BEECH TREE PE HOLDCO LIMITED
🏛️Establishedactive
10434475 · ltd · incorporated 2016-10-18
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
—
not disclosed
Net worth
—
book net assets
Opportunity
71/100
Strong
What this business does
Primary activity: Activities of open-ended investment companies
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 71/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (61/100)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
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
3 officers (3 active, 3 linked, 3 with DOB)
90
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
18 connected companies via shared directors
90
Filing history
32 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
71/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
2
filings
- • 1 officers
- • 1 persons-with-significant-control
Last 180 days
2
filings
- • 1 officers
- • 1 persons-with-significant-control
Counts from Companies House filing history.
Corporate timeline (20 events)Click to expand
- 2026-05-05📄change-person-director-company-with-change-dateofficers · CH01
- 2026-05-01📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-12-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-09-05📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-10-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-02-07📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-01-26➕RUDD, Adam James appointeddirector
- 2023-01-26📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-12-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-09-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-11-17📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-09-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-11-20📄legacymiscellaneous · RP04CS01
- 2018-11-20📄second-filing-capital-allotment-sharescapital · RP04SH01
- 2018-10-19📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2018-07-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-01-08📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2016-10-18🏢Company incorporatedAs BEECH TREE PE HOLDCO LIMITED
- 2016-10-18➕FRANKS, Paul Jonathan appointeddirector
- 2016-10-18➕MARSH, Andrew Neil appointeddirector
Owner dependency
50/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
Succession & seller-readiness
30/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
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 Jonathan Franks Individual · British · DOB 11/1971 · age 55 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 17/03/2017 |
Mr Andrew Neil Marsh Individual · British · DOB 07/1970 · age 56 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 17/03/2017 |
1 historic (ceased) PSC
- Beech Tree Pe Llpceased 17/03/2017· 25-50% shares · 25-50% voting
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 · Financial services · SK postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ATMA CONSULTING SERVICES LIMITED→ 15554360 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| BAILEY'S HOME LOANS LTD→ 12581788 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| BEAT FINANCE LIMITED→ 11190763 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| BENCHMARK WEALTH MANAGEMENT LIMITED→ 11037719 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| BENEFICIAL LTD→ 09903981 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| BENTLEY MORTGAGE SERVICES LTD→ 17084890 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| BERNARD STEPHEN WILLIAMS GROUP LTD→ 13508454 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| BETTS FINANCIAL SERVICES LIMITED→ 16622673 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BFS HANDFORTH LIMITED→ 04949589 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| BGCE FINANCE LTD→ 12543874 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| BH AUDENSHAW LTD→ 10834118 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| BLACKHURST INVESTMENTS LIMITED→ 07921803 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 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
Incorporated2016-10-18
Jurisdictionengland-wales
Primary SIC64304 — Activities of open-ended investment companies
Registered office
First Floor, Suite 2, The Hq Building, The Colony,
Altrincham Road
Wilmslow
Cheshire
SK9 4LY
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-10-31
Last: 2025-10-17
Officers (3 active · 0 resigned)
FRANKS, Paul Jonathan→
Activedirector · ~55y · appointed 2016-10-18
View their other companies + combined net worth →
MARSH, Andrew Neil→
Activedirector · ~56y · appointed 2016-10-18
View their other companies + combined net worth →
RUDD, Adam James→
Activedirector · ~44y · appointed 2023-01-26
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (32 total)
change-person-director-company-with-change-date
officers · CH01
2026-05-05
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-05-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-28
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-09-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-10-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-02-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-10-18
appoint-person-director-company-with-name-date
officers · AP01
2023-01-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-10-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-10-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-09-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-11-17