ELMET INVESTMENTS

🌳Matureactive

10126652 · private-unlimited · incorporated 2016-04-15

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 Jul 2025

Net worth

£9.24M

book net assets

Opportunity

78/100

Strong

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

What this business does

Primary activity: Fund management activities

Sector: Financial & insurance

Investor take

Pursue

Asset-holding vehicle with a 75-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 75). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (79/100)

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

Lenders & charges

Confirmed no charges registered

Directors & officers

3 officers (3 active, 3 linked, 2 with DOB)

Ownership & PSC

2 active PSC(s) of 2 total, 2 with control declared

Director network

2 connected companies via shared directors

Filing history

28 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

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

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Positive net assets

Net assets £9,241,855

Cash YoY

+1876%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£217k

↑ 1876% YoY

Net Worth

£9.2m

↑ 516% YoY

Current Assets

—

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-07-31	2017-07-31
Total assets	£11.72M	£1.73M
Cash	£217.4k	£11.0k
Net assets	£9.24M	£1.50M

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

filings

Last 90 days

filings

• 1 accounts
• 1 confirmation-statement

Last 180 days

filings

• 1 accounts
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (19 events)Click to expand

2026-04-24
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-02-28
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2018-01-31
📄
resolution
resolution · RESOLUTIONS
2018-01-31
✏️
certificate-re-registration-limited-to-unlimited
change-of-name · CERT3
2018-01-31
✏️
reregistration-private-limited-to-private-unlimited-company
change-of-name · RR05
2018-01-31
✏️
reregistration-assent
change-of-name · FOA-RR
2018-01-31
📄
re-registration-memorandum-articles
incorporation · MAR
2018-01-12
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2017-12-06
📄
change-person-director-company-with-change-date
officers · CH01
2017-12-06
📄
change-person-secretary-company-with-change-date
officers · CH03
2017-12-06
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2017-12-06
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2017-12-06
📄
change-person-director-company-with-change-date
officers · CH01
2017-12-06
📄
change-account-reference-date-company-previous-extended
accounts · AA01
2017-04-09
📄
change-person-director-company-with-change-date
officers · CH01
2016-04-15
🏢
Company incorporated
As ELMET INVESTMENTS
2016-04-15
➕
JAGGER, David Stephen appointed
secretary
2016-04-15
➕
JAGGER, Anne Suzette appointed
director
2016-04-15
➕
JAGGER, David Stephen appointed
director

Owner dependency

81/100

Critical — business is the founder

The 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 age: Director aged approximately 75 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

71/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 75 years old. Natural succession window is now.
secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
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

Name	Shares	Voting rights	Nature of control	Notified
Mr David Stephen Jagger Individual · British · DOB 05/1952 · age 74	25–50%	25–50%	25-50% shares · 25-50% voting	01/05/2016
Mrs Anne Suzette Jagger Individual · British · DOB 10/1951 · age 75	25–50%	25–50%	25-50% shares · 25-50% voting	01/05/2016

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 · HX postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
DC FINANCIAL PLANNING LIMITED→ 15601491 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
DNA FINANCIAL SOLUTIONS LIMITED→ 10619493 · est 2017 · no financials extracted	—	—	—	—	9y	—	—
ECKERSLEY PROPERTIES LIMITED→ 16995614 · est 2026 · no financials extracted	—	—	—	—	—	—	—
FIGTREE FINANCIAL LIMITED→ 12612148 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
FIRST RETAIL FINANCE (CHESTER) LTD→ 02964970 · est 1994 · no financials extracted	—	—	—	—	31y	—	—
FORTRESS MANAGEMENT SERVICES (UK) LIMITED→ 03805421 · est 1999 · no financials extracted	—	—	—	—	26y	—	—
FORTRESS TRUSTEE SERVICES LIMITED→ 06882625 · est 2009 · no financials extracted	—	—	—	—	16y	—	—
FRAZER HALL LIMITED→ 07117249 · est 2010 · no financials extracted	—	—	—	—	16y	—	—
FRAZER HALL MERGERS LIMITED→ 07626859 · est 2011 · no financials extracted	—	—	—	—	14y	—	—
FULL CIRCLE ASSET FINANCE LIMITED→ 09931618 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
G.J. SLADDIN & COMPANY LIMITED→ 01241434 · est 1976 · no financials extracted	—	—	—	—	50y	—	—
GARTLAND-WOOD INVESTMENTS LIMITED→ 13016446 · est 2020 · no financials extracted	—	—	—	—	5y	—	—

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

Typeprivate-unlimited

Incorporated2016-04-15

Jurisdictionengland-wales

Primary SIC66300 — Fund management activities

Registered office

12 Market Street

Hebden Bridge

HX7 6AD

England

Filing status

Accounts

Next due: —

Last made up to: 2025-07-31

Confirmation statement

Next due: 2027-04-29

Last: 2026-04-15

Officers (3 active · 0 resigned)

JAGGER, David Stephen→

secretary · appointed 2016-04-15

View their other companies + combined net worth →

Active

JAGGER, Anne Suzette→

director · ~75y · appointed 2016-04-15

View their other companies + combined net worth →

Active

JAGGER, David Stephen→

director · ~74y · appointed 2016-04-15

View their other companies + combined net worth →

Active

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

Recent filings (28 total)

accounts-with-accounts-type-total-exemption-full

accounts · AA

2026-04-24

confirmation-statement-with-updates

confirmation-statement · CS01

2026-04-21