AGENTS AND PROPERTIES (TAUNTON) LIMITED
🌳Matureactive
03334589 · ltd · incorporated 1997-03-17
Investment thesis
Property vehicle with leveraged stack — refinance / partial-release angle.
Why interesting: Asset-backed; value largely in underlying property; lender engagement likely possible.
Why risky: Multiple lenders to manage; inter-creditor friction and partial-release cost possible.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 23.1y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£5.34M
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: Other letting and operating of own or leased real estate
Sector: Real estate
Investor take
PursueProperty-backed borrower with a 80-year-old founder — textbook succession opportunity.
Opportunity 78/100 (strong), bankability 65/100. Strong seller-intent signal (83/100, director aged 80). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Discharge stale live charges. 2 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
7 live charges · 2 lenders · oldest 23.1y
50/100
clean up first
Refinance viable after a tidy-up — address the highlighted items first.
- · Oldest live charge is 23.1 years old — likely at or near maturity.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 25/100 — workable, but lender will want more DD.
Data confidence
Overall: medium (79/100)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
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
7 charges (7/7 with lender, 7/7 with type)
90
Directors & officers
5 officers (3 active, 5 linked, 3 with DOB)
82
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
100 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation
Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.
Available from the Pro tier upwards.
See pricing →Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
Adequate — check latest filings for context.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
82
Few red flags.
Signal strength
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 102Positive net assets
Net assets £5,342,671
Net assets shrinking
Down £152,559 YoY
Cash YoY
+117%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£2.3m
↑ 117% YoY
Net Worth
£5.3m
↓ 2.8% YoY
Current Assets
£2.3m
↓ 1.4% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £5.77M | £5.93M |
| Current assets | £2.32M | £2.35M |
| Cash | £2.29M | £1.06M |
| Debtors | £2.4k | £1.27M |
| Net assets | £5.34M | £5.50M |
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
0
filings
Last 90 days
3
filings
- • 2 persons-with-significant-control
- • 1 confirmation-statement
Last 180 days
3
filings
- • 2 persons-with-significant-control
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (34 events)Click to expand
- 2026-05-06📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2026-04-17📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-11-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-09-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-06-25📄change-person-director-company-with-change-dateofficers · CH01
- 2024-06-25📄change-person-director-company-with-change-dateofficers · CH01
- 2024-06-25📄change-person-secretary-company-with-change-dateofficers · CH03
- 2024-06-25📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-06-25📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-05-23📄capital-allotment-sharescapital · SH01
- 2024-04-11📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-12-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-04-05📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2023-04-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-12-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-02-10📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-03-01📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-03-11📄change-person-director-company-with-change-dateofficers · CH01
- 2015-09-08🔓Charge satisfied #1
- 2015-08-26🔒Charge registered #8Lender: Svenska Handelsbanken Ab (Publ)
- 2015-08-26🔒Charge registered #7Lender: Svenska Handelsbanken Ab (Publ)
- 2015-08-26🔒Charge registered #6Lender: Svenska Handelsbanken Ab (Publ)
- 2015-08-26🔒Charge registered #5Lender: Svenska Handelsbanken Ab (Publ)
- 2015-05-23➖JACOBS, Joan Pollard resigneddirector
- 2006-07-03🔒Charge registered #3Lender: Barclays Bank PLC
- 2003-05-01🔒Charge registered #2Lender: Barclays Bank PLC
- 2003-04-28🔒Charge registered #1Lender: Barclays Bank PLC
- 1997-04-01➕JACOBS, James Livingstone appointeddirector
- 1997-03-17🏢Company incorporatedAs AGENTS AND PROPERTIES (TAUNTON) LIMITED
- 1997-03-17➕JACOBS, Laureen Sheena appointedsecretary
- 1997-03-17➕JACOBS, Paul Edward, Mr. appointeddirector
- 1997-03-17➕SWIFT INCORPORATIONS LIMITED appointedcorporate-nominee-secretary
- 1997-03-17➖SWIFT INCORPORATIONS LIMITED resignedcorporate-nominee-secretary
- 1997-03-17➕JACOBS, Joan Pollard appointeddirector
Owner dependency
91/100
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
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Long-tenure founder: Senior director has been in place 29 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 80 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
96/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 80 years old. Natural succession window is now.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- primary20+ year tenure: Director in role 29 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 29 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
1 low6 live charges
lowHeavily leveraged with multiple live security positions — understand the capital structure before proceeding.
