J.M. GLENDINNING (INSURANCE BROKERS) NORTH YORKSHIRE LIMITED
🌳Matureactive
01338795 · ltd · incorporated 1977-11-15
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 4.2y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
83/100
Exceptional
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 83/100 (exceptional), bankability 85/100. Strong seller-intent signal (70/100, director aged 60). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
🏦
Refinance opportunity
1 live charge · oldest 4.2y
75/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Charge age ~4.2 years — mid-life; refi window approaching.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 20/100 — clean.
Data confidence
Overall: medium (60/100)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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
17 officers (2 active, 17 linked, 14 with DOB)
86
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
162 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
83/100Exceptional
PassWatchWorth a lookStrongExceptional
Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
85
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
5
filings
- • 2 accounts
- • 2 other
- • 1 mortgage
Counts from Companies House filing history.
Corporate timeline (52 events)Click to expand
- 2026-01-08📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2026-01-08📄legacyaccounts · PARENT_ACC
- 2026-01-08📄legacyother · AGREEMENT2
- 2026-01-08📄legacyother · GUARANTEE2
- 2025-12-01📄mortgage-satisfy-charge-fullmortgage · MR04
- 2025-12-01🔓Charge satisfied #1
- 2024-12-20📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2024-12-20📄legacyaccounts · PARENT_ACC
- 2024-12-20📄legacyother · GUARANTEE2
- 2024-12-20📄legacyother · AGREEMENT2
- 2023-12-11📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2023-12-11📄legacyaccounts · PARENT_ACC
- 2023-12-11📄legacyother · GUARANTEE2
- 2023-12-11📄legacyother · AGREEMENT2
- 2023-01-04📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2023-01-04📄legacyaccounts · PARENT_ACC
- 2023-01-04📄legacyother · AGREEMENT2
- 2023-01-04📄legacyother · GUARANTEE2
- 2022-08-15📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2022-08-02➖WRIGHT, Kathren resignedsecretary
- 2022-05-30📄termination-director-company-with-name-termination-dateofficers · TM01
- 2022-05-30📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-05-30📄termination-director-company-with-name-termination-dateofficers · TM01
- 2022-05-26➕FOX, Charles Jake Christian appointeddirector
- 2022-05-26➖HOUGHTON, Nicholas John resigneddirector
- 2022-05-26➖WRIGHT, Kathren resigneddirector
- 2022-02-04🔒Charge registered #1Lender: Ares Management Limited
- 2021-02-01➖ELLIS, Claire resigneddirector
- 2021-02-01➖FORREST, Neil resigneddirector
- 2021-02-01➖FOX, Charles Jake Christian resigneddirector
- 2020-11-20➕ELLIS, Claire appointeddirector
- 2020-11-20➕FOX, Charles Jake Christian appointeddirector
- 2020-11-20➖GLENDINNING, Paul Richard resigneddirector
- 2019-04-01➕FORREST, Neil appointeddirector
- 2018-08-31➖GREEN, Antony Stephen resigneddirector
- 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
- 2015-07-03➖GREEN, Michael John resignedsecretary
- 2015-07-03➕HUTCHINSON, Timothy John appointedsecretary
- 2015-07-03➕GLENDINNING, Paul Richard appointeddirector
- 2015-07-03➕HOUGHTON, Nicholas John appointeddirector
- 2015-07-03➕HUTCHINSON, Timothy John appointeddirector
- 2015-07-03➖MURGATROYD, Ian resigneddirector
- 2006-03-01➕PIERCY, Alison Shirley appointeddirector
- 2002-12-15➖YOUNG, Geoffrey Leslie Mansell resigneddirector
- 2000-04-07➖CASHMORE, Kenneth resigneddirector
- 1998-09-16➖GILL, Rodney John resigneddirector
- 1997-04-05➕CASHMORE, Kenneth appointeddirector
Showing most recent 50 of 52 events
Owner dependency
76/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Long-tenure founder: Senior director has been in place 20 years — deep operational knowledge concentrated in one person.
- +Senior director age: Director aged approximately 60 — approaching natural succession window.
