JAMES YOUNG ASSOCIATES LIMITED
💤Zombieactive
06952250 · ltd · incorporated 2009-07-03
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2026
Net worth
£89.1k
book net assets
Opportunity
74/100
Strong
What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
ALSO REGISTERED FOR
- 66290Other activities auxiliary to insurance and pension funding
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
Opportunity 74/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: strategic trade sale (65/100).
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, 2 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
5 officers (2 active, 5 linked, 4 with DOB)
86
Ownership & PSC
2 active PSC(s) of 4 total, 4 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
59 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 105 (micro)Positive net assets
Net assets £89,105
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£89k
↑ 299% YoY
Current Assets
£218k
↑ 135% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2026-03-31 | 2025-03-31 |
|---|---|---|
| Total assets | £183.6k | £135.9k |
| Current assets | £218.1k | £92.7k |
| Net assets | £89.1k | £22.3k |
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
2
filings
- • 1 accounts
- • 1 confirmation-statement
Last 90 days
2
filings
- • 1 accounts
- • 1 confirmation-statement
Last 180 days
2
filings
- • 1 accounts
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (28 events)Click to expand
- 2026-07-10📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-06-23📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-06-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-10-30📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-10-30📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2023-10-13📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-09-25➖YOUNG, James Gilchrist resigneddirector
- 2023-09-25📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-09-25📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-09-25📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-03-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-07-15📄change-person-secretary-company-with-change-dateofficers · CH03
- 2022-07-14📄change-person-director-company-with-change-dateofficers · CH01
- 2021-11-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-06-17📄capital-allotment-sharescapital · SH01
- 2021-06-17📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2021-02-03📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-12-10📄capital-allotment-sharescapital · SH01
- 2020-07-30➖HOPKINS, Mark David resigneddirector
- 2020-07-30📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2020-07-30📄termination-director-company-with-name-termination-dateofficers · TM01
- 2020-07-29➖YOUNG, Donna Jaqueline resigneddirector
- 2020-06-24➕MITCHELL, Samantha Jane appointeddirector
- 2013-10-01➕HOPKINS, Mark David appointeddirector
- 2009-07-03🏢Company incorporatedAs JAMES YOUNG ASSOCIATES LIMITED
- 2009-07-03➕MITCHELL, Samantha Jane appointedsecretary
- 2009-07-03➕YOUNG, Donna Jaqueline appointeddirector
- 2009-07-03➕YOUNG, James Gilchrist 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
- +Sole director: Only one active director — all governance concentrated on one person.
Succession & seller-readiness
55/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondaryStable-but-static management: Company is 17 years old and no new directors in the last 3 years — succession not yet being planned internally.
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
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Samantha Jane Mitchell Individual · British · DOB 05/1986 · age 40 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 26/06/2020 |
Stefanie Michelle Young Individual · British · DOB 12/1988 · age 38 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 30/09/2023 |
2 historic (ceased) PSCs
- Mr James Gilchrist Youngceased 25/09/2023· 25-50% shares · 25-50% voting · board control · significant influence
- Mrs Donna Jaqueline Youngceased 25/08/2023· 25-50% shares · 25-50% voting · board control · significant influence
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 · Financial services · DT postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| EQUITY RELEASE AND MORTGAGE PARTNERSHIP LTD→ 13192299 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| HAPPY HOME MORTGAGES LTD→ 10665011 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| HARNEY & CO FINANCIAL ADVISERS LIMITED→ 13202931 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| I T LANCASTER LIMITED→ 08270723 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| IGLOO MORTGAGE LIMITED→ 12813449 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| JMS WEALTH MANAGEMENT LTD→ 13319119 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| JOHN ROLFE FINANCIAL SERVICES LIMITED→ 09356066 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| KINSON POTTERY LIMITED→ 00047655 · est 1896 · no financials extracted | — | — | — | — | 129y | — | — |
| LAURENTIA LIMITED→ 08447017 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| LAYE CAPITAL LIMITED→ 15371989 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| LEWICK LTD→ 12011831 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| LUFFINGHAM LIMITED→ 12992132 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
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
Incorporated2009-07-03
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers
Registered office
106a Radipole Lane
Weymouth
Dorset
DT4 9RT
Filing status
Accounts
Next due: 2027-12-31
Last made up to: 2026-03-31
Confirmation statement
Next due: 2027-07-20
Last: 2026-07-06
Officers (2 active · 3 resigned)
MITCHELL, Samantha Jane→
Activesecretary · appointed 2009-07-03
View their other companies + combined net worth →
MITCHELL, Samantha Jane→
Activedirector · ~40y · appointed 2020-06-24
View their other companies + combined net worth →
HOPKINS, Mark David→
Resigneddirector · ~63y · appointed 2013-10-01 · resigned 2020-07-30
YOUNG, Donna Jaqueline→
Resigneddirector · ~64y · appointed 2009-07-03 · resigned 2020-07-29
YOUNG, James Gilchrist→
Resigneddirector · ~70y · appointed 2009-07-03 · resigned 2023-09-25
Click a director name to see their full track record across all companies.
Recent filings (59 total)
accounts-with-accounts-type-micro-entity
accounts · AA
2026-07-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-07-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-18
accounts-with-accounts-type-micro-entity
accounts · AA
2025-06-23
confirmation-statement-with-updates
confirmation-statement · CS01
2024-07-16
accounts-with-accounts-type-micro-entity
accounts · AA
2024-06-12
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-10-30
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-10-30
accounts-with-accounts-type-micro-entity
accounts · AA
2023-10-13
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-09-25
termination-director-company-with-name-termination-date
officers · TM01
2023-09-25
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-09-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-07-11
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-03-16
change-person-secretary-company-with-change-date
officers · CH03
2022-07-15