AJ BELL PLC

🌳Matureactive
04503206 · plc · incorporated 2002-08-05
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.
Why now
Window steady · low confidence
Stable recent picture — watch for any upcoming trigger event.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
  • · Oldest live charge 23.3y old — refinance window within 12 months
What changed my view
Last 30 days

No material changes in the last 30 days.

Last 90 days

No snapshot from 90 days ago — start tracking from today.

Last 180 days

No snapshot from 180 days ago — start tracking from today.

🔒Estimated value
Upgrade to see
Turnover
not disclosed
Net worth
book net assets
Opportunity
83/100
Exceptional
🔔
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What this business does
Primary activity: Activities of head offices
Sector: Professional, scientific & technical
ALSO REGISTERED FOR
  • 82990Other business support service activities n.e.c.
Investor take
Pursue
Active trading company with a 72-year-old founder — textbook succession opportunity.

Opportunity 83/100 (exceptional), bankability 85/100. Strong seller-intent signal (73/100, director aged 72). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

2 live charges · 2 lenders · oldest 23.3y

50/100
clean up first

Refinance viable after a tidy-up — address the highlighted items first.

  • · Oldest live charge is 23.3 years old — likely at or near maturity.
  • · Two lenders — manageable, but coordination required.
  • · Legal-friction score 28/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (61/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile
address, 2 SIC codes, incorporation date
100
Financials
No iXBRL financials extracted
0
Lenders & charges
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
30 officers (10 active, 30 linked, 22 with DOB)
85
Ownership & PSC
0 active PSC(s) of 2 total, 2 with control declared
90
Director network
14 connected companies via shared directors
87
Filing history
517 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
83/100Exceptional
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
85
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Recent activity

Last 30 days
9
filings
  • 9 capital
Last 90 days
25
filings
  • 24 capital
  • 1 officers
Last 180 days
25
filings
  • 24 capital
  • 1 officers
Counts from Companies House filing history.
Corporate timeline (80 events)Click to expand
  1. 2026-06-18
    📄
    capital-cancellation-shares
    capital · SH06
  2. 2026-06-18
    📄
    capital-cancellation-shares
    capital · SH06
  3. 2026-06-10
    📄
    capital-cancellation-shares
    capital · SH06
  4. 2026-06-10
    📄
    capital-cancellation-shares
    capital · SH06
  5. 2026-06-10
    📄
    capital-cancellation-shares
    capital · SH06
  6. 2026-06-10
    📄
    capital-return-purchase-own-shares
    capital · SH03
  7. 2026-06-10
    📄
    capital-return-purchase-own-shares
    capital · SH03
  8. 2026-06-10
    📄
    capital-return-purchase-own-shares
    capital · SH03
  9. 2026-06-05
    📄
    capital-allotment-shares
    capital · SH01
  10. 2026-05-26
    📄
    capital-return-purchase-own-shares
    capital · SH03
  11. 2026-05-26
    📄
    capital-return-purchase-own-shares
    capital · SH03
  12. 2026-05-22
    📄
    capital-cancellation-shares
    capital · SH06
  13. 2026-05-22
    📄
    capital-cancellation-shares
    capital · SH06
  14. 2026-05-22
    📄
    capital-cancellation-shares
    capital · SH06
  15. 2026-05-22
    📄
    capital-cancellation-shares
    capital · SH06
  16. 2026-05-06
    📄
    capital-cancellation-shares
    capital · SH06
  17. 2026-05-06
    📄
    capital-cancellation-shares
    capital · SH06
  18. 2026-05-06
    📄
    capital-cancellation-shares
    capital · SH06
  19. 2026-05-06
    📄
    capital-cancellation-shares
    capital · SH06
  20. 2026-05-06
    📄
    capital-return-purchase-own-shares
    capital · SH03
  21. 2026-05-06
    📄
    capital-return-purchase-own-shares
    capital · SH03
  22. 2026-05-05
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  23. 2026-05-01
    CHAMBERS, Elizabeth Grace appointed
    director
  24. 2026-04-14
    📄
    capital-cancellation-shares
    capital · SH06
  25. 2026-04-14
    📄
    capital-cancellation-shares
    capital · SH06
  26. 2026-04-14
    📄
    capital-cancellation-shares
    capital · SH06
  27. 2026-02-04
    BOURKE, Evelyn Brigid resigned
    director
  28. 2024-12-31
    STOTT, Roger John resigned
    director
  29. 2024-11-01
    SINCLAIR, Kina appointed
    secretary
  30. 2024-11-01
    LIKINYO, Olubunmi resigned
    secretary
  31. 2024-06-01
    CHAKRAVERTY, Julie appointed
    director
  32. 2024-03-31
    TURNER, Simon resigned
    director
  33. 2023-12-07
    FRY, Fiona Christina appointed
    director
  34. 2023-10-01
    LIKINYO, Olubunmi appointed
    secretary
  35. 2023-09-30
    ROBINSON, Christopher Bruce resigned
    secretary
  36. 2023-07-13
    PLATTS, Leslie Michael appointed
    director
  37. 2023-05-01
    CLUTTERBUCK, Fiona Jane appointed
    director
  38. 2023-04-30
    MORRISSEY, Helena Louise, Baroness resigned
    director
  39. 2022-10-01
    BELL, Andrew James resigned
    director
  40. 2022-07-01
    BIRCH, Peter Michael appointed
    director
  41. 2022-02-23
    🔓
    Charge satisfied #2
  42. 2022-01-26
    CARSTENSEN, Laura Martine resigned
    director
  43. 2022-01-26
    PLATTS, Leslie Michael resigned
    director
  44. 2021-10-01
    STOTT, Roger John appointed
    director
  45. 2021-09-01
    HASSALL, Margaret Grace appointed
    director
  46. 2021-07-01
    BOURKE, Evelyn Brigid appointed
    director
  47. 2021-07-01
    MORRISSEY, Helena Louise, Baroness appointed
    director
  48. 2018-03-29
    CARSTENSEN, Laura Martine appointed
    director
  49. 2018-03-23
    TOMLINS, John resigned
    director
  50. 2018-03-22
    FLANAGAN, Eamonn Michael appointed
    director
Showing most recent 50 of 80 events

