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.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
  • · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Aug 2024
Net worth
£56.0k
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. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -53% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: strategic trade sale (65/100).

Data confidence

Overall: high (80/100)

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

Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
38 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
70
Active, clean filings, stable charge profile.
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 · accounting standard not declared
Positive net assets
Net assets £55,992
Net assets shrinking
Down £25,116 YoY
Cash draining
Cash down 53% YoY
Cash YoY
-53%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£53k
↓ 53% YoY
Net Worth
£56k
↓ 31% YoY
Current Assets
£96k
↓ 32% YoY
Current Liabilities
—
£0£28k£56k£84k£112k£140kAug 2023Aug 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-08-312023-08-31
Total assets£80.9k£115.7k
Current assets£95.7k£140.1k
Cash£53.4k£114.9k
Debtors£42.3k£25.2k
Net assets£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
1
filing
  • • 1 confirmation-statement
Last 90 days
1
filing
  • • 1 confirmation-statement
Last 180 days
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
  1. 2025-05-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-05-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-08-14
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2022-05-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2021-08-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2021-03-09
    📄
    second-filing-of-confirmation-statement-with-made-up-date
    confirmation-statement · RP04CS01
  7. 2021-01-06
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  8. 2019-11-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2019-02-14
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  10. 2019-02-01
    ➖
    PARRIS, Anthony resigned
    director
  11. 2018-11-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2017-12-13
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  13. 2017-12-13
    📄
    change-person-director-company-with-change-date
    officers · CH01
  14. 2017-12-13
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  15. 2017-11-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2015-01-08
    ➕
    PARRIS, Anthony appointed
    director
  17. 2013-02-07
    🏢
    Company incorporated
    As HALO ASSIST LIMITED
  18. 2013-02-07
    ➕
    RUSSELL, Paul Daniel appointed
    director
  19. 2013-02-07
    ➕
    YATES, David Michael appointed
    director

Owner dependency

58/100
Moderate — manageable with handover

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

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.

Succession & seller-readiness

49/100
Moderate signal

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

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • 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
NameSharesVoting rightsNature of controlNotified
Mr David Michael Yates
Individual · British · DOB 04/1972 · age 54
50–75%
50–75%50-75% shares · 50-75% voting06/04/2016
Mr Paul Daniel Russell
Individual · British · DOB 07/1971 · age 55
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016

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 →

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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: 2026-05-31
Last made up to: 2024-08-31
Confirmation statement
Next due: 2027-02-10
Last: 2026-01-27

Officers (2 active · 1 resigned)

RUSSELL, Paul Daniel→
director · ~55y · appointed 2013-02-07
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 (38 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-05-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-05-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-08-14
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-05-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-02-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-08-17
confirmation-statement-with-updates
confirmation-statement · CS01
2021-06-01
second-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP04CS01
2021-03-09
confirmation-statement-with-updates
confirmation-statement · CS01
2021-03-02
change-account-reference-date-company-previous-extended
accounts · AA01
2021-01-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-05-11