BLUESTONE INVESTMENT HOLDINGS LIMITED

🌳Matureactive

08753310 · ltd · incorporated 2013-10-29

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

77/100

Strong

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What this business does

Primary activity: Activities of open-ended investment companies

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 69-year-old founder — textbook succession opportunity.

Opportunity 77/100 (strong), bankability 77/100. Strong seller-intent signal (73/100, director aged 69). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

5 live charges · 3 lenders · oldest 11.7y

35/100

too messy

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

· Oldest live charge is 11.7 years old — likely at or near maturity.
· 3 lenders named — inter-creditor friction likely.
· Legal-friction score 25/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (61/100)

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

5 charges (5/5 with lender, 5/5 with type)

Directors & officers

13 officers (5 active, 13 linked, 12 with DOB)

Ownership & PSC

2 active PSC(s) of 4 total, 4 with control declared

Director network

13 connected companies via shared directors

Filing history

198 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

77/100Strong

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

100

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filing

• 1 accounts

Last 180 days

filings

• 1 accounts
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (54 events)Click to expand

2026-03-13
📄
accounts-with-accounts-type-group
accounts · AA
2025-05-28
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2024-10-22
📄
accounts-with-accounts-type-group
accounts · AA
2024-05-09
📄
resolution
resolution · RESOLUTIONS
2024-04-12
📄
accounts-with-accounts-type-group
accounts · AA
2024-03-12
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-03-11
➕
CAMERON, Alan appointed
director
2024-02-27
📄
capital-cancellation-shares
capital · SH06
2024-02-27
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2024-02-07
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-02-03
📄
memorandum-articles
incorporation · MA
2024-02-03
📄
resolution
resolution · RESOLUTIONS
2024-01-31
➖
CUMMING, Andrew John resigned
director
2024-01-30
📄
capital-return-purchase-own-shares
capital · SH03
2024-01-11
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-01-10
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-01-03
📄
change-person-secretary-company-with-change-date
officers · CH03
2024-01-03
📄
capital-cancellation-shares
capital · SH06
2023-07-18
📄
accounts-with-accounts-type-group
accounts · AA
2023-06-07
📄
mortgage-satisfy-charge-full
mortgage · MR04
2023-06-07
📄
mortgage-satisfy-charge-full
mortgage · MR04
2023-06-07
🔓
Charge satisfied #5
2023-06-07
🔓
Charge satisfied #4
2023-05-22
📍
move-registers-to-sail-company-with-new-address
address · AD03
2023-05-19
📍
change-sail-address-company-with-old-address-new-address
address · AD02
2023-02-23
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-12-21
➖
CAMERON, Alan resigned
director
2022-05-01
➕
SANDELSON, Jeremy appointed
director
2022-04-22
🔓
Charge satisfied #3
2022-04-22
🔓
Charge satisfied #2
2022-04-12
🔒
Charge registered #5
Lender: Alter Domus Trustees (UK) Limited
2022-04-12
🔒
Charge registered #4
Lender: Alter Domus Trustees (UK) Limited
2021-09-30
➖
KHROUD, Pardip Kaur resigned
director
2020-04-08
➕
BOURKE, Emily appointed
secretary
2020-02-24
🔒
Charge registered #3
Lender: Pollen Street Secured Lending PLC
2020-02-24
🔒
Charge registered #2
Lender: Pollen Street Secured Lending PLC
2019-12-13
🔓
Charge satisfied #1
2018-03-28
➖
SOUILLARD, Yann Shozo resigned
director
2018-03-28
➖
WEINEL, Alastair James resigned
director
2016-05-09
➕
KHROUD, Pardip Kaur appointed
director
2016-04-30
➖
LUCKOCK, Nicholas Charles resigned
director
2016-04-27
➕
WEINEL, Alastair James appointed
director
2015-12-16
➖
KHROUD, Pardip Kaur resigned
director
2014-10-09
➕
SOUILLARD, Yann Shozo appointed
director
2014-08-22
🔒
Charge registered #1
Lender: Macquarie Bank Limited (London Branch)
2014-04-25
➕
KHROUD, Pardip Kaur appointed
director
2014-04-23
➕
CAMERON, Alan appointed
director
2014-04-23
➕
CUMMING, Andrew John appointed
director
2014-04-23
➕
LUCKOCK, Nicholas Charles appointed
director
2014-04-23
➖
VOSS, Andrew James resigned
director

Showing most recent 50 of 54 events

Owner dependency

55/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-4 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 69 — succession pressure is live.

Succession & seller-readiness

63/100

Strong succession signal

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

SIGNALS

primaryFounder aged 63+: Senior director is approximately 69. Approaching typical UK retirement age — succession thinking likely.
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

1 med ·

Charge satisfaction-then-recreation pattern

medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

Shareholders & ownership

2 active beneficial owners · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Mr Alistair James Jeffery Individual · British · DOB 04/1966 · age 60	25–50%	75–100%	board control75-100% shares · 75-100% voting · board control · trust interest	01/01/2022
Ms Marisa Sonya Beaumond Individual · British · DOB 01/1969 · age 57	25–50%	25–50%	25-50% shares · 25-50% voting · trust interest	14/10/2021

2 historic (ceased) PSCs

Mr Henry Evan Reesceased 01/01/2022· 50-75% shares · 50-75% voting · board control · trust interest
Ldc (Nominees) Limitedceased 28/03/2018· 75-100% shares · 75-100% voting

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

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.

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Company details

Statusactive

Typeltd

Incorporated2013-10-29

Jurisdictionengland-wales

Primary SIC64304 — Activities of open-ended investment companies

Registered office

1 Station Square

Cambridge

CB1 2GA

England

Filing status

Accounts

Next due: 2027-03-31

Last made up to: 2025-06-30

Confirmation statement

Next due: 2027-01-17

Last: 2026-01-03