CHASE TEMPLETON LIMITED
💤Zombieactive
03299980 · ltd · incorporated 1997-01-08
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
—
not disclosed
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Non-life insurance
Sector: Financial & insurance
ALSO REGISTERED FOR
- 65202Non-life reinsurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 77/100 (strong), bankability 77/100. Strong seller-intent signal (65/100, director aged 58). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 8 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (73/100).
🏦
Refinance opportunity
12 live charges · 8 lenders · oldest 27.3y
15/100
under pressure
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 27.3 years old — likely at or near maturity.
- · 8 lenders named — inter-creditor friction likely.
- · Distress signals active — lender appetite narrows.
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, 2 SIC codes, incorporation date
100
Financials
No iXBRL financials extracted
0
Lenders & charges
12 charges (12/12 with lender, 12/12 with type)
90
Directors & officers
23 officers (2 active, 23 linked, 17 with DOB)
85
Ownership & PSC
1 active PSC(s) of 4 total, 4 with control declared
90
Director network
8 connected companies via shared directors
69
Filing history
188 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
100
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 officers
Last 180 days
2
filings
- • 1 officers
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (90 events)Click to expand
- 2026-04-15➖YEANDLE, James resigneddirector
- 2026-04-15📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-11-25📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2025-11-25📄legacyaccounts · PARENT_ACC
- 2025-11-25📄legacyother · AGREEMENT2
- 2025-11-25📄legacyother · GUARANTEE2
- 2025-01-03📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2025-01-03📄legacyaccounts · PARENT_ACC
- 2025-01-03📄legacyother · GUARANTEE2
- 2025-01-03📄legacyother · AGREEMENT2
- 2024-02-28📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-02-27📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-02-23➖WORRELL, Robert Laurence resigneddirector
- 2024-02-23➕YEANDLE, James appointeddirector
- 2023-11-27📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2023-10-06📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2023-10-06📄legacyaccounts · PARENT_ACC
- 2023-10-06📄legacyother · AGREEMENT2
- 2023-10-06📄legacyother · GUARANTEE2
- 2022-07-14📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2022-07-14📄legacyaccounts · PARENT_ACC
- 2022-07-14📄legacyother · AGREEMENT2
- 2022-07-14📄legacyother · GUARANTEE2
- 2022-03-10📄capital-statement-capital-company-with-date-currency-figurecapital · SH19
- 2022-02-22➕ARDONAGH CORPORATE SECRETARY LIMITED appointedcorporate-secretary
- 2022-02-22➖CLARKE, Dean resignedsecretary
- 2020-07-23🔓Charge satisfied #12
- 2020-07-23🔓Charge satisfied #11
- 2020-07-23🔓Charge satisfied #10
- 2020-06-10🔒Charge registered #12Lender: Citibank, N.A., London Branch
- 2018-12-11➕CLARKE, Dean appointedsecretary
- 2018-09-26🔒Charge registered #11Lender: Citibank, N.A., London Branch
- 2018-07-30➖HARRIS, Gemma resigneddirector
- 2018-05-21➕WORRELL, Robert Laurence appointeddirector
- 2018-04-20➕LAWS, Iain Richard Picton appointeddirector
- 2018-03-31➖DICKSON, Warren Paul resigneddirector
- 2018-03-31➖MCGIVERN, James Patrick resigneddirector
- 2018-03-26➕HARRIS, Gemma appointeddirector
- 2017-08-07🔒Charge registered #10Lender: Citibank, N.A., London Branch
- 2017-06-23🔓Charge satisfied #9
- 2017-06-23🔓Charge satisfied #8
- 2017-06-23🔓Charge satisfied #7
- 2017-06-23🔓Charge satisfied #6
- 2017-06-23🔓Charge satisfied #5
- 2017-06-23🔓Charge satisfied #4
- 2017-06-23🔓Charge satisfied #3
- 2017-06-22➖TATE, Jeffrey Norman resignedsecretary
- 2017-06-22➖HARRIS, Gemma resigneddirector
- 2017-06-22➖HOLDEN, Richard Michael resigneddirector
- 2017-06-22➖KEELING, Damien resigneddirector
Showing most recent 50 of 90 events
Owner dependency
83/100
Critical — business is the founderThe 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.
