BELLIS GROUP LIMITED
📈Growthactive
05984940 · ltd · incorporated 2006-11-01
Investment thesis
Growth-phase business — story-led; valuation sensitive to momentum.
Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.
Why risky: Price often leads fundamentals; dependency on founder often high.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 19.2y 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
What this business does
Primary activity: Activities of head offices
Sector: Professional, scientific & technical
Investor take
PursueConservative operator with a 88-year-old founder — textbook succession opportunity.
Opportunity 82/100 (exceptional), bankability 85/100. Strong seller-intent signal (63/100, director aged 88). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (78/100).
🏦
Refinance opportunity
1 live charge · oldest 19.2y
95/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 19.2 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
- · Profitable and stable/growing — lender coverage supportable.
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
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
8 officers (5 active, 8 linked, 5 with DOB)
83
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
12 connected companies via shared directors
81
Filing history
87 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation
Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.
Available from the Pro tier upwards.
See pricing →Opportunity Score
82/100Exceptional
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
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 102Profitable
Profit before tax £8,837,000
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Profit before tax | £8.84M | £273.0k |
| Average employees | 0 | 0 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
2 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
0
filings
Counts from Companies House filing history.
Corporate timeline (30 events)Click to expand
- 2025-09-16📄accounts-with-accounts-type-fullaccounts · AA
- 2024-08-08📄accounts-with-accounts-type-fullaccounts · AA
- 2023-09-27📄accounts-with-accounts-type-fullaccounts · AA
- 2022-09-29📄accounts-with-accounts-type-fullaccounts · AA
- 2021-09-30📄accounts-with-accounts-type-fullaccounts · AA
- 2020-12-16📄accounts-with-accounts-type-groupaccounts · AA
- 2019-06-10📄accounts-with-accounts-type-groupaccounts · AA
- 2018-05-22📄accounts-with-accounts-type-groupaccounts · AA
- 2017-08-18📄capital-allotment-sharescapital · SH01
- 2017-08-16📄accounts-with-accounts-type-groupaccounts · AA
- 2017-06-02📄statement-of-companys-objectschange-of-constitution · CC04
- 2017-06-02📄resolutionresolution · RESOLUTIONS
- 2017-05-25📄resolutionresolution · RESOLUTIONS
- 2017-05-25✏️change-of-name-noticechange-of-name · CONNOT
- 2017-04-03➕PENNINGTON-BROOKFIELD, Thomas Donald appointedsecretary
- 2017-04-03➖TOWEY, Aidan Padraig resignedsecretary
- 2017-04-03➖TOWEY, Aidan Padraig resigneddirector
- 2017-04-03📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2017-04-03📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2017-02-23➕PENNINGTON-BROOKFIELD, Thomas Donald appointeddirector
- 2013-05-03🔓Charge satisfied #1
- 2012-10-22➕DUNLOP, Peter Ian appointeddirector
- 2007-05-25🔒Charge registered #1Lender: National Westminster Bank PLC
- 2006-11-07➕BELLIS, Robert David appointeddirector
- 2006-11-07➕HADJ AHMED, Mustapha appointeddirector
- 2006-11-07➕TOWEY, Aidan Padraig appointedsecretary
- 2006-11-07➖WALFORD, David John resignedsecretary
- 2006-11-01🏢Company incorporatedAs BELLIS GROUP LIMITED
- 2006-11-01➕WALFORD, David John appointedsecretary
- 2006-11-01➕TOWEY, Aidan Padraig appointeddirector
Owner dependency
80/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- -4 active directors: Broader management team in place — suggests transferable governance.
- +Founder name in company name: Company name contains director surname "BELLIS" — strong identity link between founder and business.
- +Long-tenure founder: Senior director has been in place 20 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 88 — 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 88 years old. Natural succession window is now.
- secondary12+ year tenure: Director in role 20 years.
- secondaryStable-but-static management: Company is 20 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
cleanNo 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| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Robert David Bellis Individual · British · DOB 01/1938 · age 88 | 50–75% | — | 50-75% shares | 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 · Professional services · OL postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ANTROBUS LOGISTICS CONSULTANCY LTD→ 08911370 · est 2014 · no financials extracted | — | — | — | — | 12y | — | — |
| BADGER METER UK LIMITED→ 13668801 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| BANCROFT PROTECTION PLANS LTD→ 15877516 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BEE & CO ACCOUNTANTS LIMITED→ 11896623 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| BEECH ACCOUNTANCY SERVICES LIMITED→ 08377190 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| BELLIS HOLDINGS LIMITED→ 10753672 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| BELUMZIBAH LTD→ 16992205 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| BELVEDERE CONSULTING SERVICES LIMITED→ 16377898 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| BEN MOONEY LTD→ 15488466 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| BEN ROY CONSULTING LIMITED→ 14443256 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| BERDAVAL LOGISTICS CONSULTANCY LTD→ 16909012 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BERTELLI WEALTH MANAGEMENT LTD→ 10423367 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
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
Incorporated2006-11-01
Jurisdictionengland-wales
Primary SIC70100 — Activities of head offices
Registered office
Innovative Business Park
Derker Street
Oldham
OL1 4EQ
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-11-12
Last: 2025-10-29
Officers (5 active · 3 resigned)
PENNINGTON-BROOKFIELD, Thomas Donald→
Activesecretary · appointed 2017-04-03
View their other companies + combined net worth →
BELLIS, Robert David→
Activedirector · ~88y · appointed 2006-11-07
View their other companies + combined net worth →
DUNLOP, Peter Ian→
Activedirector · ~51y · appointed 2012-10-22
View their other companies + combined net worth →
HADJ AHMED, Mustapha→
Activedirector · ~66y · appointed 2006-11-07
View their other companies + combined net worth →
PENNINGTON-BROOKFIELD, Thomas Donald→
Activedirector · ~47y · appointed 2017-02-23
View their other companies + combined net worth →
TOWEY, Aidan Padraig→
Resignedsecretary · appointed 2006-11-07 · resigned 2017-04-03
WALFORD, David John→
Resignedsecretary · appointed 2006-11-01 · resigned 2006-11-07
TOWEY, Aidan Padraig→
Resigneddirector · ~65y · appointed 2006-11-01 · resigned 2017-04-03
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
0
Outstanding
0
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | National Westminster Bank National Westminster Bank PLC | Debenture | 1 property | 25/05/2007 | 03/05/2013 |
Recent filings (87 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-14
accounts-with-accounts-type-full
accounts · AA
2025-09-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-04
accounts-with-accounts-type-full
accounts · AA
2024-08-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-14
accounts-with-accounts-type-full
accounts · AA
2023-09-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-08
accounts-with-accounts-type-full
accounts · AA
2022-09-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-12-07
accounts-with-accounts-type-full
accounts · AA
2021-09-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-01-20
accounts-with-accounts-type-group
accounts · AA
2020-12-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-10-29
accounts-with-accounts-type-group
accounts · AA
2019-06-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2018-12-04