BLUEBERRY ESTATE PLANNING LIMITED
🏛️Establishedactive
10550811 · ltd · incorporated 2017-01-06
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 Jan 2025
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Activities of mortgage finance companies
Sector: Financial & insurance
Investor take
PursueActive trading company with a 78-year-old founder — textbook succession opportunity.
Opportunity 77/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 78). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
Data confidence
Overall: high (81/100)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
Confirmed no charges registered
85
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
6 connected companies via shared directors
63
Filing history
23 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
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 | 2025-01-31 | 2024-01-31 |
|---|
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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 (17 events)Click to expand
- 2025-02-05📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-04-30✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2024-04-15📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-05-15📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-10-31📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-05-24📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-12-01📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-11-13📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-01-21📄resolutionresolution · RESOLUTIONS
- 2019-10-30📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-10-22📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2018-10-22📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-01-10📄resolutionresolution · RESOLUTIONS
- 2017-01-06🏢Company incorporatedAs BLUEBERRY ESTATE PLANNING LIMITED
- 2017-01-06➕MOYSE, Christopher James appointeddirector
- 2017-01-06➕OWEN, Peter Edward appointeddirector
- 2017-01-06📄incorporation-companyincorporation · NEWINC
Owner dependency
78/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder age: Director aged approximately 78 — succession pressure is live.
- +No director turnover: Company is 9 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
66/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 78 years old. Natural succession window is now.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
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 Peter Edward Owen Individual · British · DOB 11/1948 · age 78 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 06/01/2017 |
Mr Christopher James Moyse Individual · British · DOB 09/1972 · age 54 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/01/2017 |
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 · DT postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ALL INSURE SERVICES LIMITED→ 06840240 · est 2009 · no financials extracted | — | — | — | — | 17y | — | — |
| DAVID CAKE LIMITED→ 04616312 · est 2002 · no financials extracted | — | — | — | — | 23y | — | — |
| DUMAW PROJECTS LTD→ 17045550 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| ELMENSIDE PROPERTIES LTD→ 12774820 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| EQUITY RELEASE AND MORTGAGE PARTNERSHIP LTD→ 13192299 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| FEATHERSTONE INVESTMENTS LIMITED→ 09747904 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| GANNY ESTATES 72 LTD→ 13883982 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| GILLON FINANCIAL LIMITED→ 11687258 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| GOODALE FINANCIAL PARTNERS LIMITED→ 11350548 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| GROSVENOR INDEPENDENT FINANCIAL LIMITED→ 04395951 · est 2002 · no financials extracted | — | — | — | — | 24y | — | — |
| HAPPY HOME MORTGAGES LTD→ 10665011 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| HARNEY & CO FINANCIAL ADVISERS LIMITED→ 13202931 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
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.
See pricing →Company details
Statusactive
Typeltd
Incorporated2017-01-06
Jurisdictionengland-wales
Primary SIC64922 — Activities of mortgage finance companies
Registered office
5a Widcombe Street
Poundbury
Dorchester
DT1 3BS
England
Filing status
Accounts
Next due: 2026-10-31
Last made up to: 2025-01-31
Confirmation statement
Next due: 2026-11-23
Last: 2025-11-09
Officers (2 active · 0 resigned)
MOYSE, Christopher James→
Activedirector · ~54y · appointed 2017-01-06
View their other companies + combined net worth →
OWEN, Peter Edward→
Activedirector · ~78y · appointed 2017-01-06
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (23 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-02
accounts-with-accounts-type-dormant
accounts · AA
2025-02-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-26
certificate-change-of-name-company
change-of-name · CERTNM
2024-04-30
accounts-with-accounts-type-dormant
accounts · AA
2024-04-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-08
accounts-with-accounts-type-dormant
accounts · AA
2023-05-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-09
accounts-with-accounts-type-dormant
accounts · AA
2022-10-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-01-17
accounts-with-accounts-type-dormant
accounts · AA
2021-05-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-01-12
accounts-with-accounts-type-dormant
accounts · AA
2020-12-01
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-11-13
resolution
resolution · RESOLUTIONS
2020-01-21