WELBECK INVESTMENT PARTNERSHIP LIMITED

🌳Matureactive
08613621 · ltd · incorporated 2013-07-17
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 Oct 2025
Net worth
£4.3k
book net assets
Opportunity
79/100
Strong
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What this business does
Primary activity: Financial intermediation not elsewhere classified
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: strategic trade sale (73/100).

Data confidence

Overall: high (83/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

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
5 officers (3 active, 5 linked, 4 with DOB)
86
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
15 connected companies via shared directors
90
Filing history
40 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 · accounting standard not declared
Positive net assets
Net assets £4,331

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£4k
↑ 7.0% YoY
Current Assets
£162k
~ YoY
Current Liabilities
—
£0£32k£65k£97k£130k£162kOct 2024Oct 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-10-312024-10-31
Total assets£162.1k£162.1k
Current assets£162.3k£162.3k
Net assets£4.3k£4.0k

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

Recent activity

Last 30 days
0
filings
Last 90 days
3
filings
  • • 1 confirmation-statement
  • • 1 officers
  • • 1 persons-with-significant-control
Last 180 days
3
filings
  • • 1 confirmation-statement
  • • 1 officers
  • • 1 persons-with-significant-control
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
  1. 2026-03-27
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  2. 2026-03-27
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  3. 2026-03-18
    ➖
    FEARON, Andrew Jason resigned
    director
  4. 2025-11-21
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2025-08-19
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  6. 2024-07-26
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2023-05-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2021-12-22
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2021-06-03
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2020-06-18
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2019-03-12
    📄
    capital-allotment-shares
    capital · SH01
  12. 2019-02-17
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2018-07-06
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2017-03-21
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2016-05-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  16. 2016-05-05
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  17. 2015-03-10
    ➕
    FITZSIMMONS, Christopher David Andrew appointed
    secretary
  18. 2014-10-14
    ➕
    EVANS, Howard Wyn appointed
    director
  19. 2014-10-14
    ➕
    FITZSIMMONS, Christopher David Andrew appointed
    director
  20. 2014-09-16
    ➖
    GORDON, Campbell resigned
    director
  21. 2014-06-26
    ➕
    GORDON, Campbell appointed
    director
  22. 2013-07-17
    🏢
    Company incorporated
    As WELBECK INVESTMENT PARTNERSHIP LIMITED
  23. 2013-07-17
    ➕
    FEARON, Andrew Jason appointed
    director

Owner dependency

66/100
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 60 — approaching natural succession window.

Succession & seller-readiness

51/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 60. Early succession window.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • 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.)

Group structure

2 corporate shareholders identified. Group structure is distributed.

🏛️
Indigo Team Limited
Corporate parent · holds 25-50% shares
significant stake
🏛️
Fitz Associates Limited
Corporate parent · holds 25-50% shares
significant stake
⬇
WELBECK INVESTMENT PARTNERSHIP LIMITED
This company · 08613621

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

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Indigo Team Limited
Corporate entity
25–50%
—25-50% shares01/07/2016
Fitz Associates Limited
Corporate entity
25–50%
—25-50% shares01/07/2016
1 historic (ceased) PSC
  • Welbeck Capital Investments Limitedceased 18/03/2026· 25-50% shares

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 →

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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
Incorporated2013-07-17
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Golcar
London Road
Bracknell
Berkshire
RG12 9FR
England

Filing status

Accounts
Next due: 2027-07-31
Last made up to: 2025-10-31
Confirmation statement
Next due: 2027-04-04
Last: 2026-03-21

Officers (3 active · 2 resigned)

FITZSIMMONS, Christopher David Andrew→
secretary · appointed 2015-03-10
View their other companies + combined net worth →
Active
EVANS, Howard Wyn→
director · ~58y · appointed 2014-10-14
View their other companies + combined net worth →
Active
FITZSIMMONS, Christopher David Andrew→
director · ~60y · appointed 2014-10-14
View their other companies + combined net worth →
Active
FEARON, Andrew Jason→
director · ~57y · appointed 2013-07-17 · resigned 2026-03-18
Resigned
GORDON, Campbell→
director · ~70y · appointed 2014-06-26 · resigned 2014-09-16
Resigned

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

Recent filings (40 total)

confirmation-statement-with-updates
confirmation-statement · CS01
2026-04-02
termination-director-company-with-name-termination-date
officers · TM01
2026-03-27
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-03-27
accounts-with-accounts-type-micro-entity
accounts · AA
2025-11-21
accounts-with-accounts-type-micro-entity
accounts · AA
2025-08-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-03
accounts-with-accounts-type-micro-entity
accounts · AA
2024-07-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-03
accounts-with-accounts-type-micro-entity
accounts · AA
2023-05-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-04-04
accounts-with-accounts-type-micro-entity
accounts · AA
2021-12-22
accounts-with-accounts-type-micro-entity
accounts · AA
2021-06-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-03-27
accounts-with-accounts-type-micro-entity
accounts · AA
2020-06-18