A. E. TAYLOR FINANCIAL SERVICES LIMITED

🌳Matureactive
03672942 · ltd · incorporated 1998-11-24
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
—
year to Oct 2024
Net worth
£2.9k
book net assets
Opportunity
80/100
Exceptional
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What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 71-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 71). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: high (80/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

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
5 officers (3 active, 5 linked, 3 with DOB)
82
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
6 connected companies via shared directors
63
Filing history
73 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 £2,919

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£3k
~ YoY
Current Assets
£3k
↓ 81% YoY
Current Liabilities
—
£0£3k£6k£9k£12k£15kOct 2023Oct 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-10-312023-10-31
Total assets£2.9k£2.9k
Current assets£2.9k£15.1k
Net assets£2.9k£2.9k

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

Recent activity

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
  1. 2025-07-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-03-26
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2023-08-01
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  4. 2023-05-16
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2021-11-09
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  6. 2020-11-21
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2020-11-21
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2019-08-22
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2018-07-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2017-08-23
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2016-07-24
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2016-02-10
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  13. 2015-10-09
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2015-02-14
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  15. 2014-10-07
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  16. 1999-04-08
    ➕
    BUCHANAN, Jayne appointed
    secretary
  17. 1999-04-08
    ➕
    BUCHANAN, Alan Paul appointed
    director
  18. 1999-04-08
    ➕
    BUCHANAN, Jayne appointed
    director
  19. 1999-04-08
    ➖
    HIETT, Andrew James resigned
    secretary
  20. 1999-04-08
    ➖
    PARR, Michael Fredrick resigned
    director
  21. 1998-11-24
    🏢
    Company incorporated
    As A. E. TAYLOR FINANCIAL SERVICES LIMITED
  22. 1998-11-24
    ➕
    HIETT, Andrew James appointed
    secretary
  23. 1998-11-24
    ➕
    PARR, Michael Fredrick appointed
    director

Owner dependency

91/100
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.
  • +Long-tenure founder: Senior director has been in place 27 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 71 — 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 71 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 27 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 27 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 Alan Paul Buchanan
Individual · British · DOB 06/1955 · age 71
——sig. influencesignificant influence24/11/2016

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 →

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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
Incorporated1998-11-24
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

6a Framingham Road
Sale
M33 3SH
England

Filing status

Accounts
Next due: 2026-07-31
Last made up to: 2024-10-31
Confirmation statement
Next due: 2026-12-08
Last: 2025-11-24

Officers (3 active · 2 resigned)

BUCHANAN, Jayne→
secretary · appointed 1999-04-08
View their other companies + combined net worth →
Active
BUCHANAN, Alan Paul→
director · ~71y · appointed 1999-04-08
View their other companies + combined net worth →
Active
BUCHANAN, Jayne→
director · ~56y · appointed 1999-04-08
View their other companies + combined net worth →
Active
HIETT, Andrew James→
secretary · appointed 1998-11-24 · resigned 1999-04-08
Resigned
PARR, Michael Fredrick→
director · ~69y · appointed 1998-11-24 · resigned 1999-04-08
Resigned

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

Recent filings (73 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-10
accounts-with-accounts-type-micro-entity
accounts · AA
2025-07-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-05
accounts-with-accounts-type-micro-entity
accounts · AA
2024-03-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-27
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-08-01
accounts-with-accounts-type-micro-entity
accounts · AA
2023-05-16
confirmation-statement-with-updates
confirmation-statement · CS01
2022-12-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-12-16
accounts-with-accounts-type-micro-entity
accounts · AA
2021-11-09
confirmation-statement-with-updates
confirmation-statement · CS01
2020-12-05
accounts-with-accounts-type-micro-entity
accounts · AA
2020-11-21
accounts-with-accounts-type-micro-entity
accounts · AA
2020-11-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-12-30
accounts-with-accounts-type-micro-entity
accounts · AA
2019-08-22