HARTLEY SECURITIES LIMITED

🌳Matureactive
00949113 · ltd · incorporated 1969-03-03
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
—
year to Feb 2025
Net worth
£4.6k
book net assets
Opportunity
78/100
Strong
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What this business does
Primary activity: Security dealing on own account
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 82-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 82). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

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, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
5 officers (3 active, 5 linked, 3 with DOB)
82
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
92 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
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
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £4,576

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£5k
↑ 19% YoY
Current Assets
£6k
↓ 44% YoY
Current Liabilities
—
£0£2k£4k£6k£8k£10kFeb 2024Feb 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-02-282024-02-29
Total assets£4.6k£3.8k
Current assets£5.5k£9.8k
Net assets£4.6k£3.8k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (20 events)Click to expand
  1. 2025-11-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-12-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2023-12-08
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  4. 2023-12-08
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  5. 2023-12-08
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  6. 2023-12-08
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  7. 2023-11-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2023-05-31
    📄
    appoint-person-secretary-company-with-name-date
    officers · AP03
  9. 2023-05-31
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  10. 2023-05-30
    ➕
    IBBOTSON, Cara Denise appointed
    secretary
  11. 2023-05-30
    ➕
    IBBOTSON, Cara Denise appointed
    director
  12. 2023-05-30
    ➖
    HARTLEY, David resigned
    secretary
  13. 2023-05-30
    ➖
    HARTLEY, David resigned
    director
  14. 2022-04-04
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2022-01-20
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  16. 2020-04-07
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2019-04-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2018-07-02
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  19. 2017-03-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  20. 1969-03-03
    🏢
    Company incorporated
    As HARTLEY SECURITIES 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
  • +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 "HARTLEY" — strong identity link between founder and business.
  • +Founder age: Director aged approximately 82 — succession pressure is live.

Succession & seller-readiness

76/100
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 82 years old. Natural succession window is now.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondaryStable-but-static management: Company is 57 years old and no new directors in the last 3 years — succession not yet being planned internally.

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

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mrs Shirley Hartley
Individual · British · DOB 07/1944 · age 82
75–100%
75–100%board control75-100% shares · 75-100% voting · board control01/06/2023
1 historic (ceased) PSC
  • Mr David Hartleyceased 30/05/2023· 75-100% shares · 75-100% voting · board control · significant influence

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

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.

See pricing →
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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
Incorporated1969-03-03
Jurisdictionengland-wales
Primary SIC64991 — Security dealing on own account

Registered office

36 Glebelands
Taunton
Somerset
TA2 8FG

Filing status

Accounts
Next due: 2026-11-30
Last made up to: 2025-02-28
Confirmation statement
Next due: 2026-10-08
Last: 2025-09-24

Officers (3 active · 2 resigned)

IBBOTSON, Cara Denise→
secretary · appointed 2023-05-30
View their other companies + combined net worth →
Active
HARTLEY, Shirley Anne→
director · ~82y
View their other companies + combined net worth →
Active
IBBOTSON, Cara Denise→
director · ~58y · appointed 2023-05-30
View their other companies + combined net worth →
Active
HARTLEY, David→
secretary · resigned 2023-05-30
Resigned
HARTLEY, David→
director · ~88y · resigned 2023-05-30
Resigned

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

Recent filings (92 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2025-11-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-05
accounts-with-accounts-type-micro-entity
accounts · AA
2024-12-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-31
confirmation-statement-with-updates
confirmation-statement · CS01
2023-12-23
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-12-08
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-12-08
termination-director-company-with-name-termination-date
officers · TM01
2023-12-08
termination-secretary-company-with-name-termination-date
officers · TM02
2023-12-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-08
appoint-person-secretary-company-with-name-date
officers · AP03
2023-05-31
appoint-person-director-company-with-name-date
officers · AP01
2023-05-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-10-20
accounts-with-accounts-type-micro-entity
accounts · AA
2022-04-04
accounts-with-accounts-type-micro-entity
accounts · AA
2022-01-20