BERKELEY PRIVATE WEALTH LTD
- 66190Other activities auxiliary to financial services, except insurance and pension funding
- 66220Activities of insurance agents and brokers
Opportunity 72/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (78/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
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 | 2025-05-31 | 2024-05-31 |
|---|---|---|
| Total assets | £19.1k | £17.0k |
| Current assets | £21.4k | £19.1k |
| Net assets | £13.4k | £11.3k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
- • 1 confirmation-statement
- • 1 confirmation-statement
- • 1 confirmation-statement
- • 1 accounts
Corporate timeline (23 events)Click to expand
- 2026-02-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-11-19📄gazette-filings-brought-up-to-dategazette · DISS40
- 2025-11-18📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-11-11📄gazette-notice-compulsorygazette · GAZ1
- 2025-11-04📄change-person-director-company-with-change-dateofficers · CH01
- 2025-09-29📍default-companies-house-registered-office-address-appliedaddress · RP05
- 2025-02-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-05-07📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-05-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-06-12📄change-person-director-company-with-change-dateofficers · CH01
- 2022-06-12📄change-person-secretary-company-with-change-dateofficers · CH03
- 2022-06-12📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-05-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-05-31📄gazette-filings-brought-up-to-dategazette · DISS40
- 2022-05-05📄dissolved-compulsory-strike-off-suspendeddissolution · DISS16(SOAS)
- 2022-04-26📄gazette-notice-compulsorygazette · GAZ1
- 2021-09-01📄gazette-filings-brought-up-to-dategazette · DISS40
- 2021-08-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-08-20📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-08-20📄change-person-director-company-with-change-dateofficers · CH01
- 2015-05-20🏢Company incorporatedAs BERKELEY PRIVATE WEALTH LTD
- 2015-05-20➕YOGASHANGARY, Subasangary appointedsecretary
- 2015-05-20➕YOGASHANGARY, Subasangary appointeddirector
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Sole director: Only one active director — all governance concentrated on one person.
- +No director turnover: Company is 11 years old with no director changes — suggests a very tight-knit founder team never broadened.
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.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
1 lowMultiple address changes in a short period can indicate operational instability or admin disorder.
Shareholders & ownership
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Subasangary Yogashangary Individual · British · DOB 05/1979 · age 47 | — | — | sig. influencesignificant influence | 06/04/2016 |
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.
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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 →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 (2 active · 0 resigned)
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