BREWIN DOLPHIN HOLDINGS LIMITED

🌳Matureactive

02685806 · ltd · incorporated 1992-02-10

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

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

66/100

Strong

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch

What this business does

Primary activity: Activities of head offices

Sector: Professional, scientific & technical

Investor take

Pass (distressed without resilience)

Distressed active trading company — structural issues outweigh the discount.

Opportunity 66/100 (strong), bankability 77/100. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: strategic trade sale (63/100).

🏦

Refinance opportunity

8 live charges · 3 lenders · oldest 34.3y

35/100

too messy

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

· Oldest live charge is 34.3 years old — likely at or near maturity.
· 3 lenders named — inter-creditor friction likely.
· Legal-friction score 30/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (58/100)

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

8 charges (8/8 with lender, 8/8 with type)

Directors & officers

61 officers (5 active, 61 linked, 48 with DOB)

Ownership & PSC

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

Director network

5 connected companies via shared directors

Filing history

981 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

66/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Some acquirability indicators.

Risk profile

Some moderate concerns — review flags.

Signal strength

100

Good data coverage for analysis.

Recent activity

Last 30 days

filings

• 4 capital
• 1 insolvency
• 1 resolution

Last 90 days

filings

• 4 capital
• 1 insolvency
• 1 resolution

Last 180 days

filings

• 4 capital
• 1 insolvency
• 1 resolution

Counts from Companies House filing history.

Corporate timeline (154 events)Click to expand

2026-07-08
📄
capital-name-of-class-of-shares
capital · SH08
2026-06-26
📄
capital-statement-capital-company-with-date-currency-figure
capital · SH19
2026-06-26
📄
legacy
capital · SH20
2026-06-26
⚠️
legacy
insolvency · CAP-SS
2026-06-26
📄
resolution
resolution · RESOLUTIONS
2026-06-26
📄
capital-allotment-shares
capital · SH01
2026-05-05
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-01-29
📄
accounts-with-accounts-type-full
accounts · AA
2025-01-22
📄
accounts-with-accounts-type-full
accounts · AA
2024-12-06
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-11-30
➖
THOMAS, David John resigned
director
2024-11-08
📄
change-person-secretary-company-with-change-date
officers · CH03
2024-02-22
📄
accounts-with-accounts-type-full
accounts · AA
2023-06-01
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2023-06-01
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2023-05-31
➕
CONCANNON, Marg appointed
secretary
2023-05-31
➖
BRILL, Tiffany resigned
secretary
2023-04-27
📍
change-sail-address-company-with-old-address-new-address
address · AD02
2023-04-26
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2023-04-26
📍
move-registers-to-registered-office-company-with-new-address
address · AD04
2023-03-09
📄
change-account-reference-date-company-current-extended
accounts · AA01
2023-03-08
📄
accounts-with-accounts-type-group
accounts · AA
2023-02-13
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-02-03
➖
BOYLAN, Siobhan Geraldine resigned
director
2022-09-27
➕
BAILEY, David appointed
director
2022-09-27
➕
DIXON, Peter John appointed
director
2022-09-27
➕
PATEL, Ayesha Prakash Borthwick appointed
director
2022-09-27
➖
DEWAR, Ian resigned
director
2022-09-27
➖
FERRY, Charles Edward resigned
director
2022-09-27
➖
HALL, Joanna Rosalie resigned
director
2022-09-27
➖
KELLARD, Michael John resigned
director
2022-09-27
➖
MONKS, David Phillip resigned
director
2022-09-27
➖
PUREWAL, Parwinder Singh resigned
director
2022-09-27
➖
STRAUSS, Toby Emil resigned
director
2022-09-27
➖
TAYLOR, Caroline Helen resigned
director
2022-09-27
➕
THOMAS, David John appointed
director
2021-06-16
➕
HALL, Joanna Rosalie appointed
director
2021-05-12
➕
PUREWAL, Parwinder Singh appointed
director
2021-03-17
➕
FERRY, Charles Edward appointed
director
2021-02-05
➖
MILLER, Simon Edward Callum resigned
director
2021-02-05
➖
SHAILER, Kathleen Mary resigned
director
2021-02-05
➕
STRAUSS, Toby Emil appointed
director
2020-11-13
➖
RIGO, Simonetta resigned
director
2020-06-15
➕
BEER, Robin appointed
director
2020-06-14
➖
NICOL, David Richardson resigned
director
2020-02-10
➕
MONKS, David Phillip appointed
director
2019-10-09
➖
WILSON, Paul resigned
director
2019-03-04
➕
BOYLAN, Siobhan Geraldine appointed
director
2018-06-06
➕
RIGO, Simonetta appointed
director
2018-05-16
➖
WESTENBERGER, Andrew Thomas Karl resigned
director

Showing most recent 50 of 154 events

Owner dependency

40/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-4 active directors: Broader management team in place — suggests transferable governance.

Succession & seller-readiness

40/100

Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS

secondaryStable-but-static management: Company is 34 years old and no new directors in the last 3 years — succession not yet being planned internally.

Red flags

1 high · 1 med ·

1 insolvency-related filing on record

high

Filings relating to insolvency, liquidation, or administration exist in the company's history. Review before proceeding.

Evidence: 2026-06-26: legacy

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.

Group structure

Rbc Wealth Management (Jersey) Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Rbc Wealth Management (Jersey) Holdings Limited

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

ultimate parent

⬇

BREWIN DOLPHIN HOLDINGS LIMITED

This company · 02685806

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
Rbc Wealth Management (Jersey) Holdings Limited Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control · firm interest	27/09/2022

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 · Professional services · EC postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
AKT II LIMITED→ 07500271 · est 2011 · no financials extracted	—	—	—	—	15y	—	—
ALAN COWPER LTD→ 12186535 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
ALANICHI LIMITED→ 09885089 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
ALANTIS HOLDINGS LTD→ 11343408 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
ALARIS CONSULTING LTD→ 16734346 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ALASTAIR SOLUTION LTD→ 16275686 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
ALASTOR ASSET MANAGEMENT LTD→ 11960629 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
ALBANY PEAK LIMITED→ 13186083 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
ALBANY RECRUITMENT LTD→ 16934436 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ALBATROS LTD→ 15658485 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
ALBATROSS DEVELOPMENT LIMITED→ 06480085 · est 2008 · no financials extracted	—	—	—	—	18y	—	—
ALBERA & ASSOCIATES LAW FIRM LIMITED→ 12312110 · est 2019 · no financials extracted	—	—	—	—	6y	—	—

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

Incorporated1992-02-10

Jurisdictionengland-wales

Primary SIC70100 — Activities of head offices

Registered office

100 Bishopsgate

London

EC2N 4AA

England

Filing status

Accounts

Next due: 2027-07-31

Last made up to: 2025-10-31

Confirmation statement

Next due: 2027-05-06

Last: 2026-04-22