ALLER INVESTMENTS LIMITED

💤Zombieactive
04363465 · ltd · incorporated 2002-01-30
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 Jan 2025
Net worth
£509.4k
book net assets
Opportunity
77/100
Strong
🔔
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What this business does
Primary activity: Other letting and operating of own or leased real estate
Sector: Real estate
Investor take
Pursue
Strong opportunity: property-backed borrower with strong profile and bankable structure.

Opportunity 77/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. 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 (58/100).

🏦

Refinance opportunity

2 live charges · 2 lenders · oldest 20.5y

30/100
under pressure

Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.

  • · Oldest live charge is 20.5 years old — likely at or near maturity.
  • · Two lenders — manageable, but coordination required.
  • · Distress signals active — lender appetite narrows.

Data confidence

Overall: medium (77/100)

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
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
6 officers (2 active, 6 linked, 3 with DOB)
80
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
77 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
77/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
60
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Positive net assets
Net assets £509,427
Cash YoY
+0%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£310k
~ YoY
Net Worth
£509k
↑ 8.4% YoY
Current Assets
£310k
~ YoY
Current Liabilities
—
£0£102k£204k£306k£408k£509kJan 2024Jan 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-01-312024-01-31
Total assets£509.4k£470.1k
Current assets£309.7k£308.2k
Cash£309.7k£308.2k
Net assets£509.4k£470.1k

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
1
filing
  • • 1 mortgage
Last 90 days
1
filing
  • • 1 mortgage
Last 180 days
1
filing
  • • 1 mortgage
Counts from Companies House filing history.
Corporate timeline (29 events)Click to expand
  1. 2026-06-12
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  2. 2026-06-12
    🔒
    Charge registered #2
    Lender: Bank of Scotland PLC, Birmingham Midshires Division
  3. 2025-10-02
    📄
    change-person-director-company-with-change-date
    officers · CH01
  4. 2025-06-23
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  5. 2025-06-23
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  6. 2025-06-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2024-09-23
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  8. 2024-08-07
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  9. 2024-04-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2024-04-12
    ➖
    HELYER, Eira Ruth resigned
    director
  11. 2024-04-12
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  12. 2024-04-12
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  13. 2023-04-13
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2022-06-24
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2021-08-16
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  16. 2021-08-16
    🔓
    Charge satisfied #1
  17. 2021-05-07
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  18. 2020-04-08
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  19. 2006-06-09
    ➕
    HELYER, Eira Ruth appointed
    director
  20. 2006-06-09
    ➖
    HELYER, Stephen Michael resigned
    director
  21. 2006-01-12
    🔒
    Charge registered #1
    Lender: Lloyds Tsb Bank PLC
  22. 2002-02-11
    ➕
    HELYER, Gareth John appointed
    secretary
  23. 2002-02-11
    ➕
    HELYER, Gareth John appointed
    director
  24. 2002-01-30
    🏢
    Company incorporated
    As ALLER INVESTMENTS LIMITED
  25. 2002-01-30
    ➕
    ALLER INVESTMENTS LIMITED appointed
    corporate-secretary
  26. 2002-01-30
    ➖
    ALLER INVESTMENTS LIMITED resigned
    corporate-secretary
  27. 2002-01-30
    ➕
    BRISTOL LEGAL SERVICES LIMITED appointed
    corporate-nominee-secretary
  28. 2002-01-30
    ➖
    BRISTOL LEGAL SERVICES LIMITED resigned
    corporate-nominee-secretary
  29. 2002-01-30
    ➕
    HELYER, Stephen Michael appointed
    director

Owner dependency

85/100
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.

Succession & seller-readiness

75/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • 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 24 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
Mr Gareth John Helyer
Individual · British · DOB 03/1970 · age 56
75–100%
75–100%board control75-100% shares · 75-100% voting · board control06/04/2016

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

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
Incorporated2002-01-30
Jurisdictionengland-wales
Primary SIC68209 — Other letting and operating of own or leased real estate

Registered office

100 Queen Street
Newton Abbot
TQ12 2EU
England

Filing status

Accounts
Next due: 2026-10-31
Last made up to: 2025-01-31
Confirmation statement
Next due: 2026-10-04
Last: 2025-09-20

Officers (2 active · 4 resigned)

HELYER, Gareth John→
secretary · appointed 2002-02-11
View their other companies + combined net worth →
Active
HELYER, Gareth John→
director · ~56y · appointed 2002-02-11
View their other companies + combined net worth →
Active
ALLER INVESTMENTS LIMITED→
corporate-secretary · appointed 2002-01-30 · resigned 2002-01-30
Resigned
BRISTOL LEGAL SERVICES LIMITED→
corporate-nominee-secretary · appointed 2002-01-30 · resigned 2002-01-30
Resigned
HELYER, Eira Ruth→
director · ~86y · appointed 2006-06-09 · resigned 2024-04-12
Resigned
HELYER, Stephen Michael→
director · ~58y · appointed 2002-01-30 · resigned 2006-06-09
Resigned

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

Mortgages & charges

2
Total charges
1
Outstanding
1
Active lenders
Status:Lender:2 of 2 shown
TypeProperties
outstanding
Lloyds Banking Group
Bank of Scotland PLC, Birmingham Midshires Division
A registered charge1 property12/06/2026—
satisfied
Lloyds Banking Group
Lloyds Tsb Bank PLC
Mortgage deed1 property12/01/200616/08/2021
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (77 total)

mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2026-06-12
change-person-director-company-with-change-date
officers · CH01
2025-10-02
confirmation-statement-with-updates
confirmation-statement · CS01
2025-09-22
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-06-23
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-06-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-06-10
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-09-23
confirmation-statement-with-updates
confirmation-statement · CS01
2024-09-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-08-07
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-08-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-04-19
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-04-12
termination-director-company-with-name-termination-date
officers · TM01
2024-04-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-14
accounts-with-accounts-type-micro-entity
accounts · AA
2023-04-13