CEDAR INVESTMENTS (PORTFOLIO) LIMITED

🌳Matureactive

05086060 · ltd · incorporated 2004-03-26

Investment thesis

Property vehicle with a workable charge structure — clean refinance potential.

Why interesting: Asset-backed; value largely in underlying property; lender engagement likely possible.

Why risky: Dependent on title and valuation due diligence; standard property risks.

Opportunity decay

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 22.1y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Dec 2024

Net worth

—

book net assets

Opportunity

82/100

Exceptional

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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 83-year-old founder — textbook succession opportunity.

Opportunity 82/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 83). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Discharge stale live charges. 2 live charge(s) created 15+ years ago — likely paid but undischarged. Clean register. Most likely exit: share sale to pe / searcher (73/100).

🏦

Refinance opportunity

2 live charges · 2 lenders · oldest 22.1y

50/100

clean up first

Refinance viable after a tidy-up — address the highlighted items first.

· Oldest live charge is 22.1 years old — likely at or near maturity.
· Two lenders — manageable, but coordination required.
· Legal-friction score 25/100 — workable, but lender will want more DD.

Data confidence

Overall: high (82/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

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

Lenders & charges

2 charges (2/2 with lender, 2/2 with type)

Directors & officers

8 officers (2 active, 8 linked, 3 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

19 connected companies via shared directors

Filing history

66 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

82/100Exceptional

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

100

Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

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
Average employees	0	0

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

Recent activity

Last 30 days

filings

Last 90 days

filing

• 1 confirmation-statement

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (32 events)Click to expand

2025-09-26
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2024-09-26
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accounts-with-accounts-type-micro-entity
accounts · AA
2023-09-27
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accounts-with-accounts-type-micro-entity
accounts · AA
2022-09-28
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accounts-with-accounts-type-micro-entity
accounts · AA
2021-09-30
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2020-12-18
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2019-09-27
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2018-09-28
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2017-09-25
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2016-09-23
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2016-03-29
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2015-09-30
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2015-05-11
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2014-09-29
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2014-05-07
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2011-03-31
➖
TUTON, Jessica resigned
secretary
2010-09-30
➖
CREDALI, Giuseppe Antonio, Mr. resigned
secretary
2010-09-30
➖
CREDALI, Giuseppe Antonio, Mr. resigned
director
2009-02-16
➖
RAMAGE, Neil William resigned
secretary
2009-02-16
➕
TUTON, Jessica appointed
secretary
2006-02-08
🔒
Charge registered #2
Lender: Hypo Real Estate Bank International Ag
2006-01-25
➕
RAMAGE, Neil William appointed
secretary
2006-01-25
➕
CREDALI, Giuseppe Antonio, Mr. appointed
director
2004-03-31
🔒
Charge registered #1
Lender: Bayerische Hpyo- Und Vereinsbank Aktiengesellschaft
2004-03-26
🏢
Company incorporated
As CEDAR INVESTMENTS (PORTFOLIO) LIMITED
2004-03-26
➕
WHATELEY, Diana Leslie appointed
director
2004-03-26
➕
WHATELEY, John Grahame appointed
director
2004-03-26
➕
CREDALI, Giuseppe Antonio, Mr. appointed
secretary
2004-03-26
➕
INGLEBY NOMINEES LIMITED appointed
corporate-nominee-secretary
2004-03-26
➖
INGLEBY NOMINEES LIMITED resigned
corporate-nominee-secretary
2004-03-26
➕
INGLEBY HOLDINGS LIMITED appointed
corporate-nominee-director
2004-03-26
➖
INGLEBY HOLDINGS 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 22 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 83 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

96/100

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 83 years old. Natural succession window is now.
secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
primary20+ year tenure: Director in role 22 years. Very long tenure is a classic succession signal.
secondaryStable-but-static management: Company is 22 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

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Mr John Grahame Whateley Individual · British · DOB 06/1943 · age 83	75–100%	75–100%	board controlsig. influence75-100% shares · 75-100% voting · board control · significant influence · firm interest	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 · Property · B postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
1.2.1 HOUSES LIMITED→ 13541214 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
105 WHICHMORE PROPERTIES LIMITED→ 11594592 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
123 SON LIMITED→ 15649229 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
137 NEWHALL STREET (MANAGEMENT) LIMITED→ 02196293 · est 1987 · no financials extracted	—	—	—	—	38y	—	—
138 DERRYDOWN LTD→ 13691729 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
14A PROPERTY MANAGEMENT LTD→ 12618045 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
168 ESTATES LTD→ 12415040 · est 2020 · no financials extracted	—	—	—	—	6y	—	—
17.17 PROPERTY INVESTMENT LTD→ 16199996 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
170TE ASKL & SONS LTD→ 17077310 · est 2026 · no financials extracted	—	—	—	—	—	—	—
174SR ASKL & SONS LTD→ 17077409 · est 2026 · no financials extracted	—	—	—	—	—	—	—
1812 UK LIMITED→ 12610329 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
1821 PROPERTY INVESTMENTS LIMITED→ 13717351 · est 2021 · no financials extracted	—	—	—	—	4y	—	—

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.

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Company details

Statusactive

Typeltd

Incorporated2004-03-26

Jurisdictionengland-wales

Primary SIC68209 — Other letting and operating of own or leased real estate

Registered office

Cedar Court Hagley Road

Hayley Green

Halesowen

West Midlands

B63 1ED

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2027-04-09

Last: 2026-03-26

Officers (2 active · 6 resigned)

WHATELEY, Diana Leslie→

director · ~75y · appointed 2004-03-26

View their other companies + combined net worth →

Active

WHATELEY, John Grahame→

director · ~83y · appointed 2004-03-26

View their other companies + combined net worth →

Active

CREDALI, Giuseppe Antonio, Mr.→

secretary · appointed 2004-03-26 · resigned 2010-09-30

Resigned

RAMAGE, Neil William→

secretary · appointed 2006-01-25 · resigned 2009-02-16

Resigned

TUTON, Jessica→

secretary · appointed 2009-02-16 · resigned 2011-03-31

Resigned

INGLEBY NOMINEES LIMITED→

corporate-nominee-secretary · appointed 2004-03-26 · resigned 2004-03-26

Resigned

CREDALI, Giuseppe Antonio, Mr.→

director · ~64y · appointed 2006-01-25 · resigned 2010-09-30

Resigned

INGLEBY HOLDINGS LIMITED→

corporate-nominee-director · appointed 2004-03-26 · resigned 2004-03-26

Resigned

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

Mortgages & charges

Total charges

Outstanding

Active lenders

Status:Lender:2 of 2 shown

			Type	Properties
	outstanding	Hypo Real Estate Bank International Ag	Supplemental deed	1 property	08/02/2006	—
	outstanding	Bayerische Hpyo- Und Vereinsbank Aktiengesellschaft	Charge over shares	1 property	31/03/2004	—

Click column headers to sort. Use filters above to narrow by status and lender.