ATOMOS INVESTMENTS LIMITED
🌳Matureactive
02041819 · ltd · incorporated 1986-07-29
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
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 26.4y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
80/100
Exceptional
What this business does
Primary activity: Fund management activities
Sector: Financial & insurance
Investor take
PursueActive trading company with a 67-year-old founder — textbook succession opportunity.
Opportunity 80/100 (exceptional), bankability 85/100. Strong seller-intent signal (73/100, director aged 67). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
🏦
Refinance opportunity
2 live charges · 2 lenders · oldest 26.4y
70/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 26.4 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
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
62 officers (4 active, 62 linked, 54 with DOB)
87
Ownership & PSC
1 active PSC(s) of 4 total, 4 with control declared
90
Director network
16 connected companies via shared directors
90
Filing history
329 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
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
75
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
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (139 events)Click to expand
- 2025-09-19📄accounts-with-accounts-type-fullaccounts · AA
- 2025-03-25📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-03-21📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-03-14➕PALMER, David appointeddirector
- 2025-03-14➖PAREKH, Niral resigneddirector
- 2024-10-02📄accounts-with-accounts-type-fullaccounts · AA
- 2023-08-08📄accounts-with-accounts-type-fullaccounts · AA
- 2023-04-27📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-04-26➕FRASER, James Annand, Mr. appointeddirector
- 2023-03-29📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-03-29📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2023-03-10📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2023-03-10📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-03-02📄mortgage-satisfy-charge-fullmortgage · MR04
- 2023-03-02🔓Charge satisfied #2
- 2022-12-13➕PAREKH, Niral appointeddirector
- 2022-12-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-12-05📄change-person-director-company-with-change-dateofficers · CH01
- 2022-12-02📄change-person-director-company-with-change-dateofficers · CH01
- 2022-09-20✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2022-07-11📄memorandum-articlesincorporation · MA
- 2022-07-11📄resolutionresolution · RESOLUTIONS
- 2022-06-30📄resolutionresolution · RESOLUTIONS
- 2022-06-24📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2022-06-23🔒Charge registered #2Lender: Ares Management Limited
- 2022-05-20📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2022-05-20📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-05-06➖MASON, David John resigneddirector
- 2022-05-06➖ROOTHMAN, Carl Christiaan resigneddirector
- 2021-07-27➖WHITE, John David resigneddirector
- 2020-11-06➕FRASER, Nicola Jane appointeddirector
- 2020-06-11➖FRASER, Nicola Jane resigneddirector
- 2020-05-05➕FRASER, Nicola Jane appointeddirector
- 2019-10-07➖GIBSON, Jeremy Paul resignedsecretary
- 2019-10-07➖GIBSON, Jeremy Paul resigneddirector
- 2019-03-11➕ROOTHMAN, Carl Christiaan appointeddirector
- 2018-07-10➕MASON, David John appointeddirector
- 2018-05-31➖KRIEL, Daniel Eduard resigneddirector
- 2017-04-28➖SMITH, Brent resigneddirector
- 2017-03-31➕GIBSON, Jeremy Paul appointedsecretary
- 2017-03-31➖HAINES, Stephen Paul resignedsecretary
- 2017-03-31➖BRAND, Charles William Dawson resigneddirector
- 2017-03-31➖HAINES, Stephen Paul resigneddirector
- 2016-12-28➕GIBSON, Jeremy Paul appointeddirector
- 2016-12-21➕WHITE, John David appointeddirector
- 2016-11-17➖TAGLIABUE, Alfio resigneddirector
- 2016-09-30➖AMOR, John Leonard resigneddirector
- 2016-07-01➕HAINES, Stephen Paul appointedsecretary
- 2016-07-01➖LORAM, Rehana resignedsecretary
- 2016-05-10➕HAINES, Stephen Paul appointeddirector
Showing most recent 50 of 139 events
Owner dependency
63/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- -4 active directors: Broader management team in place — suggests transferable governance.
