TATTON OAK LIMITED
🌳Matureactive
06783112 · ltd · incorporated 2009-01-05
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.
Why now
Window steady · low confidence
Steady and tidy — no seller pressure yet. Approach only if an angle opens.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 11.8y old — refinance window within 12 months
What changed my view
Last 30 days
No material changes in the last 30 days.
Last 90 days
No snapshot from 90 days ago — start tracking from today.
Last 180 days
No snapshot from 180 days ago — start tracking from today.
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
83/100
Exceptional
What this business does
Primary activity: Fund management activities
Sector: Financial & insurance
Investor take
PursueActive trading company with a 67-year-old founder — textbook succession opportunity.
Opportunity 83/100 (exceptional), bankability 85/100. Strong seller-intent signal (73/100, director aged 67). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
🏦
Refinance opportunity
2 live charges · 2 lenders · oldest 11.8y
70/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 11.8 years old — likely at or near maturity.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: medium (61/100)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
0
Lenders & charges
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
9 officers (3 active, 9 linked, 7 with DOB)
86
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
16 connected companies via shared directors
90
Filing history
94 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
83/100Exceptional
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
85
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
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 (39 events)Click to expand
- 2025-09-18📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2025-09-18📄legacyaccounts · PARENT_ACC
- 2025-09-18📄legacyother · GUARANTEE2
- 2025-09-18📄legacyother · AGREEMENT2
- 2024-11-26📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2024-11-26📄legacyaccounts · PARENT_ACC
- 2024-11-26📄legacyother · AGREEMENT2
- 2024-11-26📄legacyother · GUARANTEE2
- 2023-12-31📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2023-12-31📄legacyaccounts · PARENT_ACC
- 2023-12-31📄legacyother · AGREEMENT2
- 2023-12-31📄legacyother · GUARANTEE2
- 2023-12-14📄mortgage-satisfy-charge-fullmortgage · MR04
- 2023-12-14🔓Charge satisfied #2
- 2023-01-17📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2023-01-04📄legacyaccounts · PARENT_ACC
- 2023-01-04📄legacyother · AGREEMENT2
- 2023-01-04📄legacyother · GUARANTEE2
- 2022-06-23📄change-person-director-company-with-change-dateofficers · CH01
- 2021-07-29📄accounts-with-accounts-type-smallaccounts · AA
- 2020-09-09🔓Charge satisfied #1
- 2020-08-28🔒Charge registered #2Lender: Investec Bank PLC (As Security Trustee for the Secured Parties (as Defined in the Instrument))
- 2018-05-01➕EDWARDS, Paul appointeddirector
- 2018-04-30➖STUBLEY, Noel James resigneddirector
- 2015-11-09➖MORROW, Anthony Jackson resigneddirector
- 2015-03-12➕MENTEL, Lothar appointeddirector
- 2015-03-12➕STUBLEY, Noel James appointeddirector
- 2014-10-10🔒Charge registered #1Lender: Santander UK PLC
- 2013-07-16➖OCS SERVICES LIMITED resignedcorporate-secretary
- 2013-07-16➖MYLES, Guy Bruce resigneddirector
- 2011-07-26➖HULATT, Christopher Robert resigneddirector
- 2009-03-19➕HOGARTH, Paul Henry appointeddirector
- 2009-03-19➖HULATT, Christopher Robert resignedsecretary
- 2009-03-19➕OCS SERVICES LIMITED appointedcorporate-secretary
- 2009-03-19➕MORROW, Anthony Jackson appointeddirector
- 2009-01-05🏢Company incorporatedAs TATTON OAK LIMITED
- 2009-01-05➕HULATT, Christopher Robert appointedsecretary
- 2009-01-05➕HULATT, Christopher Robert appointeddirector
- 2009-01-05➕MYLES, Guy Bruce appointeddirector
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
- +Long-tenure founder: Senior director has been in place 17 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 67 — succession pressure is live.
