FGE HOLDINGS LIMITED

🏛️Establishedactive

10906079 · ltd · incorporated 2017-08-09

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.

Opportunity decay

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 8.6y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Jun 2025

Net worth

£85.8k

book net assets

Opportunity

79/100

Strong

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What this business does

Primary activity: Activities of other holding companies n.e.c.

Sector: Financial & insurance

Investor take

Pursue

Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 79/100 (strong), bankability 80/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

🏦

Refinance opportunity

1 live charge · oldest 8.6y

85/100

ready

Refinance conversation should be productive — structure clean and timing right.

· Oldest live charge is 8.6 years old — likely at or near maturity.
· Single lender — cleanest path to refinance.
· Legal-friction score 15/100 — clean.

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

Lenders & charges

1 charges (1/1 with lender, 1/1 with type)

Directors & officers

2 officers (2 active, 2 linked, 2 with DOB)

Ownership & PSC

2 active PSC(s) of 2 total, 2 with control declared

Director network

4 connected companies via shared directors

Filing history

20 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

🔒Estimated company valuation

Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.

Available from the Pro tier upwards.

See pricing →

Opportunity Score

79/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Adequate — check latest filings for context.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Positive net assets

Net assets £85,795

Cash YoY

+55%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£7k

↑ 55% YoY

Net Worth

£86k

↑ 21% YoY

Current Assets

£7k

↑ 13% YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-06-30	2024-06-30
Total assets	£221.5k	£220.5k
Current assets	£6.9k	£6.1k
Cash	£6.9k	£4.5k
Debtors	—	£1.6k
Net assets	£85.8k	£70.6k

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

filings

Last 180 days

filing

• 1 accounts

Counts from Companies House filing history.

Corporate timeline (16 events)Click to expand

2026-03-27
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-03-28
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-03-28
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-03-24
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-30
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-03-31
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-03-26
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-03-28
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-03-06
📄
change-account-reference-date-company-previous-shortened
accounts · AA01
2018-08-08
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2017-11-30
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2017-11-23
🔒
Charge registered #1
Lender: National Westminster Bank PLC
2017-08-09
🏢
Company incorporated
As FGE HOLDINGS LIMITED
2017-08-09
➕
DALLEY, Richard David appointed
director
2017-08-09
➕
SHERWIN, Robert Benjamin appointed
director
2017-08-09
📄
incorporation-company
incorporation · NEWINC

Owner dependency

71/100

High — earn-out structure required

Material 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.
+Senior director age: Director aged approximately 62 — approaching natural succession window.
+No director turnover: Company is 9 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

46/100

Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS

secondaryFounder aged 58+: Senior director is approximately 62. Early succession window.
secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

Red flags

clean

No 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 Richard David Dalley Individual · British · DOB 04/1970 · age 56	25–50%	25–50%	25-50% shares · 25-50% voting	09/08/2017
Mr Robert Benjamin Sherwin Individual · British · DOB 03/1964 · age 62	25–50%	25–50%	25-50% shares · 25-50% voting	09/08/2017

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.

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Similar companies

Active · Holding company · LD postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
ARCUS HOLDINGS LTD→ 13156544 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
BEACONS BUSINESS INTERIORS GROUP LTD→ 10671022 · est 2017 · no financials extracted	—	—	—	—	9y	—	—
BEAUFORT MANAGEMENT (LLANDRINDOD) LIMITED→ 03017292 · est 1995 · no financials extracted	—	—	—	—	31y	—	—
BLUE SKY EQUITY LIMITED→ 10662878 · est 2017 · no financials extracted	—	—	—	—	9y	—	—
BROADWAY TOWERS MANAGEMENT LIMITED→ 01607357 · est 1982 · no financials extracted	—	—	—	—	44y	—	—
CARREG LLWYD PLACE MANAGEMENT LIMITED→ 12884955 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
CHURCH VIEW RESIDENTS (KNIGHTON) COMPANY LIMITED→ 02028428 · est 1986 · no financials extracted	—	—	—	—	39y	—	—
DALE STREET MEWS LIMITED→ 13743170 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
ELMWOOD FORGE LIMITED→ 13491133 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
ERWOOD HALL LTD→ 16081185 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
GLOBALROAD LIMITED→ 06919840 · est 2009 · no financials extracted	—	—	—	—	16y	—	—
GWYN'S PLOCK MAINTENANCE LIMITED→ 04523846 · est 2002 · no financials extracted	—	—	—	—	23y	—	—

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.

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🔒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

Incorporated2017-08-09

Jurisdictionengland-wales

Primary SIC64209 — Activities of other holding companies n.e.c.

Registered office

Freedom Green Energy

Ffrwdgrech Industrial Estate

Brecon

LD3 8LA

Wales

Filing status

Accounts

Next due: 2027-03-31

Last made up to: 2025-06-30

Confirmation statement

Next due: 2026-08-22

Last: 2025-08-08

Officers (2 active · 0 resigned)

DALLEY, Richard David→

director · ~56y · appointed 2017-08-09

View their other companies + combined net worth →

Active

SHERWIN, Robert Benjamin→

director · ~62y · appointed 2017-08-09

View their other companies + combined net worth →

Active

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

Mortgages & charges

Total charges

Outstanding

Active lenders

Status:Lender:1 of 1 shown

			Type	Properties
	outstanding	National Westminster Bank National Westminster Bank PLC	A registered charge	1 property	23/11/2017	—

Click column headers to sort. Use filters above to narrow by status and lender.