BLUEOAK ESTATES LIMITED
🌳Matureactive
04764161 · ltd · incorporated 2003-05-14
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
—
Upgrade to see
Turnover
—
year to Dec 2024
Net worth
£4.30M
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: Construction of domestic buildings
Sector: Construction
ALSO REGISTERED FOR
- 68100Buying and selling of own real estate
- 68209Other letting and operating of own or leased real estate
Investor take
PursueActive trading company with a 79-year-old founder — textbook succession opportunity.
Opportunity 78/100 (strong), bankability 67/100. Strong seller-intent signal (63/100, director aged 79). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 7 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (65/100).
🏦
Refinance opportunity
17 live charges · 7 lenders · oldest 14.0y
35/100
too messy
Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.
- · Oldest live charge is 14.0 years old — likely at or near maturity.
- · 7 lenders named — inter-creditor friction likely.
- · Legal-friction score 40/100 — workable, but lender will want more DD.
Data confidence
Overall: high (83/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Company profile
address, 3 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
17 charges (17/17 with lender, 17/17 with type)
90
Directors & officers
13 officers (3 active, 13 linked, 11 with DOB)
87
Ownership & PSC
2 active PSC(s) of 5 total, 5 with control declared
90
Director network
11 connected companies via shared directors
78
Filing history
137 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £4,296,878
Cash YoY
+163%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£1.9m
↑ 163% YoY
Net Worth
£4.3m
↑ 1.7% YoY
Current Assets
£5.9m
↓ 15% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Total assets | £4.31M | £4.57M |
| Current assets | £5.91M | £6.94M |
| Cash | £1.93M | £735.3k |
| Debtors | £3.98M | £6.18M |
| Net assets | £4.30M | £4.23M |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
3 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 (77 events)Click to expand
- 2025-09-30📄accounts-with-accounts-type-groupaccounts · AA
- 2025-02-19📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2025-02-14🔒Charge registered #17Lender: Quantum Development Finance LTD
- 2024-09-30📄accounts-with-accounts-type-groupaccounts · AA
- 2024-07-01📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2024-05-29📄capital-allotment-sharescapital · SH01
- 2024-05-20📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2024-05-20📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-05-20📄capital-name-of-class-of-sharescapital · SH08
- 2024-05-20📄resolutionresolution · RESOLUTIONS
- 2024-05-20📄capital-alter-shares-subdivisioncapital · SH02
- 2024-05-20📄memorandum-articlesincorporation · MA
- 2024-05-20📄resolutionresolution · RESOLUTIONS
- 2024-03-28📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2024-03-27🔒Charge registered #16Lender: Homes and Communities Agency (Trading as Homes England)
- 2024-01-29📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-01-19📄capital-return-purchase-own-sharescapital · SH03
- 2024-01-18➖JOHNSTON, Peter David resigneddirector
- 2024-01-12📄mortgage-satisfy-charge-fullmortgage · MR04
- 2024-01-12📄mortgage-satisfy-charge-fullmortgage · MR04
- 2024-01-12🔓Charge satisfied #15
- 2024-01-12🔓Charge satisfied #13
- 2023-11-13📄mortgage-satisfy-charge-fullmortgage · MR04
- 2023-11-13🔓Charge satisfied #14
- 2023-09-29📄accounts-with-accounts-type-groupaccounts · AA
- 2023-01-20📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2023-01-18📄mortgage-satisfy-charge-fullmortgage · MR04
- 2023-01-18🔓Charge satisfied #12
- 2023-01-17🔒Charge registered #15Lender: Homes and Communities Agency (Trading as Homes England)
- 2022-12-21➖ROBERTS, Stephen Hugh resigneddirector
- 2022-11-23🔒Charge registered #14Lender: Greater Manchester Combined Authority
- 2022-05-25🔒Charge registered #13Lender: Homes and Communities Agency (Trading as Homes England)
- 2021-12-23🔒Charge registered #12Lender: Edward Bryan Walton, Herman Wouter De Winter, William Oscar Robin Benoy & Elizabeth Christine Roberts as Trustees of the Marjory Boddy Charitable Trust
- 2021-05-21➖MURDOCH, Colin Ian resigneddirector
- 2020-11-26➕ROBERTS, Mark Ronald appointeddirector
- 2020-11-26➕MURDOCH, Colin Ian appointeddirector
- 2020-01-17🔓Charge satisfied #11
- 2020-01-17🔓Charge satisfied #10
- 2020-01-17🔓Charge satisfied #7
- 2020-01-17🔓Charge satisfied #6
- 2020-01-17🔓Charge satisfied #5
- 2017-12-18➕WILLIAMS, Thomas David appointeddirector
- 2017-12-18➕JOHNSTON, Peter David appointeddirector
- 2017-12-18➖KIRKBY, Stephen Sean resigneddirector
- 2017-12-18➖MCKINNEY, Karl Joseph resigneddirector
- 2016-08-01🔒Charge registered #11Lender: Lloyds Bank PLC
- 2015-04-21🔒Charge registered #10Lender: Lloyds Bank PLC
- 2015-03-28🔓Charge satisfied #9
- 2014-12-17🔒Charge registered #9Lender: Alinbrook Limited
- 2014-12-03🔓Charge satisfied #8
Showing most recent 50 of 77 events
Owner dependency
65/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Founder age: Director aged approximately 79 — succession pressure is live.
