ALEX KELLY LIMITED

🌳Matureactive
06342331 · ltd · incorporated 2007-08-14
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
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
  • · Oldest live charge 14.8y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£190.5k
book net assets
Opportunity
79/100
Strong
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What this business does
Primary activity: Other human health activities
Sector: Human health & social work
Investor take
Pursue
Asset-holding vehicle with a 63-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 85/100. Strong seller-intent signal (80/100, director aged 63). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

3 live charges · 2 lenders · oldest 14.8y

70/100
ready

Refinance conversation should be productive — structure clean and timing right.

  • · Oldest live charge is 14.8 years old — likely at or near maturity.
  • · Two lenders — manageable, but coordination required.
  • · Legal-friction score 15/100 — clean.

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
3 charges (3/3 with lender, 3/3 with type)
90
Directors & officers
5 officers (3 active, 5 linked, 2 with DOB)
78
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
72 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 105 (micro)
Positive net assets
Net assets £190,481
Net assets shrinking
Down £47,407 YoY

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£190k
↓ 20% YoY
Current Assets
£199k
↓ 19% YoY
Current Liabilities
—
£0£49k£99k£148k£197k£246kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 105 (micro)
Metric2025-03-312024-03-31
Total assets£190.5k£237.9k
Current assets£198.9k£246.5k
Net assets£190.5k£237.9k

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

🔒Filing-note intelligence

1 signal 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
0
filings
Counts from Companies House filing history.
Corporate timeline (30 events)Click to expand
  1. 2025-09-03
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-09-24
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2023-07-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2022-08-02
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2022-02-03
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  6. 2022-02-03
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  7. 2022-02-03
    🔓
    Charge satisfied #3
  8. 2022-02-03
    🔓
    Charge satisfied #2
  9. 2021-11-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2020-08-07
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2019-07-22
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2018-07-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2018-07-18
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  14. 2018-07-18
    📄
    change-person-director-company-with-change-date
    officers · CH01
  15. 2018-07-18
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  16. 2018-07-18
    📄
    change-person-director-company-with-change-date
    officers · CH01
  17. 2018-04-28
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  18. 2018-04-28
    🔓
    Charge satisfied #1
  19. 2018-03-06
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  20. 2014-05-28
    🔒
    Charge registered #3
    Lender: Lloyds Bank PLC
  21. 2014-05-12
    🔒
    Charge registered #2
    Lender: Lloyds Bank PLC
  22. 2012-07-01
    ➕
    SAINS, Brian appointed
    director
  23. 2011-09-27
    🔒
    Charge registered #1
    Lender: John Frederick Alford and Josephine Helen Alford
  24. 2007-08-14
    🏢
    Company incorporated
    As ALEX KELLY LIMITED
  25. 2007-08-14
    ➕
    SAINS, Brian Leslie appointed
    secretary
  26. 2007-08-14
    ➕
    SAINS, Alexandra Jane appointed
    director
  27. 2007-08-14
    ➕
    THEYDON SECRETARIES LIMITED appointed
    corporate-secretary
  28. 2007-08-14
    ➖
    THEYDON SECRETARIES LIMITED resigned
    corporate-secretary
  29. 2007-08-14
    ➕
    THEYDON NOMINEES LIMITED appointed
    corporate-director
  30. 2007-08-14
    ➖
    THEYDON NOMINEES LIMITED resigned
    corporate-director

Owner dependency

84/100
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 19 years — deep operational knowledge concentrated in one person.
  • +Senior director age: Director aged approximately 63 — approaching natural succession window.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

79/100
Likely off-market candidate

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

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 19 years.
  • secondaryStable-but-static management: Company is 19 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

1 med ·
Charge satisfaction-then-recreation pattern
medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mrs Alexandra Jane Sains
Individual · British · DOB 05/1963 · age 63
50–75%
50–75%50-75% shares · 50-75% voting06/04/2016
Mr Brian Sains
Individual · British · DOB 08/1971 · age 55
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016

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 →

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———————
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
Incorporated2007-08-14
Jurisdictionengland-wales
Primary SIC86900 — Other human health activities

Registered office

Fleming House
Alma Road
Romsey
Hampshire
SO51 8ED
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-08-28
Last: 2025-08-14

Officers (3 active · 2 resigned)

SAINS, Brian Leslie→
secretary · appointed 2007-08-14
View their other companies + combined net worth →
Active
SAINS, Alexandra Jane→
director · ~63y · appointed 2007-08-14
View their other companies + combined net worth →
Active
SAINS, Brian→
director · ~55y · appointed 2012-07-01
View their other companies + combined net worth →
Active
THEYDON SECRETARIES LIMITED→
corporate-secretary · appointed 2007-08-14 · resigned 2007-08-14
Resigned
THEYDON NOMINEES LIMITED→
corporate-director · appointed 2007-08-14 · resigned 2007-08-14
Resigned

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

Mortgages & charges

3
Total charges
0
Outstanding
0
Active lenders
Status:Lender:3 of 3 shown
TypeProperties
satisfied
Lloyds Banking Group
Lloyds Bank PLC
A registered charge1 property28/05/201403/02/2022
satisfied
Lloyds Banking Group
Lloyds Bank PLC
A registered charge—12/05/201403/02/2022
satisfied
John Frederick Alford and Josephine Helen Alford
Rent deposit deed1 property27/09/201128/04/2018

Recent filings (72 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2025-09-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-08-20
accounts-with-accounts-type-micro-entity
accounts · AA
2024-09-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-08-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-08-14
accounts-with-accounts-type-micro-entity
accounts · AA
2023-07-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-08-24
accounts-with-accounts-type-micro-entity
accounts · AA
2022-08-02
mortgage-satisfy-charge-full
mortgage · MR04
2022-02-03
mortgage-satisfy-charge-full
mortgage · MR04
2022-02-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-11-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-09-07
accounts-with-accounts-type-micro-entity
accounts · AA
2020-08-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-09-02