APPLETON ASSET MANAGEMENT LIMITED
🏛️Establishedactive
11034016 · ltd · incorporated 2017-10-26
Investment thesis
Unencumbered property vehicle — clean asset-backed target with refinance headroom.
Why interesting: Property-holding entity with no live charges; straightforward asset-backed case.
Why risky: Values depend on title and valuation; property-specific market exposure.
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Buying and selling of own real estate
Sector: Real estate
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 77/100 (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: share sale to pe / searcher (65/100).
Data confidence
Overall: medium (60/100)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
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
4 officers (4 active, 4 linked, 3 with DOB)
85
Ownership & PSC
3 active PSC(s) of 3 total, 3 with control declared
90
Director network
16 connected companies via shared directors
90
Filing history
36 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 accounts
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2026-04-21📄accounts-with-accounts-type-dormantaccounts · AA
- 2025-04-01📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-05-22📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-02-20📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2023-07-18📄change-person-director-company-with-change-dateofficers · CH01
- 2023-06-26📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-05-22📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-05-22📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-05-22📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-09-27📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-07-27📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-08-04📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-06-04📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-10-14📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-10-13📄change-person-secretary-company-with-change-dateofficers · CH03
- 2019-10-22📄change-person-director-company-with-change-dateofficers · CH01
- 2019-10-22📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2019-07-25📄accounts-with-accounts-type-dormantaccounts · AA
- 2017-10-26🏢Company incorporatedAs APPLETON ASSET MANAGEMENT LIMITED
- 2017-10-26➕PATTISON-APPLETON, Alexandra Walford appointedsecretary
- 2017-10-26➕PATTISON-APPLETON, Alexandra Walford appointeddirector
- 2017-10-26➕PATTISON-APPLETON, Hugh Richard appointeddirector
- 2017-10-26➕PATTISON-APPLETON, Miles Richard appointeddirector
Owner dependency
66/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Senior director age: Director aged approximately 62 — approaching natural succession window.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
40/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 62. Early succession window.
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
3 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Alex Pattison-Appleton Individual · British · DOB 11/1965 · age 61 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 26/10/2017 |
Mr Hugh Richard Pattison-Appleton Individual · British · DOB 04/1964 · age 62 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 26/10/2017 |
Mr Miles Richard Pattison-Appleton Individual · British · DOB 03/1994 · age 32 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 26/10/2017 |
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 · Property · HR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| AMTA LTD→ 15156147 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ANAMCARA DEVELOPMENTS LIMITED→ 13711509 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ANEXHOMES LTD→ 16160510 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ANGEL 6 PROPERTIES LTD→ 15167222 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ANN VASEY PROPERTIES LTD→ 16010696 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| APP (PROPERTIES) LIMITED→ 01137713 · est 1973 · no financials extracted | — | — | — | — | 52y | — | — |
| ARAEMO LIMITED→ 10015105 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| ARBURY PROPERTY LTD→ 15666988 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ARC HOME INVESTMENTS LTD→ 11354814 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| ARCHIBALD MARCKAY PROPERTY LIMITED→ 08988659 · est 2014 · no financials extracted | — | — | — | — | 12y | — | — |
| ARCKLOW ESTATES LTD→ 12115854 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ARDL LTD→ 13562188 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
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
Incorporated2017-10-26
Jurisdictionengland-wales
Primary SIC68100 — Buying and selling of own real estate
Registered office
41 Millbrook Street
Hereford
HR4 9LF
England
Filing status
Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2026-11-08
Last: 2025-10-25
Officers (4 active · 0 resigned)
PATTISON-APPLETON, Alexandra Walford→
Activesecretary · appointed 2017-10-26
View their other companies + combined net worth →
PATTISON-APPLETON, Alexandra Walford→
Activedirector · ~61y · appointed 2017-10-26
View their other companies + combined net worth →
PATTISON-APPLETON, Hugh Richard→
Activedirector · ~62y · appointed 2017-10-26
View their other companies + combined net worth →
PATTISON-APPLETON, Miles Richard→
Activedirector · ~32y · appointed 2017-10-26
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (36 total)
accounts-with-accounts-type-dormant
accounts · AA
2026-04-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-28
accounts-with-accounts-type-dormant
accounts · AA
2025-04-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-04
accounts-with-accounts-type-dormant
accounts · AA
2024-05-22
change-account-reference-date-company-previous-extended
accounts · AA01
2024-02-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-10-30
change-person-director-company-with-change-date
officers · CH01
2023-07-18
accounts-with-accounts-type-dormant
accounts · AA
2023-06-26
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-05-22
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-05-22
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-05-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-07
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-09-27
accounts-with-accounts-type-dormant
accounts · AA
2022-07-27