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.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 23.1y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
79/100
Strong
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
PursueActive trading company with a 72-year-old founder — textbook succession opportunity.
Opportunity 79/100 (strong), 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 23.1y
50/100
clean up first
Refinance viable after a tidy-up — address the highlighted items first.
- · Oldest live charge is 23.1 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
29 officers (9 active, 29 linked, 21 with DOB)
84
Ownership & PSC
0 active PSC(s) of 2 total, 2 with control declared
90
Director network
15 connected companies via shared directors
90
Filing history
495 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Recent activity
Last 30 days
6
filings
- • 6 capital
Last 90 days
25
filings
- • 22 capital
- • 2 persons-with-significant-control
- • 1 confirmation-statement
Last 180 days
25
filings
- • 22 capital
- • 2 persons-with-significant-control
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (78 events)Click to expand
- 2026-04-14📄capital-cancellation-sharescapital · SH06
- 2026-04-14📄capital-cancellation-sharescapital · SH06
- 2026-04-14📄capital-cancellation-sharescapital · SH06
- 2026-04-14📄capital-cancellation-sharescapital · SH06
- 2026-04-14📄capital-return-purchase-own-sharescapital · SH03
- 2026-04-14📄capital-return-purchase-own-sharescapital · SH03
- 2026-03-23📄capital-cancellation-sharescapital · SH06
- 2026-03-23📄capital-cancellation-sharescapital · SH06
- 2026-03-23📄capital-cancellation-sharescapital · SH06
- 2026-03-23📄capital-cancellation-sharescapital · SH06
- 2026-03-23📄capital-cancellation-sharescapital · SH06
- 2026-03-23📄capital-cancellation-sharescapital · SH06
- 2026-03-23📄capital-return-purchase-own-sharescapital · SH03
- 2026-03-23📄capital-return-purchase-own-sharescapital · SH03
- 2026-03-23📄capital-return-purchase-own-sharescapital · SH03
- 2026-03-09📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2026-03-09📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2026-03-04📄capital-cancellation-sharescapital · SH06
- 2026-03-04📄capital-cancellation-sharescapital · SH06
- 2026-03-04📄capital-return-purchase-own-sharescapital · SH03
- 2026-03-02📄capital-cancellation-sharescapital · SH06
- 2026-03-02📄capital-cancellation-sharescapital · SH06
- 2026-03-02📄capital-cancellation-sharescapital · SH06
- 2026-03-02📄capital-cancellation-sharescapital · SH06
- 2026-02-04➖BOURKE, Evelyn Brigid resigneddirector
- 2024-12-31➖STOTT, Roger John resigneddirector
- 2024-11-01➕SINCLAIR, Kina appointedsecretary
- 2024-11-01➖LIKINYO, Olubunmi resignedsecretary
- 2024-06-01➕CHAKRAVERTY, Julie appointeddirector
- 2024-03-31➖TURNER, Simon resigneddirector
- 2023-12-07➕FRY, Fiona Christina appointeddirector
- 2023-10-01➕LIKINYO, Olubunmi appointedsecretary
- 2023-09-30➖ROBINSON, Christopher Bruce resignedsecretary
- 2023-07-13➕PLATTS, Leslie Michael appointeddirector
- 2023-05-01➕CLUTTERBUCK, Fiona Jane appointeddirector
- 2023-04-30➖MORRISSEY, Helena Louise, Baroness resigneddirector
- 2022-10-01➖BELL, Andrew James resigneddirector
- 2022-07-01➕BIRCH, Peter Michael appointeddirector
- 2022-02-23🔓Charge satisfied #2
- 2022-01-26➖CARSTENSEN, Laura Martine resigneddirector
- 2022-01-26➖PLATTS, Leslie Michael resigneddirector
- 2021-10-01➕STOTT, Roger John appointeddirector
- 2021-09-01➕HASSALL, Margaret Grace appointeddirector
- 2021-07-01➕BOURKE, Evelyn Brigid appointeddirector
- 2021-07-01➕MORRISSEY, Helena Louise, Baroness appointeddirector
- 2018-03-29➕CARSTENSEN, Laura Martine appointeddirector
- 2018-03-23➖TOMLINS, John resigneddirector
- 2018-03-22➕FLANAGAN, Eamonn Michael appointeddirector
- 2014-10-01➕ROBINSON, Christopher Bruce appointeddirector
- 2014-10-01➖ROBINSON, Christopher Bruce resigneddirector
Showing most recent 50 of 78 events
Owner dependency
55/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- -8 active directors: Broader management team in place — suggests transferable governance.
