ADVENT BROKER SERVICES LTD
🌿Early-stageactive
14434751 · ltd · incorporated 2022-10-21
Investment thesis
Growth-phase business — story-led; valuation sensitive to momentum.
Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.
Why risky: Price often leads fundamentals; dependency on founder often high.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Oct 2024
Net worth
£3.6k
book net assets
Opportunity
73/100
Strong
What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
PursueAsset-holding vehicle. Family succession underway — not a classic acquisition target.
Opportunity 73/100 (strong), bankability 70/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (77/100)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
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
5 officers (5 active, 5 linked, 4 with DOB)
86
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
20 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
73/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 102Positive net assets
Net assets £3,621
Key financials
2 years extracted from filed iXBRL accountsCash
£4k
Net Worth
£4k
↑ 3521% YoY
Current Assets
£6k
↑ 5639% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-10-31 | 2023-10-31 |
|---|---|---|
| Total assets | £3.8k | £100 |
| Current assets | £5.7k | £100 |
| Cash | £4.3k | — |
| Debtors | £1.5k | — |
| Net assets | £3.6k | £100 |
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
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2025-10-02📄memorandum-articlesincorporation · MA
- 2025-10-02📄resolutionresolution · RESOLUTIONS
- 2025-10-02📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2025-10-02📄capital-name-of-class-of-sharescapital · SH08
- 2025-07-22📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2025-04-01✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2024-07-19📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-03-08📄change-person-secretary-company-with-change-dateofficers · CH03
- 2024-03-08📄change-person-secretary-company-with-change-dateofficers · CH03
- 2024-03-07📄change-person-director-company-with-change-dateofficers · CH01
- 2024-03-07📄change-person-director-company-with-change-dateofficers · CH01
- 2024-03-07📄change-person-director-company-with-change-dateofficers · CH01
- 2024-03-07📄change-person-director-company-with-change-dateofficers · CH01
- 2024-03-07📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-03-07📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-03-07📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-10-21🏢Company incorporatedAs ADVENT BROKER SERVICES LTD
- 2022-10-21➕WALKER, Sarah appointedsecretary
- 2022-10-21➕STATHAM, Arabella Lucy appointeddirector
- 2022-10-21➕STATHAM, Neville John appointeddirector
- 2022-10-21➕STATHAM, Pamela appointeddirector
- 2022-10-21➕STATHAM, Thomas William Arthur appointeddirector
- 2022-10-21📄incorporation-companyincorporation · NEWINC
Owner dependency
63/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- -4 active directors: Broader management team in place — suggests transferable governance.
- +Founder age: Director aged approximately 78 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
20/100
No succession signalNo meaningful acquirability indicators from public data.
SIGNALS
- primaryFamily succession underway: Not a takeover target — STATHAM, Arabella Lucy (same surname) appointed 2022-10-21. Pattern consistent with intra-family handover.
- primaryFounder aged 70+: Senior director is approximately 78 years old. Natural succession window is now.
Red flags
1 med ·Name changed recently
mediumName changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.
Evidence: 2025-04-01: certificate-change-of-name-company
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Neville John Statham Individual · British · DOB 04/1948 · age 78 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 21/10/2022 |
Mrs Pamela Statham Individual · British · DOB 06/1951 · age 75 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 21/10/2022 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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| ACORN GROUP PENSION ADMIN LTD→ 08535925 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| ADLIV SOLUTIONS LTD→ 05912801 · est 2006 · no financials extracted | — | — | — | — | 19y | — | — |
| ADVICE 4U FINANCIAL PLANNING LTD→ 09398231 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| ADVICEON... LTD→ 02024350 · est 1986 · no financials extracted | — | — | — | — | 39y | — | — |
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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
8 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
Incorporated2022-10-21
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers
Registered office
Units 4&5 Rockfield Business Park
Old Station Drive
Cheltenham
Glos
GL53 0AN
United Kingdom
Filing status
Accounts
Next due: 2026-07-31
Last made up to: 2024-10-31
Confirmation statement
Next due: 2026-11-03
Last: 2025-10-20
Officers (5 active · 0 resigned)
Active
STATHAM, Arabella Lucy→
Activedirector · ~45y · appointed 2022-10-21
View their other companies + combined net worth →
STATHAM, Neville John→
Activedirector · ~78y · appointed 2022-10-21
View their other companies + combined net worth →
STATHAM, Pamela→
Activedirector · ~75y · appointed 2022-10-21
View their other companies + combined net worth →
STATHAM, Thomas William Arthur→
Activedirector · ~42y · appointed 2022-10-21
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (20 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2025-10-20
memorandum-articles
incorporation · MA
2025-10-02
resolution
resolution · RESOLUTIONS
2025-10-02
capital-variation-of-rights-attached-to-shares
capital · SH10
2025-10-02
capital-name-of-class-of-shares
capital · SH08
2025-10-02
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-07-22
certificate-change-of-name-company
change-of-name · CERTNM
2025-04-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-25
accounts-with-accounts-type-dormant
accounts · AA
2024-07-19
change-person-secretary-company-with-change-date
officers · CH03
2024-03-08
change-person-secretary-company-with-change-date
officers · CH03
2024-03-08
change-person-director-company-with-change-date
officers · CH01
2024-03-07
change-person-director-company-with-change-date
officers · CH01
2024-03-07
change-person-director-company-with-change-date
officers · CH01
2024-03-07
change-person-director-company-with-change-date
officers · CH01
2024-03-07