FORTRESS MANAGEMENT SERVICES (UK) LIMITED

💤Zombieactive

03805421 · ltd · incorporated 1999-07-12

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 Oct 2024

Net worth

£33.7k

book net assets

Opportunity

80/100

Exceptional

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

Investor take

Pursue

Asset-holding vehicle with a 74-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 74). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (73/100)

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

Lenders & charges

Confirmed no charges registered

Directors & officers

10 officers (2 active, 10 linked, 7 with DOB)

Ownership & PSC

No PSCs filed (unusual — worth investigating)

Director network

10 connected companies via shared directors

Filing history

95 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

80/100Exceptional

PassWatchWorth a lookStrongExceptional

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Positive net assets

Net assets £33,709

Net assets shrinking

Down £1,352 YoY

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

Net Worth

£34k

↓ 3.9% YoY

Current Assets

£37k

↓ 8.2% YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2024-10-31	2023-10-31
Total assets	£33.7k	£35.1k
Current assets	£36.8k	£40.1k
Net assets	£33.7k	£35.1k

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

Recent activity

Last 30 days

filings

Last 90 days

filings

Last 180 days

filings

Counts from Companies House filing history.

Corporate timeline (36 events)Click to expand

2025-10-04
📄
gazette-filings-brought-up-to-date
gazette · DISS40
2025-10-03
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2025-09-30
📄
gazette-notice-compulsory
gazette · GAZ1
2024-01-29
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2023-01-31
📄
change-person-director-company-with-change-date
officers · CH01
2023-01-31
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-01-31
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2022-01-28
📄
change-person-director-company-with-change-date
officers · CH01
2022-01-28
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2021-11-25
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2020-12-01
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2020-05-12
📄
termination-director-company-with-name-termination-date
officers · TM01
2020-05-12
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-05-01
➖
BENNETT, Edward Roger, Mr. resigned
director
2020-03-03
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2020-02-11
📄
termination-director-company-with-name-termination-date
officers · TM01
2020-02-10
➖
LEE, Andrew Keith resigned
director
2019-12-13
📄
termination-director-company-with-name-termination-date
officers · TM01
2019-12-09
➖
TURNER, David Michael, Mr. resigned
director
2019-03-12
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2015-12-09
➕
TURNER, David Michael, Mr. appointed
director
2014-10-22
➕
LEE, Andrew Keith appointed
director
2012-07-02
➕
BENNETT, Edward Roger, Mr. appointed
director
2011-07-15
➖
PATTISON, Francis Alexander resigned
director
2007-02-12
➖
MCCARTHY, Martina resigned
director
2007-02-12
➕
PATTISON, Francis Alexander appointed
director
2001-01-12
➕
MCCARTHY, Martina appointed
director
2001-01-12
➖
SHEFFORD, Peter Nicholas David resigned
director
1999-07-12
🏢
Company incorporated
As FORTRESS MANAGEMENT SERVICES (UK) LIMITED
1999-07-12
➕
BENNETT, Roger John appointed
secretary
1999-07-12
➕
BENNETT, Roger John appointed
director
1999-07-12
➕
TEMPLE SECRETARIES LIMITED appointed
corporate-nominee-secretary
1999-07-12
➖
TEMPLE SECRETARIES LIMITED resigned
corporate-nominee-secretary
1999-07-12
➕
SHEFFORD, Peter Nicholas David appointed
director
1999-07-12
➕
COMPANY DIRECTORS LIMITED appointed
corporate-nominee-director
1999-07-12
➖
COMPANY DIRECTORS LIMITED resigned
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 27 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 74 — succession pressure is live.

Succession & seller-readiness

100/100

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 74 years old. Natural succession window is now.
primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
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.)

