ALBERT LODGE LIMITED

🌳Matureactive
03531229 · ltd · incorporated 1998-03-16
Investment thesis
Property vehicle with leveraged stack — refinance / partial-release angle.
Why interesting: Asset-backed; value largely in underlying property; lender engagement likely possible.
Why risky: Multiple lenders to manage; inter-creditor friction and partial-release cost possible.
🔒Estimated value
—
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Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
79/100
Strong
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What this business does
Primary activity: Other letting and operating of own or leased real estate
Sector: Real estate
Investor take
Pursue
Property-backed borrower with a 62-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 57/100. Strong seller-intent signal (70/100, director aged 62). 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 (73/100).

🏦

Refinance opportunity

6 live charges · 3 lenders · oldest 27.1y

35/100
too messy

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

  • · Oldest live charge is 27.1 years old — likely at or near maturity.
  • · 3 lenders named — inter-creditor friction likely.
  • · Legal-friction score 25/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (77/100)

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
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
6 charges (6/6 with lender, 6/6 with type)
90
Directors & officers
5 officers (2 active, 5 linked, 3 with DOB)
82
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
82 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
100
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Average employees0200

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

🔒Filing-note intelligence

2 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
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (32 events)Click to expand
  1. 2025-12-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-12-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-11-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2022-09-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2021-11-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2020-10-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2019-12-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2018-09-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2018-03-09
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  10. 2018-03-08
    🔒
    Charge registered #6
    Lender: Yorkshire Building Society Trading as Norwich & Peterborough Building Society
  11. 2017-12-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2016-11-17
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  13. 2016-04-05
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  14. 2016-04-05
    📄
    change-person-director-company-with-change-date
    officers · CH01
  15. 2015-07-29
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  16. 2015-06-04
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  17. 2015-05-29
    🔒
    Charge registered #5
    Lender: Yorkshire Building Society (Trading as Norwich & Peterborough Building Society)
  18. 2012-04-23
    🔒
    Charge registered #4
    Lender: Yorkshire Building Society (Trading as Norwich & Peterborough Building Society)
  19. 2012-04-23
    🔒
    Charge registered #3
    Lender: Yorkshire Building Society (Trading as Norwich & Peterborough Building Society)
  20. 2012-04-14
    🔓
    Charge satisfied #2
  21. 2012-04-14
    🔓
    Charge satisfied #1
  22. 2009-09-23
    ➖
    POOL, John Richard resigned
    secretary
  23. 2009-09-23
    ➖
    POOL, John Richard resigned
    director
  24. 1999-06-21
    🔒
    Charge registered #2
    Lender: National Westminster Bank PLC
  25. 1999-06-21
    🔒
    Charge registered #1
    Lender: National Westminster Bank PLC
  26. 1998-03-16
    🏢
    Company incorporated
    As ALBERT LODGE LIMITED
  27. 1998-03-16
    ➕
    POOL, Kate Beatrice appointed
    director
  28. 1998-03-16
    ➕
    POOL, Thomas Henry Boys appointed
    director
  29. 1998-03-16
    ➕
    POOL, John Richard appointed
    secretary
  30. 1998-03-16
    ➕
    BRISTOL LEGAL SERVICES LIMITED appointed
    corporate-nominee-secretary
  31. 1998-03-16
    ➖
    BRISTOL LEGAL SERVICES LIMITED resigned
    corporate-nominee-secretary
  32. 1998-03-16
    ➕
    POOL, John Richard appointed
    director

Owner dependency

84/100
Critical — business is the founder

The 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 28 years — deep operational knowledge concentrated in one person.
  • +Senior director age: Director aged approximately 62 — 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 candidate

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

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 62. Early succession window.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • primary20+ year tenure: Director in role 28 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 28 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

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

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Kate Beatrice Pool
Individual · British · DOB 08/1966 · age 60
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016
Thomas Henry Boys Pool
Individual · British · DOB 03/1964 · age 62
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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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.

See pricing →

Company details

Statusactive
Typeltd
Incorporated1998-03-16
Jurisdictionengland-wales
Primary SIC68209 — Other letting and operating of own or leased real estate

Registered office

Albert Lodge Victoria Square
Clifton
Bristol
BS8 4ET

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-04-02
Last: 2026-03-19

Officers (2 active · 3 resigned)

POOL, Kate Beatrice→
director · ~60y · appointed 1998-03-16
View their other companies + combined net worth →
Active
POOL, Thomas Henry Boys→
director · ~62y · appointed 1998-03-16
View their other companies + combined net worth →
Active
POOL, John Richard→
secretary · appointed 1998-03-16 · resigned 2009-09-23
Resigned
BRISTOL LEGAL SERVICES LIMITED→
corporate-nominee-secretary · appointed 1998-03-16 · resigned 1998-03-16
Resigned
POOL, John Richard→
director · ~99y · appointed 1998-03-16 · resigned 2009-09-23
Resigned

Click a director name to see their full track record across all companies.

Mortgages & charges

6
Total charges
4
Outstanding
2
Active lenders
Status:Lender:6 of 6 shown
TypeProperties
outstanding
Yorkshire Building Society Trading as Norwich & Peterborough Building Society
A registered charge2 properties08/03/2018—
outstanding
Yorkshire Building Society (Trading as Norwich & Peterborough Building Society)
A registered charge1 property29/05/2015—
outstanding
Yorkshire Building Society (Trading as Norwich & Peterborough Building Society)
Mortgage2 properties23/04/2012—
outstanding
Yorkshire Building Society (Trading as Norwich & Peterborough Building Society)
Floating charge1 property23/04/2012—
satisfied
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property21/06/199914/04/2012
satisfied
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property21/06/199914/04/2012
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (82 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-24
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-16
confirmation-statement-with-updates
confirmation-statement · CS01
2025-03-24
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-09-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-03-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-11-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-03-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-10-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-03-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-12-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-04-01