AJ BELL ASSET MANAGEMENT LIMITED

🌳Matureactive

09742568 · ltd · incorporated 2015-08-20

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

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 10.3y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

79/100

Strong

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch

What this business does

Primary activity: Activities of open-ended investment companies

Sector: Financial & insurance

ALSO REGISTERED FOR

66300Fund management activities

Investor take

Pursue

Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 79/100 (strong), bankability 85/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

1 live charge · oldest 10.3y

65/100

clean up first

Refinance viable after a tidy-up — address the highlighted items first.

· Oldest live charge is 10.3 years old — likely at or near maturity.
· Single lender — cleanest path to refinance.
· Legal-friction score 28/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (61/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 2 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

1 charges (1/1 with lender, 1/1 with type)

Directors & officers

21 officers (10 active, 21 linked, 18 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

13 connected companies via shared directors

Filing history

76 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

79/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

• 1 officers
• 1 confirmation-statement

Last 180 days

filings

• 1 officers
• 1 confirmation-statement
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (56 events)Click to expand

2026-05-01
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-04-30
➖
MACKAY, William Findlay resigned
director
2026-02-11
📄
accounts-with-accounts-type-full
accounts · AA
2025-03-21
📄
auditors-resignation-company
auditors · AUD
2025-03-11
📄
change-person-director-company-with-change-date
officers · CH01
2025-03-11
📄
change-person-director-company-with-change-date
officers · CH01
2025-03-03
📄
accounts-with-accounts-type-full
accounts · AA
2025-01-30
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-01-03
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-01-01
➕
VOWLES, Stephen Eliott appointed
director
2024-12-31
➖
STOTT, Roger John resigned
director
2024-11-12
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2024-11-12
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2024-11-11
📄
second-filing-of-director-appointment-with-name
officers · RP04AP01
2024-11-08
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-11-01
➕
SINCLAIR, Kina appointed
secretary
2024-11-01
➖
LIKINYO, Olubunmi resigned
secretary
2024-10-10
➕
HUGHES, Ryan David appointed
director
2024-06-07
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-05-22
➕
MUSSON, Charles Alan appointed
director
2024-02-15
📄
accounts-with-accounts-type-full
accounts · AA
2023-12-20
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-12-14
➖
DORAN, Kevin resigned
director
2023-10-02
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-10-02
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2023-10-02
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2023-10-02
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-10-01
➕
SINCLAIR, Kina appointed
director
2023-10-01
➕
LIKINYO, Olubunmi appointed
secretary
2023-09-30
➖
ROBINSON, Christopher Bruce resigned
secretary
2023-09-30
➖
ROBINSON, Christopher Bruce resigned
director
2023-02-28
📄
accounts-with-accounts-type-full
accounts · AA
2022-10-03
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-10-01
➖
BELL, Andrew James resigned
director
2022-10-01
➖
GALBRAITH, Charles William resigned
director
2022-07-01
➕
BIRCH, Peter Michael appointed
director
2021-10-01
➕
CARRINGTON, Elizabeth Anne appointed
director
2021-10-01
➕
DORAN, Kevin appointed
director
2021-10-01
➖
LYONS, Fergus John resigned
director
2021-10-01
➕
MACKAY, William Findlay appointed
director
2021-09-20
➕
GOODMAN, Karen appointed
director
2021-06-25
➖
PETHERICK, Louis resigned
director
2019-11-01
➕
TAGARI, Mohamed appointed
director
2017-07-01
➕
PETHERICK, Louis appointed
director
2017-06-30
➖
TAYLOR, Richard Stuart resigned
director
2017-05-15
🔓
Charge satisfied #1
2016-04-22
➕
GALBRAITH, Charles William appointed
director
2016-04-22
➕
ROBINSON, Christopher Bruce appointed
director
2016-04-22
➕
STOTT, Roger John appointed
director
2016-04-22
➕
TAYLOR, Richard Stuart appointed
director

Showing most recent 50 of 56 events

Owner dependency

48/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-9 active directors: Broader management team in place — suggests transferable governance.
+Senior director age: Director aged approximately 59 — approaching natural succession window.

Succession & seller-readiness

45/100

Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS

secondaryFounder aged 58+: Senior director is approximately 59. Early succession window.
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.)

Group structure

Aj Bell Plc is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Aj Bell Plc

Corporate parent · holds 75-100% shares

ultimate parent

⬇

AJ BELL ASSET MANAGEMENT LIMITED

This company · 09742568

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Aj Bell Plc Corporate entity	75–100%	75–100%	75-100% shares · 75-100% voting	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 · M postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
AEC CONSULTANCY LIMITED→ 16221763 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
AIRSWIFT TRUSTEES LIMITED→ 12449892 · est 2020 · no financials extracted	—	—	—	—	6y	—	—
AJ BELL BUSINESS SOLUTIONS LIMITED→ 03091664 · est 1995 · no financials extracted	—	—	—	—	30y	—	—
AJ BELL DIGITAL SAVINGS LIMITED→ 11180432 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
AJIS CAPITAL LIMITED→ 07675547 · est 2011 · no financials extracted	—	—	—	—	14y	—	—
AKBANI FINANCIAL LTD→ 13021559 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
AKS BROKER LIMITED→ 16416973 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ALBIAN GROUP LTD→ 17038815 · est 2026 · no financials extracted	—	—	—	—	—	—	—
ALDO MARK SERVICES LIMITED→ 11139295 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
ALI BROTHERS GROUP LTD→ 16391962 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
ALIF GLOBAL LTD→ 14926991 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ALISA INVESTMENTS LIMITED→ 00563224 · est 1956 · no financials extracted	—	—	—	—	70y	—	—

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

Incorporated2015-08-20

Jurisdictionengland-wales

Primary SIC64304 — Activities of open-ended investment companies

Registered office

4 Exchange Quay

Salford Quays

Manchester

M5 3EE

England

Filing status

Accounts

Next due: 2027-06-30

Last made up to: 2025-09-30

Confirmation statement

Next due: 2027-03-15

Last: 2026-03-01