CITIZENS ADVICE SURREY HEATH

🌳Matureactive
06058583 · private-limited-guarant-nsc-limited-exemption · incorporated 2007-01-19
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
Upgrade to see
Turnover
not disclosed
Net worth
book net assets
Opportunity
79/100
Strong
🔔
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What this business does
Primary activity: Other social work activities without accommodation n.e.c.
Sector: Human health & social work
Investor take
Pursue
Active trading company with a 74-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 74). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: low (51/100)

Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
42 officers (9 active, 42 linked, 39 with DOB)
89
Ownership & PSC
No PSCs filed (unusual — worth investigating)
35
Director network
10 connected companies via shared directors
75
Filing history
137 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
85
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
90
Good data coverage for analysis.

Recent activity

Last 30 days
2
filings
  • 2 incorporation
Last 90 days
2
filings
  • 2 incorporation
Last 180 days
3
filings
  • 2 incorporation
  • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (97 events)Click to expand
  1. 2026-06-21
    📄
    memorandum-articles
    incorporation · MA
  2. 2026-06-05
    📄
    memorandum-articles
    incorporation · MA
  3. 2025-10-24
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  4. 2025-10-23
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  5. 2025-10-23
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  6. 2025-10-11
    MOREY, Colin David appointed
    director
  7. 2025-10-11
    MANNING, Robert resigned
    director
  8. 2025-10-11
    RICH, Paul resigned
    director
  9. 2025-09-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2025-08-11
    📄
    change-person-director-company-with-change-date
    officers · CH01
  11. 2025-08-11
    📄
    change-person-director-company-with-change-date
    officers · CH01
  12. 2025-08-11
    📄
    change-person-director-company-with-change-date
    officers · CH01
  13. 2025-08-11
    📄
    change-person-director-company-with-change-date
    officers · CH01
  14. 2025-07-01
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  15. 2025-06-28
    CUTLER, James Robert Edwin appointed
    director
  16. 2025-04-08
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  17. 2025-03-31
    RAI, Mani Kumar resigned
    director
  18. 2025-01-20
    FREEBURN, Kari resigned
    director
  19. 2025-01-20
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  20. 2025-01-03
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  21. 2024-11-11
    BRUNEL-COHEN, Edward Stuart appointed
    director
  22. 2024-10-15
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  23. 2024-09-02
    📄
    legacy
    miscellaneous · ANNOTATION
  24. 2024-01-30
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  25. 2024-01-10
    MANNING, Robert resigned
    secretary
  26. 2024-01-07
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  27. 2023-12-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  28. 2023-11-13
    FREEBURN, Kari appointed
    director
  29. 2023-05-23
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  30. 2023-05-22
    TRUMAN, Trevor resigned
    director
  31. 2022-11-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  32. 2022-08-31
    SUMMERS, Julie appointed
    secretary
  33. 2022-08-31
    MCCANN, Raymond Gerard resigned
    director
  34. 2022-08-31
    RICH, Paul appointed
    director
  35. 2022-08-31
    RICHARDSON, Camilla resigned
    director
  36. 2021-08-23
    DABROWSKI, Lois Elizabeth appointed
    director
  37. 2021-08-23
    PATERSON, Christopher resigned
    director
  38. 2020-12-18
    WALLACE, Ann Karoline resigned
    director
  39. 2020-11-16
    TRUMAN, Trevor appointed
    director
  40. 2020-08-24
    PATERSON, Christopher appointed
    director
  41. 2020-05-18
    SCOTT, Gregory James appointed
    director
  42. 2019-11-20
    JAY, Sarah Catherine resigned
    director
  43. 2019-09-02
    SUMMERS, Julie Elizabeth appointed
    director
  44. 2018-06-11
    BOOTH, David John resigned
    secretary
  45. 2018-06-11
    MANNING, Robert appointed
    secretary
  46. 2018-06-11
    MANNING, Robert appointed
    director
  47. 2018-03-31
    BOOTH, David John resigned
    director
  48. 2017-12-04
    PARK, Marion Ann appointed
    director
  49. 2017-08-21
    RICHARDSON, Camilla appointed
    director
  50. 2017-08-21
    SAWDY, Caroline resigned
    director
Showing most recent 50 of 97 events

Owner dependency

65/100
High — earn-out structure required

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

FACTORS
  • -8 active directors: Broader management team in place — suggests transferable governance.
  • +Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 74 — succession pressure is live.

