W J JAMES & CO LIMITED
🌳Matureactive
04435595 · ltd · incorporated 2002-05-10
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
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 6.4y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: Accounting and auditing activities
Sector: Professional, scientific & technical
ALSO REGISTERED FOR
- 69202Bookkeeping activities
- 69203Tax consultancy
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 78/100 (strong), bankability 80/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (63/100).
🏦
Refinance opportunity
1 live charge · oldest 6.4y
85/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 6.4 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: high (80/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Company profile
address, 3 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
8 officers (4 active, 8 linked, 5 with DOB)
83
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
5 connected companies via shared directors
60
Filing history
82 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
65
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Average employees | 2100 | 2100 |
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
0
filings
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (31 events)Click to expand
- 2025-08-19📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-06-03📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-06-02➖MORRELL, Nicholas John resigneddirector
- 2024-11-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-07-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-12-07📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2022-12-07📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2022-12-06📄withdrawal-of-a-person-with-significant-control-statementpersons-with-significant-control · PSC09
- 2022-11-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-09-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-09-10📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-02-08📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2020-01-28🔒Charge registered #1Lender: Barclays Security Trustee Limited
- 2019-11-06📄capital-return-purchase-own-sharescapital · SH03
- 2019-11-01📄capital-cancellation-sharescapital · SH06
- 2019-11-01📄resolutionresolution · RESOLUTIONS
- 2019-10-25📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2019-10-25📄resolutionresolution · RESOLUTIONS
- 2019-08-08📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2012-09-01➕RODERICK, Joanna Marilyn appointeddirector
- 2010-04-09➕SAUNDERS-JONES, Kathryn Rebecca appointeddirector
- 2010-03-31➖MORRELL, John resigneddirector
- 2002-09-06➕MORRELL, John appointeddirector
- 2002-05-10🏢Company incorporatedAs W J JAMES & CO LIMITED
- 2002-05-10➕WILLIAMS, William Alun appointedsecretary
- 2002-05-10➕WILLIAMS, William Alun appointeddirector
- 2002-05-10➕TEMPLE SECRETARIES LIMITED appointedcorporate-nominee-secretary
- 2002-05-10➖TEMPLE SECRETARIES LIMITED resignedcorporate-nominee-secretary
- 2002-05-10➕MORRELL, Nicholas John appointeddirector
- 2002-05-10➕COMPANY DIRECTORS LIMITED appointedcorporate-nominee-director
- 2002-05-10➖COMPANY DIRECTORS LIMITED resignedcorporate-nominee-director
Owner dependency
60/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Long-tenure founder: Senior director has been in place 24 years — deep operational knowledge concentrated in one person.
Succession & seller-readiness
60/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- 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
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Joanna Marilyn Roderick Individual · Welsh · DOB 10/1979 · age 47 | 25–50% | — | 25-50% shares | 06/12/2022 |
Mrs Kathryn Rebecca Saunders-Jones Individual · Welsh · DOB 04/1974 · age 52 | 25–50% | — | 25-50% shares | 06/12/2022 |
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 · Professional services · LD postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ADRIAN GEORGE LTD→ 16019109 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AMPLITASK LIMITED→ 16681286 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ARCHIFORM LIMITED→ 05696828 · est 2006 · no financials extracted | — | — | — | — | 20y | — | — |
| ARNOLD CONSULTANCY SERVICES LTD→ 11505971 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| C 2 J DESIGN LIMITED→ 06293213 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| DUBACLE LIMITED→ 01775435 · est 1983 · no financials extracted | — | — | — | — | 42y | — | — |
| DUNCAN SKELTON COACHING LTD→ 13308317 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| ERH POWERTRAIN SOLUTIONS LIMITED→ 15116888 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| G B T DESIGN SERVICES LIMITED→ 06577493 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| GEKKŌ ADVISORY SERVICES LTD→ 16811622 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| GFG INDUSTRIAL SERVICES LIMITED→ 13897208 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| GILTRAP CONSULTANCY LIMITED→ 16537404 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 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
Incorporated2002-05-10
Jurisdictionengland-wales
Primary SIC69201 — Accounting and auditing activities
Registered office
Bishop House
10 Wheat Street Brecon
Powys
LD3 7DG
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-05-25
Last: 2026-05-11
Officers (4 active · 4 resigned)
WILLIAMS, William Alun→
Activesecretary · appointed 2002-05-10
View their other companies + combined net worth →
RODERICK, Joanna Marilyn→
Activedirector · ~47y · appointed 2012-09-01
View their other companies + combined net worth →
SAUNDERS-JONES, Kathryn Rebecca→
Activedirector · ~52y · appointed 2010-04-09
View their other companies + combined net worth →
WILLIAMS, William Alun→
Activedirector · ~55y · appointed 2002-05-10
View their other companies + combined net worth →
TEMPLE SECRETARIES LIMITED→
Resignedcorporate-nominee-secretary · appointed 2002-05-10 · resigned 2002-05-10
MORRELL, John→
Resigneddirector · ~104y · appointed 2002-09-06 · resigned 2010-03-31
MORRELL, Nicholas John→
Resigneddirector · ~74y · appointed 2002-05-10 · resigned 2025-06-02
COMPANY DIRECTORS LIMITED→
Resignedcorporate-nominee-director · appointed 2002-05-10 · resigned 2002-05-10
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Barclays Barclays Security Trustee Limited | A registered charge | — | 28/01/2020 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (82 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-05-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-08-19
termination-director-company-with-name-termination-date
officers · TM01
2025-06-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-11-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-05-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-07-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-11
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2022-12-07
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2022-12-07
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2022-12-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-11-21
confirmation-statement-with-updates
confirmation-statement · CS01
2022-11-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-05-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-09-13