BURWOOD SAGE ASSET MANAGEMENT LIMITED
Opportunity 63/100 (worth a look), bankability 65/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: Confirmation statement overdue. Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal. Most likely exit: strategic trade sale (40/100).
Data confidence
Overall: high (82/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Mixed signal. Worth opening the full target workup before deciding to pursue.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredKey financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £43.1k | £4.0k |
| Current assets | £76.6k | £57.2k |
| Net assets | £43.1k | £4.0k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
- • 4 officers
- • 2 persons-with-significant-control
- • 1 address
- • 4 officers
- • 2 persons-with-significant-control
- • 1 address
- • 4 officers
- • 2 persons-with-significant-control
- • 1 address
Corporate timeline (28 events)Click to expand
- 2026-06-04📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-06-04📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-06-04📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-06-04📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-06-04📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2026-06-04📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2026-06-04📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2026-03-02➕INSLEY, Mark Alexander appointeddirector
- 2026-03-02➖CHRIST, Daniel resigneddirector
- 2026-03-02➖CHRIST, Julia Mary resigneddirector
- 2026-03-02➖SHELLEY, Denise resigneddirector
- 2025-12-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-12-29📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-12-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-12-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-12-29📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-06-07➕SHELLEY, Matthew appointeddirector
- 2021-06-07➖SHELLEY, Matthew resigneddirector
- 2021-06-07📄termination-director-company-with-name-termination-dateofficers · TM01
- 2021-06-07📄appoint-person-director-company-with-name-dateofficers · AP01
- 2021-03-26📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-12-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-12-31📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2019-06-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2018-06-01➕CHRIST, Julia Mary appointeddirector
- 2018-06-01➕SHELLEY, Denise appointeddirector
- 2014-05-14🏢Company incorporatedAs BURWOOD SAGE ASSET MANAGEMENT LIMITED
- 2014-05-14➕CHRIST, Daniel appointeddirector
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Sole director: Only one active director — all governance concentrated on one person.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
1 high · 1 med ·Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.
Evidence: Next due: 2026-05-28
Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: CHRIST, Daniel resigned 2026-03-02; CHRIST, Julia Mary resigned 2026-03-02; SHELLEY, Denise resigned 2026-03-02
Shareholders & ownership
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Mark Alexander Insley Individual · British · DOB 05/1982 · age 44 | — | — | sig. influencesignificant influence | 02/03/2026 |
1 historic (ceased) PSC
- Daniel Christceased 02/03/2026· significant influence
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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 · SL postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ABCORD LIMITED→ 14579795 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| ACFC HOLDINGS LTD→ 16293722 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ALEXANDER GRAHAM ASSOCIATES LIMITED→ 10817794 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| ALKASIRI PROPERTIES LTD→ 16430462 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALLIED FINANCIAL GROUP LTD→ 16311662 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ARTHA VENTURES LIMITED→ 13688611 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ASPIRE FINANCIAL CONSULTANTS LIMITED→ 04406084 · est 2002 · no financials extracted | — | — | — | — | 24y | — | — |
| ASTON BROOKS INTERNATIONAL SANDHU & WURMSER LTD→ 08430108 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| ATCP INVESTMENTS LTD→ 15422339 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| AURORA FORTUNAE LTD→ 10611990 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| AVE INC LTD→ 16790692 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AVENUE WEALTH MANAGEMENT LIMITED→ 12502194 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
8 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 →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
Registered office
Filing status
Officers (1 active · 4 resigned)
Click a director name to see their full track record across all companies.