J.J. YATES & COMPANY LIMITED
🌳Matureactive
01766214 · ltd · incorporated 1983-11-01
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
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
78/100
Strong
What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 78/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
🏦
Refinance opportunity
3 live charges · 2 lenders · oldest 4.6y
40/100
too messy
Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.
- · Charge age ~4.6 years — mid-life; refi window approaching.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 28/100 — workable, but lender will want more DD.
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
25 officers (3 active, 25 linked, 19 with DOB)
85
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
20 connected companies via shared directors
90
Filing history
160 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
75
Strong succession / seller-readiness signals.
Risk profile
77
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
2
filings
- • 1 confirmation-statement
- • 1 officers
Counts from Companies House filing history.
Corporate timeline (67 events)Click to expand
- 2026-03-30📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-02-28➖COSTER, Marc resigneddirector
- 2025-10-30📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2025-10-30📄legacyaccounts · PARENT_ACC
- 2025-10-30📄legacyother · AGREEMENT2
- 2025-10-30📄legacyother · GUARANTEE2
- 2025-10-10📄legacyother · GUARANTEE2
- 2025-09-16📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-08-15📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2025-08-14📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-07-31➕PEEL, Alistair Charles appointedsecretary
- 2025-07-31➖POWELL, Eliot James resigneddirector
- 2025-03-18📄change-person-director-company-with-change-dateofficers · CH01
- 2025-03-14📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2025-03-04➕COSTER, Marc appointeddirector
- 2025-03-04➖SEED, Craig Arthur resigneddirector
- 2025-03-04📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-03-04📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-01-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-12-20➕POWELL, Eliot James appointeddirector
- 2024-10-12📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2024-10-12📄legacyaccounts · PARENT_ACC
- 2024-10-12📄legacyother · AGREEMENT2
- 2024-10-12📄legacyother · GUARANTEE2
- 2024-04-02📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2024-03-27🔒Charge registered #3Lender: Ares Management Limited (The “Security Agent”)
- 2023-08-18📄accounts-with-accounts-type-smallaccounts · AA
- 2023-01-09📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-04-05🔒Charge registered #2Lender: Ares Management Limited (The “Security Agent”)
- 2021-12-09🔒Charge registered #1Lender: Ares Management Limited (As Security Agent)
- 2021-08-18➕BLAND, Simon Christopher appointeddirector
- 2021-08-18➕PAGE, John David appointeddirector
- 2021-08-18➕BLAND, Simon appointeddirector
- 2021-08-18➖BLAND, Simon resigneddirector
- 2021-08-18➖REGAN, Tracey Ann resigneddirector
- 2021-08-18➕SEED, Craig Arthur appointeddirector
- 2021-08-18➖SLATER, Anthony John resigneddirector
- 2019-05-02➖SLATER, Jill Andrea resigneddirector
- 2019-05-01➖DAYE, Andrea Helen resignedsecretary
- 2019-05-01➖DAYE, Andrea Helen resigneddirector
- 2019-05-01➖NOONE, Ruth resigneddirector
- 2011-07-13➕REGAN, Tracey Ann appointeddirector
- 2011-06-21➖CROMPTON, David Edward resigneddirector
- 2011-03-01➕DAYE, Andrea Helen appointeddirector
- 2011-03-01➕NOONE, Ruth appointeddirector
- 2011-03-01➕SLATER, Jill Andrea appointeddirector
- 2001-10-19➖AUSTIN, Paul Rene Ghislain resignedsecretary
- 2001-10-19➕DAYE, Andrea Helen appointedsecretary
- 2001-10-19➖AUSTIN, Paul Rene Ghislain resigneddirector
- 2000-02-14➖KELLY, John Brian resigneddirector
Showing most recent 50 of 67 events
Owner dependency
66/100
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.
- +Senior director age: Director aged approximately 60 — approaching natural succession window.
