BRB WEALTH MANAGEMENT LIMITED
🌳Matureactive
02008303 · ltd · incorporated 1986-04-09
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
- · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
80/100
Exceptional
What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
PursueActive trading company with a 60-year-old founder — textbook succession opportunity.
Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (70/100, director aged 60). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
Data confidence
Overall: medium (56/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
13 officers (2 active, 13 linked, 9 with DOB)
84
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
126 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
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
80
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (37 events)Click to expand
- 2025-07-08📄accounts-with-accounts-type-smallaccounts · AA
- 2024-10-02📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-10-02📄change-person-director-company-with-change-dateofficers · CH01
- 2024-06-13📄accounts-with-accounts-type-smallaccounts · AA
- 2023-04-17📄accounts-with-accounts-type-smallaccounts · AA
- 2022-06-21📄accounts-with-accounts-type-smallaccounts · AA
- 2021-05-18📄accounts-with-accounts-type-smallaccounts · AA
- 2020-04-21📄accounts-with-accounts-type-smallaccounts · AA
- 2019-10-23📄appoint-person-director-company-with-name-dateofficers · AP01
- 2019-10-09➕HART, Hilary Dawn appointeddirector
- 2019-04-23📄accounts-with-accounts-type-smallaccounts · AA
- 2018-04-26📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2018-04-19📄accounts-with-accounts-type-smallaccounts · AA
- 2017-12-14📄resolutionresolution · RESOLUTIONS
- 2017-12-04📄capital-name-of-class-of-sharescapital · SH08
- 2017-10-16📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2017-10-16📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2017-10-10📄termination-director-company-with-name-termination-dateofficers · TM01
- 2017-10-04➖EVANS, David Anthony resigneddirector
- 2016-07-31➖WALSHAM, Timothy John resigneddirector
- 2015-07-31➖JACKSON, Samantha Louise resignedsecretary
- 2015-07-31➖JACKSON, Samantha Louise resigneddirector
- 2005-10-01➕WALSHAM, Timothy John appointeddirector
- 2004-06-02➖BENTLEY, Steven resigneddirector
- 2003-12-10➖HART, Neil Justin resignedsecretary
- 2003-12-10➕JACKSON, Samantha Louise appointedsecretary
- 2003-12-10➕JACKSON, Samantha Louise appointeddirector
- 2001-03-19➕HART, Neil Justin appointeddirector
- 2001-03-19➖FOREMAN, Jeremy Robin resignedsecretary
- 2001-03-19➕HART, Neil Justin appointedsecretary
- 2001-03-19➖BARNETT, Michael Alan resigneddirector
- 1997-05-12➕EVANS, David Anthony appointeddirector
- 1995-06-13➖BENTLEY, Steven resignedsecretary
- 1995-06-13➕FOREMAN, Jeremy Robin appointedsecretary
- 1994-06-18➖RAWLINSON, Kenneth William resigneddirector
- 1992-03-23➖WILD, Christopher John resigneddirector
- 1986-04-09🏢Company incorporatedAs BRB WEALTH MANAGEMENT LIMITED
Owner dependency
84/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Long-tenure founder: Senior director has been in place 25 years — deep operational knowledge concentrated in one person.
- +Senior director age: Director aged approximately 60 — approaching natural succession window.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
76/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 60. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- primary20+ year tenure: Director in role 25 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 40 years old and no new directors in the last 3 years — succession not yet being planned internally.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanNo 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 · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Neil Justin Hart Individual · British · DOB 09/1966 · age 60 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 04/10/2017 |
1 historic (ceased) PSC
- Delsec Limitedceased 04/10/2017· 75-100% shares · 75-100% voting · board control · 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
Active · Financial services · ST postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ACCELERATE FINANCIAL SOLUTIONS LTD→ 15706564 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AJRB LTD→ 12236968 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| AL CLAIMS VALIDATION SERVICES LTD→ 14143932 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ALVESTOKE FINANCE LIMITED→ 08443392 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| BELLAZENHEALTH LTD→ 16938160 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BH FINANCE LTD→ 11747139 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| BH HOLDINGS (STOKE ON TRENT) LIMITED→ 09203236 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| BRIAN MELLOR FINANCIAL SERVICES LIMITED→ 07495677 · est 2011 · no financials extracted | — | — | — | — | 15y | — | — |
| BROCTON IMAGING LIMITED→ 09999730 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| BROKER ZONE LTD→ 16626306 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| C M YOUNG FINANCIAL SERVICES LIMITED→ 08417221 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| C.C. INSURANCE SERVICES LTD.→ 02393713 · est 1989 · no financials extracted | — | — | — | — | 36y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 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
Incorporated1986-04-09
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers
Registered office
Bradwell House
16-18 King Street
Newcastle-Under-Lyme
Staffordshire
ST5 1EJ
United Kingdom
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-08-14
Last: 2025-07-31
Officers (2 active · 11 resigned)
HART, Hilary Dawn→
Activedirector · ~60y · appointed 2019-10-09
View their other companies + combined net worth →
HART, Neil Justin→
Activedirector · ~60y · appointed 2001-03-19
View their other companies + combined net worth →
BENTLEY, Steven→
Resignedsecretary · resigned 1995-06-13
FOREMAN, Jeremy Robin→
Resignedsecretary · appointed 1995-06-13 · resigned 2001-03-19
HART, Neil Justin→
Resignedsecretary · appointed 2001-03-19 · resigned 2003-12-10
JACKSON, Samantha Louise→
Resignedsecretary · appointed 2003-12-10 · resigned 2015-07-31
BARNETT, Michael Alan→
Resigneddirector · ~78y · resigned 2001-03-19
BENTLEY, Steven→
Resigneddirector · ~76y · resigned 2004-06-02
EVANS, David Anthony→
Resigneddirector · ~63y · appointed 1997-05-12 · resigned 2017-10-04
JACKSON, Samantha Louise→
Resigneddirector · ~58y · appointed 2003-12-10 · resigned 2015-07-31
RAWLINSON, Kenneth William→
Resigneddirector · ~83y · resigned 1994-06-18
WALSHAM, Timothy John→
Resigneddirector · ~54y · appointed 2005-10-01 · resigned 2016-07-31
WILD, Christopher John→
Resigneddirector · ~73y · resigned 1992-03-23
Click a director name to see their full track record across all companies.
Recent filings (126 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-08-14
accounts-with-accounts-type-small
accounts · AA
2025-07-08
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-10-02
change-person-director-company-with-change-date
officers · CH01
2024-10-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-08-05
accounts-with-accounts-type-small
accounts · AA
2024-06-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-08-08
accounts-with-accounts-type-small
accounts · AA
2023-04-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-08-01
accounts-with-accounts-type-small
accounts · AA
2022-06-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-08-03
accounts-with-accounts-type-small
accounts · AA
2021-05-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-08-05
accounts-with-accounts-type-small
accounts · AA
2020-04-21
appoint-person-director-company-with-name-date
officers · AP01
2019-10-23