ASPEN MARKETING LIMITED

🌳Matureactive
02889780 · ltd · incorporated 1994-01-21
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
  • · Oldest live charge 15.0y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Jan 2026
Net worth
£1.58M
book net assets
Opportunity
82/100
Exceptional
🔔
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What this business does
Primary activity: Accounting and auditing activities
Sector: Professional, scientific & technical
ALSO REGISTERED FOR
  • 69203Tax consultancy
  • 70229Management consultancy activities other than financial management
Investor take
Pursue
Active trading company with a 66-year-old founder — textbook succession opportunity.

Opportunity 82/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 66). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Discharge stale live charges. 1 live charge(s) created 15+ years ago — likely paid but undischarged. Clean register. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

2 live charges · 2 lenders · oldest 15.0y

70/100
ready

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

  • · Oldest live charge is 15.0 years old — likely at or near maturity.
  • · Two lenders — manageable, but coordination required.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: high (82/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile
address, 3 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
11 officers (3 active, 11 linked, 9 with DOB)
86
Ownership & PSC
3 active PSC(s) of 3 total, 3 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
91 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
82/100Exceptional
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
80
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £1,577,830
Cash YoY
+464%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£192k
↑ 464% YoY
Net Worth
£1.6m
↑ 15% YoY
Current Assets
£1.4m
↓ 3.3% YoY
Current Liabilities
—
£0£316k£631k£947k£1.3m£1.6mJan 2025Jan 2026

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2026-01-312025-01-31
Total assets£1.77M£1.64M
Current assets£1.40M£1.44M
Cash£191.6k£34.0k
Debtors£953.7k£1.16M
Net assets£1.58M£1.37M

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

🔒Filing-note intelligence

2 signals detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days
1
filing
  • • 1 persons-with-significant-control
Last 90 days
1
filing
  • • 1 persons-with-significant-control
Last 180 days
2
filings
  • • 1 persons-with-significant-control
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (39 events)Click to expand
  1. 2026-07-20
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  2. 2026-03-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2025-08-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2025-07-10
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  5. 2024-11-06
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  6. 2024-11-01
    ➖
    MARSH, Gwenda resigned
    director
  7. 2024-10-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2024-07-19
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  9. 2024-01-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2023-09-18
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  11. 2023-09-18
    🔓
    Charge satisfied #2
  12. 2022-12-02
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  13. 2022-12-01
    ➖
    PHILLIPS, Ben Hayden resigned
    director
  14. 2022-12-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2022-09-22
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  16. 2022-09-16
    🔒
    Charge registered #2
    Lender: Buzz Capital Finance Limited
  17. 2021-10-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2021-05-06
    📄
    second-filing-of-confirmation-statement-with-made-up-date
    confirmation-statement · RP04CS01
  19. 2020-10-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  20. 2019-10-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  21. 2018-05-01
    ➕
    PHILLIPS, Ben Hayden appointed
    director
  22. 2018-01-01
    ➖
    TURNER, Carl resigned
    director
  23. 2016-11-30
    ➖
    FINCHAM, Tina Elizabeth resigned
    director
  24. 2016-11-30
    ➕
    MARSH, Gwenda appointed
    director
  25. 2011-08-03
    🔒
    Charge registered #1
    Lender: Hsbc Bank PLC
  26. 2011-05-13
    ➕
    FINCHAM, Tina Elizabeth appointed
    director
  27. 2011-05-13
    ➕
    TURNER, Carl appointed
    director
  28. 1996-10-31
    ➕
    WAITE, Lisa Christina appointed
    director
  29. 1996-10-31
    ➖
    JARVIS, Amanda Jayne resigned
    director
  30. 1994-12-31
    ➖
    GOODARE, Richard resigned
    director
  31. 1994-12-31
    ➖
    GOODARE, Sheila West resigned
    director
  32. 1994-12-31
    ➕
    JARVIS, Amanda Jayne appointed
    director
  33. 1994-01-21
    🏢
    Company incorporated
    As ASPEN MARKETING LIMITED
  34. 1994-01-21
    ➕
    WAITE, Paul David appointed
    secretary
  35. 1994-01-21
    ➕
    WAITE, Paul David appointed
    director
  36. 1994-01-21
    ➕
    SWIFT INCORPORATIONS LIMITED appointed
    corporate-nominee-secretary
  37. 1994-01-21
    ➖
    SWIFT INCORPORATIONS LIMITED resigned
    corporate-nominee-secretary
  38. 1994-01-21
    ➕
    GOODARE, Richard appointed
    director
  39. 1994-01-21
    ➕
    GOODARE, Sheila West appointed
    director