- +Founder age: Director aged approximately 67 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
55/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
- 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
Atomos Investments Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Atomos Investments Holdings Limited
Corporate parent · holds 75-100% shares · board control
⬇
ATOMOS INVESTMENTS LIMITED
This company · 02041819
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 |
|---|---|---|---|---|
Atomos Investments Holdings Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 30/09/2022 |
3 historic (ceased) PSCs
- Oaktree Capital Group Llcceased 30/09/2022· significant influence
- Sanlam Uk Limitedceased 06/05/2022· 75-100% shares · 75-100% voting · board control
- Sanlam Private Investments (Uk) Holdings Limitedceased 03/05/2022· 75-100% shares · 75-100% voting · board control
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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|---|---|---|---|---|---|---|---|
| BTCDANA GLOBAL TRADING LTD→ 15924251 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| CABRERA CONSULTING LTD→ 07713688 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| CAICAI LIMITED→ 15156688 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| CALVIN ROBERTS ENTERPRISE LTD→ 09941861 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| CAMOVA LIMITED→ 11323256 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| CANTILEVER RISK ADVISORY LIMITED→ 16827328 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CAPACITY PLACE LIMITED→ 12355743 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CARMICHAEL INVESTMENTS LTD→ 11605460 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| CCI AIT LIMITED→ 12210904 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CCI LR LIMITED→ 12210728 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CEDARCROSS LIMITED→ 02669560 · est 1991 · no financials extracted | — | — | — | — | 34y | — | — |
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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
Incorporated1986-07-29
Jurisdictionengland-wales
Primary SIC66300 — Fund management activities
Registered office
2nd Floor 5 Hatfields (Alto)
London
SE1 9PG
United Kingdom
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-03-27
Last: 2026-03-13
Officers (4 active · 58 resigned)
FRASER, James Annand, Mr.→
Activedirector · ~61y · appointed 2023-04-26
View their other companies + combined net worth →
FRASER, Nicola Jane→
Activedirector · ~54y · appointed 2020-11-06
View their other companies + combined net worth →
PALMER, David→
Activedirector · ~61y · appointed 2025-03-14
View their other companies + combined net worth →
POLIN, Jonathan Charles→
Activedirector · ~67y · appointed 2015-12-15
View their other companies + combined net worth →
GAGER, Duncan James→
Resignedsecretary · appointed 2012-10-01 · resigned 2016-05-09
GIBSON, Jeremy Paul→
Resignedsecretary · appointed 2017-03-31 · resigned 2019-10-07
HAINES, Stephen Paul→
Resignedsecretary · appointed 2016-07-01 · resigned 2017-03-31
HILLS, Paula Frances→
Resignedsecretary · resigned 2001-06-04
LORAM, Rehana→
Resignedsecretary · appointed 2016-05-09 · resigned 2016-07-01
SAVILL, Gary John→
Resignedsecretary · appointed 2007-06-08 · resigned 2008-04-15
TOLKIEN, Christopher Edward→
Resignedsecretary · appointed 2008-04-15 · resigned 2012-10-01
TOLKIEN, Christopher Edward→
Resignedsecretary · appointed 2001-06-04 · resigned 2007-06-08
ALING, Barry Alan→
Resigneddirector · ~76y · appointed 2001-05-16 · resigned 2002-02-28
AMOR, John Leonard→
Resigneddirector · ~68y · appointed 2013-05-13 · resigned 2016-09-30
ATKINSON, Richard Louis William→
Resigneddirector · ~63y · appointed 2003-11-27 · resigned 2008-12-31
BARWELL, Alison Louise→
Resigneddirector · ~61y · appointed 2009-10-01 · resigned 2016-05-09
BEANEY, Alan Frederick→
Resigneddirector · ~69y · appointed 2001-06-04 · resigned 2009-03-02
BENTON, William John Fox→
Resigneddirector · ~105y · resigned 1996-06-19
BRAND, Charles William Dawson→
Resigneddirector · ~64y · appointed 2007-06-08 · resigned 2017-03-31
BRUWER, Francois→
Resigneddirector · ~66y · appointed 2013-02-12 · resigned 2016-05-09
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
0
Outstanding
0
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Ares Management Ares Management Limited | A registered charge | — | 23/06/2022 | 02/03/2023 | |
| satisfied | Lloyds Banking Group Lloyds Tsb Bank PLC | Debenture | 1 property | 18/02/2000 | 23/09/2004 |
Recent filings (329 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-13
accounts-with-accounts-type-full
accounts · AA
2025-09-19
appoint-person-director-company-with-name-date
officers · AP01
2025-03-25
termination-director-company-with-name-termination-date
officers · TM01
2025-03-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-14
accounts-with-accounts-type-full
accounts · AA
2024-10-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-13
accounts-with-accounts-type-full
accounts · AA
2023-08-08
appoint-person-director-company-with-name-date
officers · AP01
2023-04-27
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-03-29
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2023-03-29
confirmation-statement-with-updates
confirmation-statement · CS01
2023-03-14
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2023-03-10
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-03-10
mortgage-satisfy-charge-full
mortgage · MR04
2023-03-02