FURNESS INVESTMENTS LIMITED
💤Zombieactive
08930295 · ltd · incorporated 2014-03-10
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Apr 2025
Net worth
—
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
PursueActive trading company with a 85-year-old founder — textbook succession opportunity.
Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 85). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. 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 (1 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
31 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 · accounting standard unknown| Metric | 2025-04-05 | 2024-04-05 |
|---|
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
2 signals 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
- 2025-10-07📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-08-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-04-08➖GELLING, Kathleen Sarah Jane resigneddirector
- 2024-04-08📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-10-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-10-16📄change-person-director-company-with-change-dateofficers · CH01
- 2023-08-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-05-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-12-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-09-28➕GELLING, Kathleen Sarah Jane appointeddirector
- 2020-09-28📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2020-09-28📄appoint-person-director-company-with-name-dateofficers · AP01
- 2019-12-09📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-12-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-12-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2016-12-15📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2014-03-10🏢Company incorporatedAs FURNESS INVESTMENTS LIMITED
- 2014-03-10➕MCMEEKIN, Peter appointeddirector
Owner dependency
90/100
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
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder age: Director aged approximately 85 — succession pressure is live.
Succession & seller-readiness
88/100
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 85 years old. Natural succession window is now.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 12 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 · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Peter Mcmeekin Individual · British · DOB 08/1941 · age 85 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 06/04/2016 |
Mrs Kathleen Sarah Jane Gelling Individual · British · DOB 11/1975 · age 51 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control · firm interest | 28/09/2020 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · LA postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ALZOL LIMITED→ 16209563 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| BOWLAND FINANCE LIMITED→ 12324302 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| BRATHAY INVESTMENTS LIMITED→ 13483414 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| CASTLE LOCH LTD.→ 15151195 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| CJT FINANCIAL PLANNING LTD→ 06969421 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| DAVID HOPKINSON IFA LTD→ 07212481 · est 2010 · no financials extracted | — | — | — | — | 16y | — | — |
| DMCT INVESTMENTS LTD→ 17045193 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| EXORS. OF JOHN WARD LIMITED→ 00312679 · est 1936 · no financials extracted | — | — | — | — | 90y | — | — |
| FACE TO FACE FINANCIAL SERVICES LTD→ 04663849 · est 2003 · no financials extracted | — | — | — | — | 23y | — | — |
| FINANCIAL MANAGEMENT BUREAU LIMITED→ 02089786 · est 1987 · no financials extracted | — | — | — | — | 39y | — | — |
| FOURSEE FINANCIAL PLANNING LIMITED→ 12276575 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| FURNESS MORTGAGE SERVICES LIMITED→ 02948076 · est 1994 · no financials extracted | — | — | — | — | 31y | — | — |
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 →🔒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
Incorporated2014-03-10
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
14 The Old Candleworks Road
Barrow-In-Furness
Cumbria
LA14 4DA
Filing status
Accounts
Next due: 2027-01-05
Last made up to: 2025-04-05
Confirmation statement
Next due: 2026-10-12
Last: 2025-09-28
Officers (1 active · 1 resigned)
MCMEEKIN, Peter→
Activedirector · ~85y · appointed 2014-03-10
View their other companies + combined net worth →
GELLING, Kathleen Sarah Jane→
Resigneddirector · ~51y · appointed 2020-09-28 · resigned 2024-04-08
Click a director name to see their full track record across all companies.
Recent filings (31 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-10-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-31
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-08-29
termination-director-company-with-name-termination-date
officers · TM01
2024-04-08
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-16
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-10-16
change-person-director-company-with-change-date
officers · CH01
2023-10-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-08-14
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-10-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-05-24
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-10-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-12-24
confirmation-statement-with-updates
confirmation-statement · CS01
2020-09-28