IMERYS UK PENSION FUND TRUSTEES LIMITED

🌳Matureactive

01588199 · private-limited-guarant-nsc · incorporated 1981-09-29

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

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch

What this business does

Primary activity: Pension funding

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 73-year-old founder — textbook succession opportunity.

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

Data confidence

Overall: medium (58/100)

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

Confirmed no charges registered

Directors & officers

71 officers (5 active, 71 linked, 62 with DOB)

Ownership & PSC

2 active PSC(s) of 5 total, 5 with control declared

Director network

7 connected companies via shared directors

Filing history

318 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

filings

Last 90 days

filings

Last 180 days

filings

Counts from Companies House filing history.

Corporate timeline (140 events)Click to expand

2025-09-29
📄
accounts-with-accounts-type-dormant
accounts · AA
2024-10-01
📄
accounts-with-accounts-type-dormant
accounts · AA
2023-11-29
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-10-31
➖
PRICE, Carl Anthony resigned
director
2023-07-12
📄
change-corporate-secretary-company-with-change-date
officers · CH04
2023-07-11
📄
change-corporate-director-company-with-change-date
officers · CH02
2023-07-11
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-07-11
📄
change-corporate-director-company-with-change-date
officers · CH02
2023-07-11
📄
accounts-with-accounts-type-dormant
accounts · AA
2023-07-03
📄
memorandum-articles
incorporation · MA
2023-07-03
📄
resolution
resolution · RESOLUTIONS
2023-06-21
➖
SWEET, George Seymour resigned
director
2023-05-22
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-05-22
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-05-22
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-05-22
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-01-31
➕
TOWNSEND, Richard James appointed
director
2023-01-31
➖
BARNARD, Jeremy Keith resigned
director
2023-01-31
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-01-31
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-01-09
📄
appoint-corporate-secretary-company-with-name-date
officers · AP04
2023-01-09
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2023-01-01
➕
VIDETT GOVERNANCE SERVICES LIMITED appointed
corporate-secretary
2022-12-31
➖
BARNARD, Jeremy Keith resigned
secretary
2022-11-07
📄
accounts-with-accounts-type-dormant
accounts · AA
2021-10-04
📄
accounts-with-accounts-type-full
accounts · AA
2021-09-06
➕
BARNARD, Jeremy Keith appointed
director
2021-09-06
➖
TOWNSEND, Richard James resigned
director
2019-06-30
➖
QUARMBY, Edward James resigned
director
2018-10-24
➕
DART, Christopher Peter appointed
director
2018-10-24
➖
WEST, Malcolm George resigned
director
2013-09-13
➕
OSBORNE, David Paul appointed
director
2013-08-31
➖
MARTYN, Richard resigned
director
2012-02-01
➖
BARNARD, Jeremy Keith resigned
director
2012-02-01
➕
TOWNSEND, Richard James appointed
director
2010-04-26
➕
PRICE, Carl Anthony appointed
director
2009-12-04
➖
SLEEMAN, Anthony William resigned
director
2009-06-11
➖
LAMPRELL, Michael Robert resigned
director
2009-06-11
➕
WEST, Malcolm George appointed
director
2008-03-31
➕
BARNARD, Jeremy Keith appointed
secretary
2008-03-31
➖
ROBINSON, Michael Timothy resigned
secretary
2008-03-31
➕
BARNARD, Jeremy Keith appointed
director
2008-03-31
➖
BARNARD, Jeremy Keith resigned
director
2008-03-17
➕
VIDETT GOVERNANCE SERVICES LIMITED appointed
corporate-director
2008-03-17
➖
HARTY, Bernard Peter resigned
director
2007-06-01
➖
BLATCHFORD, Brian resigned
director
2007-06-01
➖
DAULMERIE, Christophe resigned
director
2007-06-01
➖
SCOBIE, Christopher William resigned
director
2006-09-25
➖
PRICE, Carl Anthony resigned
director
2006-09-25
➕
QUARMBY, Edward James appointed
director

Showing most recent 50 of 140 events

Owner dependency

80/100

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

-4 active directors: Broader management team in place — suggests transferable governance.
+Founder name in company name: Company name contains director surname "LIMITED" — strong identity link between founder and business.
+Long-tenure founder: Senior director has been in place 18 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 73 — succession pressure is live.

Succession & seller-readiness

83/100

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 73 years old. Natural succession window is now.
secondary12+ year tenure: Director in role 18 years.
secondaryStable-but-static management: Company is 45 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

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 David Paul Osborne Individual · British · DOB 04/1960 · age 66	25–50%	—	25-50% shares	08/02/2023
Mr Christopher Peter Dart Individual · British · DOB 08/1953 · age 73	25–50%	—	25-50% shares	08/02/2023

3 historic (ceased) PSCs

Mr Jonathan David Tannceased 08/02/2023· 25-50% shares
Mr Jeremy Keith Barnardceased 08/02/2023· 25-50% shares
Mrs Janice Powellceased 30/09/2018· 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

Active · Financial services · PL postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
CHRIS NEWTON MORTGAGE SERVICES LIMITED→ 08891809 · est 2014 · no financials extracted	—	—	—	—	12y	—	—
FIRE PREVENTION GROUP LTD→ 11070120 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
GHL SUBCO LIMITED→ 10265084 · est 2016 · no financials extracted	—	—	—	—	9y	—	—
GMP INVESTMENTS WELLS LIMITED→ 16906631 · est 2025 · no financials extracted	—	—	—	—	—	—	—
GOODMANS FINANCIAL PLANNING LTD→ 06892778 · est 2009 · no financials extracted	—	—	—	—	16y	—	—
GRASSHOPPER CORPORATION LIMITED→ 08690021 · est 2013 · no financials extracted	—	—	—	—	12y	—	—
GURU ADVISORY SERVICES LTD→ 14655582 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
HOLMAN FINANCE INTERNATIONAL LIMITED→ 11758466 · est 2019 · no financials extracted	—	—	—	—	7y	—	—
HOUSE MARTIN MORTGAGES LTD→ 16502329 · est 2025 · no financials extracted	—	—	—	—	—	—	—
IAC FINANCIAL PLANNING LTD→ 10838980 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
IAN FINN WEALTH MANAGEMENT LTD→ 08028965 · est 2012 · no financials extracted	—	—	—	—	14y	—	—
IMPECUNIOUS LIMITED→ 11025318 · est 2017 · no financials extracted	—	—	—	—	8y	—	—

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 →

🔒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

Typeprivate-limited-guarant-nsc

Incorporated1981-09-29

Jurisdictionengland-wales

Primary SIC65300 — Pension funding

Registered office

Par Moor Centre

Par Moor Road

Par

Cornwall

PL24 2SQ

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2027-01-23

Last: 2026-01-09