BRACKEN TRUST LIMITED

🌳Matureactive

03206048 · private-limited-guarant-nsc · incorporated 1996-05-31

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.

Opportunity decay

approaching window · 12-months

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

· Oldest live charge 5.1y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

83/100

Exceptional

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

What this business does

Primary activity: Other human health activities

Sector: Human health & social work

Investor take

Pursue

Active trading company with a 93-year-old founder — textbook succession opportunity.

Opportunity 83/100 (exceptional), bankability 80/100. Strong seller-intent signal (63/100, director aged 93). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

1 live charge · oldest 5.1y

65/100

clean up first

Refinance viable after a tidy-up — address the highlighted items first.

· Oldest live charge is 5.1 years old — likely at or near maturity.
· Single lender — cleanest path to refinance.
· Legal-friction score 28/100 — workable, but lender will want more DD.

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

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

Directors & officers

24 officers (11 active, 24 linked, 23 with DOB)

Ownership & PSC

No PSCs filed (unusual — worth investigating)

Director network

5 connected companies via shared directors

Filing history

120 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

Last 180 days

filing

• 1 officers

Counts from Companies House filing history.

Corporate timeline (59 events)Click to expand

2026-01-08
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-12-17
➕
JONES, Jackie appointed
director
2025-10-08
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-10-06
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-24
➖
ELLIS, Mai resigned
director
2025-05-29
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-05-13
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-05-13
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-10-24
➕
CRAVEN, Nicola appointed
director
2024-10-24
➕
GARFITT, Joy appointed
director
2024-10-24
➕
TATTERSALL, Toby appointed
director
2024-10-10
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-10-07
➖
THORN, Maurice Leslie resigned
director
2024-09-21
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-18
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-06-26
➖
GRIFFITHS, Lisa Parry resigned
director
2023-09-27
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-07-17
📄
change-person-director-company-with-change-date
officers · CH01
2023-07-04
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-07-03
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-04-06
➕
BRUCE, Fiona Margaret appointed
director
2023-04-06
➕
HOWELLS, Linda Caroline appointed
director
2023-03-16
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-03-06
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-01-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-01-09
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-12-20
➕
RUSSON, Howard Grant appointed
director
2022-12-08
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-10-06
➖
JONES, Gareth Emlyn, Cllr resigned
director
2022-07-08
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-10-22
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-10-14
➕
GRIFFITHS, Lisa Parry appointed
director
2021-07-06
➖
PARSONS, Susan resigned
director
2021-05-10
🔒
Charge registered #1
Lender: Wales Council for Voluntary Action
2019-02-11
➕
JONES, Gareth Emlyn, Cllr appointed
director
2019-02-11
➕
THORN, Maurice Leslie appointed
director
2017-11-07
➕
HICKS, Barry appointed
director
2017-10-03
➖
PALMER, Roy William resigned
secretary
2017-10-03
➖
PALMER, Roy William resigned
director
2017-07-31
➖
EVANS, Yvonne, Mrs. resigned
director
2015-03-23
➕
WARRICK, Stephanie, Dr appointed
director
2014-07-28
➖
LICHTENSTEIN, Hans Eugen, Doctor resigned
director
2013-07-18
➕
PARSONS, Susan appointed
director
2012-09-24
➖
JOHN, Christine resigned
director
2008-07-01
➕
EVANS, Yvonne, Mrs. appointed
director
2006-07-01
➕
ELLIS, Mai appointed
director
2006-06-07
➖
LICHTENSTEIN, Beryl Margaret resigned
director
2004-06-08
➕
OVIS, Simeon, Doctor appointed
director
2004-06-08
➖
LAWRENCE, Grace Jessie Louise resigned
director
2002-05-21
➕
JOHN, Christine appointed
director

Showing most recent 50 of 59 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

-11 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 28 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 93 — succession pressure is live.

Succession & seller-readiness

80/100

Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 93 years old. Natural succession window is now.
primary20+ year tenure: Director in role 28 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.)

🔒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 · Healthcare & medical · LD postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
BUTTONS NURSERY LIMITED→ 08861711 · est 2014 · no financials extracted	—	—	—	—	12y	—	—
CARLA RAPOPORT ART NETWORK CIC→ 15620651 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
DR MARIA LOVE LTD→ 13959196 · est 2022 · no financials extracted	—	—	—	—	4y	—	—
DR MAY AESTHETICS LIMITED→ 13111208 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
DYFED POWYS LOCAL MEDICAL COMMITTEE LIMITED→ 07768913 · est 2011 · no financials extracted	—	—	—	—	14y	—	—
DYFODOL POWYS FUTURES→ 06556066 · est 2008 · no financials extracted	—	—	—	—	18y	—	—
EAST RADNORSHIRE CARE LIMITED→ 04243987 · est 2001 · no financials extracted	—	—	—	—	24y	—	—
FIRE + ICE RECOVERY LIMITED→ 16721540 · est 2025 · no financials extracted	—	—	—	—	—	—	—
FRANK MEDFORD LTD→ 09505774 · est 2015 · no financials extracted	—	—	—	—	11y	—	—
FRV (FINAL RENDEZVOUS) CIC→ 16577004 · est 2025 · no financials extracted	—	—	—	—	—	—	—
GD HEALTH LTD→ 07983988 · est 2012 · no financials extracted	—	—	—	—	14y	—	—
HANNAHNASH LTD→ 14985096 · est 2023 · no financials extracted	—	—	—	—	2y	—	—

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

Typeprivate-limited-guarant-nsc

Incorporated1996-05-31

Jurisdictionengland-wales

Primary SIC86900 — Other human health activities

Registered office

Bracken Trust Ltd

Cefnllys Lane

Llandrindod Wells

Powys

LD1 5LJ

United Kingdom

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2026-07-23

Last: 2025-07-09