ANDERSON BROOKES FINANCIAL SERVICES LTD
🌳Matureactive
08660228 · ltd · incorporated 2013-08-22
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 Aug 2024
Net worth
—
book net assets
Opportunity
74/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 74/100 (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 (65/100).
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
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
6 connected companies via shared directors
63
Filing history
42 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
55
Some acquirability indicators.
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 · accounting standard unknown| Metric | 2024-08-31 | 2023-08-31 |
|---|---|---|
| Average employees | 100 | 100 |
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
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
- 2025-04-08📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-05-24📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-03-04📄change-person-director-company-with-change-dateofficers · CH01
- 2024-03-04📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-05-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-01-09📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-10-03📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-05-27📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-05-27📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-05-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-09-02📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2019-09-02📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2019-09-02📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2019-05-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-02-27📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2018-02-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2016-08-16➕WILLIAMSON, Emma appointeddirector
- 2013-08-22🏢Company incorporatedAs ANDERSON BROOKES FINANCIAL SERVICES LTD
- 2013-08-22➕BATTY, Neil appointeddirector
Owner dependency
63/100
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.
- +No director turnover: Company is 13 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
49/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- 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 Neil Batty Individual · British · DOB 04/1974 · age 52 | 25–50% | — | 25-50% shares | 22/08/2019 |
Miss Emma Williamson Individual · British · DOB 10/1983 · age 43 | 25–50% | — | 25-50% shares | 30/06/2016 |
1 historic (ceased) PSC
- Mr Neil Battyceased 22/08/2019· 75-100% 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 →Similar companies
Active · Financial services · PR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ABSTRADE LTD→ 13455337 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ADJUSTING LIMITED→ 11568522 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| AIM LEGAL EXPENSES INSURANCE SERVICES LIMITED→ 03824468 · est 1999 · no financials extracted | — | — | — | — | 26y | — | — |
| ANDERSON BROOKES BUSINESS FINANCE LTD→ 11844490 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| ARENA INVESTMENT MANAGEMENT LIMITED→ 00666518 · est 1960 · no financials extracted | — | — | — | — | 65y | — | — |
| ARW WEALTH MANAGEMENT LIMITED→ 08013491 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| ASHIANA ADVISORY LTD→ 16538634 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ASTUTE FUNDING LIMITED→ 09172081 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| AVENUE & PARTNERS LTD→ 13917815 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| AYAY TRADING LTD→ 16215008 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| BAILEY FINANCIAL SERVICES ( PRESTON ) LIMITED→ 06380493 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| BARLOW DODD FINANCIAL CONSULTANTS LTD→ 07150592 · est 2010 · no financials extracted | — | — | — | — | 16y | — | — |
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
Incorporated2013-08-22
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
First Floor, Fairclough House
Church Street
Adlington
PR7 4EX
United Kingdom
Filing status
Accounts
Next due: 2026-08-31
Last made up to: 2024-08-31
Confirmation statement
Next due: 2026-09-05
Last: 2025-08-22
Officers (2 active · 0 resigned)
Active
WILLIAMSON, Emma→
Activedirector · ~43y · appointed 2016-08-16
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (42 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-18
accounts-with-accounts-type-micro-entity
accounts · AA
2025-04-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-08-28
accounts-with-accounts-type-micro-entity
accounts · AA
2024-05-24
change-person-director-company-with-change-date
officers · CH01
2024-03-04
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-03-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-09-04
accounts-with-accounts-type-micro-entity
accounts · AA
2023-05-30
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-01-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-10-10
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-10-03
accounts-with-accounts-type-micro-entity
accounts · AA
2022-05-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-06
accounts-with-accounts-type-micro-entity
accounts · AA
2021-05-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-09-16