Succession & seller-readiness
83/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 79 years old. Natural succession window is now.
- secondary12+ year tenure: Director in role 12 years.
- secondaryStable-but-static management: Company is 23 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
mediumMultiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.
Group structure
2 corporate shareholders identified. Group structure is distributed.
🏛️majority
Westminster Park Holdings Limited
Corporate parent · holds 50-75% shares
🏛️significant stake
Macodape Investments Ltd
Corporate parent · holds 25-50% shares
⬇
BLUEOAK ESTATES LIMITED
This company · 04764161
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Westminster Park Holdings Limited Corporate entity | 50–75% | 50–75% | 50-75% shares · 50-75% voting | 10/05/2024 |
Macodape Investments Ltd Corporate entity | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 04/12/2019 |
3 historic (ceased) PSCs
- Overlea Estates Limitedceased 10/05/2024· 25-50% shares · 25-50% voting
- Hilbre Estates Limitedceased 18/12/2017· 25-50% shares · 25-50% voting
- Mr Stephen Hugh Robertsceased 06/04/2016· significant influence
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 · Construction · CH postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A & G JOINERY (NW) LTD→ 16266045 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| A HOLLAND ELECTRICAL LTD→ 13976125 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| A.BERNIE & CO.(QUEENSFERRY AUCTION)LIMITED→ 00502015 · est 1951 · no financials extracted | — | — | — | — | 74y | — | — |
| A.I.P. (CHURCH STREET) LIMITED→ 09174499 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| A.I.P. (DERWENT RIVERSIDE) LIMITED→ 09174440 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| A&H JOINERY & CONSTRUCTION LTD→ 12556577 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| ACTUAL LANDSCAPES LTD→ 10543710 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| AD BYRNE ELECTRICAL LTD→ 15360813 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| AD PAINTING LTD→ 16790796 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ADAMS CONSTRUCTION (WIRRAL) LTD→ 06275777 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| ADAPT ROPE ACCESS LIMITED→ 16537768 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ADC CIVILS LTD→ 15635094 · est 2024 · 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
Typeltd
Incorporated2003-05-14
Jurisdictionengland-wales
Primary SIC41202 — Construction of domestic buildings
Registered office
20 Grosvenor Street
Chester
CH1 2DD
England
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-11-04
Last: 2025-10-21
Officers (3 active · 10 resigned)
MCLEAN, Iain→
Activedirector · ~50y · appointed 2014-01-01
View their other companies + combined net worth →
ROBERTS, Mark Ronald→
Activedirector · ~58y · appointed 2020-11-26
View their other companies + combined net worth →
WILLIAMS, Thomas David→
Activedirector · ~79y · appointed 2017-12-18
View their other companies + combined net worth →
LYNCH, Jane Elizabeth→
Resignedsecretary · appointed 2003-05-14 · resigned 2010-12-20
NORTH WEST REGISTRATION SERVICES (1994) LIMITED→
Resignedcorporate-nominee-secretary · appointed 2003-05-14 · resigned 2003-05-14
AVIS, Christine Susan→
Resignednominee-director · ~62y · appointed 2003-05-14 · resigned 2003-05-14
JOHNSTON, Peter David→
Resigneddirector · ~73y · appointed 2017-12-18 · resigned 2024-01-18
KIRKBY, Stephen Sean→
Resigneddirector · ~76y · appointed 2006-06-21 · resigned 2017-12-18
LYNCH, Graeme John→
Resigneddirector · ~60y · appointed 2003-05-14 · resigned 2014-03-13
LYNCH, Jane Elizabeth→
Resigneddirector · ~62y · appointed 2003-05-14 · resigned 2010-12-20
MCKINNEY, Karl Joseph→
Resigneddirector · ~63y · appointed 2010-12-20 · resigned 2017-12-18
MURDOCH, Colin Ian→
Resigneddirector · ~65y · appointed 2020-11-26 · resigned 2021-05-21
ROBERTS, Stephen Hugh→
Resigneddirector · ~66y · appointed 2010-12-20 · resigned 2022-12-21
Click a director name to see their full track record across all companies.
