BERWICK ACADEMY

🌳Matureactive
07807248 · private-limited-guarant-nsc-limited-exemption · incorporated 2011-10-12
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.
🔒Estimated value
Upgrade to see
Turnover
not disclosed
Net worth
book net assets
Opportunity
77/100
Strong
🔔
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What this business does
Primary activity: General secondary education
Sector: Education
Investor take
Pursue
Active trading company with a 79-year-old founder — textbook succession opportunity.

Opportunity 77/100 (strong), bankability 80/100. Strong seller-intent signal (63/100, director aged 79). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

1 live charge · oldest 1.9y

30/100
too messy

Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.

  • · Newest facility, 1.9 years old — likely still in initial term.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 28/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (58/100)

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
0
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
71 officers (9 active, 71 linked, 71 with DOB)
90
Ownership & PSC
0 active PSC(s) of 5 total, 5 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
161 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
100
Good data coverage for analysis.

Recent activity

Last 30 days
0
filings
Last 90 days
2
filings
  • 2 officers
Last 180 days
5
filings
  • 4 officers
  • 1 accounts
Counts from Companies House filing history.
Corporate timeline (158 events)Click to expand
  1. 2026-04-29
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  2. 2026-04-27
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  3. 2026-04-20
    HOLBROOK, Kelly Ann appointed
    director
  4. 2026-04-19
    RYDER, Ben James resigned
    director
  5. 2026-03-17
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  6. 2026-03-13
    DICKSON, Marion resigned
    director
  7. 2026-03-11
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  8. 2026-03-08
    THORP, Alexandra Katherine Louise, Dr resigned
    director
  9. 2026-01-03
    📄
    accounts-with-accounts-type-small
    accounts · AA
  10. 2025-12-02
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  11. 2025-11-25
    RICHARDSON, Shona Louise appointed
    director
  12. 2025-09-23
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  13. 2025-09-10
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  14. 2025-09-01
    FOX, Mark Alan appointed
    director
  15. 2025-09-01
    MAHON, James Matthew appointed
    director
  16. 2025-07-16
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  17. 2025-07-08
    JOBSON, Roy, Dr appointed
    director
  18. 2025-06-16
    THORP, Alexandra Katherine Louise, Dr appointed
    director
  19. 2025-06-16
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  20. 2025-04-28
    RYDER, Ben James appointed
    director
  21. 2025-04-28
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  22. 2025-04-28
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  23. 2025-04-28
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  24. 2025-04-27
    DOUGLAS, Gary Richard resigned
    director
  25. 2025-04-27
    GIBSON, Stephen George resigned
    director
  26. 2024-12-20
    📄
    accounts-with-accounts-type-small
    accounts · AA
  27. 2024-10-28
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  28. 2024-10-25
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  29. 2024-10-17
    DOHERTY, Clare Victoria appointed
    director
  30. 2024-10-17
    PATTISON, Stephanie Margaret appointed
    director
  31. 2024-09-24
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  32. 2024-09-13
    RICHARDSON, Shona Louise resigned
    director
  33. 2024-09-02
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  34. 2024-09-02
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  35. 2024-09-01
    GIBSON, Stephen George appointed
    director
  36. 2024-08-31
    HUSH, Tracy Anne resigned
    director
  37. 2024-08-07
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  38. 2024-08-01
    🔒
    Charge registered #1
    Lender: The Secretary of State for Education
  39. 2024-06-11
    GODDARD, Donna Louise resigned
    director
  40. 2024-06-11
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  41. 2024-04-16
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  42. 2024-04-01
    GILCHRIST, John Michael Benjamin resigned
    director
  43. 2024-03-22
    📄
    memorandum-articles
    incorporation · MA
  44. 2023-11-16
    RICHARDSON, Shona Louise appointed
    director
  45. 2023-10-10
    CAIRNS, David Lowes resigned
    director
  46. 2023-07-17
    DICKSON, Marion appointed
    director
  47. 2023-07-17
    ROBINSON, Christine Margaret resigned
    director
  48. 2023-02-14
    ALLEN, Mark David resigned
    director
  49. 2022-11-15
    LEAVER, Anne Elizabeth resigned
    director
  50. 2022-10-17
    DOUGLAS, Gary Richard appointed
    director
Showing most recent 50 of 158 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 79 — succession pressure is live.

Succession & seller-readiness

60/100
Strong succession signal

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

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 79 years old. Natural succession window is now.

