BROOKHOUSE FINANCIAL LIMITED

🌳Matureactive
09093375 · ltd · incorporated 2014-06-19
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
—
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Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
78/100
Strong
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Active trading company with a 68-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 68). 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
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
36 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
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 accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Average employees200200

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
1
filing
  • • 1 capital
Last 180 days
1
filing
  • • 1 capital
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
  1. 2026-04-13
    📄
    capital-name-of-class-of-shares
    capital · SH08
  2. 2025-10-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-09-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-10-04
    📄
    change-person-director-company-with-change-date
    officers · CH01
  5. 2023-10-04
    📄
    change-person-director-company-with-change-date
    officers · CH01
  6. 2023-10-04
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  7. 2023-10-04
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  8. 2023-05-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2022-09-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2021-09-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2020-06-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2019-10-14
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2018-08-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2017-12-06
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2017-07-03
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  16. 2017-07-03
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  17. 2016-01-28
    ➕
    ADKIN, Ailsa appointed
    director
  18. 2014-06-19
    🏢
    Company incorporated
    As BROOKHOUSE FINANCIAL LIMITED
  19. 2014-06-19
    ➕
    ADKIN, William Brookhouse appointed
    director

Owner dependency

86/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Founder age: Director aged approximately 68 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
  • +No director turnover: Company is 12 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 68. 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 12 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

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mrs Ailsa Adkin
Individual · British · DOB 06/1958 · age 68
25–50%
—25-50% shares20/06/2016
Mr William Brookhouse Adkin
Individual · British · DOB 03/1959 · age 67
25–50%
—25-50% shares18/06/2016

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

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
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Company details

Statusactive
Typeltd
Incorporated2014-06-19
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

5b Sunrise Business Park
Higher Shaftesbury Road
Blandford Forum
Dorset
DT11 8ST

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-07-03
Last: 2025-06-19

Officers (2 active · 0 resigned)

ADKIN, Ailsa→
director · ~68y · appointed 2016-01-28
View their other companies + combined net worth →
Active
ADKIN, William Brookhouse→
director · ~67y · appointed 2014-06-19
View their other companies + combined net worth →
Active

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

Recent filings (36 total)

capital-name-of-class-of-shares
capital · SH08
2026-04-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-10-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-19
change-person-director-company-with-change-date
officers · CH01
2023-10-04
change-person-director-company-with-change-date
officers · CH01
2023-10-04
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-10-04
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-10-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-21
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-05-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-09-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-06-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-09-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-06-21