Succession & seller-readiness
73/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
- secondary12+ year tenure: Director in role 17 years.
- secondaryStable-but-static management: Company is 18 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.)
Group structure
Tatton Capital Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Tatton Capital Limited
Corporate parent · holds 75-100% shares · board control
⬇
TATTON OAK LIMITED
This company · 06783112
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 |
|---|---|---|---|---|
Tatton Capital 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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|---|---|---|---|---|---|---|---|
| ATMA CONSULTING SERVICES LIMITED→ 15554360 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
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| BODYCOTE AMERICA TREASURY LIMITED→ 07016167 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| BODYCOTE PENSION TRUSTEES LIMITED→ 02218421 · est 1988 · no financials extracted | — | — | — | — | 38y | — | — |
| BOTT AND CO EOT LIMITED→ 16771679 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BOUNDINGFIELDS LTD→ 15999834 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BOWERS RESTAURANTS (NEWCASTLE) LIMITED→ 00514814 · est 1953 · no financials extracted | — | — | — | — | 73y | — | — |
| BRADSHAW BENNETT LIMITED→ 00683333 · est 1961 · no financials extracted | — | — | — | — | 65y | — | — |
| BRAMBLE FS LIMITED→ 15588297 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| BRAMHALL COMMERCIAL 2 LIMITED→ 14708478 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| BRAMHALL COMMERCIAL LIMITED→ 10907919 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| BRAMHALL PARK MORTGAGES LTD→ 13685625 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
7 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
Incorporated2009-01-05
Jurisdictionengland-wales
Primary SIC66300 — Fund management activities
Registered office
Paradigm House
Brooke Court,
Wilmslow
Cheshire
SK9 3ND
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-01-19
Last: 2026-01-05
Officers (3 active · 6 resigned)
EDWARDS, Paul→
Activedirector · ~59y · appointed 2018-05-01
View their other companies + combined net worth →
HOGARTH, Paul Henry→
Activedirector · ~67y · appointed 2009-03-19
View their other companies + combined net worth →
MENTEL, Lothar→
Activedirector · ~58y · appointed 2015-03-12
View their other companies + combined net worth →
HULATT, Christopher Robert→
Resignedsecretary · appointed 2009-01-05 · resigned 2009-03-19
OCS SERVICES LIMITED→
Resignedcorporate-secretary · appointed 2009-03-19 · resigned 2013-07-16
HULATT, Christopher Robert→
Resigneddirector · ~50y · appointed 2009-01-05 · resigned 2011-07-26
MORROW, Anthony Jackson→
Resigneddirector · ~52y · appointed 2009-03-19 · resigned 2015-11-09
MYLES, Guy Bruce→
Resigneddirector · ~53y · appointed 2009-01-05 · resigned 2013-07-16
STUBLEY, Noel James→
Resigneddirector · ~60y · appointed 2015-03-12 · resigned 2018-04-30
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
0
Outstanding
0
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Investec Bank (As Security Trustee for the Secured Parties (as Defined in the Instrument)) Investec Bank PLC (As Security Trustee for the Secured Parties (as Defined in the Instrument)) | A registered charge | 1 property | 28/08/2020 | 14/12/2023 | |
| satisfied | Santander Santander UK PLC | A registered charge | — | 10/10/2014 | 09/09/2020 |
Recent filings (94 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-07
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2025-09-18
legacy
accounts · PARENT_ACC
2025-09-18
legacy
other · GUARANTEE2
2025-09-18
legacy
other · AGREEMENT2
2025-09-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-09
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2024-11-26
legacy
accounts · PARENT_ACC
2024-11-26
legacy
other · AGREEMENT2
2024-11-26
legacy
other · GUARANTEE2
2024-11-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-12
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2023-12-31
legacy
accounts · PARENT_ACC
2023-12-31
legacy
other · AGREEMENT2
2023-12-31
legacy
other · GUARANTEE2
2023-12-31