CH PROPERTY TRUSTEE WHITEHEAD LIMITED

🌳Matureactive

06749979 · ltd · incorporated 2008-11-14

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

79/100

Strong

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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 67-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 67). 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

Lenders & charges

Confirmed no charges registered

Directors & officers

13 officers (5 active, 13 linked, 11 with DOB)

Ownership & PSC

1 active PSC(s) of 2 total, 2 with control declared

Director network

20 connected companies via shared directors

Filing history

71 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

79/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

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

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

Recent activity

Last 30 days

filings

Last 90 days

filings

• 3 officers
• 1 confirmation-statement

Last 180 days

filings

• 4 officers
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (42 events)Click to expand

2026-06-02
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-06-02
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-06-01
➕
WAKEFORD, Helen Mary appointed
director
2026-06-01
➖
DARVILL, Paul Andrew resigned
director
2026-04-29
📄
change-person-director-company-with-change-date
officers · CH01
2026-04-14
📄
change-person-director-company-with-change-date
officers · CH01
2025-09-04
📄
accounts-with-accounts-type-dormant
accounts · AA
2025-03-21
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-03-04
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-02-06
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2025-01-23
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2024-08-30
📄
accounts-with-accounts-type-dormant
accounts · AA
2024-02-13
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-02-12
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2023-05-19
📄
accounts-with-accounts-type-dormant
accounts · AA
2022-11-01
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-10-31
➖
BONNEYWELL, David resigned
director
2022-10-20
📄
change-account-reference-date-company-current-extended
accounts · AA01
2022-08-04
📄
change-person-director-company-with-change-date
officers · CH01
2022-08-04
📄
change-person-secretary-company-with-change-date
officers · CH03
2022-06-14
📄
accounts-with-accounts-type-dormant
accounts · AA
2022-01-26
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-01-25
➖
MUIR, Graham Macdonald resigned
director
2021-08-24
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2019-11-29
➕
BONNEYWELL, David appointed
director
2019-11-29
➕
DARVILL, Paul Andrew appointed
director
2019-11-29
➕
MUIR, Graham Macdonald appointed
director
2019-11-29
➖
WILKINSON, Adam Rawstron resigned
director
2014-11-18
➕
WILKINSON, Adam Rawstron appointed
director
2013-06-20
➖
BURTON, Peter resigned
director
2010-09-21
➕
LINLEY, Joanne appointed
secretary
2010-09-21
➕
LINLEY, Joanne appointed
director
2010-09-21
➖
HUGHES, Graham John resigned
secretary
2010-09-21
➖
BATTEN, David Henry Cary resigned
director
2010-09-21
➕
BURTON, Peter appointed
director
2010-09-21
➖
HUGHES, Graham John resigned
director
2008-11-28
➕
WHITEHEAD, Joyce Christine appointed
director
2008-11-28
➕
WHITEHEAD, Malcolm appointed
director
2008-11-14
🏢
Company incorporated
As CH PROPERTY TRUSTEE WHITEHEAD LIMITED
2008-11-14
➕
HUGHES, Graham John appointed
secretary
2008-11-14
➕
BATTEN, David Henry Cary appointed
director
2008-11-14
➕
HUGHES, Graham John appointed
director

Owner dependency

88/100

Critical — business is the founder

The 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 "WHITEHEAD" — strong identity link between founder and business.
+Long-tenure founder: Senior director has been in place 18 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 67 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

63/100

Strong succession signal

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

SIGNALS

primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
secondary12+ year tenure: Director in role 18 years.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 low

Multiple registered office changes

low

Multiple address changes in a short period can indicate operational instability or admin disorder.

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 WHITEHEAD LIMITED

This company · 06749979

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%

Name	Shares	Voting rights	Nature of control	Notified
Tpp Nominees Limited Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	29/11/2019

1 historic (ceased) PSC

The Pensions Partnership Limitedceased 29/11/2019· 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

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
CH PROPERTY TRUSTEE MANSION HOUSE LIMITED→ 06016110 · est 2006 · no financials extracted	—	—	—	—	19y	—	—
CH PROPERTY TRUSTEE QUINN LIMITED→ 05905465 · est 2006 · no financials extracted	—	—	—	—	19y	—	—
CH PROPERTY TRUSTEE WHARTON LIMITED→ 10754004 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
CLEMO FAMILY INVESTMENT COMPANY LTD→ 14125714 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
COMMUNITY MONEY ADVICE SOUTH WILTSHIRE CIC→ 13666506 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
DAVE DUNFORD LIMITED→ 11571113 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
E CUNNINGHAM PROPERTY CONSULTANTS LIMITED→ 16861459 · est 2025 · no financials extracted	—	—	—	—	—	—	—
EMCAT MORTGAGES LTD→ 15082854 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
EMMA ROSE MORTGAGES LIMITED→ 13917623 · est 2022 · no financials extracted	—	—	—	—	4y	—	—
EVERCONNECT LIMITED→ 04373762 · est 2002 · no financials extracted	—	—	—	—	24y	—	—
FERNDALE INSURANCE SERVICES LIMITED→ 02737182 · est 1992 · no financials extracted	—	—	—	—	33y	—	—
FHOENIX ESTATES LIMITED→ 05067028 · est 2004 · no financials extracted	—	—	—	—	22y	—	—

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

Typeltd

Incorporated2008-11-14

Jurisdictionengland-wales

Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

Suite B & C, First Floor Milford House

43-55 Milford Street

Salisbury

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