BEAULIEU MORTGAGES LIMITED

💤Zombieactive
10686587 · ltd · incorporated 2017-03-23
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
75/100
Strong
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What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
Pursue
Active trading company with a 68-year-old founder — textbook succession opportunity.

Opportunity 75/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 68). 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: medium (78/100)

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
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
1 officers (1 active, 1 linked, 1 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
23 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
75/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
65
Adequate — check latest filings for context.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
82
Few red flags.
Signal strength
90
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31

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
4
filings
  • • 2 persons-with-significant-control
  • • 1 officers
  • • 1 confirmation-statement
Last 180 days
6
filings
  • • 2 persons-with-significant-control
  • • 2 address
  • • 1 officers
Counts from Companies House filing history.
Corporate timeline (16 events)Click to expand
  1. 2026-05-18
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  2. 2026-05-18
    📄
    change-person-director-company-with-change-date
    officers · CH01
  3. 2026-04-23
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  4. 2026-01-28
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  5. 2026-01-28
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  6. 2025-08-28
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  7. 2024-12-09
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  8. 2023-11-21
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  9. 2022-08-16
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  10. 2021-08-23
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  11. 2021-02-18
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  12. 2019-09-24
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  13. 2018-11-26
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  14. 2017-03-23
    🏢
    Company incorporated
    As BEAULIEU MORTGAGES LIMITED
  15. 2017-03-23
    ➕
    BENNETT, Richard Stephen appointed
    director
  16. 2017-03-23
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

95/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Sole director: Only one active director — all governance concentrated on one person.
  • +Founder age: Director aged approximately 68 — 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

65/100
Strong succession signal

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

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 68. Approaching typical UK retirement age — succession thinking likely.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.

Red flags

1 low
Multiple registered office changes
low

Multiple address changes in a short period can indicate operational instability or admin disorder.

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Richard Stephen Bennett
Individual · British · DOB 06/1958 · age 68
75–100%
75–100%board control75-100% shares · 75-100% voting · board control23/03/2017

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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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 →
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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
Incorporated2017-03-23
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers

Registered office

6 Park Road
Chandlers Ford
Eastleigh
Hants
SO53 2EU
United Kingdom

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-04-02
Last: 2026-03-19

Officers (1 active · 0 resigned)

BENNETT, Richard Stephen→
director · ~68y · appointed 2017-03-23
View their other companies + combined net worth →
Active

Click a director name to see their full track record across all companies.

Recent filings (23 total)

change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-05-18
change-person-director-company-with-change-date
officers · CH01
2026-05-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-23
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-04-23
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-01-28
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-01-28
accounts-with-accounts-type-dormant
accounts · AA
2025-08-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-19
accounts-with-accounts-type-dormant
accounts · AA
2024-12-09
confirmation-statement-with-updates
confirmation-statement · CS01
2024-04-02
accounts-with-accounts-type-dormant
accounts · AA
2023-11-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-30
accounts-with-accounts-type-dormant
accounts · AA
2022-08-16
confirmation-statement-with-updates
confirmation-statement · CS01
2022-04-01
accounts-with-accounts-type-dormant
accounts · AA
2021-08-23