BOND WEALTH LTD

🌳Matureactive
08587349 · ltd · incorporated 2013-06-27
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
year to Jun 2025
Net worth
£111.8k
book net assets
Opportunity
79/100
Strong
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 79/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (78/100)

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
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
33 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 105 (micro)
Positive net assets
Net assets £111,850
Net assets shrinking
Down £516 YoY

Key financials

2 years extracted from filed iXBRL accounts
Cash
Net Worth
£112k
~ YoY
Current Assets
£335k
↑ 56% YoY
Current Liabilities
£0£67k£134k£201k£268k£335kJun 2024Jun 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 105 (micro)
Metric2025-06-302024-06-30
Total assets£111.8k£112.4k
Current assets£334.9k£215.2k
Net assets£111.8k£112.4k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

1 signal 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 accounts
Last 180 days
2
filings
  • 1 accounts
  • 1 officers
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
  1. 2026-04-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2026-01-07
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  3. 2026-01-06
    GRIFFITH, Wayne appointed
    director
  4. 2025-07-27
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2025-01-08
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  6. 2024-03-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2023-01-12
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2022-03-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2021-06-08
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2021-02-16
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  11. 2020-05-12
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2019-03-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2018-09-20
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  14. 2018-03-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2017-04-25
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  16. 2016-10-12
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  17. 2016-06-27
    📄
    annual-return-company-with-made-up-date
    annual-return · AR01
  18. 2013-06-27
    🏢
    Company incorporated
    As BOND WEALTH LTD
  19. 2013-06-27
    BENDELL, Richard Maurice appointed
    director

Owner dependency

71/100
High — earn-out structure required

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

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Senior director age: Director aged approximately 64 — approaching natural succession window.
  • +No director turnover: Company is 13 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

69/100
Strong succession signal

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

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 64. Approaching typical UK retirement age — succession thinking likely.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • 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

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

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Richard Maurice Bendell
Individual · British · DOB 11/1962 · age 64
75100%
75–100%board control75-100% shares · 75-100% voting · board control06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

Similar companies

Active · Financial services · CR postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
ADDINGTON SELSDON LTD
15566606 · est 2024 · no financials extracted
2y
ALPHACAP LTD
09573978 · est 2015 · no financials extracted
10y
ARCH CONSULTANTS AVIS LIMITED
13741666 · est 2021 · no financials extracted
4y
ATKINS SPECIAL RISKS LIMITED
03115898 · est 1995 · no financials extracted
30y
AVOCADO CAPITAL LIMITED
14271307 · est 2022 · no financials extracted
3y
AWP ASSISTANCE UK LTD
01710361 · est 1983 · no financials extracted
43y
AYONE FINANCIAL LTD
16376728 · est 2025 · no financials extracted
1y
BAXTER HEALTHCARE PENSION PLAN TRUSTEES LIMITED
00665938 · est 1960 · no financials extracted
65y
BIG SKY HOLDINGS LTD
16438842 · est 2025 · no financials extracted
BIOKO GLOBAL SOLUTIONS LTD
14073997 · est 2022 · no financials extracted
3y
BLUHE SHIRE INVESTMENTS LTD
15585607 · est 2024 · no financials extracted
2y
BOSTON AND ALEXANDER SOLUTIONS LIMITED
16381092 · est 2025 · no financials extracted
1y
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
Incorporated2013-06-27
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

C/O React Business Services Ltd Southbridge House
Southbridge Place
Croydon
CR0 4HA
United Kingdom

Filing status

Accounts
Next due: 2027-03-31
Last made up to: 2025-06-30
Confirmation statement
Next due: 2026-07-11
Last: 2025-06-27

Officers (2 active · 0 resigned)

BENDELL, Richard Maurice
director · ~64y · appointed 2013-06-27
View their other companies + combined net worth →
Active
GRIFFITH, Wayne
director · ~56y · appointed 2026-01-06
View their other companies + combined net worth →
Active

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

Recent filings (33 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-04-28
appoint-person-director-company-with-name-date
officers · AP01
2026-01-07
accounts-with-accounts-type-micro-entity
accounts · AA
2025-07-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-01
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-01-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-08-14
accounts-with-accounts-type-micro-entity
accounts · AA
2024-03-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-07-31
accounts-with-accounts-type-micro-entity
accounts · AA
2023-01-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-08-01
accounts-with-accounts-type-micro-entity
accounts · AA
2022-03-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-07-29
accounts-with-accounts-type-micro-entity
accounts · AA
2021-06-08
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2021-02-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-06-29