BRITANNIC PLACE FINANCIAL MANAGEMENT LIMITED

🌳Matureactive
05899086 · ltd · incorporated 2006-08-08
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 Aug 2025
Net worth
—
book net assets
Opportunity
76/100
Strong
🔔
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
ALSO REGISTERED FOR
  • 66190Other activities auxiliary to financial services, except insurance and pension funding
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 76/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. 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, 2 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
6 officers (2 active, 6 linked, 3 with DOB)
80
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
58 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
65
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£0Aug 2024Aug 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-08-312024-08-31
Average employees800700

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
2
filings
  • • 1 accounts
  • • 1 officers
Last 180 days
3
filings
  • • 2 officers
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (28 events)Click to expand
  1. 2026-05-11
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2026-05-01
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  3. 2026-03-10
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  4. 2026-03-01
    ➕
    POULSON, Dean appointed
    director
  5. 2026-03-01
    ➖
    PERERA, Catherine May resigned
    director
  6. 2025-05-23
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2024-05-24
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2023-05-16
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2022-01-20
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2021-08-25
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  11. 2021-08-25
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  12. 2021-08-25
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  13. 2020-12-02
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2019-12-24
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2019-10-04
    📄
    change-person-director-company-with-change-date
    officers · CH01
  16. 2019-10-03
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  17. 2019-10-02
    ➕
    PERERA, Catherine May appointed
    director
  18. 2019-09-30
    ➖
    PERERA, Catherine May resigned
    secretary
  19. 2019-09-30
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  20. 2018-12-07
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  21. 2017-11-02
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  22. 2006-08-09
    ➕
    PERERA, Stephen Peter appointed
    director
  23. 2006-08-09
    ➕
    PERERA, Catherine May appointed
    secretary
  24. 2006-08-08
    🏢
    Company incorporated
    As BRITANNIC PLACE FINANCIAL MANAGEMENT LIMITED
  25. 2006-08-08
    ➕
    FORM 10 SECRETARIES FD LTD appointed
    corporate-nominee-secretary
  26. 2006-08-08
    ➖
    FORM 10 SECRETARIES FD LTD resigned
    corporate-nominee-secretary
  27. 2006-08-08
    ➕
    FORM 10 DIRECTORS FD LTD appointed
    corporate-nominee-director
  28. 2006-08-08
    ➖
    FORM 10 DIRECTORS FD LTD resigned
    corporate-nominee-director

Owner dependency

68/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

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 20 years — deep operational knowledge concentrated in one person.

Succession & seller-readiness

49/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 20 years.
  • 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.)

Group structure

Britannic Place Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Britannic Place Holdings Limited
Corporate parent · holds 75-100% shares
ultimate parent
⬇
BRITANNIC PLACE FINANCIAL MANAGEMENT LIMITED
This company · 05899086

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Britannic Place Holdings Limited
Corporate entity
75–100%
—75-100% shares12/08/2021
2 historic (ceased) PSCs
  • Mrs Catherine May Pereraceased 12/08/2021· 25-50% shares
  • Mr Stephen Peter Pereraceased 12/08/2021· 50-75% shares

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

6 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
Incorporated2006-08-08
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

20 Camp Hill Road
Worcester
WR5 2HE

Filing status

Accounts
Next due: 2027-05-31
Last made up to: 2025-08-31
Confirmation statement
Next due: 2026-08-22
Last: 2025-08-08

Officers (2 active · 4 resigned)

PERERA, Stephen Peter→
director · ~51y · appointed 2006-08-09
View their other companies + combined net worth →
Active
POULSON, Dean→
director · ~34y · appointed 2026-03-01
View their other companies + combined net worth →
Active
PERERA, Catherine May→
secretary · appointed 2006-08-09 · resigned 2019-09-30
Resigned
FORM 10 SECRETARIES FD LTD→
corporate-nominee-secretary · appointed 2006-08-08 · resigned 2006-08-08
Resigned
PERERA, Catherine May→
director · ~48y · appointed 2019-10-02 · resigned 2026-03-01
Resigned
FORM 10 DIRECTORS FD LTD→
corporate-nominee-director · appointed 2006-08-08 · resigned 2006-08-08
Resigned

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

Recent filings (58 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-05-11
termination-director-company-with-name-termination-date
officers · TM01
2026-05-01
appoint-person-director-company-with-name-date
officers · AP01
2026-03-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-08-14
accounts-with-accounts-type-micro-entity
accounts · AA
2025-05-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-08-23
accounts-with-accounts-type-micro-entity
accounts · AA
2024-05-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-08-09
accounts-with-accounts-type-micro-entity
accounts · AA
2023-05-16
confirmation-statement-with-updates
confirmation-statement · CS01
2022-08-11
accounts-with-accounts-type-micro-entity
accounts · AA
2022-01-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-13
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2021-08-25
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2021-08-25
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2021-08-25