- +Senior director age: Director aged approximately 58 — approaching natural succession window.
Succession & seller-readiness
65/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 58. Early succession window.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondaryStable-but-static management: Company is 29 years old and no new directors in the last 3 years — succession not yet being planned internally.
Red flags
1 med ·Charge satisfaction-then-recreation pattern
mediumMultiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.
Group structure
Ardonagh Advisory Broking Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Ardonagh Advisory Broking Holdings Limited
Corporate parent · holds 75-100% shares · board control
⬇
CHASE TEMPLETON LIMITED
This company · 03299980
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 |
|---|---|---|---|---|
Ardonagh Advisory Broking Holdings Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 06/03/2019 |
3 historic (ceased) PSCs
- Nevada Investments 7 Limitedceased 06/03/2019· significant influence
- Palatine Private Equity Llpceased 22/06/2017· 25-50% shares · 25-50% voting · board control
- Mr Kevin Amphlettceased 22/06/2017· 25-50% shares · 25-50% 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 →Similar companies
Active · Financial services · BB postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| AJ LEGACY INVESTMENTS LIMITED→ 16729457 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BALANCE FIX LIMITED→ 16337951 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| BURNLEY SAVINGS AND LOANS LIMITED→ 07640762 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| CAPITAL 07 LTD→ 16467141 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CJF MORTGAGE SERVICES LIMITED→ 16530420 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CLEAR CHARGE CLAIMS LTD→ 16436279 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| COGNISANT INVESTMENT MANAGEMENT LTD→ 11842761 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| CORAL FINANCIAL LTD→ 09390126 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| CORT BRADSHAW LIMITED→ 15539008 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| COVER MY BUBBLE LTD→ 11190721 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| CRAIG & ASSOCIATES LIMITED→ 03677351 · est 1998 · no financials extracted | — | — | — | — | 27y | — | — |
| CROWN1 LTD→ 15930793 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
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
Incorporated1997-01-08
Jurisdictionengland-wales
Primary SIC65120 — Non-life insurance
Registered office
5 Arkwright Court
Blackburn Interchange
Darwen
Lancashire
BB3 0FG
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-01-22
Last: 2026-01-08
Officers (2 active · 21 resigned)
ARDONAGH CORPORATE SECRETARY LIMITED→
Activecorporate-secretary · appointed 2022-02-22
View their other companies + combined net worth →
LAWS, Iain Richard Picton→
Activedirector · ~58y · appointed 2018-04-20
View their other companies + combined net worth →
AMPHLETT, Julie→
Resignedsecretary · appointed 2005-08-08 · resigned 2013-02-05
CLARKE, Dean→
Resignedsecretary · appointed 2018-12-11 · resigned 2022-02-22
DUNDON, Michael John→
Resignedsecretary · appointed 1997-01-08 · resigned 2003-01-31
RODGERS, Anthony→
Resignedsecretary · appointed 2003-02-18 · resigned 2005-08-08
TATE, Jeffrey Norman→
Resignedsecretary · appointed 2013-02-05 · resigned 2017-06-22
AMPHLETT, Julie→
Resigneddirector · ~59y · appointed 2007-06-12 · resigned 2013-02-05
AMPHLETT, Kevin→
Resigneddirector · ~68y · appointed 2002-08-01 · resigned 2013-02-05
DEAVES, Duncan Michael→
Resigneddirector · ~72y · appointed 2009-03-27 · resigned 2012-12-21
DICKSON, Warren Paul→
Resigneddirector · ~55y · appointed 2013-03-04 · resigned 2018-03-31
DUNDON, Michael John→
Resigneddirector · ~63y · appointed 1997-01-08 · resigned 2002-07-22
HARRIS, Gemma→
Resigneddirector · ~47y · appointed 2018-03-26 · resigned 2018-07-30
HARRIS, Gemma→
Resigneddirector · ~47y · appointed 2008-03-18 · resigned 2017-06-22
HOLDEN, Richard Michael→
Resigneddirector · ~53y · appointed 2010-04-01 · resigned 2017-06-22
KEELING, Damien→
Resigneddirector · ~69y · appointed 2009-11-05 · resigned 2017-06-22
MCGIVERN, James Patrick→
Resigneddirector · ~52y · appointed 2014-05-28 · resigned 2018-03-31
PEARSON, David→
Resigneddirector · ~82y · appointed 1998-01-08 · resigned 2002-07-22
RODGERS, Anthony→
Resigneddirector · ~53y · appointed 2002-07-22 · resigned 2005-08-08
RODGERS, Anthony→
Resigneddirector · ~53y · appointed 1997-01-08 · resigned 2002-01-31
Click a director name to see their full track record across all companies.
