BECKETT FINANCIAL SERVICES LIMITED

🌳Matureactive

02190694 · ltd · incorporated 1987-11-10

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

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 27.4y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

83/100

Exceptional

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What this business does

Primary activity: Life insurance

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 67-year-old founder — textbook succession opportunity.

Opportunity 83/100 (exceptional), bankability 85/100. Strong seller-intent signal (63/100, director aged 67). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

1 live charge · oldest 27.4y

85/100

ready

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

· Oldest live charge is 27.4 years old — likely at or near maturity.
· Single lender — cleanest path to refinance.
· Legal-friction score 20/100 — clean.

Data confidence

Overall: medium (57/100)

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

Lenders & charges

1 charges (1/1 with lender, 1/1 with type)

Directors & officers

39 officers (8 active, 39 linked, 30 with DOB)

Ownership & PSC

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

Director network

3 connected companies via shared directors

Filing history

189 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

83/100Exceptional

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.

Recent activity

Last 30 days

filings

Last 90 days

filings

• 2 officers
• 1 confirmation-statement

Last 180 days

filings

• 2 officers
• 1 confirmation-statement
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (86 events)Click to expand

2026-04-07
📄
change-person-director-company-with-change-date
officers · CH01
2026-04-07
📄
change-person-director-company-with-change-date
officers · CH01
2025-12-11
📄
accounts-with-accounts-type-full
accounts · AA
2025-11-11
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-11-10
➕
WILLIAMS, Jennifer appointed
director
2025-08-12
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-08-11
➖
BRINKLEY-EVERARD, Ben resigned
director
2024-09-12
📄
accounts-with-accounts-type-full
accounts · AA
2023-10-13
📄
accounts-with-accounts-type-full
accounts · AA
2023-03-17
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-03-15
➕
GLOYNE, Tracey Ann appointed
director
2022-11-08
📄
accounts-with-accounts-type-full
accounts · AA
2022-11-01
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-10-31
➖
COUSINS, Andrew resigned
director
2022-03-31
📄
memorandum-articles
incorporation · MA
2022-03-31
📄
resolution
resolution · RESOLUTIONS
2022-03-17
📄
appoint-person-director-company-with-name-date
officers · AP01
2022-03-07
➕
HALL, Mark David appointed
director
2021-09-20
📄
accounts-with-accounts-type-full
accounts · AA
2021-04-14
📄
change-person-director-company-with-change-date
officers · CH01
2021-04-14
📄
change-person-director-company-with-change-date
officers · CH01
2021-04-14
📄
change-person-director-company-with-change-date
officers · CH01
2021-01-11
📄
accounts-with-accounts-type-full
accounts · AA
2020-08-10
📄
second-filing-of-director-appointment-with-name
officers · RP04AP01
2020-08-06
➕
COUSINS, Andrew appointed
director
2020-07-20
➖
PAYNE, Nicola Claire resigned
director
2020-04-01
➖
CARROLL, Valerie Anne resigned
director
2020-03-20
🔓
Charge satisfied #1
2018-11-20
➕
BIMG LIMITED appointed
corporate-secretary
2018-11-20
➖
WHITE, Ian James resigned
secretary
2018-10-01
➕
DELANEY, Lesley Karen appointed
director
2018-10-01
➕
WOOD, Gavin James appointed
director
2018-10-01
➖
AUSTERBERRY, Sally Ann resigned
director
2018-10-01
➖
BECKETT, Robert Charles resigned
director
2015-10-01
➕
BRINKLEY-EVERARD, Ben appointed
director
2015-04-22
➕
CARROLL, Valerie Anne appointed
director
2014-08-26
➖
HATFIELD, Henry Ian resigned
secretary
2014-08-26
➕
WHITE, Ian James appointed
secretary
2012-11-20
➕
WHITE, Ian James appointed
director
2012-11-15
➖
HINES, Timothy John resigned
director
2011-01-01
➕
PAYNE, Nicola Claire appointed
director
2010-09-21
➕
HINES, Timothy John appointed
director
2009-10-01
➖
BARNES, Christopher Leonard resigned
director
2009-10-01
➖
RYRIE, Benjamin Eustace resigned
director
2008-08-31
➖
BRYANT, Angela Joy resigned
director
2007-07-02
➖
WILSON, Geoff resigned
director
2007-07-01
➕
RYRIE, Benjamin Eustace appointed
director
2006-10-31
➕
HATFIELD, Henry Ian appointed
secretary
2006-10-31
➖
BURY COMPANY SERVICES LIMITED resigned
corporate-secretary
2006-07-25
➕
BARNES, Christopher Leonard appointed
director

Showing most recent 50 of 86 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

-7 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 32 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 67 — succession pressure is live.

Succession & seller-readiness

70/100

Strong succession signal

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

SIGNALS

primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
primary20+ year tenure: Director in role 32 years. Very long tenure is a classic succession signal.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

The Beckett Investment Management Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

The Beckett Investment Management Group Limited

Corporate parent · holds 75-100% shares · board control

ultimate parent

⬇

BECKETT FINANCIAL SERVICES LIMITED

This company · 02190694

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
The Beckett Investment Management Group Limited Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	06/04/2016

1 historic (ceased) PSC

Mr Robert Charles Beckettceased 21/01/2020· 50-75% shares

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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BLUE BUTTON LEGAL INDEMNITIES LTD→ 09980095 · est 2016 · no financials extracted	—	—	—	—	10y	—	—
BLUE OCEAN INVESTMENT CO LTD→ 03892808 · est 1999 · no financials extracted	—	—	—	—	26y	—	—
BOURTON VENTURES LTD→ 14609443 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
BRIDGE BARN LTD→ 08761775 · est 2013 · no financials extracted	—	—	—	—	12y	—	—
BRIGHT INFRASTRUCTURE LTD→ 13241011 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
BROADGATE FINANCIAL CONSULTING LTD→ 07146963 · est 2010 · no financials extracted	—	—	—	—	16y	—	—

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

Typeltd

Incorporated1987-11-10

Jurisdictionengland-wales

Primary SIC65110 — Life insurance

Registered office

Dettingen House

Dettingen Way

Bury St Edmunds

Suffolk

IP33 3TU

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2027-04-14

Last: 2026-03-31