KLS INVESTMENTS
🌳Matureactive
08500726 · private-unlimited · incorporated 2013-04-23
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
79/100
Strong
What this business does
Primary activity: Security dealing on own account
Sector: Financial & insurance
Investor take
PursueActive trading company with a 72-year-old founder — textbook succession opportunity.
Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 72). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (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, 1 SIC codes, incorporation date
100
Financials
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
3 active PSC(s) of 3 total, 3 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
22 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.
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 (17 events)Click to expand
- 2025-06-05➕GELDEARD, Peter William appointeddirector
- 2025-06-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-04-23📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-04-23📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2020-04-14📍move-registers-to-sail-company-with-new-addressaddress · AD03
- 2020-04-14📍change-sail-address-company-with-new-addressaddress · AD02
- 2016-05-20📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2015-04-23📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2014-08-05📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2014-05-27📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2013-05-01📄termination-director-company-with-nameofficers · TM01
- 2013-05-01📄appoint-person-director-company-with-nameofficers · AP01
- 2013-04-23🏢Company incorporatedAs KLS INVESTMENTS
- 2013-04-23➕SMITH, Karen Louise appointeddirector
- 2013-04-23➕ROUND, Jonathon Charles appointeddirector
- 2013-04-23➖ROUND, Jonathon Charles resigneddirector
- 2013-04-23📄incorporation-companyincorporation · NEWINC
Owner dependency
73/100
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.
- +Founder age: Director aged approximately 72 — succession pressure is live.
Succession & seller-readiness
79/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 72 years old. Natural succession window is now.
- 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
3 active beneficial owners · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Peter William Geldeard Individual · British · DOB 11/1956 · age 70 | 75–100% | — | 75-100% shares · trust interest | 23/04/2016 |
Mr Lawrence Edward Smith Individual · British · DOB 02/1956 · age 70 | 75–100% | — | 75-100% shares · trust interest | 23/04/2016 |
Miss Karen Louise Smith Individual · British · DOB 01/1954 · age 72 | — | — | sig. influencesignificant influence | 06/04/2016 |
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 →Similar companies
Active · Financial services · TQ postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| HISTORICAL INVESTMENTS LIMITED→ 12234991 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| HULAHOLDINGS LIMITED→ 13119209 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| JDCD FINANCIAL CONSULTANCY LIMITED→ 05868520 · est 2006 · no financials extracted | — | — | — | — | 19y | — | — |
| JOHN NUTTALL LTD→ 07378098 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
| KDM SECURITY LIMITED→ 11098662 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| KENMART REALTY LIMITED→ 11010356 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| KENT SOPER LIFE AND PENSIONS LIMITED→ 01675667 · est 1982 · no financials extracted | — | — | — | — | 43y | — | — |
| LARKSPUR FINANCIAL LIMITED→ 16185946 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| LAURA DOBBIN MORTGAGE BROKER LIMITED→ 11440954 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| LEWIS & ROWDEN LIMITED→ 16065517 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| LIFE SETTLEMENT ASSETS PLC→ 10918785 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| LIFETIME WEALTH LTD→ 10722496 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
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
Typeprivate-unlimited
Incorporated2013-04-23
Jurisdictionengland-wales
Primary SIC64991 — Security dealing on own account
Registered office
Glendevon St Albans Road
Babbacombe
Torquay
Devon
TQ1 3NP
Filing status
Accounts
Next due: —
Last made up to: —
Confirmation statement
Next due: 2027-04-08
Last: 2026-03-25
Officers (2 active · 1 resigned)
GELDEARD, Peter William→
Activedirector · ~70y · appointed 2025-06-05
View their other companies + combined net worth →
SMITH, Karen Louise→
Activedirector · ~72y · appointed 2013-04-23
View their other companies + combined net worth →
ROUND, Jonathon Charles→
Resigneddirector · ~67y · appointed 2013-04-23 · resigned 2013-04-23
Click a director name to see their full track record across all companies.
Recent filings (22 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-07
appoint-person-director-company-with-name-date
officers · AP01
2025-06-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-09
confirmation-statement-with-updates
confirmation-statement · CS01
2024-04-25
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-04-23
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-04-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-04-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-04-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-04-21
move-registers-to-sail-company-with-new-address
address · AD03
2020-04-14
change-sail-address-company-with-new-address
address · AD02
2020-04-14
confirmation-statement-with-updates
confirmation-statement · CS01
2020-04-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-04-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2018-04-23
confirmation-statement-with-updates
confirmation-statement · CS01
2017-04-21