BATEMAN WEALTH MANAGEMENT LIMITED

💤Zombieactive

03875327 · ltd · incorporated 1999-11-11

Investment thesis

Zombie company — trading but stalled; unlikely mover.

Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.

Why risky: No growth signal; thin margin for error on price.

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Sept 2025

Net worth

£484.6k

book net assets

Opportunity

80/100

Exceptional

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

ALSO REGISTERED FOR

82990Other business support service activities n.e.c.

Investor take

Pursue

Asset-holding vehicle with a 75-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 75). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (78/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 2 SIC codes, incorporation date

100

Financials

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

4 officers (2 active, 4 linked, 2 with DOB)

Ownership & PSC

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

Director network

2 connected companies via shared directors

Filing history

64 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

80/100Exceptional

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

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Positive net assets

Net assets £484,589

Cash YoY

+20%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£247k

↑ 20% YoY

Net Worth

£485k

↑ 7.0% YoY

Current Assets

£289k

↑ 12% YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-09-30	2024-09-30
Total assets	£484.6k	£452.9k
Current assets	£289.2k	£259.3k
Cash	£246.6k	£204.9k
Debtors	£42.6k	£54.4k
Net assets	£484.6k	£452.9k

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

filings

Last 90 days

filing

• 1 accounts

Last 180 days

filing

• 1 accounts

Counts from Companies House filing history.

Corporate timeline (22 events)Click to expand

2026-03-11
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-03-31
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-04-30
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-04-25
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-05-31
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-04-14
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-08-25
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-06-27
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2018-05-04
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2017-07-20
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2016-03-08
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2016-01-07
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2015-09-07
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2015-06-29
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2014-11-20
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
1999-11-11
🏢
Company incorporated
As BATEMAN WEALTH MANAGEMENT LIMITED
1999-11-11
➕
BATEMAN, Elaine appointed
secretary
1999-11-11
➕
BATEMAN, Richard Lionel appointed
director
1999-11-11
➕
BREWER, Suzanne appointed
nominee-secretary
1999-11-11
➖
BREWER, Suzanne resigned
nominee-secretary
1999-11-11
➕
BREWER, Kevin, Dr appointed
nominee-director
1999-11-11
➖
BREWER, Kevin, Dr resigned
nominee-director

Owner dependency

100/100

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

+Sole director: Only one active director — all governance concentrated on one person.
+Founder name in company name: Company name contains director surname "BATEMAN" — strong identity link between founder and business.
+Long-tenure founder: Senior director has been in place 27 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 75 — succession pressure is live.

Succession & seller-readiness

100/100

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 75 years old. Natural succession window is now.
primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
primary20+ year tenure: Director in role 27 years. Very long tenure is a classic succession signal.
secondaryStable-but-static management: Company is 27 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

clean

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

Shareholders & ownership

2 active beneficial owners

Name	Shares	Voting rights	Nature of control	Notified
Mr Richard Lionel Bateman Individual · British · DOB 06/1951 · age 75	25–50%	25–50%	25-50% shares · 25-50% voting	06/04/2016
Mrs Elaine Bateman Individual · British · DOB 09/1951 · age 75	25–50%	25–50%	25-50% shares · 25-50% voting	06/04/2016

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 · PL postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
ACBA LTD→ 07399493 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
ACCOLADE EDUCATION EQUIPMENT LEASING LIMITED→ 15187570 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ACCOLADE EDUCATION FINANCIAL INVESTMENTS LIMITED→ 15187606 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ACCOLADE FINANCE INVESTMENTS LIMITED→ 14383658 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
ALLSHORE ASSOCIATES LIMITED→ 10637483 · est 2017 · no financials extracted	—	—	—	—	9y	—	—
APPLEGATE INSURANCE CONSULTANTS LIMITED→ 03366485 · est 1997 · no financials extracted	—	—	—	—	28y	—	—
ASCOUGH MANAGEMENT SERVICES LIMITED→ 01402655 · est 1978 · no financials extracted	—	—	—	—	47y	—	—
ASK ELLIOTT LTD→ 12498543 · est 2020 · no financials extracted	—	—	—	—	6y	—	—
AX5 SECURITY SERVICES LTD→ 16213048 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
B H INSOLVENCY LIMITED→ 12102004 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
BALANCE FOR BUSINESS LTD→ 07401203 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
BATESMILLFIELD FINANCIAL PLANNING (SW) LIMITED→ 06003309 · est 2006 · no financials extracted	—	—	—	—	19y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

8 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

Incorporated1999-11-11

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Scawns House

Menheniot

Liskeard

Cornwall

PL14 3QP

Filing status

Accounts

Next due: 2027-06-30

Last made up to: 2025-09-30

Confirmation statement

Next due: 2026-11-18

Last: 2025-11-04

Officers (2 active · 2 resigned)

BATEMAN, Elaine→

secretary · appointed 1999-11-11

View their other companies + combined net worth →

Active

BATEMAN, Richard Lionel→

director · ~75y · appointed 1999-11-11

View their other companies + combined net worth →

Active

BREWER, Suzanne→

nominee-secretary · appointed 1999-11-11 · resigned 1999-11-11

Resigned

BREWER, Kevin, Dr→

nominee-director · ~74y · appointed 1999-11-11 · resigned 1999-11-11

Resigned

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