HERMITAGE HOLDINGS (WILMSLOW) LIMITED
🌳Matureactive
09908157 · ltd · incorporated 2015-12-09
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 6.3y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: Management consultancy activities other than financial management
Sector: Professional, scientific & technical
Investor take
PursueActive trading company with a 67-year-old founder — textbook succession opportunity.
Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 67). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
🏦
Refinance opportunity
3 live charges · 2 lenders · oldest 6.3y
70/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 6.3 years old — likely at or near maturity.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: high (83/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
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
3 charges (3/3 with lender, 3/3 with type)
90
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
11 connected companies via shared directors
78
Filing history
30 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
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
100
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Average employees | 400 | 400 |
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
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (22 events)Click to expand
- 2025-12-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-01-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-11-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-06-27📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-06-22📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-06-22📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2022-12-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-03-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-03-19📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-02-16📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2021-01-27🔒Charge registered #3Lender: Pcf Bank Limited
- 2020-04-17📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2020-04-17📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2020-04-09🔒Charge registered #2Lender: Adam & Company, a Business Name of the Royal Bank of Scotland PLC
- 2020-04-09🔒Charge registered #1Lender: Adam & Company, a Business Name of the Royal Bank of Scotland PLC
- 2020-02-12📄capital-allotment-sharescapital · SH01
- 2019-12-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-12-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-12-22📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2015-12-09🏢Company incorporatedAs HERMITAGE HOLDINGS (WILMSLOW) LIMITED
- 2015-12-09➕HOGARTH, Judith Anne appointeddirector
- 2015-12-09➕HOGARTH, Paul Henry appointeddirector
Owner dependency
86/100
Critical — business is the founderThe 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 67 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
- +No director turnover: Company is 11 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
61/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
- 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
cleanNo 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| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Paul Henry Hogarth Individual · British · DOB 10/1959 · age 67 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 06/04/2016 |
Mrs Judith Anne Hogarth Individual · British · DOB 04/1966 · age 60 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/04/2016 |
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 →Similar companies
Active · Professional services · SK postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| AJ HOLD CO LTD→ 15802778 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ALA CONSULTANCY LIMITED→ 16773997 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALDERLEY ADVISORY LIMITED→ 15703195 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ALLINSON CONSULTING LIMITED→ 06869601 · est 2009 · no financials extracted | — | — | — | — | 17y | — | — |
| AMBIT ARCHITECTURAL DESIGN LTD→ 07278810 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
| AMELIORA LIMITED→ 05961115 · est 2006 · no financials extracted | — | — | — | — | 19y | — | — |
| AMESBURY VETS4PETS LIMITED→ 09312381 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| AMETHI VETS LTD→ 14995535 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| AMG WILLS LIMITED→ 08415985 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| AMH AUDIT LIMITED→ 16261030 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| AMICULUM BUSINESS SERVICES LIMITED→ 06726671 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| AMICULUM CONSULTING LIMITED→ 08476405 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
8 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
Incorporated2015-12-09
Jurisdictionengland-wales
Primary SIC70229 — Management consultancy activities other than financial management
Registered office
Paradigm House
Brooke Court
Wilmslow
Cheshire
SK9 3ND
United Kingdom
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-11-29
Last: 2025-11-15
Officers (2 active · 0 resigned)
HOGARTH, Judith Anne→
Activedirector · ~60y · appointed 2015-12-09
View their other companies + combined net worth →
HOGARTH, Paul Henry→
Activedirector · ~67y · appointed 2015-12-09
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Mortgages & charges
3
Total charges
3
Outstanding
2
Active lenders
Status:Lender:3 of 3 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Pcf Bank Pcf Bank Limited | A registered charge | — | 27/01/2021 | — | |
| outstanding | Lloyds Banking Group Adam & Company, a Business Name of the Royal Bank of Scotland PLC | A registered charge | 1 property | 09/04/2020 | — | |
| outstanding | Lloyds Banking Group Adam & Company, a Business Name of the Royal Bank of Scotland PLC | A registered charge | 1 property | 09/04/2020 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (30 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-01-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-15
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-06-27
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-06-22
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-06-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-12-19
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-11-19
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-03-19
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2021-02-16