CHASE ST JAMES'S PRIVATE CLIENTS LIMITED

💤Zombieactive
03469051 · ltd · incorporated 1997-11-20
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 Dec 2024
Net worth
£5.2k
book net assets
Opportunity
80/100
Exceptional
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What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 67-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 67). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -52% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (76/100)

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
Confirmed no charges registered
85
Directors & officers
13 officers (2 active, 13 linked, 6 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
100 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.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £5,159
Cash draining
Cash down 52% YoY
Cash YoY
-52%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£3k
↓ 52% YoY
Net Worth
£5k
↑ 64% YoY
Current Assets
£7k
↑ 40% YoY
Current Liabilities
—
£0£1k£3k£4k£6k£7kDec 2023Dec 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-12-312023-12-31
Total assets£6.6k£4.3k
Current assets£7.5k£5.3k
Cash£2.6k£5.3k
Debtors£4.9k—
Net assets£5.2k£3.1k

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
0
filings
Counts from Companies House filing history.
Corporate timeline (40 events)Click to expand
  1. 2025-09-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-09-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-02-14
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2022-03-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2021-10-12
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  6. 2021-02-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2020-03-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2019-05-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2018-04-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2017-06-07
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2016-03-23
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  12. 2015-11-16
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  13. 2015-04-02
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  14. 2014-11-13
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  15. 2014-08-19
    📄
    legacy
    capital · SH20
  16. 2013-12-27
    ➖
    CORNISH, Jonathan Christopher resigned
    director
  17. 2012-04-23
    ➕
    CORNISH, Jonathan Christopher appointed
    director
  18. 2004-08-12
    ➕
    EDMUNDS MACDONALD, Jane Elizabeth appointed
    secretary
  19. 2004-08-12
    ➖
    LOACH, Carey Anne resigned
    secretary
  20. 2003-11-21
    ➖
    EDMUNDS, Juliet Grace resigned
    secretary
  21. 2003-11-21
    ➕
    LOACH, Carey Anne appointed
    secretary
  22. 2003-11-19
    ➖
    ISAACS, James Peter resigned
    director
  23. 2002-10-07
    ➕
    EDMUNDS, Juliet Grace appointed
    secretary
  24. 2002-10-02
    ➖
    EVETT, Geoffrey Lowndes resigned
    director
  25. 2002-07-09
    ➖
    LOACH, Carey Anne resigned
    secretary
  26. 2002-07-09
    ➖
    LOACH, Carey Anne resigned
    director
  27. 2002-03-18
    ➕
    EDMUNDS, Juliet Grace appointed
    director
  28. 2002-03-18
    ➕
    LOACH, Carey Anne appointed
    secretary
  29. 2002-03-18
    ➖
    CR SECRETARIES LIMITED resigned
    corporate-secretary
  30. 2002-03-18
    ➕
    ISAACS, James Peter appointed
    director
  31. 2002-03-18
    ➕
    LOACH, Carey Anne appointed
    director
  32. 2001-07-03
    ➕
    EVETT, Geoffrey Lowndes appointed
    director
  33. 2001-07-03
    ➖
    ZELOUF, Freddy resigned
    director
  34. 1999-11-17
    ➕
    CR SECRETARIES LIMITED appointed
    corporate-secretary
  35. 1999-11-17
    ➖
    HALLMARK SECRETARIES LIMITED resigned
    corporate-nominee-secretary
  36. 1999-11-17
    ➕
    ZELOUF, Freddy appointed
    director
  37. 1999-11-17
    ➖
    HALLMARK REGISTRARS LIMITED resigned
    corporate-nominee-director
  38. 1997-11-20
    🏢
    Company incorporated
    As CHASE ST JAMES'S PRIVATE CLIENTS LIMITED
  39. 1997-11-20
    ➕
    HALLMARK SECRETARIES LIMITED appointed
    corporate-nominee-secretary
  40. 1997-11-20
    ➕
    HALLMARK REGISTRARS 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 24 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 67 — succession pressure is live.

Succession & seller-readiness

95/100
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 67. Approaching typical UK retirement age — succession thinking likely.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • primary20+ year tenure: Director in role 24 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

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 · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Miss Juliet Grace Edmunds
Individual · British · DOB 09/1959 · age 67
75–100%
—75-100% shares06/04/2016

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

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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
Incorporated1997-11-20
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

Little Aish
Aish
South Brent
Devon
TQ10 9JG

Filing status

Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-11-15
Last: 2025-11-01

Officers (2 active · 11 resigned)

EDMUNDS MACDONALD, Jane Elizabeth→
secretary · appointed 2004-08-12
View their other companies + combined net worth →
Active
EDMUNDS, Juliet Grace→
director · ~67y · appointed 2002-03-18
View their other companies + combined net worth →
Active
EDMUNDS, Juliet Grace→
secretary · appointed 2002-10-07 · resigned 2003-11-21
Resigned
LOACH, Carey Anne→
secretary · appointed 2003-11-21 · resigned 2004-08-12
Resigned
LOACH, Carey Anne→
secretary · appointed 2002-03-18 · resigned 2002-07-09
Resigned
CR SECRETARIES LIMITED→
corporate-secretary · appointed 1999-11-17 · resigned 2002-03-18
Resigned
HALLMARK SECRETARIES LIMITED→
corporate-nominee-secretary · appointed 1997-11-20 · resigned 1999-11-17
Resigned
CORNISH, Jonathan Christopher→
director · ~65y · appointed 2012-04-23 · resigned 2013-12-27
Resigned
EVETT, Geoffrey Lowndes→
director · ~87y · appointed 2001-07-03 · resigned 2002-10-02
Resigned
ISAACS, James Peter→
director · ~66y · appointed 2002-03-18 · resigned 2003-11-19
Resigned
LOACH, Carey Anne→
director · ~48y · appointed 2002-03-18 · resigned 2002-07-09
Resigned
ZELOUF, Freddy→
director · ~83y · appointed 1999-11-17 · resigned 2001-07-03
Resigned
HALLMARK REGISTRARS LIMITED→
corporate-nominee-director · appointed 1997-11-20 · resigned 1999-11-17
Resigned

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

Recent filings (100 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-02-14
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-11-01
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2021-10-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-02-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-11-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-03-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-11-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-05-08