HEARTWOOD LEARNING TRUST

🌳Matureactive

07559537 · private-limited-guarant-nsc-limited-exemption · incorporated 2011-03-10

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

—

not disclosed

Net worth

—

book net assets

Opportunity

75/100

Strong

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What this business does

Primary activity: Pre-primary education

Sector: Education

ALSO REGISTERED FOR

85200Primary education
85310General secondary education
85320Technical and vocational secondary education

Investor take

Pursue

Active trading company with a 69-year-old founder — textbook succession opportunity.

Opportunity 75/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 69). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: medium (57/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 4 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

58 officers (10 active, 58 linked, 55 with DOB)

Ownership & PSC

3 active PSC(s) of 3 total, 3 with control declared

Director network

3 connected companies via shared directors

Filing history

163 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

75/100Strong

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.

Recent activity

Last 30 days

filings

Last 90 days

filing

• 1 confirmation-statement

Last 180 days

filings

• 1 confirmation-statement
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (129 events)Click to expand

2026-02-18
📄
accounts-with-accounts-type-full
accounts · AA
2025-10-29
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-10-29
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-10-29
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-10-29
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-09-23
➕
CHANDLER, Andrew Philip appointed
director
2025-09-23
➕
HUGHES, Nicola Mary Williams appointed
director
2025-09-23
➕
MATHEWS, Katherine Deborah appointed
director
2025-07-25
➕
WALKER, Stephen Patrick appointed
director
2025-04-23
✏️
certificate-change-of-name-company
change-of-name · CERTNM
2025-04-23
✏️
change-of-name-exemption
change-of-name · NE01
2025-04-23
✏️
change-of-name-notice
change-of-name · CONNOT
2025-03-10
📄
accounts-with-accounts-type-full
accounts · AA
2025-02-20
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2025-02-20
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2024-12-01
➕
ROMANIAK-MUNRO, Wendy Ann appointed
secretary
2024-12-01
➖
BRYAN-SMITH, Simon resigned
secretary
2024-10-11
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-10-11
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC03
2024-10-11
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC03
2024-10-10
📄
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2024-09-19
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-09-15
➖
HARVEY, Steven Charles, Reverend Canon resigned
director
2024-06-10
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-06-10
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-06-07
➖
GOWLAND, Philippa resigned
director
2024-06-07
➖
RATHERAM, Michael Scott resigned
director
2024-05-31
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-05-30
➕
MCKEOGH, Joseph Christopher appointed
director
2024-03-15
📄
accounts-with-accounts-type-full
accounts · AA
2024-03-12
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-03-12
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-01-24
➕
LOOKER, Patrick Robert appointed
director
2024-01-24
➕
HARVEY, Steven Charles, Reverend Canon appointed
director
2023-12-31
➖
MYERS, Charles Anthony resigned
director
2023-08-31
➖
OWEN, Frederick Thomas resigned
director
2023-02-21
➕
RATHERAM, Michael Scott appointed
director
2022-12-31
➖
DUFFIELD, Peter David resigned
director
2022-12-31
➖
SMITH, Alison resigned
director
2022-08-31
➖
THOMSON, Ian David resigned
director
2021-09-01
➕
LEWIS, Marjorie Jane appointed
director
2021-09-01
➕
DUFFIELD, Peter David appointed
director
2021-09-01
➕
OWEN, Frederick Thomas appointed
director
2021-09-01
➕
SMITH, Alison appointed
director
2021-08-31
➖
MCGONIGLE, Julie, Dr resigned
director
2021-08-31
➖
SEYMOUR, Olivia resigned
director
2020-12-09
➖
JUDSON, David John Michael resigned
director
2020-10-31
➖
KESTERTON, John Gerard resigned
director
2020-07-01
➖
COOLEY, Denise resigned
director
2019-10-08
➕
COOLEY, Denise appointed
director

Showing most recent 50 of 129 events

Owner dependency

55/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-9 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 69 — succession pressure is live.

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 69. Approaching typical UK retirement age — succession thinking likely.
secondary12+ year tenure: Director in role 13 years.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·

Name changed 3 times

medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2025-04-23: certificate-change-of-name-company; 2025-04-23: change-of-name-exemption

Group structure

The Diocese Of York Educational Trust holds 25-50% — a significant corporate investor but not a controlling parent.

🏛️

The Diocese Of York Educational Trust

Corporate parent

⬇

HEARTWOOD LEARNING TRUST

This company · 07559537

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

3 active beneficial owners

Name	Shares	Voting rights	Nature of control	Notified
The Dean And Chapter Of York Individual	—	25–50%	25-50% voting	31/08/2021
The Archbishop Of York Individual	—	25–50%	25-50% voting	31/08/2021
The Diocese Of York Educational Trust Corporate entity	—	25–50%	25-50% voting	31/08/2021

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 · Education & training · YO postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
79 2 81 CHILDCARE LIMITED→ 08852568 · est 2014 · no financials extracted	—	—	—	—	12y	—	—
A LITTLE PIECE OF LAND CIC→ 14751696 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
ACADEMIC SOULCRAFT LIMITED→ 15394226 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
ACHIEVE AND PARTNERS LIMITED→ 10286568 · est 2016 · no financials extracted	—	—	—	—	9y	—	—
ACTIV8 EDUCATION LTD→ 15752505 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
ADULT DEVELOPMENT (UK) LTD→ 10971860 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
ADVANCE RAIL LTD→ 15631642 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
ADVENTURERS DAY NURSERY LTD→ 12799920 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
AIMC LTD→ 14572190 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
ALL STAR FOOTBALL ACADEMY LTD→ 09298329 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
ALL STAR FOOTBALL GROUP LIMITED→ 09900780 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
ALLOTMENT FARM LIMITED→ 06801099 · est 2009 · no financials extracted	—	—	—	—	17y	—	—

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

Typeprivate-limited-guarant-nsc-limited-exemption

Incorporated2011-03-10

Jurisdictionengland-wales

Primary SIC85100 — Pre-primary education

Registered office

C/O Vale Of York Academy Rawcliffe Drive

Clifton

York

YO30 6ZS

United Kingdom

Filing status

Accounts

Next due: 2027-05-31

Last made up to: 2025-08-31

Confirmation statement

Next due: 2027-03-24

Last: 2026-03-10