Succession & seller-readiness
46/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 60. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
1 med ·2 director resignations in last 12 months
mediumMultiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: COSTER, Marc resigned 2026-02-28; POWELL, Eliot James resigned 2025-07-31
Group structure
Dr & P Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Dr & P Group Limited
Corporate parent · holds 75-100% shares
⬇
J.J. YATES & COMPANY LIMITED
This company · 01766214
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 |
|---|---|---|---|---|
Dr & P Group Limited Corporate entity | 75–100% | 75–100% | 75-100% shares · 75-100% voting | 18/08/2021 |
1 historic (ceased) PSC
- Mr Anthony John Slaterceased 18/08/2021· 75-100% shares · 75-100% voting · board control · significant influence · firm interest
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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|---|---|---|---|---|---|---|---|
| ATMA CONSULTING SERVICES LIMITED→ 15554360 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
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| BODYCOTE AMERICA TREASURY LIMITED→ 07016167 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| BODYCOTE PENSION TRUSTEES LIMITED→ 02218421 · est 1988 · no financials extracted | — | — | — | — | 38y | — | — |
| BOTT AND CO EOT LIMITED→ 16771679 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BRAMBLE FS LIMITED→ 15588297 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| BRAMHALL PARK MORTGAGES LTD→ 13685625 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| BRIDGING PROPERTY FINANCE LIMITED→ 14687125 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| BROOKES FINANCIAL MANAGEMENT LIMITED→ 03867558 · est 1999 · no financials extracted | — | — | — | — | 26y | — | — |
| BROOKLANDS PLACE MARKETING SERVICES LIMITED→ 06410271 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| BUSINESS PROTECT LIMITED→ 07255740 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
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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 →🔒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
Incorporated1983-11-01
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers
Registered office
Universal House Bramhall Moor Technology Park
Pepper Road, Hazel Grove
Stockport
SK7 5BW
United Kingdom
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-03-20
Last: 2026-03-06
Officers (3 active · 22 resigned)
PEEL, Alistair Charles→
Activesecretary · appointed 2025-07-31
View their other companies + combined net worth →
BLAND, Simon Christopher→
Activedirector · ~60y · appointed 2021-08-18
View their other companies + combined net worth →
PAGE, John David→
Activedirector · ~60y · appointed 2021-08-18
View their other companies + combined net worth →
AUSTIN, Paul Rene Ghislain→
Resignedsecretary · appointed 1997-04-10 · resigned 2001-10-19
BAMFORD, Philip Ian→
Resignedsecretary · appointed 1992-12-31 · resigned 1997-02-25
DAYE, Andrea Helen→
Resignedsecretary · appointed 2001-10-19 · resigned 2019-05-01
KEEPING, Norman Albert Leslie→
Resignedsecretary · resigned 1992-12-31
LEES, Anthony Howard→
Resignedsecretary · appointed 1997-02-25 · resigned 1997-04-10
AUSTIN, Paul Rene Ghislain→
Resigneddirector · ~68y · appointed 1996-05-31 · resigned 2001-10-19
BLAND, Simon→
Resigneddirector · ~58y · appointed 2021-08-18 · resigned 2021-08-18
COSTER, Marc→
Resigneddirector · ~48y · appointed 2025-03-04 · resigned 2026-02-28
CROMPTON, David Edward→
Resigneddirector · ~70y · appointed 1999-04-01 · resigned 2011-06-21
DAYE, Andrea Helen→
Resigneddirector · ~58y · appointed 2011-03-01 · resigned 2019-05-01
KELLY, John Brian→
Resigneddirector · ~90y · resigned 2000-02-14
LEES, Anthony Howard→
Resigneddirector · ~74y · appointed 1996-05-31 · resigned 1997-04-10
LEGG, Barry Charles→
Resigneddirector · ~77y · resigned 1992-09-30
MACKIE, Raymond John→
Resigneddirector · ~80y · appointed 1993-06-22 · resigned 1998-05-07
MOFFAT, Simon Alexander→
Resigneddirector · ~74y · appointed 1992-09-30 · resigned 1993-04-29
NOONE, Ruth→
Resigneddirector · ~55y · appointed 2011-03-01 · resigned 2019-05-01
POWELL, Eliot James→
Resigneddirector · ~55y · appointed 2024-12-20 · resigned 2025-07-31
Click a director name to see their full track record across all companies.
Mortgages & charges
3
Total charges
3
Outstanding
2
Active lenders
Status:Lender:3 of 3 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Ares Management (The “Security Agent”) Ares Management Limited (The “Security Agent”) | A registered charge | 1 property | 27/03/2024 | — | |
| outstanding | Ares Management (The “Security Agent”) Ares Management Limited (The “Security Agent”) | A registered charge | 1 property | 05/04/2022 | — | |
| outstanding | Ares Management (As Security Agent) Ares Management Limited (As Security Agent) | A registered charge | 1 property | 09/12/2021 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (160 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-30
termination-director-company-with-name-termination-date
officers · TM01
2026-03-30
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2025-10-30
legacy
accounts · PARENT_ACC
2025-10-30
legacy
other · AGREEMENT2
2025-10-30
legacy
other · GUARANTEE2
2025-10-30
legacy
other · GUARANTEE2
2025-10-10
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-09-16
appoint-person-secretary-company-with-name-date
officers · AP03
2025-08-15
termination-director-company-with-name-termination-date
officers · TM01
2025-08-14
change-person-director-company-with-change-date
officers · CH01
2025-03-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-18
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2025-03-14
appoint-person-director-company-with-name-date
officers · AP01
2025-03-04
termination-director-company-with-name-termination-date
officers · TM01
2025-03-04