BARTLETT TRUSTEE LIMITED
💤Zombieactive
04663160 · ltd · incorporated 2003-02-11
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
75/100
Strong
What this business does
Primary activity: Life insurance
Sector: Financial & insurance
ALSO REGISTERED FOR
- 66190Other activities auxiliary to financial services, except insurance and pension funding
Investor take
PursueStrong opportunity: active trading company with strong profile and acceptable with review structure.
Opportunity 75/100 (strong), bankability 67/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (58/100).
🏦
Refinance opportunity
3 live charges · 3 lenders · oldest 12.0y
15/100
under pressure
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 12.0 years old — likely at or near maturity.
- · 3 lenders named — inter-creditor friction likely.
- · Distress signals active — lender appetite narrows.
Data confidence
Overall: medium (57/100)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
3 charges (3/3 with lender, 3/3 with type)
90
Directors & officers
15 officers (2 active, 15 linked, 11 with DOB)
85
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
94 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
75/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Recent activity
Last 30 days
1
filing
- • 1 confirmation-statement
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
3
filings
- • 2 officers
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (48 events)Click to expand
- 2026-02-05➕FAULKNER, Jonathan Charles appointeddirector
- 2026-02-05➖WEATHERS, David Michael resigneddirector
- 2026-02-05📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-02-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-04-08📄accounts-with-accounts-type-dormantaccounts · AA
- 2025-04-01➕FAULKNER, Jonathan Charles appointedsecretary
- 2025-04-01📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2025-03-31➖RANSOME, John Howard resignedsecretary
- 2025-03-31📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2025-01-27📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2025-01-27📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-03-29📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-01-29📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-01-22➖BATES, David Francis resigneddirector
- 2023-06-21📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-07-01📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-06-22📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-07-07📄accounts-with-accounts-type-dormantaccounts · AA
- 2019-06-13📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-03-21📄termination-director-company-with-name-termination-dateofficers · TM01
- 2018-03-19➖BARTLETT, Frederick Michael resigneddirector
- 2018-03-16📄accounts-with-accounts-type-dormantaccounts · AA
- 2016-11-02🔒Charge registered #3Lender: National Westminster Bank PLC
- 2016-09-30➖WHITEHEAD, Peter David resigneddirector
- 2016-08-01➕BATES, David Francis appointeddirector
- 2016-08-01➕WEATHERS, David Michael appointeddirector
- 2016-03-16🔒Charge registered #2Lender: Security Trustee Services Limited (Company No. 08492303)
- 2016-03-14➖SIMPSON, Robert James resigneddirector
- 2014-05-30🔒Charge registered #1Lender: Cambridge & Counties Bank Limited
- 2014-01-31➖HOLT, Peter Alexander resigneddirector
- 2013-02-28➖BROWN, Robert Graham resigneddirector
- 2012-07-25➕HOLT, Peter Alexander appointeddirector
- 2012-07-25➕SIMPSON, Robert James appointeddirector
- 2012-07-25➕WHITEHEAD, Peter David appointeddirector
- 2011-07-19➖COWELL, Michael Thomas resigneddirector
- 2007-08-03➖PARKIN, Adrian resigneddirector
- 2006-10-26➖SPENCER, Keith resigneddirector
- 2003-03-28➕RANSOME, John Howard appointedsecretary
- 2003-03-28➖PINSENT MASONS SECRETARIAL LIMITED resignedcorporate-secretary
- 2003-03-28➕BARTLETT, Frederick Michael appointeddirector
- 2003-03-28➕BROWN, Robert Graham appointeddirector
- 2003-03-28➕COWELL, Michael Thomas appointeddirector
- 2003-03-28➕PARKIN, Adrian appointeddirector
- 2003-03-28➕SPENCER, Keith appointeddirector
- 2003-03-28➖PINSENT MASONS DIRECTOR LIMITED resignedcorporate-director
- 2003-02-11🏢Company incorporatedAs BARTLETT TRUSTEE LIMITED
- 2003-02-11➕PINSENT MASONS SECRETARIAL LIMITED appointedcorporate-secretary
- 2003-02-11➕PINSENT MASONS DIRECTOR LIMITED appointedcorporate-director
Owner dependency
75/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Sole director: Only one active director — all governance concentrated on one person.
