgage Corporation The Agricultural Mortgage Corporation PLC | Mortgage | 1 property | 17/05/2010 | 18/09/2023 | |
| satisfied | Lloyds Banking Group Lloyds Tsb Bank PLC | Mortgage | 2 properties | 14/04/2010 | 15/08/2023 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Legal charge | 3 properties | 24/11/2000 | 01/04/2009 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Debenture | 1 property | 23/05/2000 | 01/04/2009 | |
| satisfied | National Westminster Bank National Westminster Bank PLC | Mortgage debenture | 1 property | 20/06/1997 | 24/02/2001 | |
| satisfied | Nws Bank Nws Bank PLC | Mortgage | 2 properties | 15/11/1994 | 01/04/2009 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | Legal mortgage | 1 property | 09/09/1982 | 12/11/1994 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | Legal mortgage | 1 property | 09/09/1982 | 12/11/1994 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | Legal mortgage | 1 property | 09/09/1982 | 12/11/1994 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | Legal mortgage | 1 property | 09/09/1982 | 19/05/2009 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | Legal mortgage | 1 property | 09/09/1982 | 01/04/2009 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | Legal mortgage | 1 property | 09/09/1982 | 12/11/1994 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | Legal mortgage | 1 property | 09/09/1982 | 31/07/1997 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | Legal mortgage | 1 property | 09/09/1982 | 31/07/1997 | |
| satisfied | Midland Bank Midland Bank PLC | Mortgage | 1 property | 30/01/1974 | 01/04/2009 | |
| satisfied | Midland Bank Midland Bank PLC | Mortgage | 1 property | 19/02/1973 | 12/11/1994 | |
| satisfied | Midland Bank Midland Bank PLC | Mortgage | 1 property | 19/02/1973 | 12/11/1994 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (137 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-05-29
confirmation-statement-with-updates
confirmation-statement · CS01
2026-01-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-02-28
confirmation-statement-with-updates
confirmation-statement · CS01
2024-12-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-02-29
confirmation-statement-with-updates
confirmation-statement · CS01
2023-12-22
mortgage-satisfy-charge-full
mortgage · MR04
2023-09-18
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2023-08-18
mortgage-satisfy-charge-full
mortgage · MR04
2023-08-15
mortgage-satisfy-charge-full
mortgage · MR04
2023-08-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-02-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-12-05
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2022-07-19
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-02-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-12-10