APPLEBY GRAMMAR SCHOOL

🌳Matureactive

07698461 · private-limited-guarant-nsc-limited-exemption · incorporated 2011-07-08

Investment thesis

Established operating company — standard diligence applies, no dominant angle.

Why interesting: Live, filing, normal profile.

Why risky: No standout signals in either direction.

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

75/100

Strong

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What this business does

Primary activity: General secondary education

Sector: Education

Investor take

Pursue

Active trading company with a 78-year-old founder — textbook succession opportunity.

Opportunity 75/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 78). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: medium (57/100)

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

Confirmed no charges registered

Directors & officers

27 officers (12 active, 27 linked, 25 with DOB)

Ownership & PSC

4 active PSC(s) of 6 total, 6 with control declared

Director network

2 connected companies via shared directors

Filing history

78 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

75/100Strong

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

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

• 1 confirmation-statement
• 1 officers

Last 180 days

filings

• 4 officers
• 1 confirmation-statement
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (65 events)Click to expand

2026-03-23
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-02-09
➖
PATTERSON, William resigned
director
2026-02-03
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2026-02-03
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2026-01-30
➕
HIPWELL, Nicola Jayne appointed
secretary
2025-12-31
➖
DUNHAM, Jonathan Spencer resigned
secretary
2025-12-16
📄
accounts-with-accounts-type-full
accounts · AA
2025-12-08
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-09-17
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-09-17
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-07-31
➖
TAYLOR, Helen Jane resigned
director
2025-07-31
➖
WATKINSON, David Godfrey resigned
director
2025-07-08
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-07-08
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-07-08
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-07-07
➖
DAVIS, Susan Georgina resigned
director
2025-03-24
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-03-24
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-03-20
➕
COLLINSON, Bridget appointed
director
2025-02-27
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-02-25
➖
CLARK, Michelle resigned
director
2025-02-11
➕
BURNS, Christopher appointed
director
2024-12-17
📄
accounts-with-accounts-type-full
accounts · AA
2024-12-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-10-07
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-09-26
➕
RICHARDSON, Carl Hugh, Dr appointed
director
2024-09-26
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-09-26
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-09-26
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-09-20
➕
AUCHTERLONIE, Louise appointed
director
2024-09-01
➕
NICHOLSON, Philip James appointed
director
2024-08-31
➖
MOORE, Kristian George resigned
director
2024-08-31
➖
WRIGHT, Gideon Jonathan resigned
director
2024-07-11
➖
HOBSON, Terry resigned
director
2024-05-15
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-04-17
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-04-17
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-04-15
➕
MOORE, Kristian George appointed
director
2024-04-14
➖
SARGENT, Elaine Tracy resigned
director
2023-09-28
➕
BELL, Jenny Anne appointed
director
2023-09-28
➕
CLARK, Michelle appointed
director
2023-02-01
➕
BIRTLES, Alastair Clemmet appointed
director
2023-02-01
➕
BURGESS, Joanna appointed
director
2023-02-01
➕
CULLEN, Deirdre Louise appointed
director
2023-02-01
➕
MCVIETY, Alan appointed
director
2023-02-01
➕
DAVIS, Susan Georgina appointed
director
2023-02-01
➕
HOBSON, Terry appointed
director
2023-02-01
➕
PATTERSON, William appointed
director
2023-02-01
➕
SARGENT, Elaine Tracy appointed
director
2023-02-01
➕
WRIGHT, Gideon Jonathan appointed
director

Showing most recent 50 of 65 events

Owner dependency

55/100

Moderate — manageable with handover

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

FACTORS

-11 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 78 — succession pressure is live.

Succession & seller-readiness

65/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 78 years old. Natural succession window is now.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·

5 director resignations in last 12 months

medium

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

Evidence: DUNHAM, Jonathan Spencer resigned 2025-12-31; DAVIS, Susan Georgina resigned 2025-07-07; PATTERSON, William resigned 2026-02-09

Shareholders & ownership

4 active beneficial owners · fragmented

Name	Shares	Voting rights	Nature of control	Notified
Reverend Andrew Burrell Individual · British · DOB 07/1967 · age 59	—	—	board controlboard control	20/03/2025
Mr David Godfrey Watkinson Individual · British · DOB 10/1948 · age 78	—	—	board controlboard control · trust interest	06/04/2016
Helen Jane Taylor Individual · British · DOB 11/1951 · age 75	—	—	board controlboard control · trust interest	06/04/2016
Jonathan Rostron Individual · British · DOB 07/1949 · age 77	—	—	board controlboard control · trust interest	06/04/2016

2 historic (ceased) PSCs

Reverend Frances Anne Parkinsonceased 10/02/2025· board control
Martin Stephensonceased 15/09/2023· board control · significant influence · firm interest

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 · Education & training · CA postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
ACTIVE ARK LIMITED→ 04136124 · est 2001 · no financials extracted	—	—	—	—	25y	—	—
ADVANCED SAFETY EDUCATION AND TRAINING LIMITED→ 09097131 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
AJ TRAINING ACADEMY LIMITED→ 12709620 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
ALFIE'S PROJECT CARLISLE CIC→ 15489940 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
ANTIQUIUS LTD→ 15773321 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
ART MAKING DIFFERENCE COMMUNITY INTEREST COMPANY→ 16424303 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ASPIRE ACADEMY CUMBRIA CIC→ 14360801 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
ASPIRE CHEERLEADING ACADEMY CIC→ 15407723 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
BABY EDEN LTD→ 14684844 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
BABYWEARING EDUCATION NETWORK CIC→ 16790192 · est 2025 · no financials extracted	—	—	—	—	—	—	—
BARBARA TURNBULL LIMITED→ 08087119 · est 2012 · no financials extracted	—	—	—	—	13y	—	—
BELL HOUSE EQUESTRIAN LTD→ 08168505 · est 2012 · no financials extracted	—	—	—	—	13y	—	—

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.

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🔒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.

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Company details

Statusactive

Typeprivate-limited-guarant-nsc-limited-exemption

Incorporated2011-07-08

Jurisdictionengland-wales

Primary SIC85310 — General secondary education

Registered office

Appleby Grammar School

Battlebarrow

Appleby In Westmorland

Cumbria

CA16 6XU

Filing status

Accounts

Next due: 2027-05-31

Last made up to: 2025-08-31

Confirmation statement

Next due: 2027-03-15

Last: 2026-03-01