ALTORFER FINANCIAL MANAGEMENT LIMITED

🌳Matureactive

02486396 · ltd · incorporated 1990-03-28

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

79/100

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. Family succession underway — not a classic acquisition target.

Opportunity 79/100 (strong), bankability 75/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: low (54/100)

Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

11 officers (6 active, 11 linked, 7 with DOB)

Ownership & PSC

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

Director network

Network not yet resolved

Filing history

120 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

79/100Strong

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

filing

• 1 confirmation-statement

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (31 events)Click to expand

2025-04-15
📄
accounts-with-accounts-type-full
accounts · AA
2025-03-12
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-03-10
➕
TAYLOR, Sam appointed
director
2024-05-04
📄
accounts-with-accounts-type-full
accounts · AA
2024-03-11
📄
change-person-director-company-with-change-date
officers · CH01
2023-04-21
📄
accounts-with-accounts-type-full
accounts · AA
2022-07-06
📄
capital-allotment-shares
capital · SH01
2022-04-26
📄
accounts-with-accounts-type-full
accounts · AA
2021-09-16
📄
change-person-director-company-with-change-date
officers · CH01
2021-09-16
📄
change-person-director-company-with-change-date
officers · CH01
2021-09-16
📄
change-person-director-company-with-change-date
officers · CH01
2021-04-30
📄
accounts-with-accounts-type-full
accounts · AA
2020-11-30
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-05-15
📄
accounts-with-accounts-type-small
accounts · AA
2019-05-10
📄
accounts-with-accounts-type-full
accounts · AA
2018-10-19
📄
termination-director-company-with-name-termination-date
officers · TM01
2018-10-09
➖
CHAPLIN, Mark Peter resigned
director
2018-09-24
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2018-09-24
📄
accounts-with-accounts-type-full
accounts · AA
2018-01-24
➕
WAKE, Helen Jane appointed
secretary
2018-01-24
➕
BRACEY, Louisa Joanne appointed
director
2018-01-24
➖
CHAPLIN, Mark Peter resigned
secretary
2015-05-13
➕
WAKE, Helen Jane appointed
director
2011-05-26
➕
WACKETT, Daniel James Graham appointed
director
2004-07-30
➕
CHAPLIN, Mark Peter appointed
secretary
2004-07-30
➖
GADENNE, Susan resigned
secretary
1998-08-03
➕
CHAPLIN, Mark Peter appointed
director
1994-10-24
➖
BENSON, Roger resigned
secretary
1994-10-24
➕
GADENNE, Susan appointed
secretary
1994-10-24
➖
BENSON, Roger resigned
director
1990-03-28
🏢
Company incorporated
As ALTORFER FINANCIAL MANAGEMENT LIMITED

Owner dependency

63/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

-5 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 79 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

33/100

Weak signal

Limited succession signal. Not a near-term off-market candidate.

SIGNALS

primaryFamily succession underway: Not a takeover target — TAYLOR, Sam (same surname) appointed 2025-03-10. Pattern consistent with intra-family handover.
primaryFounder aged 70+: Senior director is approximately 79 years old. Natural succession window is now.
secondary12+ year tenure: Director in role 15 years.
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.)

Shareholders & ownership

1 active beneficial owner

Name	Shares	Voting rights	Nature of control	Notified
Mr Roger Duncan Taylor Individual · British · DOB 06/1947 · age 79	25–50%	—	25-50% shares	06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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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.

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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

Incorporated1990-03-28

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

9 Regent Gate

High Street

Waltham Cross

Hertfordshire

EN8 7AF

England

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2027-03-14

Last: 2026-02-28