JAMES TRICKETT & SON (INDEPENDENT CONSULTANCY) LIMITED

💤Zombieactive
02954417 · ltd · incorporated 1994-08-01
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
80/100
Exceptional
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Active trading company with a 72-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 72). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (68/100)

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
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
Confirmed no charges registered
85
Directors & officers
7 officers (2 active, 7 linked, 3 with DOB)
79
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
90 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
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
90
Good data coverage for analysis.

Key financials

1 year extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-31
Average employees100

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

🔒Filing-note intelligence

1 signal 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
0
filings
Last 90 days
0
filings
Last 180 days
2
filings
  • • 2 accounts
Counts from Companies House filing history.
Corporate timeline (28 events)Click to expand
  1. 2026-02-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-12-30
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  3. 2024-12-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2024-08-12
    📍
    change-sail-address-company-with-old-address-new-address
    address · AD02
  5. 2023-12-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  6. 2022-12-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2022-07-07
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  8. 2022-06-02
    📄
    capital-allotment-shares
    capital · SH01
  9. 2022-01-14
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2021-05-07
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  11. 2020-11-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2019-07-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2018-11-27
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2017-07-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2016-11-14
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  16. 2011-05-31
    ➖
    MOORFIELD, Richard Clifford resigned
    director
  17. 2001-09-18
    ➕
    MOORFIELD, Richard Clifford appointed
    director
  18. 2001-09-17
    ➕
    BALCHIN, Clive Robert appointed
    director
  19. 2001-09-17
    ➖
    SHADLOCK, Roger James resigned
    director
  20. 1998-02-20
    ➕
    BALCHIN, Clive Robert appointed
    secretary
  21. 1998-02-20
    ➖
    CHARLTON, Cynthia resigned
    secretary
  22. 1994-09-28
    ➖
    TEMPLE SECRETARIES LIMITED resigned
    corporate-nominee-secretary
  23. 1994-09-28
    ➖
    COMPANY DIRECTORS LIMITED resigned
    corporate-nominee-director
  24. 1994-09-19
    ➕
    CHARLTON, Cynthia appointed
    secretary
  25. 1994-09-19
    ➕
    SHADLOCK, Roger James appointed
    director
  26. 1994-08-01
    🏢
    Company incorporated
    As JAMES TRICKETT & SON (INDEPENDENT CONSULTANCY) LIMITED
  27. 1994-08-01
    ➕
    TEMPLE SECRETARIES LIMITED appointed
    corporate-nominee-secretary
  28. 1994-08-01
    ➕
    COMPANY DIRECTORS LIMITED appointed
    corporate-nominee-director

Owner dependency

100/100
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
  • +Sole director: Only one active director — all governance concentrated on one person.
  • +Long-tenure founder: Senior director has been in place 25 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 72 — succession pressure is live.

Succession & seller-readiness

100/100
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 72 years old. Natural succession window is now.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • primary20+ year tenure: Director in role 25 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 32 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.)

Shareholders & ownership

1 active beneficial owner
NameSharesVoting rightsNature of controlNotified
Mr Clive Robert Balchin
Individual · British · DOB 07/1954 · age 72
——sig. influencesignificant influence25/07/2016

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

Similar companies

Active · Financial services · BB postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
BURNLEY SAVINGS AND LOANS LIMITED→
07640762 · est 2011 · no financials extracted
————14y——
DARWEN TERRACOTTA TRUSTEE LIMITED→
16963308 · est 2026 · no financials extracted
———————
ESSAYMEDICAL LIMITED→
12716171 · est 2020 · no financials extracted
————5y——
HAYDOCK ASSET FINANCE LIMITED→
03697027 · est 1999 · no financials extracted
————27y——
HH&P PROPERTY LIMITED→
16986606 · est 2026 · no financials extracted
———————
HTS ASSET HOLDINGS LIMITED→
16281080 · est 2025 · no financials extracted
————1y——
ISHERWOOD FINANCIAL SERVICES LIMITED→
11489145 · est 2018 · no financials extracted
————7y——
JAMES TRICKETT & SON (INSURANCES) LIMITED→
00587444 · est 1957 · no financials extracted
————68y——
JOHN H JARMANY WEALTH LIMITED→
14783765 · est 2023 · no financials extracted
————3y——
K & M FINANCIAL ADVISORS LIMITED→
05009923 · est 2004 · no financials extracted
————22y——
K W MORTGAGE SERVICES LIMITED→
05528175 · est 2005 · no financials extracted
————20y——
KCF ASSET FINANCE LTD→
15246103 · est 2023 · no financials extracted
————2y——
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

8 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
Incorporated1994-08-01
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

382 Newchurch Road
Rawtenstall
Rossendale
Lancashire
BB4 7SN

Filing status

Accounts
Next due: 2026-12-30
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-08-08
Last: 2025-07-25

Officers (2 active · 5 resigned)

BALCHIN, Clive Robert→
secretary · appointed 1998-02-20
View their other companies + combined net worth →
Active
BALCHIN, Clive Robert→
director · ~72y · appointed 2001-09-17
View their other companies + combined net worth →
Active
CHARLTON, Cynthia→
secretary · appointed 1994-09-19 · resigned 1998-02-20
Resigned
TEMPLE SECRETARIES LIMITED→
corporate-nominee-secretary · appointed 1994-08-01 · resigned 1994-09-28
Resigned
MOORFIELD, Richard Clifford→
director · ~71y · appointed 2001-09-18 · resigned 2011-05-31
Resigned
SHADLOCK, Roger James→
director · ~79y · appointed 1994-09-19 · resigned 2001-09-17
Resigned
COMPANY DIRECTORS LIMITED→
corporate-nominee-director · appointed 1994-08-01 · resigned 1994-09-28
Resigned

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

Recent filings (90 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-02-16
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-12-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-30
accounts-with-accounts-type-micro-entity
accounts · AA
2024-12-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-08-13
change-sail-address-company-with-old-address-new-address
address · AD02
2024-08-12
accounts-with-accounts-type-micro-entity
accounts · AA
2023-12-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-08-05
accounts-with-accounts-type-micro-entity
accounts · AA
2022-12-28
confirmation-statement-with-updates
confirmation-statement · CS01
2022-08-09
change-account-reference-date-company-previous-shortened
accounts · AA01
2022-07-07
capital-allotment-shares
capital · SH01
2022-06-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-01-14
confirmation-statement-with-updates
confirmation-statement · CS01
2021-08-09
change-account-reference-date-company-previous-extended
accounts · AA01
2021-05-07