LADDERSTREAM ASSET MANAGEMENT LIMITED
🌳Matureactive
08146624 · ltd · incorporated 2012-07-17
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
—
year to Mar 2025
Net worth
£4.09M
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: Fund management activities
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
Opportunity 79/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (76/100)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, 2 with DOB)
83
Ownership & PSC
3 active PSC(s) of 3 total, 3 with control declared
90
Director network
Network not yet resolved
30
Filing history
53 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 · accounting standard not declaredPositive net assets
Net assets £4,085,710
Cash YoY
-16%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£188k
↓ 16% YoY
Net Worth
£4.1m
↑ 12% YoY
Current Assets
—
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 |
|---|---|---|
| Cash | £188.0k | £222.5k |
| Net assets | £4.09M | £3.65M |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
3 signals 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 (25 events)Click to expand
- 2025-12-10📄capital-allotment-sharescapital · SH01
- 2025-12-10📄capital-allotment-sharescapital · SH01
- 2025-09-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-08-15📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-08-15📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-08-15📄capital-allotment-sharescapital · SH01
- 2025-08-13📄capital-allotment-sharescapital · SH01
- 2025-08-13📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-11-04📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-10-24📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-10-18📄capital-allotment-sharescapital · SH01
- 2024-10-17📄capital-allotment-sharescapital · SH01
- 2024-09-10📄capital-allotment-sharescapital · SH01
- 2024-09-03📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2024-09-03📄capital-name-of-class-of-sharescapital · SH08
- 2024-09-02📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-09-02📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-07-10📄resolutionresolution · RESOLUTIONS
- 2024-07-10📄memorandum-articlesincorporation · MA
- 2024-06-12📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-06-12📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2017-12-19➕INGLIS- JONES, Emma Alexandra, Mrs appointeddirector
- 2012-07-17🏢Company incorporatedAs LADDERSTREAM ASSET MANAGEMENT LIMITED
- 2012-07-17➕INGLIS-JONES, James John appointedsecretary
- 2012-07-17➕INGLIS-JONES, James John 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
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Senior director age: Director aged approximately 58 — approaching natural succession window.
Succession & seller-readiness
59/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 58. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- secondary12+ year tenure: Director in role 14 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
3 active beneficial owners · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Emma Inglis-Jones Individual · British · DOB 02/1969 · age 57 | 75–100% | 25–50% | 75-100% shares · 75-100% voting | 10/10/2018 |
Mr Michael Alden Individual · British · DOB 12/1968 · age 58 | 50–75% | — | 50-75% shares | 27/08/2024 |
Mr James John Inglis- Jones Individual · British · DOB 10/1968 · age 58 | 50–75% | 25–50% | 50-75% shares · 50-75% voting | 17/07/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · PL postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| FIRE PREVENTION GROUP LTD→ 11070120 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| GURU ADVISORY SERVICES LTD→ 14655582 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| JOHN HARRIS FINANCIAL SERVICES LTD→ 10233517 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| JONATHAN BLAKE MONEY MANAGEMENT LIMITED→ 05202740 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| JUGISE→ 11429917 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| KARIB FX LTD→ 14123752 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| KARIM FINANCIAL LTD→ 14471721 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| KINGSBRIDGE STERLING LTD→ 14315631 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| L F JULIAN LIMITED→ 11417371 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| LADD MORTGAGES LIMITED→ 16544746 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| LAPONICA (UK) LIMITED→ 12201677 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| LEA FINANCIAL SERVICES LIMITED→ 06567926 · est 2008 · no financials extracted | — | — | — | — | 18y | — | — |
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
Incorporated2012-07-17
Jurisdictionengland-wales
Primary SIC66300 — Fund management activities
Registered office
Denham Lodge
Buckland Monachorum
Yelverton
Devon
PL20 7NR
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-10-27
Last: 2025-10-13
Officers (3 active · 0 resigned)
INGLIS-JONES, James John→
Activesecretary · appointed 2012-07-17
View their other companies + combined net worth →
INGLIS- JONES, Emma Alexandra, Mrs →
Activedirector · ~57y · appointed 2017-12-19
View their other companies + combined net worth →
INGLIS-JONES, James John→
Activedirector · ~58y · appointed 2012-07-17
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (53 total)
capital-allotment-shares
capital · SH01
2025-12-10
confirmation-statement-with-updates
confirmation-statement · CS01
2025-12-10
capital-allotment-shares
capital · SH01
2025-12-10
confirmation-statement-with-updates
confirmation-statement · CS01
2025-09-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-03
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-08-15
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-08-15
capital-allotment-shares
capital · SH01
2025-08-15
capital-allotment-shares
capital · SH01
2025-08-13
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-08-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-11-04
confirmation-statement-with-updates
confirmation-statement · CS01
2024-10-25
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-10-24
capital-allotment-shares
capital · SH01
2024-10-18
capital-allotment-shares
capital · SH01
2024-10-17