FIRST SENTIER INVESTORS (UK) FUNDS LIMITED

🌳Matureactive

02294743 · ltd · incorporated 1988-09-12

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

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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 68-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 68). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (59/100)

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

63 officers (7 active, 63 linked, 56 with DOB)

Ownership & PSC

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

Director network

9 connected companies via shared directors

Filing history

261 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

PassWatchWorth a lookStrongExceptional

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

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

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (133 events)Click to expand

2025-10-30
📄
change-person-director-company-with-change-date
officers · CH01
2025-10-29
📄
change-person-director-company-with-change-date
officers · CH01
2025-08-22
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-08-06
➕
MITCHELL, Ryan William appointed
director
2025-04-28
📄
accounts-with-accounts-type-full
accounts · AA
2025-04-14
📄
change-person-director-company-with-change-date
officers · CH01
2025-01-31
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-01-31
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-01-27
➕
BARONET, Kerry-Leigh Michelle appointed
director
2025-01-27
➖
DANIEL, Jane Philippa Louise resigned
director
2025-01-21
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-11-22
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-04-17
📄
accounts-with-accounts-type-full
accounts · AA
2023-10-25
📄
change-person-director-company-with-change-date
officers · CH01
2023-08-17
📄
accounts-with-accounts-type-full
accounts · AA
2023-05-03
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-05-03
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-05-02
➕
DANIEL, Jane Philippa Louise appointed
director
2023-05-02
➖
WOOD, Clare, Dr resigned
director
2023-03-06
📄
change-person-director-company-with-change-date
officers · CH01
2023-02-28
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-02-27
➖
YODAIKEN, Terrence Duncan resigned
director
2022-07-21
📄
change-person-director-company-with-change-date
officers · CH01
2022-07-11
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2022-06-30
➖
ALLEN, Scott Robert resigned
secretary
2022-04-26
📄
accounts-with-accounts-type-full
accounts · AA
2022-03-25
➖
HILDERLY, Adrian Patrick John resigned
director
2022-03-25
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-12-17
➖
TURPIN, Christian Richard Spencer resigned
director
2021-08-09
➕
LOWE, Jacqueline appointed
director
2020-12-22
➕
COTTON, Gary Nicholas appointed
director
2020-12-01
➖
WASTCOAT, Richard Carleton resigned
director
2020-05-14
➕
ALLEN, Scott Robert appointed
secretary
2019-12-05
➕
WOOD, Clare, Dr appointed
director
2019-12-05
➕
YODAIKEN, Terrence Duncan appointed
director
2018-07-24
➕
KUBITSCHECK, Wai-Choo appointed
director
2018-05-11
➖
LAKHANI, Kanesh Vallabhdas Jeram resigned
director
2016-07-29
➖
BREYLEY, James resigned
director
2016-01-11
➕
HILDERLY, Adrian Patrick John appointed
director
2015-10-15
➖
FERGUSON, Grant resigned
director
2015-08-24
➕
JOHNSON, Cyril Francis appointed
director
2015-02-05
➕
SHEPPARD, Rebecca Sarah appointed
secretary
2015-02-05
➖
DAVIES, Gillian Victoria resigned
secretary
2014-08-15
➖
SMITH, Adrian Charles Newlands resigned
secretary
2013-07-23
➕
FERGUSON, Grant appointed
director
2013-06-18
➖
DEMPSEY, John Robert resigned
director
2013-02-15
➖
WITHERS, Gary Nigel resigned
director
2013-01-03
➕
BREYLEY, James appointed
director
2013-01-03
➖
TULLOCH, Michael Graeme resigned
director
2012-03-13
➖
COOPER, Gregory Robert resigned
director

Showing most recent 50 of 133 events

Owner dependency

55/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-6 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 68 — succession pressure is live.

Succession & seller-readiness

55/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 63+: Senior director is approximately 68. 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

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

First Sentier Investors Uk Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

First Sentier Investors Uk Holdings Limited

Corporate parent · holds 75-100% shares

ultimate parent

⬇

FIRST SENTIER INVESTORS (UK) FUNDS LIMITED

This company · 02294743

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
First Sentier Investors Uk Holdings Limited Corporate entity	75–100%	75–100%	75-100% shares · 75-100% voting	15/11/2024

1 historic (ceased) PSC

Cfsim Limitedceased 15/11/2024· 75-100% shares · 75-100% 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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ADVISORY INSURANCE BROKERS LIMITED→ 04043759 · est 2000 · no financials extracted	—	—	—	—	25y	—	—
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AEGIS ELECTRIC & GAS INTERNATIONAL SERVICES 6 LTD→ 16725086 · est 2025 · no financials extracted	—	—	—	—	—	—	—
AEGIS LONDON SERVICES LIMITED→ 06872527 · est 2009 · no financials extracted	—	—	—	—	17y	—	—
AEGIS MANAGING AGENCY LIMITED→ 03413859 · est 1997 · no financials extracted	—	—	—	—	28y	—	—
AEGON SIPP GUARANTEE NOMINEE LIMITED→ 09125883 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
AEIT HOLDINGS LIMITED→ 14088758 · est 2022 · no financials extracted	—	—	—	—	3y	—	—

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.

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Company details

Statusactive

Typeltd

Incorporated1988-09-12

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Finsbury Circus House

15 Finsbury Circus

London

England

EC2M 7EB

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2027-01-24

Last: 2026-01-10