CHARLOTTE LOUISE MORTON LIMITED
Opportunity 73/100 (strong), bankability 80/100. High owner-dependency — earn-out structure likely required for clean transition. 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: strategic trade sale (65/100).
Refinance opportunity
2 live charges · oldest 6.8y
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 6.8 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Distress signals active — lender appetite narrows.
Data confidence
Overall: medium (79/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Signals from accounts
Derived from iXBRL accounts · FRS 105 (micro)Key financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £94.2k | £112.5k |
| Net assets | £4.9k | £11.3k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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
- • 1 confirmation-statement
Corporate timeline (21 events)Click to expand
- 2025-12-22📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-03-20📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-03-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-03-25📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2023-12-28📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2023-04-24➖BROWN, Kathryn Anne resignedsecretary
- 2023-04-24📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2023-03-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-12-29📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2022-04-23📄change-person-director-company-with-change-dateofficers · CH01
- 2022-03-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-21📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2021-03-01📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-10-22📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2019-10-11🔒Charge registered #2Lender: Santander UK PLC
- 2019-09-16📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2019-09-16🔒Charge registered #1Lender: Santander UK PLC
- 2019-03-07🏢Company incorporatedAs CHARLOTTE LOUISE MORTON LIMITED
- 2019-03-07➕MORTON, Charlotte Louise appointeddirector
- 2019-03-07➕BROWN, Kathryn Anne appointedsecretary
- 2019-03-07📄incorporation-companyincorporation · NEWINC
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder name in company name: Company name contains director surname "MORTON" — strong identity link between founder and business.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Miss Charlotte Louise Morton Individual · British · DOB 04/1979 · age 47 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 07/03/2019 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
See pricing →Similar companies
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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 →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
Registered office
Filing status
Officers (1 active · 1 resigned)
Click a director name to see their full track record across all companies.
Mortgages & charges
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Santander Santander UK PLC | A registered charge | — | 11/10/2019 | — | |
| outstanding | Santander Santander UK PLC | A registered charge | — | 16/09/2019 | — |