BETULA INVESTMENTS

🌳Matureactive

08037939 · private-unlimited · incorporated 2012-04-19

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

79/100

Strong

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch

What this business does

Primary activity: Activities of open-ended investment companies

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 81-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 81). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (59/100)

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

4 officers (4 active, 4 linked, 3 with DOB)

Ownership & PSC

2 active PSC(s) of 2 total, 2 with control declared

Director network

10 connected companies via shared directors

Filing history

16 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

79/100Strong

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

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (11 events)Click to expand

2016-05-03
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2015-05-06
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2014-05-07
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2013-05-16
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2013-03-21
📄
change-account-reference-date-company-current-shortened
accounts · AA01
2012-04-19
🏢
Company incorporated
As BETULA INVESTMENTS
2012-04-19
➕
DANIELS, Robin Wayne appointed
secretary
2012-04-19
➕
BRADWELL, Arthur Randell, Professor appointed
director
2012-04-19
➕
DANIELS, Robin Wayne appointed
director
2012-04-19
➕
SCOTT, Barbara Joy, Dr. appointed
director
2012-04-19
📄
incorporation-company
incorporation · NEWINC

Owner dependency

65/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

+Founder age: Director aged approximately 81 — 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 81 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

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

2 active beneficial owners

Name	Shares	Voting rights	Nature of control	Notified
Professor Arthur Randell Bradwell Individual · British · DOB 06/1945 · age 81	25–50%	25–50%	25-50% shares · 25-50% voting	06/04/2016
Dr. Barbara Joy Scott Individual · English · DOB 08/1956 · age 70	25–50%	25–50%	25-50% shares · 25-50% voting	06/04/2016

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 →

Similar companies

Active · Financial services · B postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
AURORA FINANCIAL IFA LIMITED→ 11236418 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
AYAT ENTERPRISES BIRMINGHAM LTD→ 14557182 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
BA GIBBONS LTD→ 16551763 · est 2025 · no financials extracted	—	—	—	—	—	—	—
BALAVAGH INVESTMENTS→ 09306227 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
BEECH MILL INVESTMENTS LIMITED→ 16812126 · est 2025 · no financials extracted	—	—	—	—	—	—	—
BELGRAY INVESTMENT LTD→ 14856581 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
BELLEMI LTD→ 11104872 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
BESPOKE ADVISORY SERVICES LIMITED→ 09878321 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
BESPOKE COMMERCIAL FINANCE LIMITED→ 11194757 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
BFW FINANCIAL SERVICES LIMITED→ 13040389 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
BHLF INVESTMENTS LTD→ 15964733 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
BIRMINGHAM ENDEAVOUR LIMITED→ 09995787 · est 2016 · no financials extracted	—	—	—	—	10y	—	—

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-unlimited

Incorporated2012-04-19

Jurisdictionengland-wales

Primary SIC64304 — Activities of open-ended investment companies

Registered office

24 Serpentine Road

Harborne

Birmingham

West Midlands

B17 9RE

Filing status

Accounts

Next due: —

Last made up to: —

Confirmation statement

Next due: 2027-05-03

Last: 2026-04-19

Officers (4 active · 0 resigned)

DANIELS, Robin Wayne→

secretary · appointed 2012-04-19

View their other companies + combined net worth →

Active

BRADWELL, Arthur Randell, Professor→

director · ~81y · appointed 2012-04-19

View their other companies + combined net worth →

Active

DANIELS, Robin Wayne→

director · ~60y · appointed 2012-04-19

View their other companies + combined net worth →

Active

SCOTT, Barbara Joy, Dr.→

director · ~70y · appointed 2012-04-19

View their other companies + combined net worth →

Active

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