COLLIS FINANCIAL SERVICES LIMITED
🌳Matureactive
08447457 · ltd · incorporated 2013-03-15
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 Mar 2025
Net worth
—
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
Investor take
PursueActive trading company with a 66-year-old founder — textbook succession opportunity.
Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 66). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (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
2 officers (2 active, 2 linked, 2 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
32 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · IFRS| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Average employees | 200 | 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
0
filings
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (18 events)Click to expand
- 2025-08-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-03-17📍change-sail-address-company-with-old-address-new-addressaddress · AD02
- 2025-01-08📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-11-27📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-12-15📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-11-03📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-09-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-08-23📄change-person-director-company-with-change-dateofficers · CH01
- 2020-08-23📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-08-23📄change-person-director-company-with-change-dateofficers · CH01
- 2019-09-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2018-12-01📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-12-18📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2016-10-23📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2016-03-21📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2013-03-15🏢Company incorporatedAs COLLIS FINANCIAL SERVICES LIMITED
- 2013-03-15➕COLLIS, Neville James appointeddirector
- 2013-03-15➕COLLIS, Susan Mary appointeddirector
Owner dependency
100/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder name in company name: Company name contains director surname "COLLIS" — strong identity link between founder and business.
- +Founder age: Director aged approximately 66 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
- +No director turnover: Company is 13 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
69/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 66. Approaching typical UK retirement age — succession thinking likely.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- 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
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 Neville James Collis Individual · British · DOB 04/1960 · age 66 | 50–75% | 50–75% | 50-75% shares · 50-75% voting | 06/04/2016 |
Mrs Susan Mary Collis Individual · British · DOB 08/1967 · age 59 | 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.
Similar companies
Active · Financial services · TA postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| CALLUNA ENTERPRISES LTD→ 07887084 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| CENTURY WEALTH MANAGEMENT LTD→ 15434537 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| CLARK SHAW ASSOCIATES LIMITED→ 15118839 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| CLP SAFETY & TRAINING LIMITED→ 07042776 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| COGENT PLANNING LTD→ 08703693 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| CONNECT & PROTECT LIMITED→ 06943790 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| COOPER ASSOCIATES LIMITED→ 06760773 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| CUSHION FINANCIAL LIMITED→ 11909130 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| DANAE CAPITAL LIMITED→ 12601998 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| DASH - HYPHEN LIMITED→ 10378935 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| DAVID PATES LIMITED→ 07115345 · est 2010 · no financials extracted | — | — | — | — | 16y | — | — |
| DAVIES-UK LIMITED→ 13325649 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
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.
See pricing →Company details
Statusactive
Typeltd
Incorporated2013-03-15
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding
Registered office
37 - 39 St. James Street
South Petherton
TA13 5BN
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-28
Last: 2026-03-14
Officers (2 active · 0 resigned)
COLLIS, Neville James→
Activedirector · ~66y · appointed 2013-03-15
View their other companies + combined net worth →
COLLIS, Susan Mary→
Activedirector · ~59y · appointed 2013-03-15
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (32 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-18
accounts-with-accounts-type-micro-entity
accounts · AA
2025-08-28
change-sail-address-company-with-old-address-new-address
address · AD02
2025-03-17
confirmation-statement-with-updates
confirmation-statement · CS01
2025-03-14
accounts-with-accounts-type-micro-entity
accounts · AA
2025-01-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-19
accounts-with-accounts-type-micro-entity
accounts · AA
2023-11-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-21
accounts-with-accounts-type-micro-entity
accounts · AA
2022-12-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-04-19
accounts-with-accounts-type-micro-entity
accounts · AA
2021-11-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-04-23
accounts-with-accounts-type-micro-entity
accounts · AA
2020-09-28
change-person-director-company-with-change-date
officers · CH01
2020-08-23
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-08-23