ANDREW MORTON ASSOCIATES LIMITED
🌳Matureactive
05682464 · ltd · incorporated 2006-01-20
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 15.4y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£206.0k
book net assets
Opportunity
82/100
Exceptional
What this business does
Primary activity: Other engineering activities
Sector: Professional, scientific & technical
Investor take
PursueStrong opportunity: active trading company with exceptional profile and bankable structure.
Opportunity 82/100 (exceptional), bankability 80/100. Strong seller-intent signal (70/100, director aged 58). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Discharge stale live charges. 1 live charge(s) created 15+ years ago — likely paid but undischarged. Clean register. Most likely exit: share sale to pe / searcher (65/100).
🏦
Refinance opportunity
1 live charge · oldest 15.4y
65/100
clean up first
Refinance viable after a tidy-up — address the highlighted items first.
- · Oldest live charge is 15.4 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 25/100 — workable, but lender will want more DD.
Data confidence
Overall: medium (79/100)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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
4 officers (3 active, 4 linked, 2 with DOB)
80
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
52 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
82/100Exceptional
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
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £206,015
Net assets shrinking
Down £9,541 YoY
Cash YoY
-9%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£95k
↓ 9.0% YoY
Net Worth
£206k
↓ 4.4% YoY
Current Assets
—
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 |
|---|---|---|
| Cash | £94.7k | £104.0k |
| Net assets | £206.0k | £215.6k |
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
0
filings
Last 90 days
0
filings
Last 180 days
2
filings
- • 1 address
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (22 events)Click to expand
- 2026-03-04📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-12-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-01-21📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-11-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-10-23📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-12-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-12-14📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-12-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-12-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-12-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-12-19📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-12-19📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2016-11-25📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2016-02-01📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2016-02-01📄change-person-director-company-with-change-dateofficers · CH01
- 2011-02-24🔒Charge registered #1Lender: Barclays Bank PLC
- 2006-01-20🏢Company incorporatedAs ANDREW MORTON ASSOCIATES LIMITED
- 2006-01-20➕MORTON, Heather Jane appointedsecretary
- 2006-01-20➕MORTON, Andrew James appointeddirector
- 2006-01-20➕MORTON, Heather Jane appointeddirector
- 2006-01-20➕SWIFT INCORPORATIONS LIMITED appointedcorporate-nominee-secretary
- 2006-01-20➖SWIFT INCORPORATIONS LIMITED resignedcorporate-nominee-secretary
Owner dependency
99/100
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 "MORTON" — strong identity link between founder and business.
- +Long-tenure founder: Senior director has been in place 20 years — deep operational knowledge concentrated in one person.
- +Senior director age: Director aged approximately 58 — approaching natural succession window.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
76/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 58. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- primary20+ year tenure: Director in role 20 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 20 years old and no new directors in the last 3 years — succession not yet being planned internally.
- 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 · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Andrew James Morton Individual · British · DOB 02/1968 · age 58 | 75–100% | 75–100% | 75-100% shares · 75-100% voting | 06/04/2016 |
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.
See pricing →Similar companies
Active · Professional services · NR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A.P.L. DESIGN LIMITED→ 02498429 · est 1990 · no financials extracted | — | — | — | — | 35y | — | — |
| AJB EVENTS AND ENTERTAINMENT LIMITED→ 16818030 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALCIDAE CONSULTING LTD→ 15895465 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AMN ENGINEERING LTD→ 15458662 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| ANDREW BLOY LTD→ 09419444 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| ANDREW WINSTON MORTGAGE SERVICES LTD→ 16716530 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ANGELA'S BOOKKEEPING & CONSULTANCY LTD→ 04811194 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| ANGLIAN ACCOUNTANTS LTD→ 12855361 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| ANGLIAN BUSINESS SERVICES LIMITED→ 01563749 · est 1981 · no financials extracted | — | — | — | — | 44y | — | — |
| ANGLIAN PIPEWORK LTD→ 14157624 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ANGLIAN PLANNING SERVICES LIMITED→ 06632713 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| ANGLIAN RECRUITMENT LIMITED→ 16241885 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 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
Incorporated2006-01-20
Jurisdictionengland-wales
Primary SIC71129 — Other engineering activities
Registered office
Summerhill House
Sculthorpe Road
Fakenham
Norfolk
NR21 9HA
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-02-03
Last: 2026-01-20
Officers (3 active · 1 resigned)
MORTON, Heather Jane→
Activesecretary · appointed 2006-01-20
View their other companies + combined net worth →
MORTON, Andrew James→
Activedirector · ~58y · appointed 2006-01-20
View their other companies + combined net worth →
MORTON, Heather Jane→
Activedirector · ~58y · appointed 2006-01-20
View their other companies + combined net worth →
SWIFT INCORPORATIONS LIMITED→
Resignedcorporate-nominee-secretary · appointed 2006-01-20 · resigned 2006-01-20
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Barclays Barclays Bank PLC | Legal charge | 1 property | 24/02/2011 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (52 total)
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-03-04
confirmation-statement-with-updates
confirmation-statement · CS01
2026-02-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-16
confirmation-statement-with-updates
confirmation-statement · CS01
2025-01-27
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-01-21
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-11-25
confirmation-statement-with-updates
confirmation-statement · CS01
2024-01-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-10-23
confirmation-statement-with-updates
confirmation-statement · CS01
2023-01-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-28
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-12-14
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-02-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-22
confirmation-statement-with-updates
confirmation-statement · CS01
2021-01-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-12-22