A J WAKELY & SONS LTD.

🌳Matureactive
01977927 · ltd · incorporated 1986-01-15
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to May 2025
Net worth
£3.24M
book net assets
Opportunity
74/100
Strong
🔔
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What this business does
Primary activity: Funeral and related activities
Sector: Other service activities
Investor take
Pursue
Strong opportunity: active trading company with strong profile and acceptable with review structure.

Opportunity 74/100 (strong), bankability 67/100. Strong seller-intent signal (68/100, director aged 51). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: strategic trade sale (63/100).

🏦

Refinance opportunity

4 live charges · 3 lenders · oldest 35.2y

35/100
too messy

Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.

  • · Oldest live charge is 35.2 years old — likely at or near maturity.
  • · 3 lenders named — inter-creditor friction likely.
  • · Legal-friction score 25/100 — workable, but lender will want more DD.

Data confidence

Overall: high (80/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
4 charges (4/4 with lender, 4/4 with type)
90
Directors & officers
6 officers (3 active, 6 linked, 4 with DOB)
83
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
120 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
60
Some acquirability indicators.
Risk profile
77
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £3,235,021
Cash YoY
+26%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£1.1m
↑ 26% YoY
Net Worth
£3.2m
~ YoY
Current Assets
—
Current Liabilities
—
£0£647k£1.3m£1.9m£2.6m£3.2mMay 2024May 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-05-312024-05-31
Cash£1.10M£875.8k
Net assets£3.24M£3.23M

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

2 signals detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days
0
filings
Last 90 days
7
filings
  • • 3 persons-with-significant-control
  • • 2 officers
  • • 1 resolution
Last 180 days
8
filings
  • • 3 persons-with-significant-control
  • • 2 officers
  • • 1 resolution
Counts from Companies House filing history.
Corporate timeline (34 events)Click to expand
  1. 2026-05-12
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  2. 2026-04-28
    📄
    resolution
    resolution · RESOLUTIONS
  3. 2026-04-28
    📄
    capital-alter-shares-subdivision
    capital · SH02
  4. 2026-04-22
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  5. 2026-04-22
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  6. 2026-04-22
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  7. 2026-04-22
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  8. 2026-03-31
    ➕
    WAKELY, Richard James appointed
    director
  9. 2026-03-31
    ➖
    WAKELY, Clive James resigned
    director
  10. 2025-10-06
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2024-11-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2024-05-21
    📍
    change-sail-address-company-with-old-address-new-address
    address · AD02
  13. 2023-11-14
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2023-06-27
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  15. 2023-06-19
    🔒
    Charge registered #4
    Lender: National Westminster Bank PLC
  16. 2022-11-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2022-08-10
    📄
    change-person-director-company-with-change-date
    officers · CH01
  18. 2022-08-10
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  19. 2022-01-12
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  20. 2022-01-12
    📄
    change-person-director-company-with-change-date
    officers · CH01
  21. 2021-12-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  22. 2021-04-07
    📄
    change-person-director-company-with-change-date
    officers · CH01
  23. 2021-03-31
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  24. 2015-08-01
    🔓
    Charge satisfied #3
  25. 2015-08-01
    🔓
    Charge satisfied #2
  26. 2015-08-01
    🔓
    Charge satisfied #1
  27. 2009-01-22
    🔒
    Charge registered #3
    Lender: Hsbc Bank PLC
  28. 2007-12-17
    ➕
    WAKELY, Simon appointed
    secretary
  29. 2007-12-17
    ➖
    WAKELY, David John resigned
    secretary
  30. 2007-11-01
    ➕
    WAKELY, Simon appointed
    director
  31. 2007-11-01
    ➖
    WAKELY, David John resigned
    director
  32. 1995-05-03
    🔒
    Charge registered #2
    Lender: Midland Bank PLC
  33. 1991-04-09
    🔒
    Charge registered #1
    Lender: Midland Bank PLC
  34. 1986-01-15
    🏢
    Company incorporated
    As A J WAKELY & SONS LTD.

Owner dependency

91/100
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
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Founder name in company name: Company name contains director surname "WAKELY" — strong identity link between founder and business.
  • +Long-tenure founder: Senior director has been in place 19 years — deep operational knowledge concentrated in one person.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

49/100
Moderate signal

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

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 19 years.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·
Charge satisfaction-then-recreation pattern
medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

Group structure

Aj Wakely And Sons Holdings Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Aj Wakely And Sons Holdings Ltd
Corporate parent · holds 75-100% shares · board control
ultimate parent
⬇
A J WAKELY & SONS LTD.
This company · 01977927

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%
NameSharesVoting rightsNature of controlNotified
Aj Wakely And Sons Holdings Ltd
Corporate entity
75–100%
75–100%board control75-100% shares · 75-100% voting · board control31/03/2026
2 historic (ceased) PSCs
  • Simon Wakelyceased 31/03/2026· 25-50% shares · 25-50% voting
  • Mr Clive James Wakelyceased 31/03/2026· 25-50% shares · 25-50% voting

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.

See pricing →

Company details

Statusactive
Typeltd
Incorporated1986-01-15
Jurisdictionengland-wales
Primary SIC96030 — Funeral and related activities

Registered office

91 East Street
Bridport
Dorset
DT6 3LB

Filing status

Accounts
Next due: 2027-02-28
Last made up to: 2025-05-31
Confirmation statement
Next due: 2027-01-14
Last: 2025-12-31

Officers (3 active · 3 resigned)

WAKELY, Simon→
secretary · appointed 2007-12-17
View their other companies + combined net worth →
Active
WAKELY, Richard James→
director · ~33y · appointed 2026-03-31
View their other companies + combined net worth →
Active
WAKELY, Simon→
director · ~51y · appointed 2007-11-01
View their other companies + combined net worth →
Active
WAKELY, David John→
secretary · resigned 2007-12-17
Resigned
WAKELY, Clive James→
director · ~65y · resigned 2026-03-31
Resigned
WAKELY, David John→
director · ~78y · resigned 2007-11-01
Resigned

Click a director name to see their full track record across all companies.

Mortgages & charges

4
Total charges
1
Outstanding
1
Active lenders
Status:Lender:4 of 4 shown
TypeProperties
outstanding
National Westminster Bank
National Westminster Bank PLC
A registered charge1 property19/06/2023—
satisfied
HSBC
Hsbc Bank PLC
Legal mortgage1 property22/01/200901/08/2015
satisfied
Midland Bank
Midland Bank PLC
Charge2 properties03/05/199501/08/2015
satisfied
Midland Bank
Midland Bank PLC
Fixed and floating charge1 property09/04/199101/08/2015
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (120 total)

appoint-person-director-company-with-name-date
officers · AP01
2026-05-12
resolution
resolution · RESOLUTIONS
2026-04-28
capital-alter-shares-subdivision
capital · SH02
2026-04-28
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-04-22
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2026-04-22
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-04-22
termination-director-company-with-name-termination-date
officers · TM01
2026-04-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-10-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-11-25
change-sail-address-company-with-old-address-new-address
address · AD02
2024-05-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-14
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2023-06-27