LINCOLN DIOCESAN TRUST AND BOARD OF FINANCE LIMITED

🌳Matureactive

00097256 · private-limited-guarant-nsc · incorporated 1908-03-17

Investment thesis

Property vehicle with leveraged stack — refinance / partial-release angle.

Why interesting: Asset-backed; value largely in underlying property; lender engagement likely possible.

Why risky: Multiple lenders to manage; inter-creditor friction and partial-release cost possible.

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

77/100

Strong

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What this business does

Primary activity: Buying and selling of own real estate

Sector: Real estate

ALSO REGISTERED FOR

88990Other social work activities without accommodation n.e.c.
94910Activities of religious organisations

Investor take

Pursue

Strong opportunity: property-backed borrower with strong profile and acceptable with review structure.

Opportunity 77/100 (strong), bankability 62/100. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (45/100).

🏦

Refinance opportunity

4 live charges · 3 lenders · oldest 46.9y

25/100

too messy

Structure is too messy for a clean refinance right now — clean up first or expect bespoke terms.

· Oldest live charge is 46.9 years old — likely at or near maturity.
· 3 lenders named — inter-creditor friction likely.
· Legal-friction score 48/100 (high).

Data confidence

Overall: medium (58/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 3 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

4 charges (4/4 with lender, 4/4 with type)

Directors & officers

100 officers (22 active, 100 linked, 91 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

5 connected companies via shared directors

Filing history

390 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

77/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

• 2 officers
• 1 confirmation-statement

Last 180 days

filings

• 5 officers
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (187 events)Click to expand

2026-05-22
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-05-14
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-05-12
➕
BURGESS, Jean Ann, Rt Revd appointed
director
2026-03-23
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-02-14
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-01-28
➕
ROBERTSHAW, Eleanor Elizabeth Mary, The Ven appointed
director
2026-01-16
➖
BUXTON, Alyson Christina, The Revd resigned
director
2026-01-05
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-12-23
➕
DAY, Philip David appointed
director
2025-12-05
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-11-22
➕
SARVANANTHAN, Sudharshan, The Revd Canon appointed
director
2025-10-01
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-10-01
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-10-01
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-09-10
➖
ALLAIN CHAPMAN, Justine Penelope Heathcote, Ven Dr resigned
director
2025-07-31
➖
COURT, David Eric, Bishop resigned
director
2025-07-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-07-08
➕
CUMMINS, Pauline Dahlia, The Revd appointed
director
2025-05-28
📄
accounts-with-accounts-type-full
accounts · AA
2025-01-28
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-01-20
➕
WARRICK, Alison Mary appointed
director
2025-01-16
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-01-15
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2025-01-15
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2025-01-01
➕
HOLMES, Andrew Stephen appointed
secretary
2024-12-31
➖
DADSWELL, David Ian, The Revd resigned
secretary
2024-12-03
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-10-03
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-10-02
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-10-02
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-09-24
➕
JONES, Simon Matthew, Very Revd appointed
director
2024-09-24
➖
BROWN, Nicholas James Watson, The Revd Canon Dr resigned
director
2024-05-14
📄
accounts-with-accounts-type-full
accounts · AA
2024-05-13
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-05-10
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-04-27
➕
TANNOCK, James Drinnan Thom, Dr appointed
director
2024-01-12
➕
BROWN, Nicholas James Watson, The Revd Canon Dr appointed
director
2023-11-30
➕
CONWAY, Stephen David, Bishop appointed
director
2023-11-18
➕
DONN, Julie, The Revd appointed
director
2023-11-18
➕
TAYLOR, Martyn Andrew Nicholas, The Revd Canon appointed
director
2023-11-18
➖
COULTER, Russell resigned
director
2023-05-03
➕
BREWSTER, Paul David appointed
director
2023-05-01
➖
CONWAY, Stephen David, Bishop resigned
director
2022-11-19
➖
BAYES, Richard Edward resigned
director
2022-07-16
➕
HESKINS, Rachel, Revd appointed
director
2022-01-01
➕
CONWAY, Stephen David, Bishop appointed
director
2021-11-20
➕
DAVIE, Paul Charles Christopher appointed
director
2021-11-20
➖
ARNOLD, Paul James resigned
director
2021-11-20
➖
BROWN, Nicholas James Watson, The Revd Canon Dr resigned
director
2021-09-25
➕
BREWIN, Ruth appointed
director

Showing most recent 50 of 187 events

Owner dependency

55/100

Moderate — manageable with handover

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

FACTORS

-21 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 76 — succession pressure is live.

Succession & seller-readiness

65/100

Strong succession signal

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

SIGNALS

primaryFounder aged 70+: Senior director is approximately 76 years old. Natural succession window is now.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·

3 director resignations in last 12 months

medium

Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.

Evidence: ALLAIN CHAPMAN, Justine Penelope Heathcote, Ven Dr resigned 2025-09-10; BUXTON, Alyson Christina, The Revd resigned 2026-01-16; COURT, David Eric, Bishop resigned 2025-07-31

Group structure

Lincoln Diocesan Synod holds 25-50% — a significant corporate investor but not a controlling parent.

🏛️

Lincoln Diocesan Synod

Corporate parent · board control

⬇

LINCOLN DIOCESAN TRUST AND BOARD OF FINANCE LIMITED

This company · 00097256

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner

Name	Shares	Voting rights	Nature of control	Notified
Lincoln Diocesan Synod Corporate entity	—	—	board controlboard control	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 →

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ALL LETTINGS LIMITED→ 13161716 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
ALLENS CORPORATE ESTATES LTD→ 11069164 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
ALMOND FINANCIAL PROPERTY HOLDINGS LTD→ 16421261 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ALPHA GLASS (SOUTHEND) LIMITED→ 01377354 · est 1978 · no financials extracted	—	—	—	—	47y	—	—
AMANAH PROPERTY VENTURES LTD→ 16099715 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
AMEEVER PROPERTIES LIMITED→ 11581989 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
AMESDALE LIMITED→ 03766328 · est 1999 · no financials extracted	—	—	—	—	26y	—	—
AMG PROPERTY SERVICES LINCOLN LTD→ 15870948 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
ANDREW KNOWLES PROPERTY INVESTMENT LIMITED→ 13717187 · est 2021 · no financials extracted	—	—	—	—	4y	—	—

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.

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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.

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Company details

Statusactive

Typeprivate-limited-guarant-nsc

Incorporated1908-03-17

Jurisdictionengland-wales

Primary SIC68100 — Buying and selling of own real estate

Registered office

Edward King House

Minster Yard

Lincoln

LN2 1PU

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2027-05-23

Last: 2026-05-09