BRISTOL PRIVATE EQUITY LIMITED

🌳Matureactive

10048754 · ltd · incorporated 2016-03-08

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.

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Mar 2025

Net worth

—

book net assets

Opportunity

78/100

Strong

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What this business does

Primary activity: Other activities auxiliary to financial services, except insurance and pension funding

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 72-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 72). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (75/100)

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

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

7 officers (7 active, 7 linked, 6 with DOB)

Ownership & PSC

No PSCs filed (unusual — worth investigating)

Director network

15 connected companies via shared directors

Filing history

35 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-03-31	2024-03-31
Average employees	0	0

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

filings

Last 90 days

filing

• 1 confirmation-statement

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (25 events)Click to expand

2025-06-13
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2024-07-05
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2024-03-12
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-06-21
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2022-05-20
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2022-05-20
📄
change-person-director-company-with-change-date
officers · CH01
2021-10-27
📄
capital-allotment-shares
capital · SH01
2021-10-20
📄
memorandum-articles
incorporation · MA
2021-10-20
📄
resolution
resolution · RESOLUTIONS
2021-06-22
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2021-05-31
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-10-26
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2019-12-20
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2018-11-01
📄
appoint-person-director-company-with-name-date
officers · AP01
2018-10-24
📄
resolution
resolution · RESOLUTIONS
2018-10-23
📄
capital-allotment-shares
capital · SH01
2018-10-10
➕
FRANKHAM, Heather Jane appointed
director
2018-07-12
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2016-06-22
➕
MASON, Mark Edward, Dr appointed
director
2016-04-01
➕
COOK, Charles David appointed
secretary
2016-04-01
➕
ROSENGREN, Allan appointed
director
2016-04-01
➕
TELLING, Julian Philip appointed
director
2016-03-17
➕
MULLAN, Denis Gerald Wilson appointed
director
2016-03-08
🏢
Company incorporated
As BRISTOL PRIVATE EQUITY LIMITED
2016-03-08
➕
BARNES, Jeremy appointed
director

Owner dependency

55/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-6 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 72 — succession pressure is live.

Succession & seller-readiness

65/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 72 years old. Natural succession window is now.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

🔒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 · Financial services · PL postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
ACCOLADE EDUCATION FINANCIAL INVESTMENTS LIMITED→ 15187606 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ACCOLADE FINANCE INVESTMENTS LIMITED→ 14383658 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
APPLEGATE INSURANCE CONSULTANTS LIMITED→ 03366485 · est 1997 · no financials extracted	—	—	—	—	28y	—	—
ASCOUGH MANAGEMENT SERVICES LIMITED→ 01402655 · est 1978 · no financials extracted	—	—	—	—	47y	—	—
ASK ELLIOTT LTD→ 12498543 · est 2020 · no financials extracted	—	—	—	—	6y	—	—
B H INSOLVENCY LIMITED→ 12102004 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
BALANCE FOR BUSINESS LTD→ 07401203 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
BD&K PROPERTIES (SW) LTD→ 10824829 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
BOND FUTURES LTD→ 13302931 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
BRAMBLES MANAGEMENT (LISKEARD) LTD→ 03468436 · est 1997 · no financials extracted	—	—	—	—	28y	—	—
BREAKWATER FINANCIAL PLANNING LIMITED→ 10118057 · est 2016 · no financials extracted	—	—	—	—	10y	—	—
BUSINESS AND AGRICULTURAL FINANCE LTD→ 04488569 · est 2002 · no financials extracted	—	—	—	—	23y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

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 →

🔒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.

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Company details

Statusactive

Typeltd

Incorporated2016-03-08

Jurisdictionengland-wales

Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

Pendeen

63 Hanson Drive

Fowey

PL23 1ET

England

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2027-03-21

Last: 2026-03-07