ASSISI CATHOLIC TRUST

🌳Matureactive

07696989 · private-limited-guarant-nsc-limited-exemption · incorporated 2011-07-07

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: General secondary education

Sector: Education

Investor take

Pursue

Active trading company with a 78-year-old founder — textbook succession opportunity.

Opportunity 75/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 78). 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, 1 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

41 officers (7 active, 41 linked, 39 with DOB)

Ownership & PSC

3 active PSC(s) of 5 total, 5 with control declared

Director network

1 connected companies via shared directors

Filing history

126 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 miscellaneous

Last 180 days

filings

• 1 miscellaneous
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (98 events)Click to expand

2026-04-14
📄
legacy
miscellaneous · RP01PSC01
2026-01-30
📄
accounts-with-accounts-type-full
accounts · AA
2025-10-17
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-10-08
➖
CONWAY, Ann-Marie resigned
director
2025-07-17
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-07-16
➖
BRADFORD HUGHES, Kerry resigned
director
2025-03-21
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-03-20
➖
PARSAD, Joseph Francis resigned
director
2025-01-02
📄
accounts-with-accounts-type-full
accounts · AA
2024-11-06
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2024-09-30
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-09-25
➕
ALCOCK, Graham Paul appointed
director
2024-04-26
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-04-18
➕
CONWAY, Ann-Marie appointed
director
2024-04-18
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-04-18
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-04-17
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2023-12-28
📄
accounts-with-accounts-type-full
accounts · AA
2023-11-13
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-11-06
➕
BRADFORD HUGHES, Kerry appointed
director
2023-05-17
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-05-11
➖
MICKLEWRIGHT, David William resigned
director
2023-03-29
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-03-28
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-02-24
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-02-09
➖
FOSTER, John Charles resigned
director
2023-01-05
📄
accounts-with-accounts-type-full
accounts · AA
2022-11-16
📄
resolution
resolution · RESOLUTIONS
2022-11-16
📄
resolution
resolution · RESOLUTIONS
2022-11-16
📄
memorandum-articles
incorporation · MA
2022-08-31
➖
MCCORMICK, Anna Victoria resigned
director
2020-07-07
➕
MCCORMICK, Anna Victoria appointed
director
2019-09-09
➕
CLAYTON-CASHELL, Melanie appointed
director
2019-07-09
➕
PARR, Nikita Rachel appointed
secretary
2019-07-09
➖
PRIOR, Geoffrey resigned
secretary
2018-04-01
➕
MCEVOY, Francis appointed
director
2018-04-01
➕
STEWART, Mathew appointed
director
2018-04-01
➕
UPSHER, John Joseph appointed
director
2018-03-31
➖
CROWLEY, Anthony Patrick resigned
director
2018-03-31
➖
JONES, Samantha resigned
director
2018-03-31
➖
JUNIPER, Alan Robert resigned
director
2018-03-31
➖
KELSEY-CASHELL, Nuala resigned
director
2018-03-31
➖
KWASNICA, Amy Suzanne resigned
director
2018-03-31
➖
MASON, Simon Miles resigned
director
2018-03-31
➖
MUPATI, Christina resigned
director
2018-03-31
➖
O'BRIEN, James Francis resigned
director
2018-03-31
➖
SHORTEN, Richard Jon resigned
director
2018-03-31
➖
WOOLNOUGH, Jeffrey Ralph, Rev resigned
director
2017-08-31
➖
GRADWELL, Carol Anne resigned
director
2017-04-18
➖
KEENAN, Francis resigned
director

Showing most recent 50 of 98 events

Owner dependency

55/100

Moderate — manageable with handover

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

FACTORS

-6 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 78 — succession pressure is live.

Succession & seller-readiness

73/100

Strong succession signal

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

SIGNALS

primaryFounder aged 70+: Senior director is approximately 78 years old. Natural succession window is now.
secondary12+ year tenure: Director in role 14 years.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·

2 director resignations in last 12 months

medium

Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.

Evidence: BRADFORD HUGHES, Kerry resigned 2025-07-16; CONWAY, Ann-Marie resigned 2025-10-08

Group structure

Brentwood Roman Catholic Diocese Trustee holds 25-50% — a significant corporate investor but not a controlling parent.

🏛️

Brentwood Roman Catholic Diocese Trustee

Corporate parent

⬇

ASSISI CATHOLIC TRUST

This company · 07696989

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
Mr Stephen Myers Individual · British · DOB 03/1964 · age 62	—	25–50%	25-50% voting	28/03/2023
Rt Rev Bishop Alan Williams Individual · British · DOB 03/1951 · age 75	—	25–50%	board control25-50% voting · board control	06/04/2016
Brentwood Roman Catholic Diocese Trustee Corporate entity	—	25–50%	25-50% voting	06/04/2016

2 historic (ceased) PSCs

Mr Francis Mcevoyceased 28/03/2023· significant influence · trust interest
Mr John Charles Fosterceased 02/07/2018· 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 · Education & training · SS postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
ANGLIAN CARE LIMITED→ 06392124 · est 2007 · no financials extracted	—	—	—	—	18y	—	—
ANGLIAN CARE SERVICES LIMITED→ 06392128 · est 2007 · no financials extracted	—	—	—	—	18y	—	—
ANIMATING EDUCATION CIC→ 15153348 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ANTON SMITH ACADEMY (ASA) LTD→ 10891564 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
APOLLO AUDIO HERTFORD LIMITED→ 12616015 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
AQUA AIMS RAYLEIGH LIMITED→ 16198292 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
ARMIGER TRAINING SERVICES LTD→ 10314708 · est 2016 · no financials extracted	—	—	—	—	9y	—	—
ART RIDER TRAINING LIMITED→ 06905244 · est 2009 · no financials extracted	—	—	—	—	16y	—	—
ARTHOUSE RETREAT STUDIO LTD→ 15058021 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ASECONDCHANCE LTD→ 06794506 · est 2009 · no financials extracted	—	—	—	—	17y	—	—
ASPIRE WORKPLACE TRAINING LIMITED→ 13744105 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
ATDT LIMITED→ 04036005 · est 2000 · no financials extracted	—	—	—	—	25y	—	—

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 →

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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

Incorporated2011-07-07

Jurisdictionengland-wales

Primary SIC85310 — General secondary education

Registered office

St. Thomas More High School

Kenilworth Gardens

Westcliff On Sea

Essex

SS0 0BW

Filing status

Accounts

Next due: 2027-05-31

Last made up to: 2025-08-31

Confirmation statement

Next due: 2026-07-16

Last: 2025-07-02