CHARTERHOUSE PORTFOLIO MANAGEMENT LIMITED

💤Zombieactive
04248088 · ltd · incorporated 2001-07-09
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 Jul 2025
Net worth
—
book net assets
Opportunity
75/100
Strong
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 75/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. 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: strategic trade sale (65/100).

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, 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
1 connected companies via shared directors
48
Filing history
68 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
75/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
60
Some acquirability indicators.
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£0Jul 2024Jul 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-07-312024-07-31
Average employees200200

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
1
filing
  • • 1 confirmation-statement
Last 90 days
1
filing
  • • 1 confirmation-statement
Last 180 days
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2026-02-17
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-10-11
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2023-08-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2022-09-14
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2021-11-26
    📄
    capital-allotment-shares
    capital · SH01
  6. 2021-11-26
    📄
    capital-allotment-shares
    capital · SH01
  7. 2021-09-07
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2020-09-11
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2019-08-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2018-09-11
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2017-10-03
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2017-01-12
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2016-02-03
    📄
    capital-allotment-shares
    capital · SH01
  14. 2012-03-29
    ➖
    WILLIAMS, Mark Howell Richard resigned
    director
  15. 2007-06-30
    ➖
    WILLIAMS, Mark Howell Richard resigned
    secretary
  16. 2003-04-05
    ➕
    WILLIAMS, Mark Howell Richard appointed
    secretary
  17. 2001-12-30
    ➖
    RENFREE, Anthony Colin resigned
    director
  18. 2001-07-09
    🏢
    Company incorporated
    As CHARTERHOUSE PORTFOLIO MANAGEMENT LIMITED
  19. 2001-07-09
    ➕
    RENFREE, Anthony Tristan appointed
    secretary
  20. 2001-07-09
    ➕
    RENFREE, Anthony Tristan appointed
    director
  21. 2001-07-09
    ➕
    HARRISON, Irene Lesley appointed
    nominee-secretary
  22. 2001-07-09
    ➖
    HARRISON, Irene Lesley resigned
    nominee-secretary
  23. 2001-07-09
    ➕
    RENFREE, Anthony Colin appointed
    director
  24. 2001-07-09
    ➕
    WILLIAMS, Mark Howell Richard appointed
    director
  25. 2001-07-09
    ➕
    BUSINESS INFORMATION RESEARCH & REPORTING LIMITED appointed
    corporate-nominee-director
  26. 2001-07-09
    ➖
    BUSINESS INFORMATION RESEARCH & REPORTING LIMITED resigned
    corporate-nominee-director

Owner dependency

85/100
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.
  • +Long-tenure founder: Senior director has been in place 25 years — deep operational knowledge concentrated in one person.

Succession & seller-readiness

75/100
Likely off-market candidate

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

SIGNALS
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • primary20+ year tenure: Director in role 25 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 25 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
NameSharesVoting rightsNature of controlNotified
Mr Anthony Tristan Renfree
Individual · British · DOB 04/1971 · age 55
25–50%
25–50%board controlsig. influence25-50% shares · 25-50% voting · board control · significant influence06/04/2016
Mrs Kathryn Elizabeth Brounette Mcinerney Renfree
Individual · British · DOB 09/1968 · age 58
25–50%
25–50%board controlsig. influence25-50% shares · 25-50% voting · board control · significant influence06/04/2016

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 →

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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
Incorporated2001-07-09
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Crockers Ash House
Crockers Ash
Herefordshire
HR9 6DS

Filing status

Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2027-07-27
Last: 2026-07-13

Officers (2 active · 5 resigned)

RENFREE, Anthony Tristan→
secretary · appointed 2001-07-09
View their other companies + combined net worth →
Active
RENFREE, Anthony Tristan→
director · ~55y · appointed 2001-07-09
View their other companies + combined net worth →
Active
HARRISON, Irene Lesley→
nominee-secretary · appointed 2001-07-09 · resigned 2001-07-09
Resigned
WILLIAMS, Mark Howell Richard→
secretary · appointed 2003-04-05 · resigned 2007-06-30
Resigned
RENFREE, Anthony Colin→
director · ~83y · appointed 2001-07-09 · resigned 2001-12-30
Resigned
WILLIAMS, Mark Howell Richard→
director · ~60y · appointed 2001-07-09 · resigned 2012-03-29
Resigned
BUSINESS INFORMATION RESEARCH & REPORTING LIMITED→
corporate-nominee-director · appointed 2001-07-09 · resigned 2001-07-09
Resigned

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

Recent filings (68 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-07-14
accounts-with-accounts-type-micro-entity
accounts · AA
2026-02-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-14
accounts-with-accounts-type-micro-entity
accounts · AA
2024-10-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-07-15
accounts-with-accounts-type-micro-entity
accounts · AA
2023-08-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-07-13
accounts-with-accounts-type-micro-entity
accounts · AA
2022-09-14
confirmation-statement-with-updates
confirmation-statement · CS01
2022-07-13
capital-allotment-shares
capital · SH01
2021-11-26
capital-allotment-shares
capital · SH01
2021-11-26
accounts-with-accounts-type-micro-entity
accounts · AA
2021-09-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-07-13
accounts-with-accounts-type-micro-entity
accounts · AA
2020-09-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-07-13