ALDRIDGE BOOK-KEEPING SERVICES LIMITED

🌳Matureactive

04720045 · ltd · incorporated 2003-04-02

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 Mar 2025

Net worth

£147.0k

book net assets

Opportunity

72/100

Strong

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

Investor take

Special-situation opportunity

Distressed financial-services with salvageable qualities — special-situations priority.

Opportunity 72/100 (strong), bankability 65/100. Strong seller-intent signal (78/100, director aged 87). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: Confirmation statement overdue. Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (78/100)

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

Lenders & charges

Confirmed no charges registered

Directors & officers

5 officers (3 active, 5 linked, 2 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

2 connected companies via shared directors

Filing history

55 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

72/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Adequate — check latest filings for context.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Some moderate concerns — review flags.

Signal strength

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Positive net assets

Net assets £146,988

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

Net Worth

£147k

↑ 4.3% YoY

Current Assets

£143k

↓ 5.8% YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-03-31	2024-03-31
Total assets	£147.0k	£141.0k
Current assets	£143.3k	£152.1k
Net assets	£147.0k	£141.0k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days

filings

Last 90 days

filings

Last 180 days

filing

• 1 accounts

Counts from Companies House filing history.

Corporate timeline (24 events)Click to expand

2025-12-30
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2024-12-20
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2023-12-28
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2022-11-22
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2021-12-08
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2020-12-01
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2019-10-25
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2018-10-07
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2017-05-26
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2016-05-11
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2016-04-19
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2015-12-11
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2015-04-13
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2014-12-23
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2014-04-08
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2014-01-04
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2003-04-08
➕
SMITH, Patricia Mason appointed
secretary
2003-04-08
➕
SMITH, Patricia Mason appointed
director
2003-04-08
➕
SMITH, Russell Mason appointed
director
2003-04-02
🏢
Company incorporated
As ALDRIDGE BOOK-KEEPING SERVICES LIMITED
2003-04-02
➕
JPCORS LIMITED appointed
corporate-nominee-secretary
2003-04-02
➖
JPCORS LIMITED resigned
corporate-nominee-secretary
2003-04-02
➕
JPCORD LIMITED appointed
corporate-nominee-director
2003-04-02
➖
JPCORD LIMITED resigned
corporate-nominee-director

Owner dependency

91/100

Critical — business is the founder

The 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.
+Long-tenure founder: Senior director has been in place 23 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 87 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

91/100

Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 87 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 23 years. Very long tenure is a classic succession signal.
secondaryStable-but-static management: Company is 23 years old and no new directors in the last 3 years — succession not yet being planned internally.

Red flags

1 high ·

Confirmation statement overdue

high

Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.

Evidence: Next due: 2026-04-16

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Mr Russell Mason Smith Individual · British · DOB 05/1960 · age 66	75–100%	—	75-100% shares	01/07/2016

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.

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42 WEALTH MANAGEMENT LTD→ 09873045 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
528 INVESTMENTS LIMITED→ 16106849 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
A S R FINANCIAL LIMITED→ 14663101 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
A T FINANCIAL SERVICES LTD→ 12628112 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
AF FINANCIAL CONSULTANTS LTD→ 11824407 · est 2019 · no financials extracted	—	—	—	—	7y	—	—
AGREE MORTGAGE SOLUTIONS LTD→ 14373389 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
ALDRIDGE MORTGAGES & PROTECTION LIMITED→ 15304667 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ALIMITA 3 LIMITED→ 16495825 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ALIMITA LIMITED→ 16421365 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ALPX GUARDING LTD→ 16666751 · est 2025 · no financials extracted	—	—	—	—	—	—	—
AMANAH FINANCE LTD→ 16690523 · est 2025 · no financials extracted	—	—	—	—	—	—	—

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.

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Company details

Statusactive

Typeltd

Incorporated2003-04-02

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

5 Nursery Avenue

Aldridge

Walsall

West Midlands

WS9 0HT

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2026-04-16OVERDUE

Last: 2025-04-02

Officers (3 active · 2 resigned)

SMITH, Patricia Mason→

secretary · appointed 2003-04-08

View their other companies + combined net worth →

Active

SMITH, Patricia Mason→

director · ~87y · appointed 2003-04-08

View their other companies + combined net worth →

Active

SMITH, Russell Mason→

director · ~66y · appointed 2003-04-08

View their other companies + combined net worth →

Active

JPCORS LIMITED→

corporate-nominee-secretary · appointed 2003-04-02 · resigned 2003-04-02

Resigned

JPCORD LIMITED→

corporate-nominee-director · appointed 2003-04-02 · resigned 2003-04-02

Resigned

Click a director name to see their full track record across all companies.