BEACH INDEPENDENT FINANCIAL ADVISORS LIMITED
💤Zombieactive
06641482 · ltd · incorporated 2008-07-09
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Jul 2025
Net worth
—
book net assets
Opportunity
80/100
Exceptional
What this business does
Primary activity: SIC 99999
Sector: Extraterritorial bodies
Investor take
PursueActive trading company with a 68-year-old founder — textbook succession opportunity.
Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 68). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (73/100).
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, 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
4 officers (2 active, 4 linked, 1 with DOB)
75
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
5 connected companies via shared directors
60
Filing history
51 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
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
90
Good data coverage for analysis.
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 | 2025-07-31 | 2024-07-31 |
|---|
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2025-08-28📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-09-19📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-10-11📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-09-12📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-10-19📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-03-05📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-01-15📄change-person-director-company-with-change-dateofficers · CH01
- 2020-01-15📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-01-15📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2019-09-09📄accounts-with-accounts-type-dormantaccounts · AA
- 2019-01-03📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-07-23📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-07-23📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-07-20📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-07-20📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2017-12-12📄accounts-with-accounts-type-dormantaccounts · AA
- 2008-07-09🏢Company incorporatedAs BEACH INDEPENDENT FINANCIAL ADVISORS LIMITED
- 2008-07-09➕DALZIEL, Jennifer appointedsecretary
- 2008-07-09➕DALZIEL, Robert Stephen appointeddirector
- 2008-07-09➕TEMPLE SECRETARIES LIMITED appointedcorporate-secretary
- 2008-07-09➖TEMPLE SECRETARIES LIMITED resignedcorporate-secretary
- 2008-07-09➕COMPANY DIRECTORS LIMITED appointedcorporate-director
- 2008-07-09➖COMPANY DIRECTORS LIMITED resignedcorporate-director
Owner dependency
100/100
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
- +Sole director: Only one active director — all governance concentrated on one person.
- +Long-tenure founder: Senior director has been in place 18 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 68 — succession pressure is live.
Succession & seller-readiness
88/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 68. Approaching typical UK retirement age — succession thinking likely.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 18 years.
- secondaryStable-but-static management: Company is 18 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
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Robert Stephen Dalziel Individual · British · DOB 10/1958 · age 68 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 06/04/2016 |
Mrs Jennifer Dalziel Individual · British · DOB 02/1968 · age 58 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 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 · Other · DY postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| AUREATION DEVELOPMENTS LTD→ 09758222 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| AUTOMATE-US LTD→ 16005464 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AVM PR CONSULTANCY LIMITED→ 07858318 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| BALSCI LTD→ 16829988 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BARBERRY HOMES LIMITED→ 03285482 · est 1996 · no financials extracted | — | — | — | — | 29y | — | — |
| BARBERRY SECURITIES LIMITED→ 03142127 · est 1995 · no financials extracted | — | — | — | — | 30y | — | — |
| BARNFATHER LTD→ 15077780 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| BAXTER & BLOOM LTD→ 15573798 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| BCGBA LTD→ 08422623 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| BCGBA2 LTD→ 08429684 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| BEACH IFA LIMITED→ 06641440 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| BEACH INSURANCE BROKERS LIMITED→ 07398959 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
8 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
Incorporated2008-07-09
Jurisdictionengland-wales
Primary SIC99999 — SIC 99999
Registered office
Swinford House
Albion Street
Brierley Hill
West Midlands
DY5 3EE
Filing status
Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2026-07-23
Last: 2025-07-09
Officers (2 active · 2 resigned)
Active
DALZIEL, Robert Stephen→
Activedirector · ~68y · appointed 2008-07-09
View their other companies + combined net worth →
TEMPLE SECRETARIES LIMITED→
Resignedcorporate-secretary · appointed 2008-07-09 · resigned 2008-07-09
COMPANY DIRECTORS LIMITED→
Resignedcorporate-director · appointed 2008-07-09 · resigned 2008-07-09
Click a director name to see their full track record across all companies.
Recent filings (51 total)
accounts-with-accounts-type-dormant
accounts · AA
2025-08-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-09
accounts-with-accounts-type-dormant
accounts · AA
2024-09-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-07-18
accounts-with-accounts-type-dormant
accounts · AA
2023-10-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-07-21
accounts-with-accounts-type-dormant
accounts · AA
2022-09-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-07-13
accounts-with-accounts-type-dormant
accounts · AA
2021-10-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-07-13
accounts-with-accounts-type-dormant
accounts · AA
2021-03-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-07-24
change-person-director-company-with-change-date
officers · CH01
2020-01-15
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2020-01-15
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2020-01-15