Red flags

1 med ·
3 director resignations in last 12 months
medium

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

Evidence: DICKSON, Marion resigned 2026-03-13; RYDER, Ben James resigned 2026-04-19; THORP, Alexandra Katherine Louise, Dr resigned 2026-03-08

🔒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
Typeprivate-limited-guarant-nsc-limited-exemption
Incorporated2011-10-12
Jurisdictionengland-wales
Primary SIC85310 — General secondary education

Registered office

Berwick Academy
Adams Drive
Berwick Upon Tweed
Northumberland
TD15 2JF

Filing status

Accounts
Next due: 2027-05-31
Last made up to: 2025-08-31
Confirmation statement
Next due: 2026-11-18
Last: 2025-11-04

Officers (9 active · 62 resigned)

BURTON, Michael David
director · ~62y · appointed 2022-07-20
View their other companies + combined net worth →
Active
DOHERTY, Clare Victoria
director · ~50y · appointed 2024-10-17
View their other companies + combined net worth →
Active
FOX, Mark Alan
director · ~56y · appointed 2025-09-01
View their other companies + combined net worth →
Active
HOLBROOK, Kelly Ann
director · ~48y · appointed 2026-04-20
View their other companies + combined net worth →
Active
JOBSON, Roy, Dr
director · ~79y · appointed 2025-07-08
View their other companies + combined net worth →
Active
MAHON, James Matthew
director · ~48y · appointed 2025-09-01
View their other companies + combined net worth →
Active
PATTISON, Stephanie Margaret
director · ~42y · appointed 2024-10-17
View their other companies + combined net worth →
Active
RICHARDSON, Shona Louise
director · ~49y · appointed 2025-11-25
View their other companies + combined net worth →
Active
ROBINSON, Clive Maurice
director · ~69y · appointed 2021-09-01
View their other companies + combined net worth →
Active
ALLEN, Mark David
director · ~48y · appointed 2020-10-15 · resigned 2023-02-14
Resigned
BAGLEY, Karen
director · ~59y · appointed 2017-02-15 · resigned 2018-09-06
Resigned
BAGLEY, Karen
director · ~59y · appointed 2011-10-12 · resigned 2014-04-30
Resigned
BERESFORD, Kerry Louise Elaine
director · ~52y · appointed 2019-01-17 · resigned 2019-03-27
Resigned
BOWLAS, Alan Richard
director · ~85y · appointed 2011-10-12 · resigned 2014-07-31
Resigned
CAIRNS, David Lowes
director · ~57y · appointed 2012-05-01 · resigned 2023-10-10
Resigned
CARRICK, Jacqueline Claire
director · ~65y · appointed 2012-03-31 · resigned 2014-07-10
Resigned
COLBOURNE, Carol Marie
director · ~65y · appointed 2016-02-10 · resigned 2019-01-18
Resigned
CURRANS, Deborah Elaine
director · ~62y · appointed 2016-10-19 · resigned 2018-03-28
Resigned
DICKSON, Andrew
director · ~45y · appointed 2017-11-13 · resigned 2019-07-05
Resigned
DICKSON, Marion
director · ~69y · appointed 2023-07-17 · resigned 2026-03-13
Resigned

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
TypeProperties
outstanding
The Secretary of State for Education
A registered charge1 property01/08/2024
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (161 total)

termination-director-company-with-name-termination-date
officers · TM01
2026-04-29
appoint-person-director-company-with-name-date
officers · AP01
2026-04-27
termination-director-company-with-name-termination-date
officers · TM01
2026-03-17
termination-director-company-with-name-termination-date
officers · TM01
2026-03-11
accounts-with-accounts-type-small
accounts · AA
2026-01-03
appoint-person-director-company-with-name-date
officers · AP01
2025-12-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-04
appoint-person-director-company-with-name-date
officers · AP01
2025-09-23
appoint-person-director-company-with-name-date
officers · AP01
2025-09-10
appoint-person-director-company-with-name-date
officers · AP01
2025-07-16
appoint-person-director-company-with-name-date
officers · AP01
2025-06-16
appoint-person-director-company-with-name-date
officers · AP01
2025-04-28
termination-director-company-with-name-termination-date
officers · TM01
2025-04-28
termination-director-company-with-name-termination-date
officers · TM01
2025-04-28
accounts-with-accounts-type-small
accounts · AA
2024-12-20