ADDEPT INSURANCE SERVICES LTD

🌳Matureactive

08107294 · ltd · incorporated 2012-06-15

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 Dec 2024

Net worth

—

book net assets

Opportunity

75/100

Strong

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What this business does

Primary activity: Activities of insurance agents and brokers

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 66-year-old founder — textbook succession opportunity.

Opportunity 75/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 66). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: high (83/100)

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

Lenders & charges

Confirmed no charges registered

Directors & officers

9 officers (6 active, 9 linked, 7 with DOB)

Ownership & PSC

1 active PSC(s) of 2 total, 2 with control declared

Director network

14 connected companies via shared directors

Filing history

51 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.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102

Metric	2024-12-31	2023-12-31
Average employees	400	200

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

filing

• 1 confirmation-statement

Last 90 days

filing

• 1 confirmation-statement

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (33 events)Click to expand

2025-09-17
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2025-05-01
➕
JARRETT, Kelly appointed
secretary
2025-05-01
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2024-06-24
✏️
certificate-change-of-name-company
change-of-name · CERTNM
2024-06-24
✏️
change-of-name-request-comments
change-of-name · NM06
2024-06-24
✏️
change-of-name-notice
change-of-name · CONNOT
2024-06-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-06-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-06-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-06-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-05-29
➕
BOWCOCK, David Edward appointed
director
2024-05-29
➕
FENTON, Michael appointed
director
2024-05-29
➕
MAY, Jonathan Charles appointed
director
2024-05-29
➕
WITHERS, Helen Margaret appointed
director
2024-05-09
➕
FINAN, Richard Christopher appointed
director
2024-05-09
➖
JACKSON, Simon Andrew resigned
secretary
2024-05-09
➖
JACKSON, Simon Andrew resigned
director
2024-05-09
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-05-09
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-05-09
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-05-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-05-09
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2024-05-09
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-05-08
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2023-02-13
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2022-07-27
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2022-04-01
➖
WELLDEN, Peter David resigned
director
2022-04-01
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-02-22
📄
change-person-director-company-with-change-date
officers · CH01
2021-08-27
➕
WELLDEN, Peter David appointed
director
2012-06-15
🏢
Company incorporated
As ADDEPT INSURANCE SERVICES LTD
2012-06-15
➕
JACKSON, Simon Andrew appointed
secretary
2012-06-15
➕
JACKSON, Simon Andrew appointed
director

Owner dependency

55/100

Moderate — manageable with handover

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

FACTORS

-5 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 66 — succession pressure is live.

Succession & seller-readiness

50/100

Moderate signal

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

SIGNALS

primaryFounder aged 63+: Senior director is approximately 66. Approaching typical UK retirement age — succession thinking likely.

Red flags

1 med ·

Name changed 3 times

medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2024-06-24: certificate-change-of-name-company; 2024-06-24: change-of-name-request-comments

Group structure

Addept Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Addept Group Limited

Corporate parent · holds 75-100% shares · board control

ultimate parent

⬇

ADDEPT INSURANCE SERVICES LTD

This company · 08107294

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
Addept Group Limited Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	09/05/2024

1 historic (ceased) PSC

Mr Simon Andrew Jacksonceased 09/05/2024· 75-100% shares · 75-100% voting

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 · EC postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
ADVANTA QUANTITY SURVEYING LIMITED→ 05377856 · est 2005 · no financials extracted	—	—	—	—	21y	—	—
ADVANTAGE DCP LTD→ 08932909 · est 2014 · no financials extracted	—	—	—	—	12y	—	—
ADVENT SOLUTIONS MANAGEMENT LIMITED→ 04092670 · est 2000 · no financials extracted	—	—	—	—	25y	—	—
ADVENTURE FG LTD→ 16604236 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ADVICE ECOSYSTEM TECHNOLOGIES LIMITED→ 15564560 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
ADVICTUS LTD→ 16110215 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
ADVISABILITY LIMITED→ 09549027 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
ADVISER TECHNOLOGIES LIMITED→ 10621213 · est 2017 · no financials extracted	—	—	—	—	9y	—	—
ADVISORY INSURANCE BROKERS LIMITED→ 04043759 · est 2000 · no financials extracted	—	—	—	—	25y	—	—
AE OWNERSHIP COMPANY LIMITED→ 13246303 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
AEGILA CAPITAL MANAGEMENT LIMITED→ 09893549 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
AEGIS ELECTRIC & GAS INTERNATIONAL SERVICES 6 LTD→ 16725086 · est 2025 · no financials extracted	—	—	—	—	—	—	—

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.

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Company details

Statusactive

Typeltd

Incorporated2012-06-15

Jurisdictionengland-wales

Primary SIC66220 — Activities of insurance agents and brokers

Registered office

The Leadenhall Building Level 30

122 Leadenhall Street

London

EC3V 4AB

England

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2027-05-15

Last: 2026-05-01