CH PROPERTY TRUSTEE AK TRUST LIMITED

🌳Matureactive
06135939 · ltd · incorporated 2007-03-05
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 Dec 2024
Net worth
book net assets
Opportunity
81/100
Exceptional
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Active trading company with a 74-year-old founder — textbook succession opportunity.

Opportunity 81/100 (exceptional), 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: high (83/100)

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
Confirmed no charges registered
85
Directors & officers
11 officers (4 active, 11 linked, 9 with DOB)
86
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
22 connected companies via shared directors
90
Filing history
65 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
81/100Exceptional
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
85
Strong succession / seller-readiness signals.
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£0Dec 2023Dec 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2024-12-312023-12-31

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

Recent activity

Last 30 days
2
filings
  • 2 officers
Last 90 days
2
filings
  • 2 officers
Last 180 days
3
filings
  • 2 officers
  • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (38 events)Click to expand
  1. 2026-06-01
    WAKEFORD, Helen Mary appointed
    director
  2. 2026-06-01
    DARVILL, Paul Andrew resigned
    director
  3. 2026-06-01
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  4. 2026-06-01
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  5. 2025-09-03
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  6. 2025-02-06
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  7. 2025-01-24
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  8. 2025-01-23
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  9. 2024-09-03
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  10. 2024-02-13
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  11. 2024-02-12
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  12. 2023-05-16
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  13. 2023-05-16
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  14. 2023-05-16
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  15. 2022-11-01
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  16. 2022-10-31
    BONNEYWELL, David resigned
    director
  17. 2022-10-18
    📄
    change-account-reference-date-company-current-shortened
    accounts · AA01
  18. 2022-08-04
    📄
    change-person-director-company-with-change-date
    officers · CH01
  19. 2022-08-04
    📄
    change-person-secretary-company-with-change-date
    officers · CH03
  20. 2022-05-30
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  21. 2022-03-29
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  22. 2022-03-25
    MUIR, Graham Macdonald resigned
    director
  23. 2021-03-31
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  24. 2019-11-29
    BONNEYWELL, David appointed
    director
  25. 2019-11-29
    DARVILL, Paul Andrew appointed
    director
  26. 2019-11-29
    MUIR, Graham Macdonald appointed
    director
  27. 2013-06-20
    BURTON, Peter resigned
    director
  28. 2010-07-01
    LINLEY, Joanne appointed
    secretary
  29. 2010-07-01
    LINLEY, Joanne appointed
    director
  30. 2010-07-01
    HUGHES, Graham John resigned
    secretary
  31. 2010-07-01
    BATTEN, David Henry Cary resigned
    director
  32. 2010-07-01
    BURTON, Peter appointed
    director
  33. 2010-07-01
    HUGHES, Graham John resigned
    director
  34. 2007-05-16
    KENNY, Andrew appointed
    director
  35. 2007-03-05
    🏢
    Company incorporated
    As CH PROPERTY TRUSTEE AK TRUST LIMITED
  36. 2007-03-05
    HUGHES, Graham John appointed
    secretary
  37. 2007-03-05
    BATTEN, David Henry Cary appointed
    director
  38. 2007-03-05
    HUGHES, Graham John appointed
    director

Owner dependency

75/100
High — earn-out structure required

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

FACTORS
  • +Long-tenure founder: Senior director has been in place 19 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 19 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

Tpp Nominees Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Tpp Nominees Limited
Corporate parent · holds 75-100% shares · board control
ultimate parent
CH PROPERTY TRUSTEE AK TRUST LIMITED
This company · 06135939

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
Tpp Nominees Limited
Corporate entity
75100%
75–100%board control75-100% shares · 75-100% voting · board control · firm interest04/12/2016
1 historic (ceased) PSC
  • The Pensions Partnership Limitedceased 04/12/2016· board control · significant influence · firm interest

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 · Financial services · SP postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
CH PROPERTY TRUSTEE COMPANY CATE HARVEY LIMITED
09929232 · est 2015 · no financials extracted
10y
CH PROPERTY TRUSTEE CORISANDE LIMITED
11179056 · est 2018 · no financials extracted
8y
CH PROPERTY TRUSTEE CRONIN LIMITED
10845810 · est 2017 · no financials extracted
8y
CH PROPERTY TRUSTEE DEENS AND HEGARTY LIMITED
07087500 · est 2009 · no financials extracted
16y
CH PROPERTY TRUSTEE DEIBEL LIMITED
06845770 · est 2009 · no financials extracted
17y
CH PROPERTY TRUSTEE DICKINSON LIMITED
10722736 · est 2017 · no financials extracted
9y
CH PROPERTY TRUSTEE DIXO0002 LIMITED
08112085 · est 2012 · no financials extracted
13y
CH PROPERTY TRUSTEE DIXON 2 LIMITED
11027667 · est 2017 · no financials extracted
8y
CH PROPERTY TRUSTEE DUXBURY LIMITED
08320063 · est 2012 · no financials extracted
13y
CH PROPERTY TRUSTEE EDMONDSON-HANNON LIMITED
11816711 · est 2019 · no financials extracted
7y
CH PROPERTY TRUSTEE ENRIGHT & CUNNINGHAM LIMITED
11170453 · est 2018 · no financials extracted
8y
CH PROPERTY TRUSTEE FALCON LIMITED
07851504 · est 2011 · no financials extracted
14y
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
Incorporated2007-03-05
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

Suites B& C, First Floor Milford House
43-55 Milford Street
Salisbury
Wiltshire
SP1 2BP
United Kingdom

Filing status

Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-01-02
Last: 2025-12-19

Officers (4 active · 7 resigned)

LINLEY, Joanne
secretary · appointed 2010-07-01
View their other companies + combined net worth →
Active
KENNY, Andrew
director · ~74y · appointed 2007-05-16
View their other companies + combined net worth →
Active
LINLEY, Joanne
director · ~55y · appointed 2010-07-01
View their other companies + combined net worth →
Active
WAKEFORD, Helen Mary
director · ~55y · appointed 2026-06-01
View their other companies + combined net worth →
Active
HUGHES, Graham John
secretary · appointed 2007-03-05 · resigned 2010-07-01
Resigned
BATTEN, David Henry Cary
director · ~74y · appointed 2007-03-05 · resigned 2010-07-01
Resigned
BONNEYWELL, David
director · ~57y · appointed 2019-11-29 · resigned 2022-10-31
Resigned
BURTON, Peter
director · ~76y · appointed 2010-07-01 · resigned 2013-06-20
Resigned
DARVILL, Paul Andrew
director · ~57y · appointed 2019-11-29 · resigned 2026-06-01
Resigned
HUGHES, Graham John
director · ~73y · appointed 2007-03-05 · resigned 2010-07-01
Resigned
MUIR, Graham Macdonald
director · ~62y · appointed 2019-11-29 · resigned 2022-03-25
Resigned

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

Recent filings (65 total)

appoint-person-director-company-with-name-date
officers · AP01
2026-06-01
termination-director-company-with-name-termination-date
officers · TM01
2026-06-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-24
accounts-with-accounts-type-dormant
accounts · AA
2025-09-03
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2025-02-06
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-01-24
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2025-01-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-19
accounts-with-accounts-type-dormant
accounts · AA
2024-09-03
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-02-13
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2024-02-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-12-19
accounts-with-accounts-type-dormant
accounts · AA
2023-05-16
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-05-16
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2023-05-16