CASTERBRIDGE WEALTH LIMITED
🌳Matureactive
09466507 · ltd · incorporated 2015-03-03
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
78/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 78/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (58/100)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
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
8 officers (4 active, 8 linked, 8 with DOB)
90
Ownership & PSC
3 active PSC(s) of 5 total, 5 with control declared
90
Director network
5 connected companies via shared directors
60
Filing history
64 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.
Recent activity
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
3
filings
- • 2 persons-with-significant-control
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (33 events)Click to expand
- 2026-02-17📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2026-02-17📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-10-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-09-29➖CRUSE, Allan Michael resigneddirector
- 2025-07-29📄accounts-with-accounts-type-fullaccounts · AA
- 2025-06-13📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-06-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-06-13📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-05-08📄resolutionresolution · RESOLUTIONS
- 2025-05-08📄memorandum-articlesincorporation · MA
- 2025-03-31➕COX, Lisa appointeddirector
- 2025-03-31➖FAWCETT, Jefferson Leo Mackenzie resigneddirector
- 2025-03-31➖WELLINGTON, Giles David resigneddirector
- 2024-08-19📄accounts-with-accounts-type-fullaccounts · AA
- 2024-03-18📄capital-allotment-sharescapital · SH01
- 2024-03-18📄change-person-director-company-with-change-dateofficers · CH01
- 2024-01-23📍change-sail-address-company-with-old-address-new-addressaddress · AD02
- 2024-01-22📍move-registers-to-sail-company-with-new-addressaddress · AD03
- 2023-11-23📄capital-allotment-sharescapital · SH01
- 2023-08-02📄accounts-with-accounts-type-fullaccounts · AA
- 2022-07-28📄accounts-with-accounts-type-fullaccounts · AA
- 2022-04-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-03-21📄capital-allotment-sharescapital · SH01
- 2022-03-17➕CHEEK, Matthew appointeddirector
- 2021-07-28📄memorandum-articlesincorporation · MA
- 2016-09-09➕EDWARDS, Keith Charles appointeddirector
- 2015-03-03🏢Company incorporatedAs CASTERBRIDGE WEALTH LIMITED
- 2015-03-03➕FORBES, Kevin Barrie appointeddirector
- 2015-03-03➕BLACK, Marion appointeddirector
- 2015-03-03➖BLACK, Marion resigneddirector
- 2015-03-03➕CRUSE, Allan Michael appointeddirector
- 2015-03-03➕FAWCETT, Jefferson Leo Mackenzie appointeddirector
- 2015-03-03➕WELLINGTON, Giles David appointeddirector
Owner dependency
48/100
Moderate — manageable with handoverSome 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.
- +Senior director age: Director aged approximately 58 — approaching natural succession window.
Succession & seller-readiness
45/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 58. Early succession window.
- 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
3 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Keith Charles Edwards Individual · British · DOB 02/1969 · age 57 | — | — | sig. influencesignificant influence | 26/08/2016 |
Mr Allan Michael Cruse Individual · British · DOB 05/1973 · age 53 | — | — | sig. influencesignificant influence | 06/04/2016 |
Mr Kevin Barrie Forbes Individual · British · DOB 09/1968 · age 58 | — | — | sig. influencesignificant influence | 06/04/2016 |
2 historic (ceased) PSCs
- Mr Jefferson Leo Mackenzie Fawcettceased 31/03/2025· significant influence
- Mr Giles David Wellingtonceased 31/03/2025· significant influence
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.
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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 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.
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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.
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See pricing →Company details
Statusactive
Typeltd
Incorporated2015-03-03
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
Suite 4 Brewery House
36 Milford Street
Salisbury
Wiltshire
SP1 2AP
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-17
Last: 2026-03-03
Officers (4 active · 4 resigned)
CHEEK, Matthew→
Activedirector · ~52y · appointed 2022-03-17
View their other companies + combined net worth →
Active
EDWARDS, Keith Charles→
Activedirector · ~57y · appointed 2016-09-09
View their other companies + combined net worth →
FORBES, Kevin Barrie→
Activedirector · ~58y · appointed 2015-03-03
View their other companies + combined net worth →
BLACK, Marion→
Resigneddirector · ~77y · appointed 2015-03-03 · resigned 2015-03-03
CRUSE, Allan Michael→
Resigneddirector · ~53y · appointed 2015-03-03 · resigned 2025-09-29
FAWCETT, Jefferson Leo Mackenzie→
Resigneddirector · ~56y · appointed 2015-03-03 · resigned 2025-03-31
WELLINGTON, Giles David→
Resigneddirector · ~58y · appointed 2015-03-03 · resigned 2025-03-31
Click a director name to see their full track record across all companies.
Recent filings (64 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-03-17
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-02-17
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-02-17
termination-director-company-with-name-termination-date
officers · TM01
2025-10-02
accounts-with-accounts-type-full
accounts · AA
2025-07-29
termination-director-company-with-name-termination-date
officers · TM01
2025-06-13
appoint-person-director-company-with-name-date
officers · AP01
2025-06-13
termination-director-company-with-name-termination-date
officers · TM01
2025-06-13
resolution
resolution · RESOLUTIONS
2025-05-08
memorandum-articles
incorporation · MA
2025-05-08
confirmation-statement-with-updates
confirmation-statement · CS01
2025-03-24
accounts-with-accounts-type-full
accounts · AA
2024-08-19
capital-allotment-shares
capital · SH01
2024-03-18
confirmation-statement-with-updates
confirmation-statement · CS01
2024-03-18
change-person-director-company-with-change-date
officers · CH01
2024-03-18