- +Founder age: Director aged approximately 72 — succession pressure is live.
Succession & seller-readiness
73/100
Strong succession signalMultiple 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
cleanNo 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
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|---|---|---|---|---|---|---|---|
| 121 CASHIERS LIMITED→ 16064974 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| 21&CO LTD→ 11917325 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| 2AA ACCOUNTING LTD→ 16067267 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| 2BGLOBAL LIMITED→ 15203761 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| 2ENGAGE LIMITED→ 12565899 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| 2J PROPERTY LIMITED→ 16323209 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| 2SORELLE PR LTD→ 14244620 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| 2XP LTD→ 13450841 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| 3 BLADE CONSULTANTS LTD→ 15873766 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| 35N LIMITED→ 14997614 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| 360 EDUCATION ASSOCIATES LTD→ 16459532 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| 360 FORENSIC LIMITED→ 09754624 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
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 (9 active · 20 resigned)
Active
BIRCH, Peter Michael→
Activedirector · ~48y · appointed 2022-07-01
View their other companies + combined net worth →
CHAKRAVERTY, Julie→
Activedirector · ~55y · appointed 2024-06-01
View their other companies + combined net worth →
CLUTTERBUCK, Fiona Jane→
Activedirector · ~68y · appointed 2023-05-01
View their other companies + combined net worth →
FLANAGAN, Eamonn Michael→
Activedirector · ~63y · appointed 2018-03-22
View their other companies + combined net worth →
FRY, Fiona Christina→
Activedirector · ~67y · appointed 2023-12-07
View their other companies + combined net worth →
HASSALL, Margaret Grace→
Activedirector · ~65y · appointed 2021-09-01
View their other companies + combined net worth →
PLATTS, Leslie Michael→
Activedirector · ~72y · appointed 2023-07-13
View their other companies + combined net worth →
SUMMERSGILL, Michael Thomas→
Activedirector · ~43y · appointed 2011-05-31
View their other companies + combined net worth →
DOOTSON, Stuart John→
Resignedsecretary · appointed 2007-07-11 · resigned 2011-05-31
LIKINYO, Olubunmi→
Resignedsecretary · appointed 2023-10-01 · resigned 2024-11-01
LITTLEFAIR, Nicholas Francis→
Resignedsecretary · appointed 2002-08-05 · resigned 2007-07-10
ROBINSON, Christopher Bruce→
Resignedsecretary · appointed 2012-11-01 · resigned 2023-09-30
SUMMERSGILL, Michael Thomas→
Resignedsecretary · appointed 2011-05-31 · resigned 2012-10-31
JPCORS LIMITED→
Resignedcorporate-nominee-secretary · appointed 2002-08-05 · resigned 2002-08-05
BELL, Andrew James→
Resigneddirector · ~60y · appointed 2002-08-05 · resigned 2022-10-01
BOURKE, Evelyn Brigid→
Resigneddirector · ~61y · appointed 2021-07-01 · resigned 2026-02-04
CARSTENSEN, Laura Martine→
Resigneddirector · ~66y · appointed 2018-03-29 · resigned 2022-01-26
DOOTSON, Stuart John→
Resigneddirector · ~60y · appointed 2007-07-11 · resigned 2011-05-31
GULLETT, Robert Power→
Resigneddirector · ~81y · appointed 2011-09-30 · resigned 2014-01-16
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 | Lloyds Banking Group Bank of Scotland PLC | Debenture | 1 property | 19/02/2008 | 23/02/2022 | |
| satisfied | The Governor and Company of the Bank of Ireland | Debenture | 1 property | 05/03/2003 | 05/03/2011 |
Recent filings (495 total)
capital-cancellation-shares
capital · SH06
2026-04-14
capital-cancellation-shares
capital · SH06
2026-04-14
capital-cancellation-shares
capital · SH06
2026-04-14
capital-cancellation-shares
capital · SH06
2026-04-14
capital-return-purchase-own-shares
capital · SH03
2026-04-14
capital-return-purchase-own-shares
capital · SH03
2026-04-14
capital-cancellation-shares
capital · SH06
2026-03-23
capital-cancellation-shares
capital · SH06
2026-03-23
capital-cancellation-shares
capital · SH06
2026-03-23
capital-cancellation-shares
capital · SH06
2026-03-23
capital-cancellation-shares
capital · SH06
2026-03-23
capital-cancellation-shares
capital · SH06
2026-03-23
capital-return-purchase-own-shares
capital · SH03
2026-03-23
capital-return-purchase-own-shares
capital · SH03
2026-03-23
capital-return-purchase-own-shares
capital · SH03
2026-03-23