BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED
🌳Matureactive
07138035 · ltd · incorporated 2010-01-27
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.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 3.3y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
75/100
Strong
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 75/100 (strong), bankability 80/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).
🏦
Refinance opportunity
1 live charge · oldest 3.3y
75/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Charge age ~3.3 years — mid-life; refi window approaching.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: high (81/100)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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
6 officers (2 active, 6 linked, 6 with DOB)
90
Ownership & PSC
1 active PSC(s) of 4 total, 4 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
61 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
75/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
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 · accounting standard unknown| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Average employees | 2100 | 1800 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
3 signals 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
0
filings
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (29 events)Click to expand
- 2025-07-10📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-07-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-06-12📄change-person-director-company-with-change-dateofficers · CH01
- 2024-06-12📄change-person-director-company-with-change-dateofficers · CH01
- 2023-11-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-05-03📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-04-21📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-04-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-04-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-04-13📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2023-04-13📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-04-13📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-04-11📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2023-04-06➕HJALMAS, Joanna Lisa appointeddirector
- 2023-04-06➕HJALMAS, Oscar Magnus appointeddirector
- 2023-04-06➖BAGGETTE, Keith Alexander resigneddirector
- 2023-04-06🔒Charge registered #1Lender: Evbl (General Partner Ev Sme Loans Ii) Limited Acting on Behalf of and in Its Capacity as General Partner to Enterprise Ventures Sme Loans Ii LP
- 2022-12-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-07-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-12-14📄change-person-director-company-with-change-dateofficers · CH01
- 2020-06-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-11-29➖BAGGETTE, Vicky Phillipa resigneddirector
- 2019-11-15➖DORAN, Kevin resigneddirector
- 2017-03-16➕DORAN, Kevin appointeddirector
- 2011-04-01➕BAGGETTE, Vicky Phillipa appointeddirector
- 2010-01-29➕BAGGETTE, Keith Alexander appointeddirector
- 2010-01-27🏢Company incorporatedAs BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED
- 2010-01-27➕JACOBS, Yomtov Eliezer appointeddirector
- 2010-01-27➖JACOBS, Yomtov Eliezer resigneddirector
Owner dependency
66/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
46/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- secondaryStable-but-static management: Company is 16 years old and no new directors in the last 3 years — succession not yet being planned internally.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Group structure
Me23 Holding Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Me23 Holding Limited
Corporate parent · holds 75-100% shares · board control
⬇
BAGGETTE & COMPANY WEALTH MANAGEMENT LIMITED
This company · 07138035
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 |
|---|---|---|---|---|
Me23 Holding Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 06/04/2023 |
3 historic (ceased) PSCs
- White Pearl Capital Limitedceased 06/04/2023· 75-100% shares · 75-100% voting · board control
- Mr Keith Alexander Baggetteceased 29/11/2019· 50-75% shares · 50-75% voting
- Mrs Vicky Phillipa Baggetteceased 29/11/2019· 25-50% shares · 25-50% voting
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 · BH postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A ONE LONDON RISK SERVICES LTD→ 12199926 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| AMAC MORTGAGES LIMITED→ 04311930 · est 2001 · no financials extracted | — | — | — | — | 24y | — | — |
| ARGO CAPITAL PARTNERS LIMITED→ 11358130 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| AUTOMOTIVE ONLINE LTD→ 07968386 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| AVANTYS LTD→ 07175443 · est 2010 · no financials extracted | — | — | — | — | 16y | — | — |
| AVC GROUP LIMITED→ 09444836 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| AXE HEAD CONTRACTING LTD→ 09964770 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| BAKER DAVIES LTD→ 03452959 · est 1997 · no financials extracted | — | — | — | — | 28y | — | — |
| BANIAN CAPITAL MANAGEMENT LTD→ 16633362 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BARNES INGRAM LIMITED→ 08333640 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| BARRES INVESTMENTS LTD→ 12387735 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| BARRETT MORTGAGES LTD→ 10985778 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 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
Incorporated2010-01-27
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
North House
Sterte Avenue West
Poole
Dorset
BH15 2BX
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-06-06
Last: 2026-05-23
Officers (2 active · 4 resigned)
HJALMAS, Joanna Lisa→
Activedirector · ~40y · appointed 2023-04-06
View their other companies + combined net worth →
HJALMAS, Oscar Magnus→
Activedirector · ~38y · appointed 2023-04-06
View their other companies + combined net worth →
BAGGETTE, Keith Alexander→
Resigneddirector · ~66y · appointed 2010-01-29 · resigned 2023-04-06
BAGGETTE, Vicky Phillipa→
Resigneddirector · ~68y · appointed 2011-04-01 · resigned 2019-11-29
DORAN, Kevin→
Resigneddirector · ~50y · appointed 2017-03-16 · resigned 2019-11-15
JACOBS, Yomtov Eliezer→
Resigneddirector · ~56y · appointed 2010-01-27 · resigned 2010-01-27
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Evbl (General Partner Ev Sme Loans Ii) Acting on Behalf of and in Its Capacity as General Partner to Enterprise Ventures Sme Loans Ii LP Evbl (General Partner Ev Sme Loans Ii) Limited Acting on Behalf of and in Its Capacity as General Partner to Enterprise Ventures Sme Loans Ii LP | A registered charge | — | 06/04/2023 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (61 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-06-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-07-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-07-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-12
change-person-director-company-with-change-date
officers · CH01
2024-06-12
change-person-director-company-with-change-date
officers · CH01
2024-06-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-27
confirmation-statement-with-updates
confirmation-statement · CS01
2023-05-23
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-05-03
termination-director-company-with-name-termination-date
officers · TM01
2023-04-21
appoint-person-director-company-with-name-date
officers · AP01
2023-04-13
appoint-person-director-company-with-name-date
officers · AP01
2023-04-13
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2023-04-13
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-04-13