BEDE WEALTH MANAGEMENT LIMITED

💤Zombieactive
06836079 · ltd · incorporated 2009-03-04
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 Mar 2026
Net worth
£196.5k
book net assets
Opportunity
80/100
Exceptional
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What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 61-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (70/100, director aged 61). 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 (79/100)

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
5 officers (1 active, 5 linked, 4 with DOB)
86
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
3 connected companies via shared directors
54
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.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Positive net assets
Net assets £196,464
Cash YoY
+77%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£103k
↑ 77% YoY
Net Worth
£196k
↑ 73% YoY
Current Assets
£156k
↑ 39% YoY
Current Liabilities
—
£0£39k£79k£118k£157k£196kMar 2025Mar 2026

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2026-03-312025-03-31
Total assets£196.5k£113.4k
Current assets£155.6k£112.0k
Cash£102.5k£58.0k
Debtors£53.1k£54.0k
Net assets£196.5k£113.4k

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

🔒Filing-note intelligence

1 signal 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
1
filing
  • • 1 confirmation-statement
Last 90 days
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Last 180 days
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2026-04-15
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-04-11
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-04-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-04-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2022-05-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2022-03-30
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  7. 2021-04-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2020-04-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2019-12-11
    📄
    capital-allotment-shares
    capital · SH01
  10. 2019-04-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2018-06-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2017-10-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2017-10-11
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  14. 2017-10-11
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  15. 2017-09-12
    📄
    capital-allotment-shares
    capital · SH01
  16. 2017-09-12
    📄
    capital-allotment-shares
    capital · SH01
  17. 2017-03-31
    ➖
    LINDSAY, Karen resigned
    director
  18. 2016-04-01
    ➕
    LINDSAY, Karen appointed
    director
  19. 2011-08-01
    ➖
    PEARSON, Robert resigned
    director
  20. 2009-03-04
    🏢
    Company incorporated
    As BEDE WEALTH MANAGEMENT LIMITED
  21. 2009-03-04
    ➕
    LINDSAY, Paul Martin appointed
    director
  22. 2009-03-04
    ➕
    DMCS SECRETARIES LIMITED appointed
    corporate-secretary
  23. 2009-03-04
    ➖
    DMCS SECRETARIES LIMITED resigned
    corporate-secretary
  24. 2009-03-04
    ➕
    MILES, Dudley Robert Alexander appointed
    director
  25. 2009-03-04
    ➖
    MILES, Dudley Robert Alexander resigned
    director
  26. 2009-03-04
    ➕
    PEARSON, Robert appointed
    director

Owner dependency

93/100
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
  • +Sole director: Only one active director — all governance concentrated on one person.
  • +Long-tenure founder: Senior director has been in place 17 years — deep operational knowledge concentrated in one person.
  • +Senior director age: Director aged approximately 61 — approaching natural succession window.

Succession & seller-readiness

78/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 61. Early succession window.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • secondary12+ year tenure: Director in role 17 years.
  • secondaryStable-but-static management: Company is 17 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

clean
No 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 · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Paul Martin Lindsay
Individual · British · DOB 01/1965 · age 61
75–100%
75–100%sig. influence75-100% shares · 75-100% voting · significant influence06/04/2016

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 →

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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.

See pricing →

Company details

Statusactive
Typeltd
Incorporated2009-03-04
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

7 Kingfisher Way
Silverlink Business Park
Wallsend
Tyne And Wear
NE28 9NX
United Kingdom

Filing status

Accounts
Next due: 2027-12-31
Last made up to: 2026-03-31
Confirmation statement
Next due: 2027-06-23
Last: 2026-06-09

Officers (1 active · 4 resigned)

LINDSAY, Paul Martin→
director · ~61y · appointed 2009-03-04
View their other companies + combined net worth →
Active
DMCS SECRETARIES LIMITED→
corporate-secretary · appointed 2009-03-04 · resigned 2009-03-04
Resigned
LINDSAY, Karen→
director · ~61y · appointed 2016-04-01 · resigned 2017-03-31
Resigned
MILES, Dudley Robert Alexander→
director · ~79y · appointed 2009-03-04 · resigned 2009-03-04
Resigned
PEARSON, Robert→
director · ~77y · appointed 2009-03-04 · resigned 2011-08-01
Resigned

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

Recent filings (51 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-06-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-04-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-04-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-11
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-04-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-04-13
confirmation-statement-with-updates
confirmation-statement · CS01
2022-06-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-05-09
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-03-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-07-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-04-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-07-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-04-20