ALLANS PMI LIMITED
🌳Matureactive
04588824 · ltd · incorporated 2002-11-13
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.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Nov 2024
Net worth
£461
book net assets
Opportunity
80/100
Exceptional
What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
PursueAsset-holding vehicle. Family succession underway — not a classic acquisition target.
Opportunity 80/100 (exceptional), bankability 75/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
Data confidence
Overall: medium (76/100)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
Confirmed no charges registered
85
Directors & officers
7 officers (2 active, 7 linked, 3 with DOB)
79
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
84 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
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
80
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 105 (micro)Positive net assets
Net assets £461
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£461
↑ 207% YoY
Current Assets
£15k
↑ 51% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2024-11-30 | 2023-11-30 |
|---|---|---|
| Total assets | £2.5k | £2.1k |
| Current assets | £15.4k | £10.2k |
| Net assets | £461 | £150 |
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
3
filings
- • 1 confirmation-statement
- • 1 persons-with-significant-control
- • 1 capital
Last 90 days
3
filings
- • 1 confirmation-statement
- • 1 persons-with-significant-control
- • 1 capital
Last 180 days
3
filings
- • 1 confirmation-statement
- • 1 persons-with-significant-control
- • 1 capital
Counts from Companies House filing history.
Corporate timeline (30 events)Click to expand
- 2026-05-12📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2026-05-12📄capital-allotment-sharescapital · SH01
- 2025-09-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-03-12📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-03-06➕ALLAN, Alexander appointeddirector
- 2024-11-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-09-11📄change-person-director-company-with-change-dateofficers · CH01
- 2024-09-11📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-09-11📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2024-09-11📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-09-11📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-01-20➖ALLAN, Sarah Jane resignedsecretary
- 2024-01-20➖ALLAN, Sarah Jane resigneddirector
- 2023-08-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-07-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-10-04📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-10-07📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-08-19📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-06-13📄change-person-secretary-company-with-change-dateofficers · CH03
- 2019-06-13📄change-person-director-company-with-change-dateofficers · CH01
- 2015-07-27➕ALLAN, Sarah Jane appointeddirector
- 2003-06-01➕ALLAN, Sarah Jane appointedsecretary
- 2003-06-01➖TEMPLES (NOMINEES) LIMITED resignedcorporate-secretary
- 2002-11-15➕ALLAN, Terence Roger appointeddirector
- 2002-11-15➕TEMPLES (NOMINEES) LIMITED appointedcorporate-secretary
- 2002-11-15➖TEMPLES (NOMINEES) LIMITED resignedcorporate-nominee-secretary
- 2002-11-15➖TEMPLES (PROFESSIONAL SERVICES) LIMITED resignedcorporate-nominee-director
- 2002-11-13🏢Company incorporatedAs ALLANS PMI LIMITED
- 2002-11-13➕TEMPLES (NOMINEES) LIMITED appointedcorporate-nominee-secretary
- 2002-11-13➕TEMPLES (PROFESSIONAL SERVICES) LIMITED appointedcorporate-nominee-director
Owner dependency
100/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder name in company name: Company name contains director surname "ALLAN" — strong identity link between founder and business.
- +Long-tenure founder: Senior director has been in place 24 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 76 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
46/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primaryFamily succession underway: Not a takeover target — ALLAN, Alexander (same surname) appointed 2025-03-06. Pattern consistent with intra-family handover.
- primaryFounder aged 70+: Senior director is approximately 76 years old. Natural succession window is now.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- primary20+ year tenure: Director in role 24 years. Very long tenure is a classic succession signal.
- 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
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Terence Roger Allan Individual · British · DOB 10/1950 · age 76 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 06/04/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
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|---|---|---|---|---|---|---|---|
| 12257721 LIMITED→ 12257721 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| A ONE LONDON RISK SERVICES LTD→ 12199926 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| A ONE SOUTHAMPTON RISK SERVICES LTD→ 12546551 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| ABACUS FINANCIAL (MUDEFORD) LIMITED→ 05147757 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| ADVISORYLONDON NETWORKS LIMITED→ 10492849 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ALEXANDER ADAMS MORTGAGE SERVICES LTD→ 10670978 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| ALIGNED SYNDICATE LTD→ 16936796 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALMAST LIMITED→ 06024054 · est 2006 · no financials extracted | — | — | — | — | 19y | — | — |
| ALTIUS CORPORATE DESIGN AND BUILD LIMITED→ 04345644 · est 2001 · no financials extracted | — | — | — | — | 24y | — | — |
| ALTOLA LIMITED→ 16453667 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALTON CAPITAL GROUP LIMITED→ 14825261 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| AMAC MORTGAGES LIMITED→ 04311930 · est 2001 · no financials extracted | — | — | — | — | 24y | — | — |
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
Incorporated2002-11-13
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers
Registered office
25 Old Milton Road
New Milton
BH25 6DQ
England
Filing status
Accounts
Next due: 2026-08-31
Last made up to: 2024-11-30
Confirmation statement
Next due: 2027-03-26
Last: 2026-03-12
Officers (2 active · 5 resigned)
ALLAN, Alexander→
Activedirector · ~37y · appointed 2025-03-06
View their other companies + combined net worth →
ALLAN, Terence Roger→
Activedirector · ~76y · appointed 2002-11-15
View their other companies + combined net worth →
ALLAN, Sarah Jane→
Resignedsecretary · appointed 2003-06-01 · resigned 2024-01-20
TEMPLES (NOMINEES) LIMITED→
Resignedcorporate-secretary · appointed 2002-11-15 · resigned 2003-06-01
TEMPLES (NOMINEES) LIMITED→
Resignedcorporate-nominee-secretary · appointed 2002-11-13 · resigned 2002-11-15
ALLAN, Sarah Jane→
Resigneddirector · ~69y · appointed 2015-07-27 · resigned 2024-01-20
TEMPLES (PROFESSIONAL SERVICES) LIMITED→
Resignedcorporate-nominee-director · appointed 2002-11-13 · resigned 2002-11-15
Click a director name to see their full track record across all companies.
Recent filings (84 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-05-13
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-05-12
capital-allotment-shares
capital · SH01
2026-05-12
accounts-with-accounts-type-micro-entity
accounts · AA
2025-09-30
appoint-person-director-company-with-name-date
officers · AP01
2025-03-12
confirmation-statement-with-updates
confirmation-statement · CS01
2025-03-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-12
accounts-with-accounts-type-micro-entity
accounts · AA
2024-11-30
change-person-director-company-with-change-date
officers · CH01
2024-09-11
termination-director-company-with-name-termination-date
officers · TM01
2024-09-11
termination-secretary-company-with-name-termination-date
officers · TM02
2024-09-11
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-09-11
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-09-11
confirmation-statement-with-updates
confirmation-statement · CS01
2023-11-04
accounts-with-accounts-type-micro-entity
accounts · AA
2023-08-31