CONNELLS FINANCIAL SERVICES LIMITED

🌳Matureactive

02156476 · ltd · incorporated 1987-08-24

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

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 64-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (70/100, director aged 64). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

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

Lenders & charges

Confirmed no charges registered

Directors & officers

14 officers (3 active, 14 linked, 12 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

19 connected companies via shared directors

Filing history

128 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

filing

• 1 confirmation-statement

Last 90 days

filings

• 1 confirmation-statement
• 1 accounts

Last 180 days

filings

• 1 confirmation-statement
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (39 events)Click to expand

2026-03-16
📄
accounts-with-accounts-type-dormant
accounts · AA
2025-09-05
📄
accounts-with-accounts-type-dormant
accounts · AA
2025-05-19
📍
move-registers-to-sail-company-with-new-address
address · AD03
2025-01-09
📄
change-person-director-company-with-change-date
officers · CH01
2024-10-14
📍
move-registers-to-sail-company-with-new-address
address · AD03
2024-10-12
📍
change-sail-address-company-with-new-address
address · AD02
2024-08-27
📄
accounts-with-accounts-type-dormant
accounts · AA
2023-10-19
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-10-17
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-10-16
➕
SCOTT, Adrian Paul appointed
director
2023-09-28
➖
LIVESEY, David Christopher resigned
director
2023-08-30
📄
accounts-with-accounts-type-dormant
accounts · AA
2023-01-03
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-12-31
➖
SHIPPERLEY, Reginald Stephen resigned
director
2022-09-09
📄
accounts-with-accounts-type-dormant
accounts · AA
2021-09-07
📄
accounts-with-accounts-type-dormant
accounts · AA
2020-12-24
📄
accounts-with-accounts-type-dormant
accounts · AA
2019-10-03
📄
accounts-with-accounts-type-full
accounts · AA
2018-10-11
📄
resolution
resolution · RESOLUTIONS
2018-10-02
📄
accounts-with-accounts-type-full
accounts · AA
2015-04-30
➖
GIBSON, John Joseph resigned
director
2013-12-19
➖
OLIVER, Martin James resigned
director
2013-08-30
➖
MOORE, Stephen Norman resigned
director
2013-01-30
➕
MOORE, Stephen Norman appointed
director
2013-01-30
➕
OLIVER, Martin James appointed
director
2013-01-30
➕
SHIPPERLEY, Reginald Stephen appointed
director
1997-11-18
➕
TWIGG, Richard John appointed
director
1997-11-18
➖
BARNETT, Janet Ann resigned
director
1997-11-18
➕
GIBSON, John Joseph appointed
director
1997-11-18
➖
LAWFORD, Allen Robert resigned
director
1997-11-18
➕
LIVESEY, David Christopher appointed
director
1996-07-26
➕
TWIGG, Richard John appointed
secretary
1996-07-26
➖
SILVERMAN, Brian Geoffrey resigned
secretary
1993-12-06
➖
CANNON, Peter Charles resigned
director
1992-09-30
➕
CANNON, Peter Charles appointed
director
1992-09-30
➖
SIMSON, John Henry Francis resigned
director
1991-12-17
➕
LAWFORD, Allen Robert appointed
director
1991-12-06
➖
WOOD, David Bernard resigned
director
1987-08-24
🏢
Company incorporated
As CONNELLS FINANCIAL SERVICES LIMITED

Owner dependency

76/100

High — earn-out structure required

Material 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 29 years — deep operational knowledge concentrated in one person.
+Senior director age: Director aged approximately 64 — approaching natural succession window.

Succession & seller-readiness

76/100

Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS

primaryFounder aged 63+: Senior director is approximately 64. Approaching typical UK retirement age — succession thinking likely.
secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
primary20+ year tenure: Director in role 29 years. Very long tenure is a classic succession signal.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 low

Multiple registered office changes

low

Multiple address changes in a short period can indicate operational instability or admin disorder.

Group structure

Connells Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Connells Limited

Corporate parent · holds 75-100% shares

ultimate parent

⬇

CONNELLS FINANCIAL SERVICES LIMITED

This company · 02156476

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
Connells Limited Corporate entity	75–100%	—	75-100% shares	06/04/2016

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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CONIFER HOLDINGS LIMITED→ 12845510 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
CONNELLS RESIDENTIAL→ 01489613 · est 1980 · no financials extracted	—	—	—	—	46y	—	—
COUNTRYWIDE GROUP LIMITED→ 04947152 · est 2003 · no financials extracted	—	—	—	—	22y	—	—
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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

Incorporated1987-08-24

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Cumbria House

16-20 Hockliffe Street

Leighton Buzzard

Bedfordshire

LU7 8GN

Filing status

Accounts

Next due: 2027-09-30

Last made up to: 2025-12-31

Confirmation statement

Next due: 2027-06-01

Last: 2026-05-18

Officers (3 active · 11 resigned)

TWIGG, Richard John→

secretary · appointed 1996-07-26

View their other companies + combined net worth →

Active

SCOTT, Adrian Paul→

director · ~64y · appointed 2023-10-16

View their other companies + combined net worth →

Active

TWIGG, Richard John→

director · ~61y · appointed 1997-11-18

View their other companies + combined net worth →

Active

SILVERMAN, Brian Geoffrey→

secretary · resigned 1996-07-26

Resigned

BARNETT, Janet Ann→

director · ~92y · resigned 1997-11-18

Resigned

CANNON, Peter Charles→

director · ~68y · appointed 1992-09-30 · resigned 1993-12-06

Resigned

GIBSON, John Joseph→

director · ~65y · appointed 1997-11-18 · resigned 2015-04-30

Resigned

LAWFORD, Allen Robert→

director · ~73y · appointed 1991-12-17 · resigned 1997-11-18

Resigned

LIVESEY, David Christopher→

director · ~67y · appointed 1997-11-18 · resigned 2023-09-28

Resigned

MOORE, Stephen Norman→

director · ~55y · appointed 2013-01-30 · resigned 2013-08-30

Resigned

OLIVER, Martin James→

director · ~59y · appointed 2013-01-30 · resigned 2013-12-19

Resigned

SHIPPERLEY, Reginald Stephen→

director · ~68y · appointed 2013-01-30 · resigned 2022-12-31

Resigned

SIMSON, John Henry Francis→

director · ~95y · resigned 1992-09-30

Resigned

WOOD, David Bernard→

director · ~83y · resigned 1991-12-06

Resigned

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

Recent filings (128 total)

confirmation-statement-with-no-updates

confirmation-statement · CS01

2026-05-18

accounts-with-accounts-type-dormant

accounts · AA

2026-03-16

accounts-with-accounts-type-dormant

accounts · AA

2025-09-05

confirmation-statement-with-no-updates

confirmation-statement · CS01

2025-05-19

move-registers-to-sail-company-with-new-address

address · AD03

2025-05-19

change-person-director-company-with-change-date

officers · CH01

2025-01-09

move-registers-to-sail-company-with-new-address

address · AD03

2024-10-14

change-sail-address-company-with-new-address

address · AD02

2024-10-12

accounts-with-accounts-type-dormant

accounts · AA

2024-08-27

confirmation-statement-with-no-updates

confirmation-statement · CS01

2024-05-28

termination-director-company-with-name-termination-date

officers · TM01

2023-10-19

appoint-person-director-company-with-name-date

officers · AP01

2023-10-17

accounts-with-accounts-type-dormant

accounts · AA

2023-08-30

confirmation-statement-with-no-updates

confirmation-statement · CS01

2023-05-24

termination-director-company-with-name-termination-date

officers · TM01

2023-01-03