STEVENSON ASSOCIATES LTD

💤Zombieactive
NI669669 · ltd · incorporated 2020-05-26
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£230.9k
book net assets
Opportunity
71/100
Strong
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What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 71/100 (strong), bankability 75/100. 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).

Data confidence

Overall: medium (76/100)

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
2 officers (2 active, 2 linked, 1 with DOB)
80
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
71/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
65
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Positive net assets
Net assets £230,879
Cash YoY
+6%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£434k
↑ 6.0% YoY
Net Worth
£231k
↑ 21% YoY
Current Assets
£658k
↓ 14% YoY
Current Liabilities
—
£0£153k£305k£458k£611k£763kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Total assets£230.9k£190.0k
Current assets£657.9k£763.4k
Cash£433.6k£408.9k
Debtors£224.3k£354.5k
Net assets£230.9k£190.0k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
  • • 1 address
Counts from Companies House filing history.
Corporate timeline (18 events)Click to expand
  1. 2025-11-24
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  2. 2025-10-20
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  3. 2024-12-20
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  4. 2024-06-06
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  5. 2024-06-06
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  6. 2023-08-17
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2023-08-15
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  8. 2023-01-11
    📄
    appoint-person-secretary-company-with-name-date
    officers · AP03
  9. 2022-12-22
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  10. 2022-12-19
    ➕
    STEVENSON, Naomi appointed
    secretary
  11. 2022-02-03
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  12. 2022-01-14
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  13. 2022-01-14
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  14. 2021-11-24
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  15. 2020-06-14
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  16. 2020-05-26
    🏢
    Company incorporated
    As STEVENSON ASSOCIATES LTD
  17. 2020-05-26
    ➕
    STEVENSON, Andrew appointed
    director
  18. 2020-05-26
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

95/100
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
  • +Sole director: Only one active director — all governance concentrated on one person.
  • +Founder name in company name: Company name contains director surname "STEVENSON" — strong identity link between founder and business.
  • +No director turnover: Company is 6 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

45/100
Moderate signal

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

SIGNALS
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.

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
NameSharesVoting rightsNature of controlNotified
Mr Andrew Stevenson
Individual · British · DOB 08/1972 · age 54
50–75%
50–75%board control50-75% shares · 50-75% voting · board control26/05/2020
Mrs Naomi Stevenson
Individual · British · DOB 01/1972 · age 54
25–50%
—25-50% shares30/03/2024

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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——£178.8k—40y8364y
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————12y——
Peers ranked by estimated value, then turnover, then opportunity score.See all →
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Company details

Statusactive
Typeltd
Incorporated2020-05-26
Jurisdictionnorthern-ireland
Primary SIC66220 — Activities of insurance agents and brokers

Registered office

162b Lisburn Road
Belfast
Antrim
BT9 6AL
Northern Ireland

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-06-08
Last: 2025-05-25

Officers (2 active · 0 resigned)

STEVENSON, Naomi→
secretary · appointed 2022-12-19
View their other companies + combined net worth →
Active
STEVENSON, Andrew→
director · ~54y · appointed 2020-05-26
View their other companies + combined net worth →
Active

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

Recent filings (20 total)

change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-11-24
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-10-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-05
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-12-20
confirmation-statement-with-updates
confirmation-statement · CS01
2024-06-07
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-06-06
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-06-06
accounts-with-accounts-type-micro-entity
accounts · AA
2023-08-17
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-08-15
confirmation-statement-with-updates
confirmation-statement · CS01
2023-06-07
appoint-person-secretary-company-with-name-date
officers · AP03
2023-01-11
accounts-with-accounts-type-dormant
accounts · AA
2022-12-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-05-26
accounts-with-accounts-type-dormant
accounts · AA
2022-02-03
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-01-14