ABBEYFIELDS SERVICES WEST MIDLANDS LTD
🌳Matureactive
07687654 · ltd · incorporated 2011-06-29
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
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
- · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£271.0k
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
PursueAsset-holding vehicle. Family succession underway — not a classic acquisition target.
Opportunity 79/100 (strong), bankability 75/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (78/100)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
Confirmed no charges registered
85
Directors & officers
3 officers (3 active, 3 linked, 3 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
42 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
75
Strong succession / seller-readiness signals.
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 £270,973
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£271k
↑ 15% YoY
Current Assets
£327k
↑ 12% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £273.2k | £236.8k |
| Current assets | £327.2k | £291.6k |
| Net assets | £271.0k | £234.7k |
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
1
filing
- • 1 confirmation-statement
Last 180 days
7
filings
- • 2 capital
- • 1 confirmation-statement
- • 1 incorporation
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
- 2026-01-31📄memorandum-articlesincorporation · MA
- 2026-01-31📄resolutionresolution · RESOLUTIONS
- 2026-01-31📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2026-01-31📄capital-name-of-class-of-sharescapital · SH08
- 2026-01-26📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-01-22➕BIRD, Laura Jayne appointeddirector
- 2025-11-05📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-10-25📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-10-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-07-25📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-11-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-11-03📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-11-08📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2018-11-05📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-11-21📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2016-11-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2012-08-01➕BIRD, David Andrew appointeddirector
- 2011-06-29🏢Company incorporatedAs ABBEYFIELDS SERVICES WEST MIDLANDS LTD
- 2011-06-29➕BIRD, Lyn appointeddirector
Owner dependency
66/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +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
23/100
No succession signalNo meaningful acquirability indicators from public data.
SIGNALS
- primaryFamily succession underway: Not a takeover target — BIRD, Laura Jayne (same surname) appointed 2026-01-22. Pattern consistent with intra-family handover.
- primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
- secondary12+ year tenure: Director in role 15 years.
- 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 David Andrew Bird Individual · British · DOB 04/1964 · age 62 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/04/2016 |
Mrs Lyn Bird Individual · British · DOB 10/1963 · age 63 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/04/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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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
Incorporated2011-06-29
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers
Registered office
Falcon House
10 Bloomfield Street West
Halesowen
West Midlands
B63 3RD
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-02-14
Last: 2026-01-31
Officers (3 active · 0 resigned)
BIRD, David Andrew→
Activedirector · ~62y · appointed 2012-08-01
View their other companies + combined net worth →
BIRD, Laura Jayne→
Activedirector · ~31y · appointed 2026-01-22
View their other companies + combined net worth →
Active
Click a director name to see their full track record across all companies.
Recent filings (42 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-02-10
memorandum-articles
incorporation · MA
2026-01-31
resolution
resolution · RESOLUTIONS
2026-01-31
capital-variation-of-rights-attached-to-shares
capital · SH10
2026-01-31
capital-name-of-class-of-shares
capital · SH08
2026-01-31
appoint-person-director-company-with-name-date
officers · AP01
2026-01-26
accounts-with-accounts-type-micro-entity
accounts · AA
2025-11-05
confirmation-statement-with-updates
confirmation-statement · CS01
2025-02-03
accounts-with-accounts-type-micro-entity
accounts · AA
2024-10-25
confirmation-statement-with-updates
confirmation-statement · CS01
2024-02-05
accounts-with-accounts-type-micro-entity
accounts · AA
2023-10-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-31
accounts-with-accounts-type-micro-entity
accounts · AA
2022-07-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-02-04
accounts-with-accounts-type-micro-entity
accounts · AA
2021-11-30