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.
Why now
Window steady · low confidence
Steady and tidy — no seller pressure yet. Approach only if an angle opens.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 10.5y old — refinance window within 12 months
What changed my view
Last 30 days
No material changes in the last 30 days.
Last 90 days
No snapshot from 90 days ago — start tracking from today.
Last 180 days
No snapshot from 180 days ago — start tracking from today.
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Non-life insurance
Sector: Financial & insurance
Investor take
PursueActive 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 10.5y
70/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 10.5 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
0
Lenders & charges
3 charges (3/3 with lender, 3/3 with type)
90
Directors & officers
32 officers (11 active, 32 linked, 28 with DOB)
88
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
29 connected companies via shared directors
90
Filing history
180 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
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
77
Few red flags.
Signal strength
100
Good data coverage for analysis.
Recent activity
Last 30 days
1
filing
- • 1 confirmation-statement
Last 90 days
4
filings
- • 2 capital
- • 1 confirmation-statement
- • 1 officers
Last 180 days
13
filings
- • 5 officers
- • 4 capital
- • 3 change-of-name
Counts from Companies House filing history.
Corporate timeline (77 events)Click to expand
- 2026-06-18📄capital-allotment-sharescapital · SH01
- 2026-06-17📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-06-12➕CUNIS, Andrew Cawton appointeddirector
- 2026-06-01📄capital-allotment-sharescapital · SH01
- 2026-04-21➕FORREST, Neil appointeddirector
- 2026-04-21📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-04-01📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-03-31📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-03-26➕PERCIVAL, Alan James appointeddirector
- 2026-03-26➕TETLEY, Lee appointeddirector
- 2026-03-19📄capital-allotment-sharescapital · SH01
- 2026-02-23📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-02-17➖REID, Neil resigneddirector
- 2026-02-16✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2026-02-16✏️change-of-name-request-commentschange-of-name · NM06
- 2026-02-16✏️change-of-name-noticechange-of-name · CONNOT
- 2026-02-03📄capital-allotment-sharescapital · SH01
- 2026-01-21➕STUTTARD, Matthew appointeddirector
- 2026-01-21📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-01-06📄accounts-with-accounts-type-fullaccounts · AA
- 2025-12-11📄change-person-director-company-with-change-dateofficers · CH01
- 2025-12-01📄mortgage-satisfy-charge-fullmortgage · MR04
- 2025-12-01🔓Charge satisfied #2
- 2025-11-27📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2025-11-21🔒Charge registered #3Lender: Ares Management Limited
- 2025-01-20📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-01-17➕TOWNSEND, Simon appointeddirector
- 2024-12-20📄accounts-with-accounts-type-fullaccounts · AA
- 2024-08-27📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2024-07-30📄capital-allotment-sharescapital · SH01
- 2024-03-07📄capital-allotment-sharescapital · SH01
- 2023-12-12➕REID, Neil appointeddirector
- 2022-05-26➕FOX, Charles Jake Christian appointeddirector
- 2022-02-04🔒Charge registered #2Lender: Ares Management Limited
- 2021-02-01➖FORREST, Neil resigneddirector
- 2021-02-01➖FOX, Charles Jake Christian resigneddirector
- 2021-02-01➖RASTRICK, John Simon resigneddirector
- 2020-12-03🔓Charge satisfied #1
- 2020-11-20➕ELLIS, Claire appointeddirector
- 2020-11-20➕FORREST, Neil appointeddirector
- 2020-11-20➕FOX, Charles Jake Christian appointeddirector
- 2020-11-20➖GLENDINNING, John Michael resigneddirector
- 2020-11-20➖GLENDINNING, Paul Richard resigneddirector
- 2020-11-20➕RASTRICK, John Simon appointeddirector
- 2020-11-20➖VINALL, Ian Michael resigneddirector
- 2019-05-23➕VINALL, Ian Michael appointeddirector
- 2017-04-01➕WRIGHT, Kathren appointedsecretary
- 2017-04-01➕WRIGHT, Kathren appointeddirector
- 2017-03-31➖HUTCHINSON, Timothy John resignedsecretary
- 2017-03-31➖HUTCHINSON, Timothy John resigneddirector
Showing most recent 50 of 77 events
Owner dependency
48/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- -10 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 signalSome 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 14 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
mediumName 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.