Mortgages & charges
17
Total charges
2
Outstanding
2
Active lenders
Status:Lender:17 of 17 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Quantum Development Finance Quantum Development Finance LTD | A registered charge | 1 property | 14/02/2025 | — | |
| outstanding | Homes and Communities Agency (Trading as Homes England) | A registered charge | 1 property | 27/03/2024 | — | |
| satisfied | Homes and Communities Agency (Trading as Homes England) | A registered charge | — | 17/01/2023 | 12/01/2024 | |
| satisfied | Greater Manchester Combined Authority | A registered charge | — | 23/11/2022 | 13/11/2023 | |
| satisfied | Homes and Communities Agency (Trading as Homes England) | A registered charge | 1 property | 25/05/2022 | 12/01/2024 | |
| satisfied | Edward Bryan Walton, Herman Wouter De Winter, William Oscar Robin Benoy & Elizabeth Christine Roberts as Trustees of the Marjory Boddy Charitable Trust | A registered charge | 1 property | 23/12/2021 | 18/01/2023 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | A registered charge | 1 property | 01/08/2016 | 17/01/2020 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | A registered charge | 1 property | 21/04/2015 | 17/01/2020 | |
| satisfied | Alinbrook Alinbrook Limited | A registered charge | 1 property | 17/12/2014 | 28/03/2015 | |
| satisfied | Alinbrook Alinbrook Limited | A registered charge | 1 property | 15/09/2014 | 03/12/2014 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | A registered charge | 1 property | 04/06/2014 | 17/01/2020 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | A registered charge | 1 property | 22/05/2014 | 17/01/2020 | |
| satisfied | Lloyds Banking Group Lloyds Bank PLC | A registered charge | 1 property | 22/05/2014 | 17/01/2020 | |
| satisfied | Lloyds Banking Group Lloyds Tsb Bank PLC | Mortgage deed | 2 properties | 31/07/2012 | 15/11/2013 | |
| satisfied | Lloyds Banking Group Lloyds Tsb Bank PLC | Mortgage deed | 1 property | 31/07/2012 | 15/11/2013 | |
| satisfied | Lloyds Banking Group Lloyds Tsb Bank PLC | Deposit agreement to secure own liabilities | 1 property | 12/06/2012 | 15/11/2013 | |
| satisfied | Lloyds Banking Group Lloyds Tsb Bank PLC | Debenture deed | 1 property | 28/05/2012 | 15/11/2013 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (137 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-09
accounts-with-accounts-type-group
accounts · AA
2025-09-30
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-02-19
confirmation-statement-with-updates
confirmation-statement · CS01
2024-10-21
confirmation-statement-with-updates
confirmation-statement · CS01
2024-10-18
accounts-with-accounts-type-group
accounts · AA
2024-09-30
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-07-01
capital-allotment-shares
capital · SH01
2024-05-29
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-05-20
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-05-20
capital-name-of-class-of-shares
capital · SH08
2024-05-20
resolution
resolution · RESOLUTIONS
2024-05-20
capital-alter-shares-subdivision
capital · SH02
2024-05-20
memorandum-articles
incorporation · MA
2024-05-20
resolution
resolution · RESOLUTIONS
2024-05-20