Owner dependency

65/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • -9 active directors: Broader management team in place — suggests transferable governance.
  • +Long-tenure founder: Senior director has been in place 15 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 72 — succession pressure is live.

Succession & seller-readiness

73/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 72 years old. Natural succession window is now.
  • secondary12+ year tenure: Director in role 15 years.
  • 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 →

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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
Typeplc
Incorporated2002-08-05
Jurisdictionengland-wales
Primary SIC70100 — Activities of head offices

Registered office

4 Exchange Quay
Salford Quays
Manchester
M5 3EE
England

Filing status

Accounts
Next due: 2027-03-31
Last made up to: 2025-09-30
Confirmation statement
Next due: 2027-03-15
Last: 2026-03-01

Officers (10 active · 20 resigned)

SINCLAIR, Kina
secretary · appointed 2024-11-01
View their other companies + combined net worth →
Active
BIRCH, Peter Michael
director · ~48y · appointed 2022-07-01
View their other companies + combined net worth →
Active
CHAKRAVERTY, Julie
director · ~55y · appointed 2024-06-01
View their other companies + combined net worth →
Active
CHAMBERS, Elizabeth Grace
director · ~64y · appointed 2026-05-01
View their other companies + combined net worth →
Active
CLUTTERBUCK, Fiona Jane
director · ~68y · appointed 2023-05-01
View their other companies + combined net worth →
Active
FLANAGAN, Eamonn Michael
director · ~63y · appointed 2018-03-22
View their other companies + combined net worth →
Active
FRY, Fiona Christina
director · ~67y · appointed 2023-12-07
View their other companies + combined net worth →
Active
HASSALL, Margaret Grace
director · ~65y · appointed 2021-09-01
View their other companies + combined net worth →
Active
PLATTS, Leslie Michael
director · ~72y · appointed 2023-07-13
View their other companies + combined net worth →
Active
SUMMERSGILL, Michael Thomas
director · ~43y · appointed 2011-05-31
View their other companies + combined net worth →
Active
DOOTSON, Stuart John
secretary · appointed 2007-07-11 · resigned 2011-05-31
Resigned
LIKINYO, Olubunmi
secretary · appointed 2023-10-01 · resigned 2024-11-01
Resigned
LITTLEFAIR, Nicholas Francis
secretary · appointed 2002-08-05 · resigned 2007-07-10
Resigned
ROBINSON, Christopher Bruce
secretary · appointed 2012-11-01 · resigned 2023-09-30
Resigned
SUMMERSGILL, Michael Thomas
secretary · appointed 2011-05-31 · resigned 2012-10-31
Resigned
JPCORS LIMITED
corporate-nominee-secretary · appointed 2002-08-05 · resigned 2002-08-05
Resigned
BELL, Andrew James
director · ~60y · appointed 2002-08-05 · resigned 2022-10-01
Resigned
BOURKE, Evelyn Brigid
director · ~61y · appointed 2021-07-01 · resigned 2026-02-04
Resigned
CARSTENSEN, Laura Martine
director · ~66y · appointed 2018-03-29 · resigned 2022-01-26
Resigned
DOOTSON, Stuart John
director · ~60y · appointed 2007-07-11 · resigned 2011-05-31
Resigned

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
TypeProperties
satisfied
Lloyds Banking Group
Bank of Scotland PLC
Debenture1 property19/02/200823/02/2022
satisfied
The Governor and Company of the Bank of Ireland
Debenture1 property05/03/200305/03/2011

Recent filings (517 total)

capital-cancellation-shares
capital · SH06
2026-06-18
capital-cancellation-shares
capital · SH06
2026-06-18
capital-cancellation-shares
capital · SH06
2026-06-10
capital-cancellation-shares
capital · SH06
2026-06-10
capital-cancellation-shares
capital · SH06
2026-06-10
capital-return-purchase-own-shares
capital · SH03
2026-06-10
capital-return-purchase-own-shares
capital · SH03
2026-06-10
capital-return-purchase-own-shares
capital · SH03
2026-06-10
capital-allotment-shares
capital · SH01
2026-06-05
capital-return-purchase-own-shares
capital · SH03
2026-05-26
capital-return-purchase-own-shares
capital · SH03
2026-05-26
capital-cancellation-shares
capital · SH06
2026-05-22
capital-cancellation-shares
capital · SH06
2026-05-22
capital-cancellation-shares
capital · SH06
2026-05-22
capital-cancellation-shares
capital · SH06
2026-05-22