ALFRED ROBERTS LIMITED

🌳Matureactive
02729477 · ltd · incorporated 1992-07-07
Investment thesis
Property vehicle with a workable charge structure — clean refinance potential.
Why interesting: Asset-backed; value largely in underlying property; lender engagement likely possible.
Why risky: Dependent on title and valuation due diligence; standard property risks.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
  • · Oldest live charge 32.0y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2025
Net worth
—
book net assets
Opportunity
83/100
Exceptional
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What this business does
Primary activity: Security dealing on own account
Sector: Financial & insurance
ALSO REGISTERED FOR
  • 68209Other letting and operating of own or leased real estate
Investor take
Pursue
Active trading company with a 87-year-old founder — textbook succession opportunity.

Opportunity 83/100 (exceptional), bankability 85/100. Strong seller-intent signal (63/100, director aged 87). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

1 live charge · oldest 32.0y

85/100
ready

Refinance conversation should be productive — structure clean and timing right.

  • · Oldest live charge is 32.0 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: medium (71/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile
address, 2 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
7 officers (5 active, 7 linked, 5 with DOB)
84
Ownership & PSC
No PSCs filed (unusual — worth investigating)
35
Director network
2 connected companies via shared directors
51
Filing history
83 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
83/100Exceptional
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
85
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Dec 2024Dec 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-12-312024-12-31
Average employees0400

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

Recent activity

Last 30 days
0
filings
Last 90 days
1
filing
  • • 1 accounts
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2026-04-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-05-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-07-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-05-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2022-06-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2021-08-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2020-05-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2019-06-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2018-09-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2017-12-08
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  11. 2017-12-08
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  12. 2017-12-01
    ➕
    WROE, Brenda, Dr appointed
    director
  13. 2017-12-01
    ➕
    WROE, Jean appointed
    director
  14. 2017-09-27
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2016-09-29
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  16. 2015-07-09
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  17. 2012-02-18
    🔓
    Charge satisfied #1
  18. 1994-06-22
    🔒
    Charge registered #1
    Lender: National Westminster Bank PLC
  19. 1992-07-07
    🏢
    Company incorporated
    As ALFRED ROBERTS LIMITED
  20. 1992-07-07
    ➕
    WROE, Martyn Robert appointed
    secretary
  21. 1992-07-07
    ➕
    WROE, Lawrence Alfred appointed
    director
  22. 1992-07-07
    ➕
    WROE, Martyn Robert appointed
    director
  23. 1992-07-07
    ➕
    SCOTT, Stephen John appointed
    nominee-secretary
  24. 1992-07-07
    ➖
    SCOTT, Stephen John resigned
    nominee-secretary
  25. 1992-07-07
    ➕
    SCOTT, Jacqueline appointed
    nominee-director
  26. 1992-07-07
    ➖
    SCOTT, Jacqueline resigned
    nominee-director

Owner dependency

73/100
High — earn-out structure required

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

FACTORS
  • -4 active directors: Broader management team in place — suggests transferable governance.
  • +Long-tenure founder: Senior director has been in place 34 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 87 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

90/100
Likely off-market candidate

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

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 87 years old. Natural succession window is now.
  • primary20+ year tenure: Director in role 34 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 34 years old and no new directors in the last 3 years — succession not yet being planned internally.
  • 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.)
🔒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

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
Incorporated1992-07-07
Jurisdictionengland-wales
Primary SIC64991 — Security dealing on own account

Registered office

6 Ruskin Field
Anstey
Leicester
LE7 7QP

Filing status

Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2026-11-16
Last: 2025-11-02

Officers (5 active · 2 resigned)

WROE, Martyn Robert→
secretary · appointed 1992-07-07
View their other companies + combined net worth →
Active
WROE, Brenda, Dr→
director · ~76y · appointed 2017-12-01
View their other companies + combined net worth →
Active
WROE, Jean→
director · ~82y · appointed 2017-12-01
View their other companies + combined net worth →
Active
WROE, Lawrence Alfred→
director · ~87y · appointed 1992-07-07
View their other companies + combined net worth →
Active
WROE, Martyn Robert→
director · ~77y · appointed 1992-07-07
View their other companies + combined net worth →
Active
SCOTT, Stephen John→
nominee-secretary · appointed 1992-07-07 · resigned 1992-07-07
Resigned
SCOTT, Jacqueline→
nominee-director · ~75y · appointed 1992-07-07 · resigned 1992-07-07
Resigned

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

Mortgages & charges

1
Total charges
0
Outstanding
0
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
satisfied
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property22/06/199418/02/2012

Recent filings (83 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-04-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-05-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-07-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-05-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-06-16
confirmation-statement-with-updates
confirmation-statement · CS01
2021-11-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-08-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-07-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-07-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-05-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-07-07