🔒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 · HX postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
DNA FINANCIAL SOLUTIONS LIMITED→ 10619493 · est 2017 · no financials extracted	—	—	—	—	9y	—	—
ECKERSLEY PROPERTIES LIMITED→ 16995614 · est 2026 · no financials extracted	—	—	—	—	—	—	—
FIGTREE FINANCIAL LIMITED→ 12612148 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
FIRST RETAIL FINANCE (CHESTER) LTD→ 02964970 · est 1994 · no financials extracted	—	—	—	—	31y	—	—
FORTRESS TRUSTEE SERVICES LIMITED→ 06882625 · est 2009 · no financials extracted	—	—	—	—	16y	—	—
FULL CIRCLE ASSET FINANCE LIMITED→ 09931618 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
GARTLAND-WOOD INVESTMENTS LIMITED→ 13016446 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
GIBBONS ASSOCIATES LTD→ 07114870 · est 2010 · no financials extracted	—	—	—	—	16y	—	—
GOLDMOON INCORPORATED LTD.→ 08903985 · est 2014 · no financials extracted	—	—	—	—	12y	—	—
H&K SERVICES LIMITED→ 14716005 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
HALIFAX FINANCIAL BROKERS LIMITED→ 02367078 · est 1989 · no financials extracted	—	—	—	—	37y	—	—
HALIFAX GENERAL INSURANCE SERVICES LIMITED→ 02791889 · est 1993 · no financials extracted	—	—	—	—	33y	—	—

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

Incorporated1999-07-12

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

31 Cooperfields

Luddendenfoot

Halifax

HX2 6AT

England

Filing status

Accounts

Next due: 2026-07-31

Last made up to: 2024-10-31

Confirmation statement

Next due: 2026-07-26

Last: 2025-07-12

Officers (2 active · 8 resigned)

BENNETT, Roger John→

secretary · appointed 1999-07-12

View their other companies + combined net worth →

Active

BENNETT, Roger John→

director · ~74y · appointed 1999-07-12

View their other companies + combined net worth →

Active

TEMPLE SECRETARIES LIMITED→

corporate-nominee-secretary · appointed 1999-07-12 · resigned 1999-07-12

Resigned

BENNETT, Edward Roger, Mr.→

director · ~49y · appointed 2012-07-02 · resigned 2020-05-01

Resigned

LEE, Andrew Keith→

director · ~68y · appointed 2014-10-22 · resigned 2020-02-10

Resigned

MCCARTHY, Martina→

director · ~57y · appointed 2001-01-12 · resigned 2007-02-12

Resigned

PATTISON, Francis Alexander→

director · ~77y · appointed 2007-02-12 · resigned 2011-07-15

Resigned

SHEFFORD, Peter Nicholas David→

director · ~63y · appointed 1999-07-12 · resigned 2001-01-12

Resigned

TURNER, David Michael, Mr.→

director · ~71y · appointed 2015-12-09 · resigned 2019-12-09

Resigned

COMPANY DIRECTORS LIMITED→

corporate-nominee-director · appointed 1999-07-12 · resigned 1999-07-12

Resigned

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

Recent filings (95 total)

gazette-filings-brought-up-to-date

gazette · DISS40

2025-10-04

accounts-with-accounts-type-micro-entity

accounts · AA

2025-10-03

gazette-notice-compulsory

gazette · GAZ1

2025-09-30

confirmation-statement-with-no-updates

confirmation-statement · CS01

2025-07-21

confirmation-statement-with-no-updates

confirmation-statement · CS01

2024-07-19

accounts-with-accounts-type-micro-entity

accounts · AA

2024-01-29

confirmation-statement-with-no-updates

confirmation-statement · CS01

2023-07-18

change-person-director-company-with-change-date

officers · CH01

2023-01-31

change-registered-office-address-company-with-date-old-address-new-address

address · AD01

2023-01-31

accounts-with-accounts-type-micro-entity

accounts · AA

2023-01-31

confirmation-statement-with-no-updates

confirmation-statement · CS01

2022-07-29

change-person-director-company-with-change-date

officers · CH01

2022-01-28

change-registered-office-address-company-with-date-old-address-new-address

address · AD01

2022-01-28

accounts-with-accounts-type-micro-entity

accounts · AA

2021-11-25

confirmation-statement-with-no-updates

confirmation-statement · CS01

2021-07-12