BARTLETT GROUP LIMITED

🌳Matureactive

00945137 · ltd · incorporated 1969-01-01

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

80/100

Exceptional

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What this business does

Primary activity: Life insurance

Sector: Financial & insurance

ALSO REGISTERED FOR

65120Non-life insurance
70100Activities of head offices

Investor take

Pursue

Active trading company with a 84-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 84). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (59/100)

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

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

17 officers (6 active, 17 linked, 15 with DOB)

Ownership & PSC

2 active PSC(s) of 3 total, 3 with control declared

Director network

9 connected companies via shared directors

Filing history

129 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

80/100Exceptional

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Recent activity

Last 30 days

filing

• 1 accounts

Last 90 days

filings

• 1 accounts
• 1 confirmation-statement

Last 180 days

filings

• 1 accounts
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (38 events)Click to expand

2026-05-18
📄
accounts-with-accounts-type-group
accounts · AA
2025-07-28
📄
change-person-director-company-with-change-date
officers · CH01
2025-04-04
➕
FAULKNER, Jonathan Charles appointed
secretary
2025-04-04
➖
RANSOME, John Howard resigned
secretary
2025-04-04
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2025-04-04
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2025-04-02
📄
accounts-with-accounts-type-group
accounts · AA
2025-01-20
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-01-20
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-01-20
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-04-22
📄
accounts-with-accounts-type-group
accounts · AA
2023-06-12
📄
accounts-with-accounts-type-group
accounts · AA
2022-11-07
📄
resolution
resolution · RESOLUTIONS
2022-11-07
📄
memorandum-articles
incorporation · MA
2022-05-03
📄
capital-cancellation-shares
capital · SH06
2022-05-03
📄
capital-return-purchase-own-shares
capital · SH03
2022-04-12
📄
accounts-with-accounts-type-group
accounts · AA
2021-06-25
📄
resolution
resolution · RESOLUTIONS
2021-06-08
📄
accounts-with-accounts-type-group
accounts · AA
2020-07-07
📄
accounts-with-accounts-type-group
accounts · AA
2016-03-14
➖
SIMPSON, Robert James resigned
director
2014-01-31
➖
HOLT, Peter Alexander resigned
director
2012-10-24
➕
SIMPSON, Robert James appointed
director
2012-01-24
➕
BARTLETT, Andrew appointed
director
2012-01-24
➕
BARTLETT, Richard Fredrick appointed
director
2010-03-31
➖
RIDDICK, Stephen Peter resigned
director
2007-06-01
➕
SHARP, Anthony Richard, Mr. appointed
director
2006-09-30
➖
WARRINGTON, Peter Edward resigned
director
2004-10-07
➕
HOLT, Peter Alexander appointed
director
2004-10-07
➕
RIDDICK, Stephen Peter appointed
director
2002-01-14
➕
SMITH, Robin Anthony appointed
director
1997-01-15
➖
BROWN, Robert Graham resigned
director
1996-07-19
➖
ROWLAY, Jeffrey Thomas resigned
director
1996-06-12
➖
BARTLETT, Fred resigned
director
1994-10-07
➖
LITTON, Roger Anthony, Dr resigned
director
1994-10-07
➖
WORRALL, David resigned
director
1992-12-16
➖
GREEN, Edward Ambler resigned
director
1969-01-01
🏢
Company incorporated
As BARTLETT GROUP LIMITED

Owner dependency

88/100

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

-5 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.
+Long-tenure founder: Senior director has been in place 24 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 84 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

80/100

Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 84 years old. Natural succession window is now.
primary20+ year tenure: Director in role 24 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

Name	Shares	Voting rights	Nature of control	Notified
Mr Richard Frederick Bartlett Individual · British · DOB 09/1980 · age 46	50–75%	—	50-75% shares	22/10/2024
Mr Andrew Michael Bartlett Individual · British · DOB 02/1979 · age 47	25–50%	—	25-50% shares	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.

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Similar companies

Active · Financial services · LS postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
BONDINSURE LIMITED→ 15249956 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
BONDSURE LIMITED→ 15250101 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
BRITOPIA HOLDINGS LIMITED→ 16345148 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
BROOKS RAYNER→ 11133852 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
C F BELL FINANCIAL CONSULTANT LTD→ 06484010 · est 2008 · no financials extracted	—	—	—	—	18y	—	—
C L FINANCE LIMITED→ 01108021 · est 1973 · no financials extracted	—	—	—	—	53y	—	—
CARLEX ESTATES,LIMITED→ 00407586 · est 1946 · no financials extracted	—	—	—	—	80y	—	—
CARTER FINANCIAL SOLUTIONS LTD→ 14593575 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
CHOICE FINANCIAL PLANNING LIMITED→ 16913687 · est 2025 · no financials extracted	—	—	—	—	—	—	—
CHRIS SOUTH EQUITY RELEASE SPECIALIST LTD→ 11450617 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
CHRISTOPHER HEAP LIMITED→ 17094905 · est 2026 · no financials extracted	—	—	—	—	—	—	—
CITY PRIME VENTURE CAPITAL LIMITED→ 08995556 · est 2014 · no financials extracted	—	—	—	—	12y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

7 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

Incorporated1969-01-01

Jurisdictionengland-wales

Primary SIC65110 — 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