AE LLOYD & SON LIMITED
🌳Matureactive
08996400 · ltd · incorporated 2014-04-14
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Apr 2025
Net worth
£481.4k
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: Retail sale in non-specialised stores with food, beverages or tobacco predominating
Sector: Wholesale & retail
Investor take
PursueAsset-holding vehicle with a 72-year-old founder — textbook succession opportunity.
Opportunity 78/100 (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: high (80/100)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
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
27 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.
Signals from accounts
Derived from iXBRL accounts · FRS 102Positive net assets
Net assets £481,445
Cash YoY
+19%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£412k
↑ 19% YoY
Net Worth
£481k
↑ 13% YoY
Current Assets
£617k
↑ 6.4% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-04-30 | 2024-04-30 |
|---|---|---|
| Total assets | £481.4k | £425.1k |
| Current assets | £617.3k | £580.1k |
| Cash | £411.9k | £347.0k |
| Net assets | £481.4k | £425.1k |
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
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 (16 events)Click to expand
- 2025-12-05📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-10-03📄accounts-amended-with-accounts-type-total-exemption-fullaccounts · AAMD
- 2024-08-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-10-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-02-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-05📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-01-09📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-11-12📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-12-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-01-05📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-01-22📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2016-04-19📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2016-01-14📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2014-04-14🏢Company incorporatedAs AE LLOYD & SON LIMITED
- 2014-04-14➕LLOYD, Lynda Joy appointeddirector
- 2014-04-14➕LLOYD, Peter Willard 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 "LLOYD" — strong identity link between founder and business.
- +Founder age: Director aged approximately 72 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
- +No director turnover: Company is 12 years old with no director changes — suggests a very tight-knit founder team never broadened.
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 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
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Peter Willard Lloyd Individual · British · DOB 08/1954 · 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 · Retail · SY postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A & T CARAVANS LIMITED→ 03660990 · est 1998 · no financials extracted | — | — | — | — | 27y | — | — |
| A HOUSE LIKE THIS LTD→ 11783503 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| ABERYSTWYTH CHIROPODY CENTRE LTD→ 08081570 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| ADD SOME FLAIR LIMITED→ 15335740 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| AEGEANS BLUE LTD→ 13024043 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| AEROBICACTIONS LTD→ 16829955 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AGRI TENDERS LIMITED→ 15863585 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AKAGI TECHNOLOGY LIMITED→ 08756106 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| ALICE AND DARCY LTD→ 11179482 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| ALL THINGS NAILS LTD→ 11562967 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| ALLAA'S TRADING CO LIMITED→ 16850677 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALLAWAYS LIMITED→ 16839660 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
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
Incorporated2014-04-14
Jurisdictionengland-wales
Primary SIC47110 — Retail sale in non-specialised stores with food, beverages or tobacco predominating
Registered office
25 Terrace Road
Aberystwyth
SY23 1NP
Filing status
Accounts
Next due: 2027-01-31
Last made up to: 2025-04-30
Confirmation statement
Next due: 2027-05-25
Last: 2026-05-11
Officers (2 active · 0 resigned)
LLOYD, Lynda Joy→
Activedirector · ~70y · appointed 2014-04-14
View their other companies + combined net worth →
LLOYD, Peter Willard→
Activedirector · ~72y · appointed 2014-04-14
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (27 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-06-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-13
accounts-amended-with-accounts-type-total-exemption-full
accounts · AAMD
2024-10-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-08-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-05-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-10-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-11
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-02-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-05-19
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-05-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-01-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-05-18
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-11-12