BERKELEY FAMILY WEALTH ASSET MANAGEMENT LIMITED
Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 81). 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: share sale to pe / searcher (73/100).
Data confidence
Overall: high (82/100)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 · 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 | 2025-02-28 | 2024-02-29 |
|---|---|---|
| Total assets | £2.2k | £1.8k |
| Current assets | £1 | £1 |
| Net assets | £2.5k | £2.1k |
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 capital
Corporate timeline (13 events)Click to expand
- 2026-03-23📄capital-allotment-sharescapital · SH01
- 2025-11-19📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-11-06📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-05-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-05-06📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-10-18📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-03-11📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-06-18📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2018-06-07📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-09-15📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2016-02-16🏢Company incorporatedAs BERKELEY FAMILY WEALTH ASSET MANAGEMENT LIMITED
- 2016-02-16➕GOLDSTEIN, Stephen Alexander appointeddirector
- 2016-02-16📄incorporation-companyincorporation · NEWINC
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.
- +Founder age: Director aged approximately 81 — succession pressure is live.
- +No director turnover: Company is 10 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
- primaryFounder aged 70+: Senior director is approximately 81 years old. Natural succession window is now.
- 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
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Stephen Alexander Goldstein Individual · British · DOB 03/1945 · age 81 | 75–100% | — | 75-100% shares | 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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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 →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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Registered office
Filing status
Officers (1 active · 0 resigned)
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