IRWIN MITCHELL TRUSTEES LIMITED

🌳Matureactive

07307344 · ltd · incorporated 2010-07-07

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 5.1y 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

79/100

Strong

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What this business does

Primary activity: Activities of investment trusts

Sector: Financial & insurance

Investor take

Pursue

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

Opportunity 79/100 (strong), bankability 80/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

1 live charge · oldest 5.1y

65/100

clean up first

Refinance viable after a tidy-up — address the highlighted items first.

· Oldest live charge is 5.1 years old — likely at or near maturity.
· Single lender — cleanest path to refinance.
· Legal-friction score 28/100 — workable, but lender will want more DD.

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

1 charges (1/1 with lender, 1/1 with type)

Directors & officers

51 officers (33 active, 51 linked, 49 with DOB)

Ownership & PSC

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

Director network

9 connected companies via shared directors

Filing history

102 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

79/100Strong

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

100

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

• 2 officers

Last 180 days

filings

• 2 officers
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (92 events)Click to expand

2026-03-31
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-03-17
➖
WAINMAN, Thomas Charles resigned
director
2026-03-17
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-03-02
➖
COVERLEY, Gillian resigned
director
2026-01-09
📄
accounts-with-accounts-type-dormant
accounts · AA
2025-11-28
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-11-27
➕
LEE, Joanne Helen appointed
director
2025-10-29
➕
BEDDOWS, Jessica Louise appointed
director
2025-10-29
➕
NEVILLE, Naomi Elizabeth appointed
director
2025-10-29
➕
SMITH, Natalie Louise appointed
director
2025-10-29
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-10-29
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-10-29
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-10-27
➕
JERVIS, Richard Patrick appointed
director
2025-10-27
➕
REID, Emma Louise appointed
director
2025-10-27
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-10-27
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-08-14
➕
BAZLEY, Lucy Hepsebah appointed
director
2025-08-14
➕
MURPHY, Sally appointed
director
2025-08-14
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-08-14
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-03-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-03-05
➕
GARNER, Georgina Mary appointed
director
2025-02-03
📄
accounts-with-accounts-type-dormant
accounts · AA
2024-05-02
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-05-01
➕
WARD, Victoria Elizabeth appointed
director
2024-01-31
📄
accounts-with-accounts-type-full
accounts · AA
2023-12-20
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-12-18
➖
MARSHALL, Craig Alexander resigned
director
2023-06-07
➕
CHADWICK, Louisa Paula Estele appointed
director
2023-06-07
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-05-22
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-05-21
➖
GREWER, Joanna Louise resigned
director
2023-01-31
📄
accounts-with-accounts-type-full
accounts · AA
2022-08-12
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-05-10
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-04-30
➖
LOMAS, Julia Carole resigned
director
2021-12-29
➕
THORNLEY, Christine Margaret appointed
director
2021-12-29
➕
WAINMAN, Thomas Charles appointed
director
2021-07-13
➖
PARRY, Andrew James Vivian resigned
director
2021-06-30
➖
GREIG, Kelly Naomi resigned
director
2021-06-15
➕
ATTWOOD, Sean Mark appointed
director
2021-05-20
🔒
Charge registered #1
Lender: Lloyds Bank PLC, Trading as Lloyds Bank Private Banking
2021-04-30
➖
NIXON, Anthony Alexander resigned
director
2020-12-31
➖
RUCKER, Nicholas Patrick Hamilton resigned
director
2020-08-10
➕
HITCHEN, Gillian Jane appointed
director
2020-08-10
➕
HODKINSON, Damian Paul appointed
director
2020-08-10
➕
JONES, Andrea appointed
director
2020-08-10
➕
MCCANN, Emma appointed
director
2020-08-10
➕
NICOL, Lucinda Charlotte appointed
director

Showing most recent 50 of 92 events

Owner dependency

58/100

Moderate — manageable with handover

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

FACTORS

-32 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
+Senior director age: Director aged approximately 61 — approaching natural succession window.

Succession & seller-readiness

53/100

Moderate signal

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

SIGNALS

secondaryFounder aged 58+: Senior director is approximately 61. Early succession window.
secondary12+ year tenure: Director in role 16 years.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·

2 director resignations in last 12 months

medium

Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.

Evidence: COVERLEY, Gillian resigned 2026-03-02; WAINMAN, Thomas Charles resigned 2026-03-17

Group structure

Irwin Mitchell Llp is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Irwin Mitchell Llp

Corporate parent · holds 75-100% shares

ultimate parent

⬇

IRWIN MITCHELL TRUSTEES LIMITED

This company · 07307344

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
Irwin Mitchell Llp Corporate entity	75–100%	—	75-100% shares	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 →

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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.

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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.

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Company details

Statusactive

Typeltd

Incorporated2010-07-07

Jurisdictionengland-wales

Primary SIC64301 — Activities of investment trusts

Registered office

Riverside East

2 Millsands

Sheffield

S3 8DT

England

Filing status

Accounts

Next due: 2027-01-31

Last made up to: 2025-04-30

Confirmation statement

Next due: 2026-07-21

Last: 2025-07-07