GROSVENOR PARTNERS FINANCIAL SERVICES LIMITED
🌳Matureactive
04438974 · ltd · incorporated 2002-05-15
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 17.2y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2024
Net worth
—
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: Administration of financial markets
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 78/100 (strong), bankability 85/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
🏦
Refinance opportunity
2 live charges · 2 lenders · oldest 17.2y
70/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 17.2 years old — likely at or near maturity.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: medium (72/100)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
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
8 officers (4 active, 8 linked, 4 with DOB)
80
Ownership & PSC
3 active PSC(s) of 3 total, 3 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
81 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
1 year extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Financials
Extracted from Companies House accounts · IFRS| Metric | 2024-12-31 |
|---|---|
| Average employees | 1300 |
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
0
filings
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (35 events)Click to expand
- 2025-09-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-06-02📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-06-02📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-11-20📄accounts-amended-with-accounts-type-total-exemption-fullaccounts · AAMD
- 2024-09-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-01-30📄mortgage-satisfy-charge-fullmortgage · MR04
- 2024-01-30🔓Charge satisfied #2
- 2023-08-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-09-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-01-04📄change-person-director-company-with-change-dateofficers · CH01
- 2022-01-04📄change-person-director-company-with-change-dateofficers · CH01
- 2022-01-04📄change-person-secretary-company-with-change-dateofficers · CH03
- 2021-09-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-07-29📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-07-29📄change-person-director-company-with-change-dateofficers · CH01
- 2020-09-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-08-08📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2019-08-05📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2019-08-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2019-07-01➕HICKS, Simon appointeddirector
- 2015-03-17🔒Charge registered #2Lender: Metro Bank PLC
- 2015-02-12🔓Charge satisfied #1
- 2009-04-21🔒Charge registered #1Lender: National Westminster Bank PLC
- 2008-03-19➖POLLITT, Stephen John resigneddirector
- 2007-10-22➕PITT, Jonathan appointedsecretary
- 2007-10-22➖PITT, Stephen resignedsecretary
- 2005-11-01➕MALONE, Darren Paul appointeddirector
- 2003-09-01➕POLLITT, Stephen John appointeddirector
- 2002-05-15🏢Company incorporatedAs GROSVENOR PARTNERS FINANCIAL SERVICES LIMITED
- 2002-05-15➕PITT, Jonathan appointeddirector
- 2002-05-15➕PITT, Stephen appointedsecretary
- 2002-05-15➕1ST CERT FORMATIONS LTD appointedcorporate-nominee-secretary
- 2002-05-15➖1ST CERT FORMATIONS LTD resignedcorporate-nominee-secretary
- 2002-05-15➕REPORTACTION LIMITED appointedcorporate-nominee-director
- 2002-05-15➖REPORTACTION 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
3 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Jonathan Pitt Individual · British · DOB 04/1969 · age 57 | 25–50% | — | 25-50% shares | 06/04/2016 |
Mr Simon Hicks Individual · British · DOB 07/1973 · age 53 | — | — | sig. influencesignificant influence | 01/07/2019 |
Mr Darren Paul Malone Individual · British · DOB 06/1969 · age 57 | — | — | sig. influencesignificant influence | 06/04/2016 |
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 →Similar companies
Active · Financial services · PR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ENTERPRISE VENTURES GROUP LIMITED→ 04161494 · est 2001 · no financials extracted | — | — | — | — | 25y | — | — |
| EP GEN LTD→ 16876561 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| EQUITY RELEASE 4 US LIMITED→ 14190455 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| FOINAVEN ASSET MANAGEMENT LTD→ 05015645 · est 2004 · no financials extracted | — | — | — | — | 22y | — | — |
| FORE FINANCIAL PLANNING LTD→ 16024269 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| G S FINANCIAL PLANNING LIMITED→ 08574589 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| GNC VENTURES LTD→ 16587517 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| GOODINSON WEALTH MANAGEMENT LIMITED→ 08893088 · est 2014 · no financials extracted | — | — | — | — | 12y | — | — |
| GREENLANDS INVESTMENTS LIMITED→ 16866772 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| GREY BEARD INVESTMENT LTD→ 13888404 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| GRIFFITH AND SHARP MORTGAGE SERVICES LIMITED→ 06592339 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| GROSVENOR WEALTH MANAGEMENT LIMITED→ 03845524 · est 1999 · no financials extracted | — | — | — | — | 26y | — | — |
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
Incorporated2002-05-15
Jurisdictionengland-wales
Primary SIC66110 — Administration of financial markets
Registered office
59 Chapel Street
Chorley
Lancashire
PR7 1BU
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-02-08
Last: 2026-01-25
Officers (4 active · 4 resigned)
Active
HICKS, Simon→
Activedirector · ~53y · appointed 2019-07-01
View their other companies + combined net worth →
MALONE, Darren Paul→
Activedirector · ~57y · appointed 2005-11-01
View their other companies + combined net worth →
PITT, Jonathan→
Activedirector · ~57y · appointed 2002-05-15
View their other companies + combined net worth →
PITT, Stephen→
Resignedsecretary · appointed 2002-05-15 · resigned 2007-10-22
1ST CERT FORMATIONS LTD→
Resignedcorporate-nominee-secretary · appointed 2002-05-15 · resigned 2002-05-15
POLLITT, Stephen John→
Resigneddirector · ~58y · appointed 2003-09-01 · resigned 2008-03-19
REPORTACTION LIMITED→
Resignedcorporate-nominee-director · appointed 2002-05-15 · resigned 2002-05-15
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
0
Outstanding
0
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Metro Bank Metro Bank PLC | A registered charge | 1 property | 17/03/2015 | 30/01/2024 | |
| satisfied | National Westminster Bank National Westminster Bank PLC | Debenture | 1 property | 21/04/2009 | 12/02/2015 |
Recent filings (81 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-24
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-06-02
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-06-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-05
accounts-amended-with-accounts-type-total-exemption-full
accounts · AAMD
2024-11-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-06
mortgage-satisfy-charge-full
mortgage · MR04
2024-01-30
confirmation-statement-with-updates
confirmation-statement · CS01
2024-01-25
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-08-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-09-29
confirmation-statement-with-updates
confirmation-statement · CS01
2022-05-20
change-person-director-company-with-change-date
officers · CH01
2022-01-04
change-person-director-company-with-change-date
officers · CH01
2022-01-04