CALDICOTT TRUST LIMITED

🌳Matureactive

00936838 · private-limited-guarant-nsc · incorporated 1968-08-07

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

74/100

Strong

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What this business does

Primary activity: Other education n.e.c.

Sector: Education

Investor take

Pursue

Active trading company with a 83-year-old founder — textbook succession opportunity.

Opportunity 74/100 (strong), bankability 57/100. Strong seller-intent signal (63/100, director aged 83). 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

14 live charges · 5 lenders · oldest 50.0y

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 50.0 years old — likely at or near maturity.
· 5 lenders named — inter-creditor friction likely.
· Legal-friction score 53/100 (high).

Data confidence

Overall: low (50/100)

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

Company profile

address, 1 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

14 charges (14/14 with lender, 14/14 with type)

Directors & officers

60 officers (13 active, 60 linked, 55 with DOB)

Ownership & PSC

No PSCs filed (unusual — worth investigating)

Director network

3 connected companies via shared directors

Filing history

216 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

74/100Strong

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

Some moderate concerns — review flags.

Signal strength

100

Good data coverage for analysis.

Recent activity

Last 30 days

filings

• 3 officers

Last 90 days

filings

• 3 officers

Last 180 days

filings

• 4 officers
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (136 events)Click to expand

2026-06-18
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-06-12
➖
JOHNSTON, Charlotte Patricia resigned
director
2026-06-01
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2026-06-01
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2026-04-03
➕
SPENS, Richard James appointed
secretary
2026-04-02
➖
VICKERS, Robin Patrick Hilton resigned
secretary
2026-03-15
📄
accounts-with-accounts-type-full
accounts · AA
2026-02-27
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-02-26
➕
LAND, William Martin Alistair appointed
director
2025-06-06
➕
ASPINALL, Samantha Helen appointed
director
2025-06-06
➕
JOHNSTON, Charlotte Patricia appointed
director
2025-06-06
📄
change-person-director-company-with-change-date
officers · CH01
2025-06-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-06-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-05-08
➖
MOULE, John Stuart resigned
director
2025-05-08
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-02-28
📄
accounts-with-accounts-type-full
accounts · AA
2025-02-06
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-02-05
➖
BROUGH, Catherine Jane resigned
director
2024-07-04
➖
RODDY, Victoria Mary resigned
director
2024-07-04
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-06-25
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-06-19
➕
TAHANY, Peter Killain appointed
director
2024-03-18
➕
CHALMERS, Brigid Clare appointed
director
2024-03-18
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-03-15
📄
accounts-with-accounts-type-full
accounts · AA
2023-07-17
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2023-07-17
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2023-07-17
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2023-07-12
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2023-07-12
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2023-07-04
🔒
Charge registered #14
Lender: Handelsbanken PLC
2023-07-04
🔒
Charge registered #13
Lender: Handelsbanken PLC
2023-07-04
🔒
Charge registered #12
Lender: Handelsbanken PLC
2023-07-04
🔒
Charge registered #11
Lender: Handelsbanken PLC
2023-07-04
🔒
Charge registered #10
Lender: Handelsbanken PLC
2022-12-30
📄
accounts-with-accounts-type-full
accounts · AA
2022-07-06
➖
PEEL, Victoria Sarah resigned
director
2019-06-06
➖
ROGERS, Christopher Charles Bevan resigned
director
2019-03-13
➖
METCALFE, Andrew Keith resigned
director
2019-02-27
➕
NEWTON, Jonathan David appointed
director
2019-02-27
➕
RODDY, Victoria Mary appointed
director
2019-02-14
➕
HIGGINS, Eugene Wayne appointed
director
2019-01-22
➕
BROUGH, Catherine Jane appointed
director
2019-01-10
➕
MURLEY, Anthony Jonathan appointed
director
2018-06-07
➖
CRANMER, Anita Margaret resigned
director
2017-11-23
➖
EVANS, Gerard John, Daniel resigned
director
2017-11-23
➖
HEYWOOD, Simon William resigned
director
2017-02-02
➕
HAMPSHIRE, Beverley Jane appointed
director
2017-02-02
➕
RANA, Manbhinder appointed
director

Showing most recent 50 of 136 events

Owner dependency

65/100

High — earn-out structure required

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

FACTORS

-12 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 17 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 83 — succession pressure is live.

Succession & seller-readiness

73/100

Strong succession signal

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

SIGNALS

primaryFounder aged 70+: Senior director is approximately 83 years old. Natural succession window is now.
secondary12+ year tenure: Director in role 17 years.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

2 med · 1 low

2 director resignations in last 12 months

medium

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

Evidence: VICKERS, Robin Patrick Hilton resigned 2026-04-02; JOHNSTON, Charlotte Patricia resigned 2026-06-12

Charge satisfaction-then-recreation pattern

medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

5 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

Active · Education & training · SL postcode area

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BASE ACADEMY LTD→ 17123145 · est 2026 · no financials extracted	—	—	—	—	—	—	—
BEE IN A TREE FOREST SCHOOL LTD→ 14865405 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
BEST FIRST AID LTD→ 13250292 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
BRIGHTPATH LEARNING HOME LTD→ 16905112 · est 2025 · no financials extracted	—	—	—	—	—	—	—
BRIGHTPATHENGLISH LTD→ 17120919 · est 2026 · no financials extracted	—	—	—	—	—	—	—
BUSY BUTTONS CORE→ 11724897 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
BWC ACADEMY LTD→ 14960443 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
CALEDONIAN ADVANCED PILOT TRAINING LIMITED→ 06550317 · est 2008 · no financials extracted	—	—	—	—	18y	—	—
CALM LITTLE MINDS LTD→ 14754814 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
CAPS TRAINING LIMITED→ 14044345 · est 2022 · no financials extracted	—	—	—	—	4y	—	—
CAREERS IN LTD→ 05699080 · est 2006 · no financials extracted	—	—	—	—	20y	—	—
CARGILL STATISTICAL CONSULTANCY LTD→ 08284508 · est 2012 · no financials extracted	—	—	—	—	13y	—	—

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

Incorporated1968-08-07

Jurisdictionengland-wales

Primary SIC85590 — Other education n.e.c.

Registered office

Caldicott School

Crown Lane

Farnham Royal

Bucks

SL2 3SL

Filing status

Accounts

Next due: 2027-04-30

Last made up to: 2025-07-31

Confirmation statement

Next due: 2026-09-26

Last: 2025-09-12