Mortgages & charges
12
Total charges
0
Outstanding
0
Active lenders
Status:Lender:12 of 12 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Citibank, N.A., London Branch | A registered charge | — | 10/06/2020 | 23/07/2020 | |
| satisfied | Citibank, N.A., London Branch | A registered charge | 1 property | 26/09/2018 | 23/07/2020 | |
| satisfied | Citibank, N.A., London Branch | A registered charge | 1 property | 07/08/2017 | 23/07/2020 | |
| satisfied | Palatine Private Equity (OC315480) (as Security Trustee for Palatine Private Equity Fund Ii LP - LP014825 and Palatine Founder Partner Ii LP - SL010003) Palatine Private Equity LLP (OC315480) (as Security Trustee for Palatine Private Equity Fund Ii LP - LP014825 and Palatine Founder Partner Ii LP - SL010003) | A registered charge | — | 08/06/2015 | 23/06/2017 | |
| satisfied | Palatine Private Equity (OC315480) (as Security Trustee for Kevin Amphlett) Palatine Private Equity LLP (OC315480) (as Security Trustee for Kevin Amphlett) | A registered charge | — | 08/06/2015 | 23/06/2017 | |
| satisfied | HSBC Hsbc Bank PLC | Debenture | 1 property | 30/01/2013 | 23/06/2017 | |
| satisfied | Palatine Private Equity Palatine Private Equity LLP | Guarantee and debenture | 1 property | 30/01/2013 | 23/06/2017 | |
| satisfied | Palatine Private Equity Palatine Private Equity LLP | Guarantee and debenture | 1 property | 30/01/2013 | 23/06/2017 | |
| satisfied | Palatine Private Equity ("Security Trustee") Palatine Private Equity LLP ("Security Trustee") | Guarantee and debenture | 1 property | 30/01/2013 | 23/06/2017 | |
| satisfied | Palatine Private Equity ("Security Trustee") Palatine Private Equity LLP ("Security Trustee") | Guarantee and debenture | 1 property | 30/01/2013 | 23/06/2017 | |
| satisfied | Lloyds Banking Group The Royal Bank of Scotland International Limited | Debenture | 1 property | 18/07/2007 | 14/02/2013 | |
| satisfied | Aib Group (U.K.) Aib Group (U.K.) PLC | Charge over deposits | 1 property | 02/02/1999 | 14/11/2007 |
Recent filings (188 total)
termination-director-company-with-name-termination-date
officers · TM01
2026-04-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-12
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2025-11-25
legacy
accounts · PARENT_ACC
2025-11-25
legacy
other · AGREEMENT2
2025-11-25
legacy
other · GUARANTEE2
2025-11-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-09
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2025-01-03
legacy
accounts · PARENT_ACC
2025-01-03
legacy
other · GUARANTEE2
2025-01-03
legacy
other · AGREEMENT2
2025-01-03
termination-director-company-with-name-termination-date
officers · TM01
2024-02-28
appoint-person-director-company-with-name-date
officers · AP01
2024-02-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-15
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2023-11-27