BRISTOL PENSIONS MANAGEMENT LIMITED

🌳Matureactive
04124994 · ltd · incorporated 2000-12-13
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
—
year to Jun 2025
Net worth
—
book net assets
Opportunity
80/100
Exceptional
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch
What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Active trading company with a 67-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 67). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (79/100)

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
Confirmed no charges registered
85
Directors & officers
7 officers (2 active, 7 linked, 3 with DOB)
79
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
82 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
PassWatchWorth a lookStrongExceptional 

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
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£0Jun 2024Jun 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-06-302024-06-30

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

🔒Filing-note intelligence

1 signal 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
4
filings
  • • 1 resolution
  • • 1 incorporation
  • • 1 address
Last 180 days
5
filings
  • • 1 resolution
  • • 1 incorporation
  • • 1 address
Counts from Companies House filing history.
Corporate timeline (28 events)Click to expand
  1. 2026-04-27
    📄
    resolution
    resolution · RESOLUTIONS
  2. 2026-04-27
    📄
    memorandum-articles
    incorporation · MA
  3. 2026-04-01
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  4. 2026-03-31
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  5. 2026-03-20
    ➖
    ROBINSON, Patricia Margaret resigned
    secretary
  6. 2026-03-19
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2025-03-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2024-04-26
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  9. 2024-04-20
    ➕
    ROBINSON, Patricia Margaret appointed
    director
  10. 2024-03-27
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2023-03-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2022-03-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2021-03-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2020-03-05
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2019-03-11
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2018-03-07
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2017-10-13
    📄
    appoint-person-secretary-company-with-name-date
    officers · AP03
  18. 2017-10-09
    ➕
    ROBINSON, Patricia Margaret appointed
    secretary
  19. 2014-05-15
    ➖
    CHEETHAM, Alan resigned
    secretary
  20. 2014-05-15
    ➖
    CHEETHAM, Alan resigned
    director
  21. 2000-12-13
    🏢
    Company incorporated
    As BRISTOL PENSIONS MANAGEMENT LIMITED
  22. 2000-12-13
    ➕
    ROBINSON, Steven James appointed
    director
  23. 2000-12-13
    ➕
    CHEETHAM, Alan appointed
    secretary
  24. 2000-12-13
    ➕
    CFL SECRETARIES LIMITED appointed
    corporate-nominee-secretary
  25. 2000-12-13
    ➖
    CFL SECRETARIES LIMITED resigned
    corporate-nominee-secretary
  26. 2000-12-13
    ➕
    CHEETHAM, Alan appointed
    director
  27. 2000-12-13
    ➕
    CFL DIRECTORS LIMITED appointed
    corporate-nominee-director
  28. 2000-12-13
    ➖
    CFL DIRECTORS LIMITED resigned
    corporate-nominee-director

Owner dependency

91/100
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 26 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 67 — succession pressure is live.
  • +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
  • primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • primary20+ year tenure: Director in role 26 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.)

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Steven James Robinson
Individual · British · DOB 06/1959 · age 67
50–75%
50–75%board control50-75% shares · 50-75% voting · board control06/04/2016
Mrs Patricia Margaret Robinson
Individual · British · DOB 04/1960 · age 66
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.

🔒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 · BS postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
CAPITAL EQUIPMENT FINANCE LTD→
09264050 · est 2014 · no financials extracted
————11y——
CARDIFF UNIVERSITY PENSION FUND TRUSTEE LIMITED→
16886100 · est 2025 · no financials extracted
———————
CENTIVA CAPITAL UK LTD→
12306117 · est 2019 · no financials extracted
————6y——
CF GENERAL PARTNER LIMITED→
12025521 · est 2019 · no financials extracted
————6y——
CGL CONSULTING GROUP LTD→
16767287 · est 2025 · no financials extracted
———————
CHALLENGER FINANCIAL ADVISERS LIMITED→
17038611 · est 2026 · no financials extracted
———————
CJ HOLE FINANCIAL SERVICES LTD→
16102317 · est 2024 · no financials extracted
————1y——
CLEARORBIT LIMITED→
05457469 · est 2005 · no financials extracted
————20y——
CLEEVE FINANCIAL PLANNING LIMITED→
12056508 · est 2019 · no financials extracted
————6y——
CLIFTON COMPLIANCE SERVICES LTD→
06529425 · est 2008 · no financials extracted
————18y——
CLIFTON WEALTH PARTNERSHIP LTD→
07487477 · est 2011 · no financials extracted
————15y——
CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED→
10878208 · est 2017 · no financials extracted
————8y——
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
Incorporated2000-12-13
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

8 The Garstons
Portishead
Bristol
BS20 6QU
United Kingdom

Filing status

Accounts
Next due: 2027-03-31
Last made up to: 2025-06-30
Confirmation statement
Next due: 2026-10-19
Last: 2025-10-05

Officers (2 active · 5 resigned)

ROBINSON, Patricia Margaret→
director · ~66y · appointed 2024-04-20
View their other companies + combined net worth →
Active
ROBINSON, Steven James→
director · ~67y · appointed 2000-12-13
View their other companies + combined net worth →
Active
CHEETHAM, Alan→
secretary · appointed 2000-12-13 · resigned 2014-05-15
Resigned
ROBINSON, Patricia Margaret→
secretary · appointed 2017-10-09 · resigned 2026-03-20
Resigned
CFL SECRETARIES LIMITED→
corporate-nominee-secretary · appointed 2000-12-13 · resigned 2000-12-13
Resigned
CHEETHAM, Alan→
director · ~74y · appointed 2000-12-13 · resigned 2014-05-15
Resigned
CFL DIRECTORS LIMITED→
corporate-nominee-director · appointed 2000-12-13 · resigned 2000-12-13
Resigned

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

Recent filings (82 total)

resolution
resolution · RESOLUTIONS
2026-04-27
memorandum-articles
incorporation · MA
2026-04-27
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-04-01
termination-secretary-company-with-name-termination-date
officers · TM02
2026-03-31
accounts-with-accounts-type-micro-entity
accounts · AA
2026-03-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-03-28
confirmation-statement-with-updates
confirmation-statement · CS01
2024-11-07
appoint-person-director-company-with-name-date
officers · AP01
2024-04-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-03-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-03-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-08