BERKSHIRE PRIVATE WEALTH LIMITED
Opportunity 68/100 (strong), bankability 55/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: File overdue accounts. Clears statutory overdue flag — immediate bankability uplift for refinance conversations. Most likely exit: share sale to pe / searcher (53/100).
Data confidence
Overall: high (80/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Signals from accounts
Derived from iXBRL accounts · FRS 105 (micro)Key financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2024-06-30 | 2023-06-30 |
|---|---|---|
| Total assets | £100.6k | £48.9k |
| Current assets | £193.7k | £75.7k |
| Net assets | £74.8k | £48.9k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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
- • 1 confirmation-statement
- • 1 officers
- • 1 persons-with-significant-control
- • 3 officers
- • 1 confirmation-statement
- • 1 persons-with-significant-control
Corporate timeline (22 events)Click to expand
- 2026-04-16📄change-person-director-company-with-change-dateofficers · CH01
- 2026-04-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2026-02-17📄change-person-secretary-company-with-change-dateofficers · CH03
- 2026-02-17📄change-person-secretary-company-with-change-dateofficers · CH03
- 2026-01-20📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-06-10📄gazette-filings-brought-up-to-dategazette · DISS40
- 2025-06-09📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-05-27📄gazette-notice-compulsorygazette · GAZ1
- 2024-08-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-11-21✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2023-03-27📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-03-16📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-06-08📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-02-09📄resolutionresolution · RESOLUTIONS
- 2020-03-17📄accounts-with-accounts-type-dormantaccounts · AA
- 2019-04-04📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2019-03-19📄termination-director-company-with-name-termination-dateofficers · TM01
- 2018-09-30➖O'TOOLE, Peter John resigneddirector
- 2015-06-18🏢Company incorporatedAs BERKSHIRE PRIVATE WEALTH LIMITED
- 2015-06-18➕PEAKE, Adam Charles Edward appointedsecretary
- 2015-06-18➕PEAKE, Adam Charles Edward appointeddirector
- 2015-06-18➕O'TOOLE, Peter John 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.
- +Senior director age: Director aged approximately 63 — approaching natural succession window.
Succession & seller-readiness
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
1 high ·Statutory accounts have not been filed by their due date. Can indicate admin breakdown, cash preservation, or deliberate delay.
Evidence: Next due: 2026-03-31
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Adam Charles Edward Peake Individual · British · DOB 07/1963 · age 63 | 75–100% | — | 75-100% shares | 06/04/2016 |
1 historic (ceased) PSC
- Mr Peter John O'Tooleceased 30/09/2018· 25-50% shares
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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9 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 · 1 resigned)
Click a director name to see their full track record across all companies.