Succession & seller-readiness
45/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Group structure
Bartlett Group (Subsidiaries) Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Bartlett Group (Subsidiaries) Limited
Corporate parent · holds 75-100% shares
⬇
BARTLETT TRUSTEE LIMITED
This company · 04663160
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Bartlett Group (Subsidiaries) Limited Corporate entity | 75–100% | 75–100% | 75-100% shares · 75-100% voting | 22/10/2024 |
1 historic (ceased) PSC
- Mr Frederick Michael Bartlettceased 22/10/2024· significant influence
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 · LS postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 2410 TRADING LIMITED→ 16903740 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| APPLIED CREDIT LIMITED→ 15576733 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| APPLIED CRISIS UNDERWRITERS LIMITED→ 15996511 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AQL (FINANCIAL) LIMITED→ 08614368 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| ASSET FINANCE UK CASHFLOW LIMITED→ 07674164 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| ATTIS INSURANCE BROKERS LTD→ 12955173 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| AUGUSTA FAMILY INVESTMENTS→ 17089615 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| AVID INSURANCE SERVICES LIMITED→ 04885807 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| AYATUNI PROPERTY LTD→ 16895665 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BARTLETT & COMPANY LIMITED→ 00364202 · est 1940 · no financials extracted | — | — | — | — | 85y | — | — |
| BARTLETT GROUP LIMITED→ 00945137 · est 1969 · no financials extracted | — | — | — | — | 57y | — | — |
| BARTLETT UNDERWRITING LIMITED→ 16324599 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
8 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
Incorporated2003-02-11
Jurisdictionengland-wales
Primary SIC65110 — Life insurance
Registered office
Broadway Hall
Horsforth
Leeds
LS18 4RS
Filing status
Accounts
Next due: 2026-06-30
Last made up to: 2024-09-30
Confirmation statement
Next due: 2027-05-28
Last: 2026-05-14
Officers (2 active · 13 resigned)
FAULKNER, Jonathan Charles→
Activesecretary · appointed 2025-04-01
View their other companies + combined net worth →
FAULKNER, Jonathan Charles→
Activedirector · ~32y · appointed 2026-02-05
View their other companies + combined net worth →
RANSOME, John Howard→
Resignedsecretary · appointed 2003-03-28 · resigned 2025-03-31
PINSENT MASONS SECRETARIAL LIMITED→
Resignedcorporate-secretary · appointed 2003-02-11 · resigned 2003-03-28
BARTLETT, Frederick Michael→
Resigneddirector · ~84y · appointed 2003-03-28 · resigned 2018-03-19
BATES, David Francis→
Resigneddirector · ~45y · appointed 2016-08-01 · resigned 2024-01-22
BROWN, Robert Graham→
Resigneddirector · ~77y · appointed 2003-03-28 · resigned 2013-02-28
COWELL, Michael Thomas→
Resigneddirector · ~81y · appointed 2003-03-28 · resigned 2011-07-19
HOLT, Peter Alexander→
Resigneddirector · ~71y · appointed 2012-07-25 · resigned 2014-01-31
PARKIN, Adrian→
Resigneddirector · ~63y · appointed 2003-03-28 · resigned 2007-08-03
SIMPSON, Robert James→
Resigneddirector · ~49y · appointed 2012-07-25 · resigned 2016-03-14
SPENCER, Keith→
Resigneddirector · ~85y · appointed 2003-03-28 · resigned 2006-10-26
WEATHERS, David Michael→
Resigneddirector · ~63y · appointed 2016-08-01 · resigned 2026-02-05
WHITEHEAD, Peter David→
Resigneddirector · ~71y · appointed 2012-07-25 · resigned 2016-09-30
PINSENT MASONS DIRECTOR LIMITED→
Resignedcorporate-director · appointed 2003-02-11 · resigned 2003-03-28
Click a director name to see their full track record across all companies.
Mortgages & charges
3
Total charges
3
Outstanding
3
Active lenders
Status:Lender:3 of 3 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | National Westminster Bank National Westminster Bank PLC | A registered charge | 1 property | 02/11/2016 | — | |
| outstanding | Security Trustee Services (Company No. 08492303) Security Trustee Services Limited (Company No. 08492303) | A registered charge | 1 property | 16/03/2016 | — | |
| outstanding | Cambridge & Counties Cambridge & Counties Bank Limited | A registered charge | 1 property | 30/05/2014 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (94 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-05-14
termination-director-company-with-name-termination-date
officers · TM01
2026-02-05
appoint-person-director-company-with-name-date
officers · AP01
2026-02-05
confirmation-statement-with-updates
confirmation-statement · CS01
2025-05-22
accounts-with-accounts-type-dormant
accounts · AA
2025-04-08
appoint-person-secretary-company-with-name-date
officers · AP03
2025-04-01
termination-secretary-company-with-name-termination-date
officers · TM02
2025-03-31
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-01-27
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-01-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-05-14
accounts-with-accounts-type-dormant
accounts · AA
2024-03-29
termination-director-company-with-name-termination-date
officers · TM01
2024-01-29
accounts-with-accounts-type-dormant
accounts · AA
2023-06-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-06
accounts-with-accounts-type-dormant
accounts · AA
2022-07-01