ALLAN MORRIS WORCESTERSHIRE LIMITED
🌳Matureactive
07151279 · ltd · incorporated 2010-02-09
Investment thesis
Property vehicle with a workable charge structure — clean refinance potential.
Why interesting: Asset-backed; value largely in underlying property; lender engagement likely possible.
Why risky: Dependent on title and valuation due diligence; standard property risks.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 12.2y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£365.7k
book net assets
Opportunity
82/100
Exceptional
What this business does
Primary activity: Real estate agencies
Sector: Real estate
Investor take
PursueProperty-backed borrower with a 74-year-old founder — textbook succession opportunity.
Opportunity 82/100 (exceptional), bankability 80/100. Strong seller-intent signal (63/100, director aged 74). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).
🏦
Refinance opportunity
1 live charge · oldest 12.2y
85/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 12.2 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: high (81/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
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
3 officers (3 active, 3 linked, 3 with DOB)
90
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
56 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation
Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.
Available from the Pro tier upwards.
See pricing →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 £365,679
Cash YoY
+171%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£192k
↑ 171% YoY
Net Worth
£366k
↑ 11% YoY
Current Assets
£302k
↑ 58% YoY
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 |
|---|---|---|
| Total assets | £369.9k | £344.2k |
| Current assets | £301.9k | £191.0k |
| Cash | £192.0k | £70.9k |
| Debtors | £109.9k | £120.1k |
| Net assets | £365.7k | £330.0k |
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 (23 events)Click to expand
- 2025-08-29📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2024-12-13📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2024-08-12📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-08-12📄change-person-director-company-with-change-dateofficers · CH01
- 2024-08-09📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-12-14📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2023-08-14📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-08-18📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2021-08-26📄capital-allotment-sharescapital · SH01
- 2021-08-26📄capital-allotment-sharescapital · SH01
- 2021-08-26📄capital-allotment-sharescapital · SH01
- 2021-07-21📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2020-10-15📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2020-07-07📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2019-12-19📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2019-12-05📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2019-12-05📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2019-12-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2016-12-19➕TAYLOR, Helen Louise appointeddirector
- 2015-11-30➕JONES, Paul Francis Lloyd appointeddirector
- 2014-04-23🔒Charge registered #1Lender: National Westminster Bank PLC
- 2010-02-09🏢Company incorporatedAs ALLAN MORRIS WORCESTERSHIRE LIMITED
- 2010-02-09➕MORRIS, Allan John Rowland appointeddirector
Owner dependency
90/100
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
- +Founder name in company name: Company name contains director surname "MORRIS" — strong identity link between founder and business.
- +Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 74 — succession pressure is live.
Succession & seller-readiness
83/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 74 years old. Natural succession window is now.
- secondary12+ year tenure: Director in role 16 years.
- secondaryStable-but-static management: Company is 16 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
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Paul Francis Lloyd Jones Individual · British · DOB 06/1984 · age 42 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 05/12/2019 |
Mrs Nicola Marie Jones Individual · British · DOB 09/1981 · age 45 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 05/12/2019 |
1 historic (ceased) PSC
- Mr Allan John Rowland Morrisceased 14/08/2023· 25-50% shares · 25-50% voting · board control
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 · Property · WR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| AGA ORGEE LIMITED→ 12057302 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| AGATOM PROPERTY SOLUTIONS LTD→ 15942025 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AGI & MART PROPERTY LTD→ 14732488 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| AHST PROPERTIES LTD→ 14244617 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| AIRORA INVESTMENTS LIMITED→ 10239719 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| AJG PROPERTY PORTFOLIO LIMITED→ 14836885 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ALDRIDGE PROPERTY & INVESTMENT COMPANY LIMITED→ 00608473 · est 1958 · no financials extracted | — | — | — | — | 67y | — | — |
| ALKA ENTERPRISE LIMITED→ 11880651 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| ALLBRITAIN INVESTMENTS LIMITED→ 10202858 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ALLBRITAIN PROPERTY DEVELOPMENTS LIMITED→ 10205952 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ALLBRITAIN PROPERTY SOLUTIONS LIMITED→ 10202888 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ALLEN FABRICATIONS MANAGEMENT LIMITED→ 10339153 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
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
Incorporated2010-02-09
Jurisdictionengland-wales
Primary SIC68310 — Real estate agencies
Registered office
Sidbury House
32 Sidbury
Worcester
Worcestershire
WR1 2HZ
United Kingdom
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-09-09
Last: 2025-08-26
Officers (3 active · 0 resigned)
JONES, Paul Francis Lloyd→
Activedirector · ~42y · appointed 2015-11-30
View their other companies + combined net worth →
MORRIS, Allan John Rowland→
Activedirector · ~74y · appointed 2010-02-09
View their other companies + combined net worth →
TAYLOR, Helen Louise→
Activedirector · ~60y · appointed 2016-12-19
View their other companies + combined net worth →
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 | National Westminster Bank National Westminster Bank PLC | A registered charge | — | 23/04/2014 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (56 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-09
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-08-29
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-12-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-08-27
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-08-12
change-person-director-company-with-change-date
officers · CH01
2024-08-12
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-08-09
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-12-14
confirmation-statement-with-updates
confirmation-statement · CS01
2023-08-29
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-08-14
confirmation-statement-with-updates
confirmation-statement · CS01
2022-08-30
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2022-08-18
confirmation-statement-with-updates
confirmation-statement · CS01
2021-09-01
capital-allotment-shares
capital · SH01
2021-08-26
capital-allotment-shares
capital · SH01
2021-08-26