BLUEBERRY WEALTH LIMITED
🌳Matureactive
08722345 · ltd · incorporated 2013-10-07
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
—
year to Oct 2024
Net worth
—
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
PursueActive trading company with a 78-year-old founder — textbook succession opportunity.
Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 78). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: high (80/100)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
6 officers (3 active, 6 linked, 5 with DOB)
87
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
6 connected companies via shared directors
63
Filing history
42 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.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-10-31 | 2023-10-31 |
|---|---|---|
| Average employees | 1000 | 1100 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
2 signals 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 confirmation-statement
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
- 2025-02-03📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-07-23📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-01-23📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-01-23📄withdrawal-of-a-person-with-significant-control-statementpersons-with-significant-control · PSC09
- 2023-10-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-09-27📄gazette-filings-brought-up-to-dategazette · DISS40
- 2023-09-26📄gazette-notice-compulsorygazette · GAZ1
- 2022-10-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-05-25📄change-person-director-company-with-change-dateofficers · CH01
- 2021-10-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-11-13📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-10-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-07-01📄legacymiscellaneous · ANNOTATION
- 2019-07-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-05-30📄change-person-director-company-with-change-dateofficers · CH01
- 2018-02-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2016-08-04➖WYLDER, Richard resignedsecretary
- 2016-08-04➖WYLDER, Richard resigneddirector
- 2015-02-01➕MOYSE, Christopher James appointeddirector
- 2015-02-01➕WYLDER, Richard appointeddirector
- 2014-02-05➖WHITE, Richard James resigneddirector
- 2013-10-07🏢Company incorporatedAs BLUEBERRY WEALTH LIMITED
- 2013-10-07➕MATTHEWS, Jason Bernard appointeddirector
- 2013-10-07➕OWEN, Peter Edward appointeddirector
- 2013-10-07➕WYLDER, Richard appointedsecretary
- 2013-10-07➕WHITE, Richard James appointeddirector
Owner dependency
65/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Founder age: Director aged approximately 78 — succession pressure is live.
Succession & seller-readiness
73/100
Strong succession signalMultiple 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 13 years.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanNo 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| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Peter Edward Owen Individual · British · DOB 11/1948 · age 78 | — | — | sig. influencesignificant influence · trust interest · firm interest | 16/12/2016 |
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 · DT postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| AIP MORTGAGES LTD→ 13057640 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| ALCHEMY FINANCIAL LIMITED→ 05448810 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
| ALL INSURE SERVICES LIMITED→ 06840240 · est 2009 · no financials extracted | — | — | — | — | 17y | — | — |
| ANGELS FINANCIAL SOLUTIONS LIMITED→ 11009490 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| AORP INVESTMENTS LTD→ 12357415 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| BAUNTON HOLDINGS LIMITED→ 00447465 · est 1948 · no financials extracted | — | — | — | — | 78y | — | — |
| BEN HOWELL FINANCIAL LIMITED→ 09379676 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| BIZKIT-TIN LTD→ 14572993 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| BLUE DOLPHIN CAPITAL LTD→ 16440698 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BLUEBERRY ADVISER ACADEMY LIMITED→ 12278603 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| BLUEBERRY ESTATE PLANNING LIMITED→ 10550811 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| BROADMAYNE FINANCIAL LTD→ 12038905 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
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
Typeltd
Incorporated2013-10-07
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers
Registered office
5a Widcombe Street
Poundbury
Dorchester
DT1 3BS
England
Filing status
Accounts
Next due: 2026-07-31
Last made up to: 2024-10-31
Confirmation statement
Next due: 2027-02-02
Last: 2026-01-19
Officers (3 active · 3 resigned)
MATTHEWS, Jason Bernard→
Activedirector · ~72y · appointed 2013-10-07
View their other companies + combined net worth →
MOYSE, Christopher James→
Activedirector · ~54y · appointed 2015-02-01
View their other companies + combined net worth →
OWEN, Peter Edward→
Activedirector · ~78y · appointed 2013-10-07
View their other companies + combined net worth →
WYLDER, Richard→
Resignedsecretary · appointed 2013-10-07 · resigned 2016-08-04
WHITE, Richard James→
Resigneddirector · ~64y · appointed 2013-10-07 · resigned 2014-02-05
WYLDER, Richard→
Resigneddirector · ~69y · appointed 2015-02-01 · resigned 2016-08-04
Click a director name to see their full track record across all companies.
Recent filings (42 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-17
accounts-with-accounts-type-micro-entity
accounts · AA
2025-02-03
accounts-with-accounts-type-micro-entity
accounts · AA
2024-07-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-07
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-01-23
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2024-01-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-10-20
gazette-filings-brought-up-to-date
gazette · DISS40
2023-09-27
gazette-notice-compulsory
gazette · GAZ1
2023-09-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-02-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-10-31
change-person-director-company-with-change-date
officers · CH01
2022-05-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-03-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-10-29