EACOTTS FINANCIAL SERVICES LIMITED

🌳Matureactive
08604610 · ltd · incorporated 2013-07-10
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
79/100
Strong
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Active trading company with a 77-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 77). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: high (81/100)

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
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
5 officers (2 active, 5 linked, 5 with DOB)
90
Ownership & PSC
2 active PSC(s) of 4 total, 4 with control declared
90
Director network
6 connected companies via shared directors
63
Filing history
45 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.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Average employees00

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
1
filing
  • • 1 confirmation-statement
Last 90 days
1
filing
  • • 1 confirmation-statement
Last 180 days
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (27 events)Click to expand
  1. 2026-01-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-12-08
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  3. 2025-07-01
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  4. 2025-07-01
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  5. 2024-09-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2024-02-13
    📄
    change-account-reference-date-company-current-shortened
    accounts · AA01
  7. 2023-11-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2023-11-01
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  9. 2023-11-01
    📄
    change-person-director-company-with-change-date
    officers · CH01
  10. 2023-01-06
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2022-08-08
    📄
    capital-name-of-class-of-shares
    capital · SH08
  12. 2022-08-08
    📄
    capital-name-of-class-of-shares
    capital · SH08
  13. 2022-04-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2021-07-06
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  15. 2021-05-06
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  16. 2021-04-30
    ➖
    SANGAR, Leila resigned
    director
  17. 2021-02-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2021-01-25
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  19. 2021-01-22
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  20. 2020-12-31
    ➖
    CURTIS, Neil Mclean resigned
    director
  21. 2019-11-28
    ➖
    FRENCH, Keith Leslie resigned
    director
  22. 2019-06-30
    ➕
    SAVIZON, Brandis Rudolf appointed
    director
  23. 2019-06-30
    ➕
    SANGAR, Leila appointed
    director
  24. 2013-07-10
    🏢
    Company incorporated
    As EACOTTS FINANCIAL SERVICES LIMITED
  25. 2013-07-10
    ➕
    SMITH, Jeffrey Bernard appointed
    director
  26. 2013-07-10
    ➕
    CURTIS, Neil Mclean appointed
    director
  27. 2013-07-10
    ➕
    FRENCH, Keith Leslie appointed
    director

Owner dependency

73/100
High — earn-out structure required

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

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Founder age: Director aged approximately 77 — succession pressure is live.

Succession & seller-readiness

79/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 77 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

clean
No 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
NameSharesVoting rightsNature of controlNotified
Mr Jeffrey Bernard Smith
Individual · British · DOB 12/1949 · age 77
50–75%
50–75%board control50-75% shares · 50-75% voting · board control06/04/2016
Mr Brandis Rudolf Savizon
Individual · British · DOB 04/1966 · age 60
25–50%
25–50%25-50% shares · 25-50% voting30/04/2021
2 historic (ceased) PSCs
  • Mr Neil Mclean Curtisceased 31/12/2020· significant influence
  • Mr Keith Leslie Frenchceased 28/11/2019· 25-50% shares

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

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
Incorporated2013-07-10
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Grenville Court
Britwell Road
Burnham
Bucks
SL1 8DF

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-07-15
Last: 2026-07-01

Officers (2 active · 3 resigned)

SAVIZON, Brandis Rudolf→
director · ~60y · appointed 2019-06-30
View their other companies + combined net worth →
Active
SMITH, Jeffrey Bernard→
director · ~77y · appointed 2013-07-10
View their other companies + combined net worth →
Active
CURTIS, Neil Mclean→
director · ~67y · appointed 2013-07-10 · resigned 2020-12-31
Resigned
FRENCH, Keith Leslie→
director · ~67y · appointed 2013-07-10 · resigned 2019-11-28
Resigned
SANGAR, Leila→
director · ~62y · appointed 2019-06-30 · resigned 2021-04-30
Resigned

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

Recent filings (45 total)

confirmation-statement-with-updates
confirmation-statement · CS01
2026-07-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-01-20
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-12-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-01
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-07-01
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-07-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-07-09
change-account-reference-date-company-current-shortened
accounts · AA01
2024-02-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-13
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-11-01
change-person-director-company-with-change-date
officers · CH01
2023-11-01
confirmation-statement-with-updates
confirmation-statement · CS01
2023-07-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-01-06
capital-name-of-class-of-shares
capital · SH08
2022-08-08