BARRY LEWIS INVESTMENTS LIMITED

🌳Matureactive
09349378 · ltd · incorporated 2014-12-10
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 Dec 2025
Net worth
—
book net assets
Opportunity
78/100
Strong
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What this business does
Primary activity: Activities of financial services holding companies
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 76-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 76). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: medium (79/100)

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
3 officers (3 active, 3 linked, 2 with DOB)
83
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
24 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£0Dec 2024Dec 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-12-312024-12-31
Average employees22

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

🔒Filing-note intelligence

1 signal 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 accounts
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (18 events)Click to expand
  1. 2026-04-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-09-05
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-09-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-12-14
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  5. 2023-09-22
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  6. 2022-08-23
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  7. 2021-08-23
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  8. 2020-09-29
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  9. 2019-09-26
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  10. 2018-09-28
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  11. 2017-08-16
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  12. 2016-06-07
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  13. 2015-12-30
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  14. 2014-12-10
    🏢
    Company incorporated
    As BARRY LEWIS INVESTMENTS LIMITED
  15. 2014-12-10
    ➕
    LEWIS, Susan Joy appointed
    secretary
  16. 2014-12-10
    ➕
    LEWIS, Barry Idwal appointed
    director
  17. 2014-12-10
    ➕
    LEWIS, Susan Joy appointed
    director
  18. 2014-12-10
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

96/100
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 name in company name: Company name contains director surname "LEWIS" — strong identity link between founder and business.
  • +Founder age: Director aged approximately 76 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

71/100
Strong succession signal

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

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 76 years old. Natural succession window is now.
  • 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.)

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mrs Susan Joy Lewis
Individual · British · DOB 01/1950 · age 76
25–50%
25–50%board control25-50% shares · 25-50% voting · board control01/12/2023
Mr Barry Idwal Lewis
Individual · British · DOB 10/1951 · age 75
25–50%
25–50%board control25-50% shares · 25-50% voting · board control20/07/2016

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 →

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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.

See pricing →

Company details

Statusactive
Typeltd
Incorporated2014-12-10
Jurisdictionengland-wales
Primary SIC64205 — Activities of financial services holding companies

Registered office

Bank House
Market Square
Congleton
Cheshire
CW12 1ET

Filing status

Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2026-12-24
Last: 2025-12-10

Officers (3 active · 0 resigned)

LEWIS, Susan Joy→
secretary · appointed 2014-12-10
View their other companies + combined net worth →
Active
LEWIS, Barry Idwal→
director · ~75y · appointed 2014-12-10
View their other companies + combined net worth →
Active
LEWIS, Susan Joy→
director · ~76y · appointed 2014-12-10
View their other companies + combined net worth →
Active

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

Recent filings (24 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-04-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-12-18
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-12-14
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-09-22
confirmation-statement-with-updates
confirmation-statement · CS01
2022-12-15
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2022-08-23
confirmation-statement-with-updates
confirmation-statement · CS01
2022-01-04
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2021-08-23
confirmation-statement-with-updates
confirmation-statement · CS01
2021-01-28
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2020-09-29
confirmation-statement-with-updates
confirmation-statement · CS01
2019-12-19