Owner dependency

91/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

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 33 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 66 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

86/100
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 66. 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 33 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 33 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.)

Group structure

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

🏛️
Aspen Waite Group Limited
Corporate parent
⬇
ASPEN MARKETING LIMITED
This company · 02889780

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

3 active beneficial owners · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Aspen Waite Group Limited
Corporate entity
—75–100%75-100% voting01/11/2023
Mr Paul David Waite
Individual · British · DOB 02/1960 · age 66
25–50%
—25-50% shares06/04/2016
Mrs Lisa Christina Waite
Individual · British · DOB 08/1961 · age 65
——sig. influencesignificant influence01/11/2023

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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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
Incorporated1994-01-21
Jurisdictionengland-wales
Primary SIC69201 — Accounting and auditing activities

Registered office

Rubis House
15 Friarn Street
Bridgwater
Somerset
TA6 3LH

Filing status

Accounts
Next due: 2027-10-31
Last made up to: 2026-01-31
Confirmation statement
Next due: 2026-10-27
Last: 2025-10-13

Officers (3 active · 8 resigned)

WAITE, Paul David→
secretary · appointed 1994-01-21
View their other companies + combined net worth →
Active
WAITE, Lisa Christina→
director · ~65y · appointed 1996-10-31
View their other companies + combined net worth →
Active
WAITE, Paul David→
director · ~66y · appointed 1994-01-21
View their other companies + combined net worth →
Active
SWIFT INCORPORATIONS LIMITED→
corporate-nominee-secretary · appointed 1994-01-21 · resigned 1994-01-21
Resigned
FINCHAM, Tina Elizabeth→
director · ~62y · appointed 2011-05-13 · resigned 2016-11-30
Resigned
GOODARE, Richard→
director · ~75y · appointed 1994-01-21 · resigned 1994-12-31
Resigned
GOODARE, Sheila West→
director · ~76y · appointed 1994-01-21 · resigned 1994-12-31
Resigned
JARVIS, Amanda Jayne→
director · ~58y · appointed 1994-12-31 · resigned 1996-10-31
Resigned
MARSH, Gwenda→
director · ~58y · appointed 2016-11-30 · resigned 2024-11-01
Resigned
PHILLIPS, Ben Hayden→
director · ~45y · appointed 2018-05-01 · resigned 2022-12-01
Resigned
TURNER, Carl→
director · ~60y · appointed 2011-05-13 · resigned 2018-01-01
Resigned

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

Mortgages & charges

2
Total charges
1
Outstanding
1
Active lenders
Status:Lender:2 of 2 shown
TypeProperties
satisfied
Buzz Capital Finance
Buzz Capital Finance Limited
A registered charge—16/09/202218/09/2023
outstanding
HSBC
Hsbc Bank PLC
Debenture1 property03/08/2011—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (91 total)

change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-07-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-03-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-08-01
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-07-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-14
termination-director-company-with-name-termination-date
officers · TM01
2024-11-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-10-31
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-07-19
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-01-29
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-13
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-12
mortgage-satisfy-charge-full
mortgage · MR04
2023-09-18
confirmation-statement-with-updates
confirmation-statement · CS01
2023-02-08
termination-director-company-with-name-termination-date
officers · TM01
2022-12-02