BATH & WEST COUNTIES PROPERTY TRUST LIMITED

🌳Matureactive
00337609 · ltd · incorporated 1938-03-07
Investment thesis
Property vehicle with a workable charge structure — clean refinance potential.
Why interesting: Asset-backed; value largely in underlying property; lender engagement likely possible.
Why risky: Dependent on title and valuation due diligence; standard property risks.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
  • · Oldest live charge 35.8y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£239.9k
book net assets
Opportunity
80/100
Exceptional
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What this business does
Primary activity: Buying and selling of own real estate
Sector: Real estate
ALSO REGISTERED FOR
  • 68209Other letting and operating of own or leased real estate
Investor take
Pursue
Asset-holding vehicle with a 86-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 85/100. Strong seller-intent signal (68/100, director aged 86). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

1 live charge · oldest 35.8y

85/100
ready

Refinance conversation should be productive — structure clean and timing right.

  • · Oldest live charge is 35.8 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: medium (79/100)

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

Company profile
address, 2 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
5 officers (3 active, 5 linked, 3 with DOB)
82
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
102 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation

Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.

Available from the Pro tier upwards.

See pricing →
Opportunity Score
80/100Exceptional
PassWatchWorth a lookStrongExceptional 

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 105 (micro)
Positive net assets
Net assets £239,901
Net assets shrinking
Down £351 YoY

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£240k
~ YoY
Current Assets
£250k
~ YoY
Current Liabilities
—
£0£50k£100k£150k£200k£250kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 105 (micro)
Metric2025-03-312024-03-31
Total assets£240.5k£240.6k
Current assets£250.3k£250.3k
Net assets£239.9k£240.3k

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

🔒Filing-note intelligence

1 signal 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
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (21 events)Click to expand
  1. 2025-12-22
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-12-27
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2023-12-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2022-12-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2021-12-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2021-03-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2019-12-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2018-12-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2017-12-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2016-12-31
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  11. 2016-01-21
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  12. 2016-01-11
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  13. 2015-01-15
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  14. 2015-01-15
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  15. 2014-01-22
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  16. 2008-11-21
    ➖
    CARDELLI, Grace Lewis June resigned
    director
  17. 1995-04-01
    ➕
    GWYNNE DAVIES, Ivor appointed
    secretary
  18. 1995-04-01
    ➖
    CARDELLI, Francesco Paolo resigned
    secretary
  19. 1994-03-29
    🔓
    Charge satisfied #1
  20. 1990-09-05
    🔒
    Charge registered #1
    Lender: National Westminster Bank PLC
  21. 1938-03-07
    🏢
    Company incorporated
    As BATH & WEST COUNTIES PROPERTY TRUST LIMITED

Owner dependency

73/100
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.
  • +Founder age: Director aged approximately 86 — succession pressure is live.

Succession & seller-readiness

76/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 86 years old. Natural succession window is now.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondaryStable-but-static management: Company is 88 years old and no new directors in the last 3 years — succession not yet being planned internally.

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

1 active beneficial owner
NameSharesVoting rightsNature of controlNotified
Mr Ivor Gwynne Davies
Individual · British · DOB 02/1957 · age 69
——sig. influencesignificant influence06/04/2016

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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14934664 · est 2023 · no financials extracted
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09695249 · est 2015 · no financials extracted
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BARNACK BUSINESS CENTRE LIMITED→
02223111 · est 1988 · no financials extracted
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BASSETS PROPERTY SERVICES LTD→
05040076 · est 2004 · no financials extracted
————22y——
BATSON PROPERTY HOLDINGS LTD→
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———————
BAXTERS ESTATES LTD→
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BEACH LIFE PROPERTY LIMITED→
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————6y——
BEACONSFIELD PROPERTY COMPANY LIMITED→
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————87y——
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

7 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
Incorporated1938-03-07
Jurisdictionengland-wales
Primary SIC68100 — Buying and selling of own real estate

Registered office

Green Hedges Studio Suite
Chalkcroft Lane
Penton Mewsey
Hampshire
SP11 0RQ

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-01-14
Last: 2025-12-31

Officers (3 active · 2 resigned)

GWYNNE DAVIES, Ivor→
secretary · appointed 1995-04-01
View their other companies + combined net worth →
Active
CARDELLI, Francesco Paolo→
director · ~86y
View their other companies + combined net worth →
Active
GWYNNE DAVIES, Ivor→
director · ~69y
View their other companies + combined net worth →
Active
CARDELLI, Francesco Paolo→
secretary · resigned 1995-04-01
Resigned
CARDELLI, Grace Lewis June→
director · ~89y · resigned 2008-11-21
Resigned

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

Mortgages & charges

1
Total charges
0
Outstanding
0
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
satisfied
National Westminster Bank
National Westminster Bank PLC
Mortgage debenture1 property05/09/199029/03/1994

Recent filings (102 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-16
accounts-with-accounts-type-micro-entity
accounts · AA
2025-12-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-29
accounts-with-accounts-type-micro-entity
accounts · AA
2024-12-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-15
accounts-with-accounts-type-micro-entity
accounts · AA
2023-12-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-23
accounts-with-accounts-type-micro-entity
accounts · AA
2022-12-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-01-25
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-03-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-02-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-01-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-12-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-01-15