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr. Paul Edward Jacobs Individual · British · DOB 08/1946 · age 80 | 75–100% | 75–100% | 75-100% shares · 75-100% voting | 06/04/2016 |
1 historic (ceased) PSC
- Laureen Sheena Jacobsceased 08/03/2026· 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 · Property · TA postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A & L HOUSING LTD→ 17079725 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| A JAMES PROPERTIES LIMITED→ 12931217 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| ACORN DEVELOPMENTS 3 (SW) LIMITED→ 12171147 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ACTIVITY WAREHOUSE LIMITED→ 15125203 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| AD HOC INVESTMENTS LTD→ 16044760 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ADAMS BURNETT CORPORATE PROPERTY ADVISORS LIMITED→ 15430113 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| AEW ESTATES LTD→ 15504536 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| AIT DEVELOPMENTS LTD→ 15748049 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AJB SURVEYORS LTD→ 13294215 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| AJG LETTINGS LTD→ 12421727 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| AJS WILLIAMS LIMITED→ 11707995 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| AJW PROPERTY HOLDINGS LIMITED→ 14003311 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
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
Incorporated1997-03-17
Jurisdictionengland-wales
Primary SIC68209 — Other letting and operating of own or leased real estate
Registered office
3 Marco Polo House
Cook Way
Taunton
Somerset
TA2 6BJ
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-22
Last: 2026-03-08
Officers (3 active · 2 resigned)
JACOBS, Laureen Sheena→
Activesecretary · appointed 1997-03-17
View their other companies + combined net worth →
JACOBS, James Livingstone→
Activedirector · ~51y · appointed 1997-04-01
View their other companies + combined net worth →
JACOBS, Paul Edward, Mr.→
Activedirector · ~80y · appointed 1997-03-17
View their other companies + combined net worth →
SWIFT INCORPORATIONS LIMITED→
Resignedcorporate-nominee-secretary · appointed 1997-03-17 · resigned 1997-03-17
JACOBS, Joan Pollard→
Resigneddirector · ~111y · appointed 1997-03-17 · resigned 2015-05-23
Click a director name to see their full track record across all companies.
Mortgages & charges
7
Total charges
6
Outstanding
2
Active lenders
Status:Lender:7 of 7 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Svenska Handelsbanken Ab (Publ) | A registered charge | — | 26/08/2015 | — | |
| outstanding | Svenska Handelsbanken Ab (Publ) | A registered charge | 1 property | 26/08/2015 | — | |
| outstanding | Svenska Handelsbanken Ab (Publ) | A registered charge | 1 property | 26/08/2015 | — | |
| outstanding | Svenska Handelsbanken Ab (Publ) | A registered charge | 1 property | 26/08/2015 | — | |
| outstanding | Barclays Barclays Bank PLC | Legal charge | 1 property | 03/07/2006 | — | |
| outstanding | Barclays Barclays Bank PLC | Legal charge | 1 property | 01/05/2003 | — | |
| satisfied | Barclays Barclays Bank PLC | Debenture | 1 property | 28/04/2003 | 08/09/2015 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (100 total)
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-05-06
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-04-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-11-20
confirmation-statement-with-updates
confirmation-statement · CS01
2025-04-29
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-16
change-person-director-company-with-change-date
officers · CH01
2024-06-25
change-person-director-company-with-change-date
officers · CH01
2024-06-25
change-person-secretary-company-with-change-date
officers · CH03
2024-06-25
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-06-25
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-06-25
capital-allotment-shares
capital · SH01
2024-05-23
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-04-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-11
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-13