J.G. BELLERBY (FARMS) LIMITED

🌳Matureactive
03458377 · ltd · incorporated 1997-10-27
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
  • · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
79/100
Strong
🔔
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: SIC 01410
Sector: Agriculture, forestry & fishing
Investor take
Pursue
Active trading company with a 80-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 67/100. Strong seller-intent signal (83/100, director aged 80). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

8 live charges · 3 lenders · oldest 28.7y

35/100
too messy

Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.

  • · Oldest live charge is 28.7 years old — likely at or near maturity.
  • · 3 lenders named — inter-creditor friction likely.
  • · Legal-friction score 35/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (56/100)

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
No iXBRL financials extracted
0
Lenders & charges
8 charges (8/8 with lender, 8/8 with type)
90
Directors & officers
5 officers (3 active, 5 linked, 2 with DOB)
78
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
90 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
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
0
filings
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (37 events)Click to expand
  1. 2026-02-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-01-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-04-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-02-15
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2022-01-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2021-04-13
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  7. 2021-04-09
    🔒
    Charge registered #8
    Lender: Schroder & Co. Limited
  8. 2021-02-03
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2019-12-15
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2019-04-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2018-01-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2017-02-01
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  13. 2016-10-31
    📍
    move-registers-to-sail-company-with-new-address
    address · AD03
  14. 2016-10-31
    📍
    change-sail-address-company-with-new-address
    address · AD02
  15. 2016-03-09
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  16. 2016-01-07
    📄
    capital-statement-capital-company-with-date-currency-figure
    capital · SH19
  17. 2005-03-09
    🔓
    Charge satisfied #6
  18. 2005-03-09
    🔓
    Charge satisfied #5
  19. 2005-03-09
    🔓
    Charge satisfied #4
  20. 2005-03-09
    🔓
    Charge satisfied #3
  21. 2005-03-09
    🔓
    Charge satisfied #2
  22. 2005-03-09
    🔓
    Charge satisfied #1
  23. 2004-01-28
    🔒
    Charge registered #7
    Lender: Yorkshire Bank PLC
  24. 1997-12-12
    🔒
    Charge registered #6
    Lender: National Westminster Bank PLC
  25. 1997-10-31
    🔒
    Charge registered #5
    Lender: National Westminster Bank PLC
  26. 1997-10-31
    🔒
    Charge registered #4
    Lender: National Westminster Bank PLC
  27. 1997-10-31
    🔒
    Charge registered #3
    Lender: National Westminster Bank PLC
  28. 1997-10-31
    🔒
    Charge registered #2
    Lender: National Westminster Bank PLC
  29. 1997-10-31
    🔒
    Charge registered #1
    Lender: National Westminster Bank PLC
  30. 1997-10-27
    🏢
    Company incorporated
    As J.G. BELLERBY (FARMS) LIMITED
  31. 1997-10-27
    ➕
    BELLERBY, Caroline Ann appointed
    secretary
  32. 1997-10-27
    ➕
    BELLERBY, Caroline Ann appointed
    director
  33. 1997-10-27
    ➕
    BELLERBY, John Gordon appointed
    director
  34. 1997-10-27
    ➕
    YORK PLACE COMPANY SECRETARIES LIMITED appointed
    corporate-secretary
  35. 1997-10-27
    ➖
    YORK PLACE COMPANY SECRETARIES LIMITED resigned
    corporate-secretary
  36. 1997-10-27
    ➕
    YORK PLACE COMPANY NOMINEES LIMITED appointed
    corporate-director
  37. 1997-10-27
    ➖
    YORK PLACE COMPANY NOMINEES LIMITED resigned
    corporate-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
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Founder name in company name: Company name contains director surname "BELLERBY" — strong identity link between founder and business.
  • +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 candidate

Strong 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 med ·
Charge satisfaction-then-recreation pattern
medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr John Gordon Bellerby
Individual · British · DOB 08/1946 · age 80
25–50%
25–50%25-50% shares · 25-50% voting · trust interest27/10/2016
Mrs Caroline Ann Bellerby
Individual · British · DOB 02/1952 · age 74
25–50%
25–50%25-50% shares · 25-50% voting · trust interest27/10/2016

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 · Agriculture · HG postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
C.R. CHAPMAN (BLOIS HALL) LIMITED→
01331987 · est 1977 · no financials extracted
————48y——
ECCL 2020 LIMITED→
12584118 · est 2020 · no financials extracted
————5y——
HOME FARM HOLDINGS LTD→
14621092 · est 2023 · no financials extracted
————3y——
J S ALTON & SON LIMITED→
06472177 · est 2008 · no financials extracted
————18y——
JENNINGS FARMERS LIMITED→
05740687 · est 2006 · no financials extracted
————20y——
JMA FARMS LIMITED→
13184517 · est 2021 · no financials extracted
————5y——
JUBILEE MILLS LIMITED→
04358360 · est 2002 · no financials extracted
————24y——
K J & S M FRENCH LIMITED→
09432592 · est 2015 · no financials extracted
————11y——
K SIMPSON & SONS LIMITED→
08070899 · est 2012 · no financials extracted
————13y——
KILGRAM GRANGE FARM LIMITED→
03324590 · est 1997 · no financials extracted
————29y——
KINGSTONE FARMS LIMITED→
05256924 · est 2004 · no financials extracted
————21y——
LANDAGATE LIMITED→
13010105 · est 2020 · no financials extracted
————5y——
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
Incorporated1997-10-27
Jurisdictionengland-wales
Primary SIC01410 — SIC 01410

Registered office

Manor Dairy Farm
Crag Lane Killinghall
Harrogate
North Yorkshire
HG3 2BD

Filing status

Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2026-11-10
Last: 2025-10-27

Officers (3 active · 2 resigned)

BELLERBY, Caroline Ann→
secretary · appointed 1997-10-27
View their other companies + combined net worth →
Active
BELLERBY, Caroline Ann→
director · ~74y · appointed 1997-10-27
View their other companies + combined net worth →
Active
BELLERBY, John Gordon→
director · ~80y · appointed 1997-10-27
View their other companies + combined net worth →
Active
YORK PLACE COMPANY SECRETARIES LIMITED→
corporate-secretary · appointed 1997-10-27 · resigned 1997-10-27
Resigned
YORK PLACE COMPANY NOMINEES LIMITED→
corporate-director · appointed 1997-10-27 · resigned 1997-10-27
Resigned

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

Mortgages & charges

8
Total charges
2
Outstanding
2
Active lenders
Status:Lender:8 of 8 shown
TypeProperties
outstanding
Schroder & Co.
Schroder & Co. Limited
A registered charge1 property09/04/2021—
outstanding
Virgin Money
Yorkshire Bank PLC
Debenture1 property28/01/2004—
satisfied
National Westminster Bank
National Westminster Bank PLC
Mortgage debenture1 property12/12/199709/03/2005
satisfied
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property31/10/199709/03/2005
satisfied
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property31/10/199709/03/2005
satisfied
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property31/10/199709/03/2005
satisfied
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property31/10/199709/03/2005
satisfied
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property31/10/199709/03/2005
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (90 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-02-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-01-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-04-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-02-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-01-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-11-08
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2021-04-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-02-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-10-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-12-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-11-06