BERWICK-UPON-TWEED PRESERVATION TRUST

🌳Matureactive

01912075 · private-limited-guarant-nsc · incorporated 1985-05-08

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.

Why now

Window steady · low confidence

Stable recent picture — watch for any upcoming trigger event.

What changed my view

Last 30 days

No material changes in the last 30 days.

Last 90 days

No snapshot from 90 days ago — start tracking from today.

Last 180 days

No snapshot from 180 days ago — start tracking from today.

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Jun 2025

Net worth

£4.98M

book net assets

Opportunity

80/100

Exceptional

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What this business does

Primary activity: Operation of historical sites and buildings and similar visitor attractions

Sector: Arts, entertainment & recreation

Investor take

Pursue

Asset-holding vehicle with a 77-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 77/100. Strong seller-intent signal (73/100, director aged 77). Share purchase looks the cleaner deal structure. 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 (65/100).

🏦

Refinance opportunity

5 live charges · 3 lenders · oldest 40.3y

35/100

too messy

Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.

· Oldest live charge is 40.3 years old — likely at or near maturity.
· 3 lenders named — inter-creditor friction likely.
· Legal-friction score 38/100 — workable, but lender will want more DD.

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

Lenders & charges

5 charges (5/5 with lender, 5/5 with type)

Directors & officers

27 officers (6 active, 27 linked, 19 with DOB)

Ownership & PSC

1 active PSC(s) of 2 total, 2 with control declared

Director network

6 connected companies via shared directors

Filing history

139 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

80/100Exceptional

PassWatchWorth a lookStrongExceptional

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

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.

Signals from accounts

Derived from iXBRL accounts · FRS 102

Positive net assets

Net assets £4,981,872

Net assets shrinking

Down £12,808 YoY

Cash YoY

-0%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£171k

~ YoY

Net Worth

£5.0m

~ YoY

Current Assets

£174k

~ YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102

Metric	2025-06-30	2024-06-30
Total assets	£4.98M	£4.99M
Current assets	£173.9k	£172.3k
Cash	£171.4k	£172.0k
Debtors	£2.5k	£287
Net assets	£4.98M	£4.99M

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

🔒Filing-note intelligence

4 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

filing

• 1 officers

Last 90 days

filing

• 1 officers

Last 180 days

filings

• 1 officers
• 1 accounts
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (69 events)Click to expand

2026-06-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-06-01
➕
DODDS, Mark Brian appointed
director
2026-03-26
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-03-31
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-11-25
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-11-22
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2024-11-22
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-11-15
➕
HESLOP, David appointed
director
2024-11-15
➖
BANKIER, Stuart resigned
secretary
2024-11-15
➖
BANKIER, Stuart Martin resigned
director
2023-12-04
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-11-25
➖
THOMPSON, John Neal resigned
director
2023-11-14
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-01-07
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-10-15
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-10-08
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2021-10-08
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2021-10-08
📄
change-person-director-company-with-change-date
officers · CH01
2021-10-08
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-10-08
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-10-08
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2021-10-08
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2021-10-01
➖
ANDREW, James Houston resigned
secretary
2021-10-01
➕
BANKIER, Stuart appointed
secretary
2021-10-01
➖
ANDREW, James Houston resigned
director
2021-10-01
➖
DOUGLAS, Ian Mayall resigned
director
2020-12-22
📄
appoint-person-director-company-with-name-date
officers · AP01
2020-12-07
➕
BANKIER, Stuart Martin appointed
director
2020-11-23
📄
appoint-person-director-company-with-name-date
officers · AP01
2020-11-18
➕
HAMILTON, Angus Rowlatt appointed
director
2019-10-11
➕
GALLICO, Michael Kenneth appointed
director
2019-05-14
➖
MAULE, Sabina Mary resigned
director
2015-06-22
➕
HARDIE, Christopher appointed
director
2015-06-22
➖
HOME-ROBERTSON, Georgina resigned
director
2013-11-29
🔓
Charge satisfied #5
2013-11-29
🔓
Charge satisfied #4
2013-11-29
🔓
Charge satisfied #3
2013-11-29
🔓
Charge satisfied #2
2012-10-29
➕
MAULE, Sabina Mary appointed
director
2012-06-25
➖
SIMMONS, John Edward resigned
director
2011-11-01
➖
FISKEN, Wenda Geraldine resigned
director
2010-03-01
➕
BUDZYNSKI, Christopher James appointed
director
2008-12-09
🔓
Charge satisfied #1
2005-10-10
➕
FISKEN, Wenda Geraldine appointed
director
2005-02-10
➕
THOMPSON, John Neal appointed
director
2004-04-06
➖
HERRIOT, James Robb Alan resigned
director
2003-04-03
➕
DOUGLAS, Ian Mayall appointed
director
2002-04-23
➖
MCCREATH, Ian Gordon resigned
director
2002-04-23
➖
SCOTT, Yvonne resigned
director
2002-04-23
➖
SMAIL, Derek James Richardson resigned
director

Showing most recent 50 of 69 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

-6 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 77 — 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 77 years old. Natural succession window is now.
secondary12+ year tenure: Director in role 16 years.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·

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.

Shareholders & ownership

1 active beneficial owner

Name	Shares	Voting rights	Nature of control	Notified
Mr Christopher Hardie Individual · British · DOB 10/1955 · age 71	—	—	sig. influencesignificant influence · trust interest	08/10/2021

1 historic (ceased) PSC

Mr Ian Mayall Douglasceased 01/10/2021· significant influence

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 →

Similar companies

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CAPERCAILLIE CRUISERS LIMITED→ SC245518 · est 2003	—	—	£127.1k	—	23y	82	69y
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LOYD & TOWNSEND-ROSE LIMITED→ SC191656 · est 1998	—	—	£3.3k	—	27y	82	67y
POT-A-DOODLE DO LIMITED→ 04652325 · est 2003	—	—	—	1100	23y	82	67y
BERWICK & DISTRICT RUGBY FOOTBALL FOUNDATION→ 05233736 · est 2004	—	—	—	0	21y	81	74y
BERWICK RUGBY FOOTBALL CLUB LIMITED→ 07034255 · est 2009	—	—	—	5	16y	81	65y
BERWICKSHIRE RECREATION EDUCATION SPORTS TRUST→ SC178735 · est 1997	—	—	—	1700	28y	81	71y
BORDERS BOOK FESTIVAL→ SC296476 · est 2006	—	—	£33.3k	—	20y	81	76y
HAWICK & BORDER CAR CLUB LIMITED→ SC108694 · est 1988	—	—	£25.8k	—	38y	81	78y
THE BILL MCLAREN FOUNDATION→ SC372026 · est 2010	—	—	£128.3k	—	16y	81	81y
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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.

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Company details

Statusactive

Typeprivate-limited-guarant-nsc

Incorporated1985-05-08

Jurisdictionengland-wales

Primary SIC91030 — Operation of historical sites and buildings and similar visitor attractions

Registered office

4 Quay Walls

Berwick-Upon-Tweed

Northumberland

TD15 1HB

Filing status

Accounts

Next due: 2027-03-31

Last made up to: 2025-06-30

Confirmation statement

Next due: 2026-11-22

Last: 2025-11-08