BATH PRESERVATION TRUST LIMITED(THE)

🌳Matureactive

00294789 · private-limited-guarant-nsc · incorporated 1934-12-07

Investment thesis

Looks cheap but ownership + security both unclear — probable value trap.

Why interesting: Headline metrics may be attractive.

Why risky: No PSC visibility combined with multiple live charges; transacting likely slow and expensive.

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

75/100

Strong

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What this business does

Primary activity: Cultural education

Sector: Education

ALSO REGISTERED FOR

91020Museum activities

Investor take

Pursue

Active trading company with a 74-year-old founder — textbook succession opportunity.

Opportunity 75/100 (strong), bankability 57/100. Strong seller-intent signal (63/100, director aged 74). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 5 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (45/100).

🏦

Refinance opportunity

7 live charges · 5 lenders · oldest 50.3y

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 50.3 years old — likely at or near maturity.
· 5 lenders named — inter-creditor friction likely.
· Legal-friction score 48/100 (high).

Data confidence

Overall: low (50/100)

Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.

Company profile

address, 2 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

7 charges (7/7 with lender, 7/7 with type)

Directors & officers

85 officers (11 active, 85 linked, 79 with DOB)

Ownership & PSC

No PSCs filed (unusual — worth investigating)

Director network

4 connected companies via shared directors

Filing history

259 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

75/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Adequate — check latest filings for context.

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

Last 180 days

filings

Counts from Companies House filing history.

Corporate timeline (171 events)Click to expand

2025-10-08
📄
accounts-with-accounts-type-group
accounts · AA
2025-10-03
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-10-01
➕
MARCO-BURGUETE, Elena appointed
director
2025-08-01
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-07-19
➖
THORNTON, Victoria Jane Diane resigned
director
2025-04-22
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-04-08
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-04-08
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-04-08
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-04-08
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-04-08
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-04-04
➕
TREDWIN, Richard Nicholas appointed
director
2025-04-01
➕
ARTHURS, Kate appointed
director
2025-03-31
➖
ADERYN, Diane resigned
director
2025-03-31
➖
HAINES, Terry Bruce resigned
director
2025-03-31
➖
JOHNSTON, Colin resigned
director
2025-03-31
➖
MORRAY-JONES, Simon Robert Wyndham resigned
director
2025-01-13
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-01-13
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-01-01
➕
RICH, Geoffrey John appointed
director
2025-01-01
➕
SOBERS, Shawn Ezri Naphtali appointed
director
2024-07-31
📄
accounts-with-accounts-type-group
accounts · AA
2024-05-16
📄
change-person-director-company-with-change-date
officers · CH01
2024-01-14
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-12-31
➖
MARSHALL, Thomas Warwick resigned
director
2023-11-09
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-11-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-11-01
➕
SALOMON, Eve Coulter appointed
director
2023-10-31
➖
SHEPPARD, William Henry Thomas resigned
director
2023-07-21
📄
accounts-with-accounts-type-group
accounts · AA
2023-07-17
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-07-11
➖
DUNTON, Robert George Howard resigned
director
2023-06-13
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2023-06-09
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-06-02
➖
DUNFORD, Elizabeth Roberta Lucy resigned
director
2023-06-02
🔒
Charge registered #7
Lender: The Trustees of the National Heritage Memorial Fund
2023-05-11
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-05-02
➕
DUNFORD, Elizabeth Roberta Lucy appointed
director
2023-02-16
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-02-06
➕
GOODING, Julian Charles Dalmage appointed
director
2023-01-19
➕
SPEED-GRENFELL, Donna appointed
director
2023-01-19
➕
THOMAS MACGREGOR, Annabel Sarah appointed
director
2022-07-12
➖
FINCH, Julie resigned
director
2022-07-12
➖
HALL, David Charles resigned
director
2021-10-19
➖
HELLARD, Robert Alexander resigned
director
2021-07-15
➕
CREED, Douglas Alexander John appointed
director
2021-01-28
➖
JOHNSTON, Rachel Mary resigned
director
2020-06-29
➖
TAVERNOR, Robert William resigned
director
2019-07-04
➕
DUNTON, Robert George Howard appointed
director
2019-07-04
➕
HALL, David Charles appointed
director

Showing most recent 50 of 171 events

Owner dependency

55/100

Moderate — manageable with handover

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

FACTORS

-11 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 74 — succession pressure is live.

Succession & seller-readiness

60/100

Strong succession signal

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

SIGNALS

primaryFounder aged 70+: Senior director is approximately 74 years old. Natural succession window is now.

Red flags

1 low

7 live charges

low

Heavily leveraged with multiple live security positions — understand the capital structure before proceeding.

🔒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

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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.

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.

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Company details

Statusactive

Typeprivate-limited-guarant-nsc

Incorporated1934-12-07

Jurisdictionengland-wales

Primary SIC85520 — Cultural education

Registered office

1 Royal Crescent

Bath

BA1 2LR

Filing status

Accounts

Next due: 2026-10-31

Last made up to: 2025-01-31

Confirmation statement

Next due: 2026-09-29

Last: 2025-09-15