Succession & seller-readiness

73/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 74 years old. Natural succession window is now.
  • secondary12+ year tenure: Director in role 16 years.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·
2 director resignations in last 12 months
medium

Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.

Evidence: MANNING, Robert resigned 2025-10-11; RICH, Paul resigned 2025-10-11

🔒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.

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Company details

Statusactive
Typeprivate-limited-guarant-nsc-limited-exemption
Incorporated2007-01-19
Jurisdictionengland-wales
Primary SIC88990 — Other social work activities without accommodation n.e.c.

Registered office

Surrey Heath House
Knoll Road
Camberley
GU15 3HD
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-01-24
Last: 2026-01-10

Officers (9 active · 33 resigned)

SUMMERS, Julie
secretary · appointed 2022-08-31
View their other companies + combined net worth →
Active
BRUNEL-COHEN, Edward Stuart
director · ~74y · appointed 2024-11-11
View their other companies + combined net worth →
Active
CUTLER, James Robert Edwin
director · ~63y · appointed 2025-06-28
View their other companies + combined net worth →
Active
DABROWSKI, Lois Elizabeth
director · ~60y · appointed 2021-08-23
View their other companies + combined net worth →
Active
DOWNEY, Nigel Alexander
director · ~70y · appointed 2010-09-13
View their other companies + combined net worth →
Active
MOREY, Colin David
director · ~63y · appointed 2025-10-11
View their other companies + combined net worth →
Active
PARK, Marion Ann
director · ~71y · appointed 2017-12-04
View their other companies + combined net worth →
Active
SCOTT, Gregory James
director · ~66y · appointed 2020-05-18
View their other companies + combined net worth →
Active
SUMMERS, Julie Elizabeth
director · ~63y · appointed 2019-09-02
View their other companies + combined net worth →
Active
BOOTH, David John
secretary · appointed 2007-01-19 · resigned 2018-06-11
Resigned
MANNING, Robert
secretary · appointed 2018-06-11 · resigned 2024-01-10
Resigned
BARTHOLOMEW, John Campbell
director · ~82y · appointed 2007-01-19 · resigned 2013-09-16
Resigned
BENNIE, Frances Jean
director · ~81y · appointed 2007-03-26 · resigned 2009-10-11
Resigned
BOOTH, David John
director · ~78y · appointed 2007-01-19 · resigned 2018-03-31
Resigned
CARPENTER, Glyn Marie
director · ~74y · appointed 2011-07-11 · resigned 2014-09-15
Resigned
DHILLON, Jagdish
director · ~48y · appointed 2012-09-10 · resigned 2013-09-16
Resigned
FREEBURN, Kari
director · ~65y · appointed 2023-11-13 · resigned 2025-01-20
Resigned
GIBSON, Liane, Cllr
director · ~64y · appointed 2010-09-13 · resigned 2011-07-11
Resigned
HARKER, Paul Vincent
director · ~86y · appointed 2007-03-26 · resigned 2012-09-10
Resigned
HORTON, David
director · ~78y · appointed 2013-09-16 · resigned 2015-06-15
Resigned

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

Recent filings (137 total)

memorandum-articles
incorporation · MA
2026-06-21
memorandum-articles
incorporation · MA
2026-06-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-12
appoint-person-director-company-with-name-date
officers · AP01
2025-10-24
termination-director-company-with-name-termination-date
officers · TM01
2025-10-23
termination-director-company-with-name-termination-date
officers · TM01
2025-10-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-16
change-person-director-company-with-change-date
officers · CH01
2025-08-11
change-person-director-company-with-change-date
officers · CH01
2025-08-11
change-person-director-company-with-change-date
officers · CH01
2025-08-11
change-person-director-company-with-change-date
officers · CH01
2025-08-11
appoint-person-director-company-with-name-date
officers · AP01
2025-07-01
termination-director-company-with-name-termination-date
officers · TM01
2025-04-08
termination-director-company-with-name-termination-date
officers · TM01
2025-01-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-16