Succession & seller-readiness
76/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 60. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- primary20+ year tenure: Director in role 20 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 48 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
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
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 · board control
⬇
J.M. GLENDINNING (INSURANCE BROKERS) NORTH YORKSHIRE LIMITED
This company · 01338795
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% | board control75-100% shares · 75-100% voting · board control | 14/06/2016 |
1 historic (ceased) PSC
- Mr Antony Stephen Greenceased 24/11/2017· 25-50% 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.
See pricing →Similar companies
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|---|---|---|---|---|---|---|---|
| 2 PLAN WEALTH MANAGEMENT LIMITED→ 05998270 · est 2006 · no financials extracted | — | — | — | — | 19y | — | — |
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| 2M FINANCIAL SERVICES LTD→ 07013894 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| 2PM FINANCIAL SERVICES LIMITED→ 04544159 · est 2002 · no financials extracted | — | — | — | — | 23y | — | — |
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| AB FINANCE LIMITED→ 10033105 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| AB21 CONSULTANCY LTD→ 14714905 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
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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.
See pricing →Company details
Statusactive
Typeltd
Incorporated1977-11-15
Jurisdictionengland-wales
Primary SIC65120 — Non-life insurance
Registered office
Elmwood House Ghyll Royd
Guiseley
Leeds
LS20 9LT
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-06-28
Last: 2025-06-14
Officers (2 active · 15 resigned)
FOX, Charles Jake Christian→
Activedirector · ~49y · appointed 2022-05-26
View their other companies + combined net worth →
PIERCY, Alison Shirley→
Activedirector · ~60y · appointed 2006-03-01
View their other companies + combined net worth →
GREEN, Michael John→
Resignedsecretary · resigned 2015-07-03
HUTCHINSON, Timothy John→
Resignedsecretary · appointed 2015-07-03 · resigned 2017-03-31
WRIGHT, Kathren→
Resignedsecretary · appointed 2017-04-01 · resigned 2022-08-02
CASHMORE, Kenneth→
Resigneddirector · ~90y · appointed 1997-04-05 · resigned 2000-04-07
ELLIS, Claire→
Resigneddirector · ~53y · appointed 2020-11-20 · resigned 2021-02-01
FORREST, Neil→
Resigneddirector · ~60y · appointed 2019-04-01 · resigned 2021-02-01
FOX, Charles Jake Christian→
Resigneddirector · ~49y · appointed 2020-11-20 · resigned 2021-02-01
GILL, Rodney John→
Resigneddirector · ~82y · resigned 1998-09-16
GLENDINNING, Paul Richard→
Resigneddirector · ~56y · appointed 2015-07-03 · resigned 2020-11-20
GREEN, Antony Stephen→
Resigneddirector · ~74y · resigned 2018-08-31
HOUGHTON, Nicholas John→
Resigneddirector · ~54y · appointed 2015-07-03 · resigned 2022-05-26
HUTCHINSON, Timothy John→
Resigneddirector · ~65y · appointed 2015-07-03 · resigned 2017-03-31
MURGATROYD, Ian→
Resigneddirector · ~77y · appointed 1997-04-05 · resigned 2015-07-03
WRIGHT, Kathren→
Resigneddirector · ~54y · appointed 2017-04-01 · resigned 2022-05-26
YOUNG, Geoffrey Leslie Mansell→
Resigneddirector · ~84y · resigned 2002-12-15
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
0
Outstanding
0
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Ares Management Ares Management Limited | A registered charge | — | 04/02/2022 | 01/12/2025 |
Recent filings (162 total)
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2026-01-08
legacy
accounts · PARENT_ACC
2026-01-08
legacy
other · AGREEMENT2
2026-01-08
legacy
other · GUARANTEE2
2026-01-08
mortgage-satisfy-charge-full
mortgage · MR04
2025-12-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-19
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2024-12-20
legacy
accounts · PARENT_ACC
2024-12-20
legacy
other · GUARANTEE2
2024-12-20
legacy
other · AGREEMENT2
2024-12-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-18
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2023-12-11
legacy
accounts · PARENT_ACC
2023-12-11
legacy
other · GUARANTEE2
2023-12-11
legacy
other · AGREEMENT2
2023-12-11