JMG INSURANCE BROKERS LIMITED

🌳Matureactive

01079593 · ltd · incorporated 1972-11-01

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

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 10.2y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

77/100

Strong

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What this business does

Primary activity: Non-life insurance

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 60-year-old founder — textbook succession opportunity.

Opportunity 77/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 60). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

3 live charges · 2 lenders · oldest 10.2y

70/100

ready

Refinance conversation should be productive — structure clean and timing right.

· Oldest live charge is 10.2 years old — likely at or near maturity.
· Two lenders — manageable, but coordination required.
· Legal-friction score 20/100 — clean.

Data confidence

Overall: medium (61/100)

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

No iXBRL financials extracted

Lenders & charges

3 charges (3/3 with lender, 3/3 with type)

Directors & officers

31 officers (10 active, 31 linked, 27 with DOB)

Ownership & PSC

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

Director network

31 connected companies via shared directors

Filing history

176 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

77/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Recent activity

Last 30 days

filings

• 3 officers

Last 90 days

filings

• 4 officers
• 3 change-of-name
• 2 capital

Last 180 days

filings

• 6 officers
• 3 change-of-name
• 2 capital

Counts from Companies House filing history.

Corporate timeline (76 events)Click to expand

2026-04-21
➕
FORREST, Neil appointed
director
2026-04-21
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-04-01
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-03-31
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-03-26
➕
PERCIVAL, Alan James appointed
director
2026-03-26
➕
TETLEY, Lee appointed
director
2026-03-19
📄
capital-allotment-shares
capital · SH01
2026-02-23
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-02-17
➖
REID, Neil resigned
director
2026-02-16
✏️
certificate-change-of-name-company
change-of-name · CERTNM
2026-02-16
✏️
change-of-name-request-comments
change-of-name · NM06
2026-02-16
✏️
change-of-name-notice
change-of-name · CONNOT
2026-02-03
📄
capital-allotment-shares
capital · SH01
2026-01-21
➕
STUTTARD, Matthew appointed
director
2026-01-21
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-01-06
📄
accounts-with-accounts-type-full
accounts · AA
2025-12-11
📄
change-person-director-company-with-change-date
officers · CH01
2025-12-01
📄
mortgage-satisfy-charge-full
mortgage · MR04
2025-12-01
🔓
Charge satisfied #2
2025-11-27
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-11-21
🔒
Charge registered #3
Lender: Ares Management Limited
2025-01-20
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-01-17
➕
TOWNSEND, Simon appointed
director
2024-12-20
📄
accounts-with-accounts-type-full
accounts · AA
2024-08-27
📄
second-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP04CS01
2024-07-30
📄
capital-allotment-shares
capital · SH01
2024-03-07
📄
capital-allotment-shares
capital · SH01
2023-12-12
➕
REID, Neil appointed
director
2023-12-12
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-12-07
📄
accounts-with-accounts-type-full
accounts · AA
2023-01-04
📄
accounts-with-accounts-type-full
accounts · AA
2022-05-26
➕
FOX, Charles Jake Christian appointed
director
2022-02-04
🔒
Charge registered #2
Lender: Ares Management Limited
2021-02-01
➖
FORREST, Neil resigned
director
2021-02-01
➖
FOX, Charles Jake Christian resigned
director
2021-02-01
➖
RASTRICK, John Simon resigned
director
2020-12-03
🔓
Charge satisfied #1
2020-11-20
➕
ELLIS, Claire appointed
director
2020-11-20
➕
FORREST, Neil appointed
director
2020-11-20
➕
FOX, Charles Jake Christian appointed
director
2020-11-20
➖
GLENDINNING, John Michael resigned
director
2020-11-20
➖
GLENDINNING, Paul Richard resigned
director
2020-11-20
➕
RASTRICK, John Simon appointed
director
2020-11-20
➖
VINALL, Ian Michael resigned
director
2019-05-23
➕
VINALL, Ian Michael appointed
director
2017-04-01
➕
WRIGHT, Kathren appointed
secretary
2017-04-01
➕
WRIGHT, Kathren appointed
director
2017-03-31
➖
HUTCHINSON, Timothy John resigned
secretary
2017-03-31
➖
HUTCHINSON, Timothy John resigned
director
2016-02-01
🔒
Charge registered #1
Lender: National Westminster Bank PLC

Showing most recent 50 of 76 events

Owner dependency

48/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-9 active directors: Broader management team in place — suggests transferable governance.
+Senior director age: Director aged approximately 60 — approaching natural succession window.

Succession & seller-readiness

53/100

Moderate signal

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

SIGNALS

secondaryFounder aged 58+: Senior director is approximately 60. Early succession window.
secondary12+ year tenure: Director in role 13 years.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·

Name changed 3 times

medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2026-02-16: certificate-change-of-name-company; 2026-02-16: change-of-name-request-comments

Group structure

J.M. Glendinning Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

J.M. Glendinning Group Limited

Corporate parent · holds 75-100% shares

ultimate parent

⬇

JMG INSURANCE BROKERS LIMITED

This company · 01079593

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
J.M. Glendinning Group Limited Corporate entity	75–100%	—	75-100% shares	06/04/2016

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

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.

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Company details

Statusactive

Typeltd

Incorporated1972-11-01

Jurisdictionengland-wales

Primary SIC65120 — Non-life insurance

Registered office

Elmwood House Ghyll Royd

Guiseley

Leeds

LS20 9LT

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2026-07-29

Last: 2025-07-15