JWR INVESTMENTS LIMITED

🌳Matureactive
SC432020 · ltd · incorporated 2012-09-06
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£9.70M
book net assets
Opportunity
79/100
Strong
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What this business does
Primary activity: Other business support service activities n.e.c.
Sector: Administrative & support services
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 79/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: high (81/100)

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
4 officers (3 active, 4 linked, 3 with DOB)
85
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
9 connected companies via shared directors
72
Filing history
48 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
75
Strong succession / seller-readiness signals.
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 £9,703,628
Cash YoY
+24%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£33k
↑ 24% YoY
Net Worth
£9.7m
↑ 3.5% YoY
Current Assets
—
Current Liabilities
—
£0£1.9m£3.9m£5.8m£7.8m£9.7mMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31
Cash£32.9k£26.5k
Net assets£9.70M£9.38M

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

🔒Filing-note intelligence

3 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
0
filings
Last 90 days
0
filings
Last 180 days
2
filings
  • • 1 accounts
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (22 events)Click to expand
  1. 2025-12-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-11-21
    📄
    capital-name-of-class-of-shares
    capital · SH08
  3. 2025-11-21
    📄
    memorandum-articles
    incorporation · MA
  4. 2025-11-21
    📄
    resolution
    resolution · RESOLUTIONS
  5. 2025-10-17
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  6. 2025-10-15
    ➖
    RAFFERTY, James Gerard resigned
    director
  7. 2025-07-08
    📍
    move-registers-to-registered-office-company-with-new-address
    address · AD04
  8. 2024-12-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2023-12-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2022-12-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2022-09-21
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  12. 2022-09-21
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  13. 2021-12-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2021-03-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2019-12-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2018-12-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2018-09-14
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  18. 2018-09-01
    ➕
    RAFFERTY, James Gerard appointed
    director
  19. 2012-09-06
    🏢
    Company incorporated
    As JWR INVESTMENTS LIMITED
  20. 2012-09-06
    ➕
    RAFFERTY, Angelina appointed
    secretary
  21. 2012-09-06
    ➕
    RAFFERTY, Angelina appointed
    director
  22. 2012-09-06
    ➕
    RAFFERTY, James William appointed
    director

Owner dependency

74/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Senior director age: Director aged approximately 63 — approaching natural succession window.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

69/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 14 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
Angelina Rafferty
Individual · British · DOB 05/1963 · age 63
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016
Mr James William Rafferty
Individual · British · DOB 08/1963 · age 63
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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£20.18M—100016y8365y
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£344.0k—130020y8376y
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£30.9k—2003y8348y
ADVANCE CONSTRUCTION GROUP LIMITED→
SC202571 · est 1999 · no financials extracted
————26y8368y
AMCOL SCOTLAND LIMITED→
SC162633 · est 1996 · no financials extracted
————30y8377y
BARR FACILITIES MANAGEMENT LIMITED→
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————31y8365y
FUL-TON FORKLIFTS LIMITED→
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——£452.9k—43y8381y
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——£228.0k—17y8361y
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——£508.0k—28y8363y
NEWMAINS COMMUNITY TRUST LTD→
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——£1.89M—15y8383y
ORAAM INVESTMENTS LIMITED→
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————22y8363y
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————22y8379y
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
Incorporated2012-09-06
Jurisdictionscotland
Primary SIC82990 — Other business support service activities n.e.c.

Registered office

52 Southburn Road
Airdrie
Lanarkshire
ML6 9AD

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-12-16
Last: 2025-12-02

Officers (3 active · 1 resigned)

RAFFERTY, Angelina→
secretary · appointed 2012-09-06
View their other companies + combined net worth →
Active
RAFFERTY, Angelina→
director · ~63y · appointed 2012-09-06
View their other companies + combined net worth →
Active
RAFFERTY, James William→
director · ~63y · appointed 2012-09-06
View their other companies + combined net worth →
Active
RAFFERTY, James Gerard→
director · ~39y · appointed 2018-09-01 · resigned 2025-10-15
Resigned

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

Recent filings (48 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-22
confirmation-statement-with-updates
confirmation-statement · CS01
2025-12-02
capital-name-of-class-of-shares
capital · SH08
2025-11-21
memorandum-articles
incorporation · MA
2025-11-21
resolution
resolution · RESOLUTIONS
2025-11-21
termination-director-company-with-name-termination-date
officers · TM01
2025-10-17
confirmation-statement-with-updates
confirmation-statement · CS01
2025-09-02
move-registers-to-registered-office-company-with-new-address
address · AD04
2025-07-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-20
confirmation-statement-with-updates
confirmation-statement · CS01
2024-09-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-21
confirmation-statement-with-updates
confirmation-statement · CS01
2023-09-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-22
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-09-21
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-09-21