HALO ASSIST LIMITED

🌳Matureactive

SC442224 · ltd · incorporated 2013-02-07

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.

Why now

Window steady · low confidence

Steady and tidy — no seller pressure yet. Approach only if an angle opens.

Opportunity decay

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

What changed my view

Last 30 days

No material changes in the last 30 days.

Last 90 days

No snapshot from 90 days ago — start tracking from today.

Last 180 days

No snapshot from 180 days ago — start tracking from today.

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Aug 2025

Net worth

£60.2k

book net assets

Opportunity

73/100

Strong

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What this business does

Primary activity: Non-life insurance

Sector: Financial & insurance

Investor take

Pursue

Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 73/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: high (86/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

3 years of iXBRL accounts extracted + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

4 officers (3 active, 4 linked, 4 with DOB)

Ownership & PSC

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

Director network

3 connected companies via shared directors

Filing history

45 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

73/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Some acquirability indicators.

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 £60,159

Cash YoY

+50%

Year on year

Key financials

3 years extracted from filed iXBRL accounts

Cash

£80k

↑ 50% YoY

Net Worth

£60k

↑ 7.4% YoY

Current Assets

£91k

↓ 4.6% YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-08-31	2024-08-31	2023-08-31
Total assets	£74.9k	£80.9k	£115.7k
Current assets	£91.3k	£95.7k	£140.1k
Cash	£80.3k	£53.4k	£114.9k
Debtors	£11.0k	£42.3k	£25.2k
Net assets	£60.2k	£56.0k	£81.1k

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

🔒Filing-note intelligence

2 signals 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

• 2 capital
• 1 incorporation
• 1 resolution

Last 180 days

filings

• 2 capital
• 1 incorporation
• 1 resolution

Counts from Companies House filing history.

Corporate timeline (22 events)Click to expand

2026-06-01
📄
capital-variation-of-rights-attached-to-shares
capital · SH10
2026-06-01
📄
capital-name-of-class-of-shares
capital · SH08
2026-05-29
📄
memorandum-articles
incorporation · MA
2026-05-29
📄
resolution
resolution · RESOLUTIONS
2026-05-29
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-05-29
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-05-28
➕
WILLIAMS, David appointed
director
2026-05-28
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-05-23
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-05-29
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-08-14
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-05-23
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-08-17
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-03-09
📄
second-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP04CS01
2021-01-06
📄
change-account-reference-date-company-previous-extended
accounts · AA01
2019-11-28
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-02-14
📄
termination-director-company-with-name-termination-date
officers · TM01
2019-02-01
➖
PARRIS, Anthony resigned
director
2015-01-08
➕
PARRIS, Anthony appointed
director
2013-02-07
🏢
Company incorporated
As HALO ASSIST LIMITED
2013-02-07
➕
RUSSELL, Paul Daniel appointed
director
2013-02-07
➕
YATES, David Michael appointed
director

Owner dependency

50/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

Succession & seller-readiness

43/100

Moderate signal

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

SIGNALS

secondary12+ year tenure: Director in role 13 years.
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 Paul Daniel Russell Individual · British · DOB 07/1971 · age 55	25–50%	25–50%	25-50% shares · 25-50% voting	06/04/2016
Mr David Michael Yates Individual · British · DOB 04/1972 · age 54	25–50%	25–50%	25-50% shares · 25-50% voting	06/04/2016

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 · G postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
@SIPP LIMITED→ SC217126 · est 2001	£37.09M £26.97M–£47.20M	£10.21M	—	6200	25y	85	62y
FLEET ALLIANCE LIMITED→ SC235634 · est 2002	£7.49M £5.45M–£9.53M	—	—	—	23y	82	61y
FORWARD ASSET FINANCE LIMITED→ SC337979 · est 2008	£1.02M £744.7k–£1.30M	—	—	500	18y	83	64y
COMMONWEALTH GAMES (SCOTLAND) ENDOWMENT FUND→ SC301214 · est 2006	£22.3k £16.2k–£28.3k	—	—	0	20y	83	66y
BLAIRSTON ENTERPRISES LIMITED→ SC368750 · est 2009	—	—	£2.38M	—	16y	83	72y
CALCLUTH & SANGSTER (INSURANCE BROKERS) LIMITED→ SC200273 · est 1999 · no financials extracted	—	—	—	—	26y	83	59y
FEMALE INDEPENDENT LTD.→ SC245607 · est 2003	—	—	£20.0k	—	23y	83	66y
HARRY SMITH, LIMITED→ SC008622 · est 1913	—	—	£1.66M	—	113y	83	58y
KELVIN SMITH (INSURANCE BROKERS) LIMITED→ SC301532 · est 2006	—	—	£3.48M	—	20y	83	63y
MORTGAGE ADVICE BROKERAGE LTD→ SC336489 · est 2008	—	—	—	1500	18y	83	58y
NITRON INVESTMENTS LIMITED→ SC047915 · est 1970	—	—	£431.4k	—	55y	83	80y
PENTA CAPITAL INVESTMENTS LIMITED→ SC277543 · est 2004 · no financials extracted	—	—	—	—	21y	83	64y

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

Incorporated2013-02-07

Jurisdictionscotland

Primary SIC65120 — Non-life insurance

Registered office

1st Floor 41 St. Vincent Place

Glasgow

G1 2ER

Scotland

Filing status

Accounts

Next due: 2027-05-31

Last made up to: 2025-08-31

Confirmation statement

Next due: 2027-02-10

Last: 2026-01-27

Officers (3 active · 1 resigned)

RUSSELL, Paul Daniel→

director · ~55y · appointed 2013-02-07

View their other companies + combined net worth →

Active

WILLIAMS, David→

director · ~45y · appointed 2026-05-28

View their other companies + combined net worth →

Active

YATES, David Michael→

director · ~54y · appointed 2013-02-07

View their other companies + combined net worth →

Active

PARRIS, Anthony→

director · ~53y · appointed 2015-01-08 · resigned 2019-02-01

Resigned

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

Recent filings (45 total)

capital-variation-of-rights-attached-to-shares

capital · SH10

2026-06-01

capital-name-of-class-of-shares

capital · SH08

2026-06-01

memorandum-articles

incorporation · MA

2026-05-29

resolution

resolution · RESOLUTIONS

2026-05-29

change-to-a-person-with-significant-control

persons-with-significant-control · PSC04

2026-05-29

appoint-person-director-company-with-name-date

officers · AP01

2026-05-29