🏛️ultimate parent
J.M. Glendinning Group Limited
Corporate parent · holds 75-100% shares
⬇
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 →Similar companies
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|---|---|---|---|---|---|---|---|
| CHRIS SOUTH EQUITY RELEASE SPECIALIST LTD→ 11450617 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| CREATIVE FINANCIAL SERVICES LTD→ 15538710 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| CROSSFADER INVESTMENTS LTD→ 12984841 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| CUMBERLAND INVESTMENTS LIMITED→ 10427412 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| CYSTAR INSURANCE SERVICES LIMITED→ 05118839 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| D C G FINANCIAL PLANNING SOLUTIONS LTD→ 09355519 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| DAVID ROBERTS INVESTMENTS LIMITED→ 04604515 · est 2002 · no financials extracted | — | — | — | — | 23y | — | — |
| DBA WEALTH MANAGEMENT LTD→ 06612806 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| DINACO LTD→ 16655834 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| DNRW UNLIMITED→ 14550648 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| DOBSON BRUCE LTD→ 09621242 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| DOLITTLE INVESTMENT COMPANY→ 13626676 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
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
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: 2027-07-29
Last: 2026-07-15
Officers (11 active · 21 resigned)
Active
CUNIS, Andrew Cawton→
Activedirector · ~49y · appointed 2026-06-12
View their other companies + combined net worth →
ELLIS, Claire→
Activedirector · ~53y · appointed 2020-11-20
View their other companies + combined net worth →
FORREST, Neil→
Activedirector · ~60y · appointed 2026-04-21
View their other companies + combined net worth →
FOX, Charles Jake Christian→
Activedirector · ~49y · appointed 2022-05-26
View their other companies + combined net worth →
HOUGHTON, Nicholas John→
Activedirector · ~54y · appointed 2012-11-30
View their other companies + combined net worth →
PERCIVAL, Alan James→
Activedirector · ~60y · appointed 2026-03-26
View their other companies + combined net worth →
STUTTARD, Matthew→
Activedirector · ~39y · appointed 2026-01-21
View their other companies + combined net worth →
Active
TOWNSEND, Simon→
Activedirector · ~56y · appointed 2025-01-17
View their other companies + combined net worth →
WRIGHT, Kathren→
Activedirector · ~54y · appointed 2017-04-01
View their other companies + combined net worth →
GLENDINNING, Joan Margaret→
Resignedsecretary · resigned 2006-03-20
GLENDINNING, Paul Richard→
Resignedsecretary · appointed 2006-03-20 · resigned 2007-05-03
HUTCHINSON, Timothy John→
Resignedsecretary · appointed 2007-05-03 · resigned 2017-03-31
BROWNE, Mark Christopher Clinton→
Resigneddirector · ~56y · appointed 2010-07-01 · resigned 2013-12-01
COCKCROFT, Ian→
Resigneddirector · ~67y · appointed 2009-04-01 · resigned 2011-11-11
FORREST, Neil→
Resigneddirector · ~60y · appointed 2020-11-20 · resigned 2021-02-01
FOX, Charles Jake Christian→
Resigneddirector · ~49y · appointed 2020-11-20 · resigned 2021-02-01
GLENDINNING, Joan Margaret→
Resigneddirector · ~79y · resigned 2006-03-20
GLENDINNING, John Michael→
Resigneddirector · ~81y · appointed 2014-06-12 · resigned 2020-11-20
Click a director name to see their full track record across all companies.
Mortgages & charges
3
Total charges
1
Outstanding
1
Active lenders
Status:Lender:3 of 3 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Ares Management Ares Management Limited | A registered charge | — | 21/11/2025 | — | |
| satisfied | Ares Management Ares Management Limited | A registered charge | — | 04/02/2022 | 01/12/2025 | |
| satisfied | National Westminster Bank National Westminster Bank PLC | A registered charge | — | 01/02/2016 | 03/12/2020 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (180 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-07-17
capital-allotment-shares
capital · SH01
2026-06-18
appoint-person-director-company-with-name-date
officers · AP01
2026-06-17
capital-allotment-shares
capital · SH01
2026-06-01
appoint-person-director-company-with-name-date
officers · AP01
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
capital-allotment-shares
capital · SH01
2026-03-19
termination-director-company-with-name-termination-date
officers · TM01
2026-02-23
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
2026-02-16
capital-allotment-shares
capital · SH01
2026-02-03
appoint-person-director-company-with-name-date
officers · AP01
2026-01-21
accounts-with-accounts-type-full
accounts · AA
2026-01-06