LAMONT PRIDMORE ASSET & WEALTH MANAGEMENT LIMITED

🌳Matureactive
08395896 · ltd · incorporated 2013-02-08
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
—
not disclosed
Net worth
—
book net assets
Opportunity
73/100
Strong
🔔
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
ALSO REGISTERED FOR
  • 70221Financial management
Investor take
Pass (distressed without resilience)
Active trading company. Family succession underway — not a classic acquisition target.

Opportunity 73/100 (strong), bankability 75/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: 1 insolvency-related filing on record. Filings relating to insolvency, liquidation, or administration exist in the company's history. Review before proceeding. Most likely exit: strategic trade sale (73/100).

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, 2 SIC codes, incorporation date
100
Financials
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
8 officers (4 active, 8 linked, 8 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
11 connected companies via shared directors
78
Filing history
46 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
73/100Strong
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
67
Some moderate concerns — review flags.
Signal strength
90
Good data coverage for analysis.

Recent activity

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (30 events)Click to expand
  1. 2025-12-02
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  2. 2025-03-28
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  3. 2024-12-20
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  4. 2023-12-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2023-03-22
    ➕
    LAMONT, Christopher Ian appointed
    director
  6. 2023-03-22
    ➖
    GILPIN, Lisa resigned
    director
  7. 2023-03-22
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  8. 2023-03-22
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  9. 2022-12-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2021-12-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2021-04-13
    📄
    legacy
    capital · SH20
  12. 2021-04-13
    📄
    capital-statement-capital-company-with-date-currency-figure
    capital · SH19
  13. 2021-04-13
    ⚠️
    legacy
    insolvency · CAP-SS
  14. 2021-04-13
    📄
    resolution
    resolution · RESOLUTIONS
  15. 2021-03-24
    📄
    change-person-director-company-with-change-date
    officers · CH01
  16. 2020-06-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2019-12-18
    ➖
    MALIN, David James resigned
    director
  18. 2019-12-18
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  19. 2019-11-26
    ➖
    PRIDMORE, Wilfred John resigned
    director
  20. 2019-11-26
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  21. 2019-11-14
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  22. 2017-10-10
    ➕
    GILPIN, Lisa appointed
    director
  23. 2016-04-01
    ➕
    MALIN, David James appointed
    director
  24. 2015-04-27
    ➖
    PLANT, Ian resigned
    director
  25. 2013-10-01
    ➕
    BIRRELL, Derek King appointed
    director
  26. 2013-10-01
    ➕
    BOND, Glenn appointed
    director
  27. 2013-10-01
    ➕
    PLANT, Ian appointed
    director
  28. 2013-02-08
    🏢
    Company incorporated
    As LAMONT PRIDMORE ASSET & WEALTH MANAGEMENT LIMITED
  29. 2013-02-08
    ➕
    LAMONT, Graham William appointed
    director
  30. 2013-02-08
    ➕
    PRIDMORE, Wilfred John appointed
    director

Owner dependency

78/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • -4 active directors: Broader management team in place — suggests transferable governance.
  • +Founder name in company name: Company name contains director surname "LAMONT" — strong identity link between founder and business.
  • +Founder age: Director aged approximately 74 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

33/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

SIGNALS
  • primaryFamily succession underway: Not a takeover target — LAMONT, Christopher Ian (same surname) appointed 2023-03-22. Pattern consistent with intra-family handover.
  • primaryFounder aged 70+: Senior director is approximately 74 years old. Natural succession window is now.
  • secondary12+ year tenure: Director in role 13 years.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 high ·
1 insolvency-related filing on record
high

Filings relating to insolvency, liquidation, or administration exist in the company's history. Review before proceeding.

Evidence: 2021-04-13: legacy

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Graham William Lamont
Individual · British · DOB 05/1952 · age 74
75–100%
75–100%board control75-100% shares · 75-100% voting · board control06/04/2016

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

8 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 →
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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.

Available from the Pro tier upwards.

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Company details

Statusactive
Typeltd
Incorporated2013-02-08
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Milburn House
3 Oxford Street
Workington
Cumbria
CA14 2AL

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-02-22
Last: 2026-02-08

Officers (4 active · 4 resigned)

BIRRELL, Derek King→
director · ~65y · appointed 2013-10-01
View their other companies + combined net worth →
Active
BOND, Glenn→
director · ~58y · appointed 2013-10-01
View their other companies + combined net worth →
Active
LAMONT, Christopher Ian→
director · ~45y · appointed 2023-03-22
View their other companies + combined net worth →
Active
LAMONT, Graham William→
director · ~74y · appointed 2013-02-08
View their other companies + combined net worth →
Active
GILPIN, Lisa→
director · ~37y · appointed 2017-10-10 · resigned 2023-03-22
Resigned
MALIN, David James→
director · ~41y · appointed 2016-04-01 · resigned 2019-12-18
Resigned
PLANT, Ian→
director · ~65y · appointed 2013-10-01 · resigned 2015-04-27
Resigned
PRIDMORE, Wilfred John→
director · ~79y · appointed 2013-02-08 · resigned 2019-11-26
Resigned

Click a director name to see their full track record across all companies.

Recent filings (46 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-20
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-12-02
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-03-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-18
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-12-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-22
termination-director-company-with-name-termination-date
officers · TM01
2023-03-22
appoint-person-director-company-with-name-date
officers · AP01
2023-03-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-30
confirmation-statement-with-updates
confirmation-statement · CS01
2022-02-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-30
legacy
capital · SH20
2021-04-13
capital-statement-capital-company-with-date-currency-figure
capital · SH19
2021-04-13