AZTEC FINANCIAL SERVICES (UK) LIMITED

🌳Matureactive

05702040 · ltd · incorporated 2006-02-08

Investment thesis

Well-run mature business — low negotiation leverage; premium likely.

Why interesting: Textbook target; clean filings, stable trading.

Why risky: No pressure on seller; any deal likely at full price.

Opportunity decay

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

78/100

Strong

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

Investor take

Pursue

Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 78/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (60/100)

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

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

24 officers (5 active, 24 linked, 18 with DOB)

Ownership & PSC

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

Director network

13 connected companies via shared directors

Filing history

122 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filing

• 1 officers

Last 180 days

filings

• 1 officers
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (65 events)Click to expand

2026-04-29
➕
VARA, Metesh appointed
director
2026-04-29
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-12-17
📄
accounts-with-accounts-type-full
accounts · AA
2025-09-29
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-09-19
➖
HARRISON, Paul David resigned
director
2025-08-27
📄
change-person-director-company-with-change-date
officers · CH01
2025-06-18
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-06-12
➖
GUMBLETON, Donna Louise resigned
director
2025-03-17
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-03-04
➕
FULTON, Stuart James appointed
director
2025-01-02
📄
change-person-secretary-company-with-change-date
officers · CH03
2025-01-02
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2024-12-20
📄
accounts-with-accounts-type-full
accounts · AA
2024-12-19
➕
MATTHEWS, Kerri Mary appointed
secretary
2024-01-29
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-01-15
📄
accounts-with-accounts-type-full
accounts · AA
2024-01-11
➖
FAIRCLOUGH, Julie resigned
director
2023-08-07
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-07-24
➖
HERBERT, Melanie Jayne resigned
director
2023-04-24
📄
change-person-director-company-with-change-date
officers · CH01
2023-01-24
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-01-23
➕
FAIRCLOUGH, Julie appointed
director
2022-11-08
📄
appoint-person-director-company-with-name-date
officers · AP01
2022-11-02
➕
GUMBLETON, Donna Louise appointed
director
2022-10-04
📄
accounts-with-accounts-type-full
accounts · AA
2022-09-26
📄
appoint-person-director-company-with-name-date
officers · AP01
2022-09-23
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-09-16
➖
DUFFIELD, James resigned
director
2022-09-16
➕
HERBERT, Melanie Jayne appointed
director
2022-04-08
📄
appoint-person-director-company-with-name-date
officers · AP01
2022-04-07
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-03-30
➕
MORSIA, Linda Elizabeth appointed
director
2022-03-30
➖
GRIFFIN, David Michael resigned
director
2022-02-18
📄
second-filing-of-director-appointment-with-name
officers · RP04AP01
2021-05-20
➖
SOMERS, Laura Hayley resigned
secretary
2020-11-13
➖
STAMPER, Christopher Ian resigned
director
2019-11-25
➕
GRIFFIN, David Michael appointed
director
2019-10-24
➕
SOMERS, Laura Hayley appointed
secretary
2019-10-07
➖
ASHTON, Fern Michaela resigned
secretary
2018-06-20
➕
ASHTON, Fern Michaela appointed
secretary
2018-04-10
➖
MCCARTHY, James Michael resigned
secretary
2016-08-01
➕
WHITTINGHAM, James Ronald appointed
director
2016-05-23
➕
STAMPER, Christopher Ian appointed
director
2016-03-31
➖
RADFORD, Simon Malcolm resigned
director
2015-02-11
➖
BRIZELL, Andrew Robert resigned
secretary
2015-02-11
➕
MCCARTHY, James Michael appointed
secretary
2013-03-28
➖
WILSON, Carol Anne Scott resigned
director
2012-10-04
➕
HARRISON, Paul David appointed
director
2012-10-04
➖
ROSS, Alan Fraser resigned
director
2011-10-03
➕
BRIZELL, Andrew Robert appointed
secretary

Showing most recent 50 of 65 events

Owner dependency

48/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-4 active directors: Broader management team in place — suggests transferable governance.
+Senior director age: Director aged approximately 63 — approaching natural succession window.

Succession & seller-readiness

50/100

Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS

primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.

Red flags

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

Aztec Holdings (Europe) Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Aztec Holdings (Europe) Limited

Corporate parent · holds 75-100% shares · board control

ultimate parent

⬇

AZTEC FINANCIAL SERVICES (UK) LIMITED

This company · 05702040

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
Aztec Holdings (Europe) Limited Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	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

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ALTUNATMAZ JEWELLERY LIMITED→ 16692749 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ARGENTIS FINANCIAL PLANNING LTD→ 06744013 · est 2008 · no financials extracted	—	—	—	—	17y	—	—
ARTHUR WHEELER FINANCIAL SERVICES LTD→ 14619326 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
ASHRIDGE FINANCE LIMITED→ 09572922 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
ASTREA LIMITED→ 02504438 · est 1990 · no financials extracted	—	—	—	—	35y	—	—
ASTUTE MORTGAGES LTD→ 12727722 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
B.P.A.C. HOLDINGS LIMITED→ 09705890 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
BALFOUR CORPORATE FINANCE LIMITED→ 04027155 · est 2000 · no financials extracted	—	—	—	—	25y	—	—
BARNHAM BUSINESS SOLUTIONS LTD→ 09288889 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
BARRETT TRADING LTD→ 15756139 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
BARRY WISE MORTGAGES LTD→ 15989184 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
BATALAS LIMITED→ 03736166 · est 1999 · no financials extracted	—	—	—	—	27y	—	—

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.

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Company details

Statusactive

Typeltd

Incorporated2006-02-08

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Forum 4 Solent Business Park, Parkway South

Whiteley

Fareham

Hampshire

PO15 7AD

England

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2027-02-22

Last: 2026-02-08