BLUECOAT WILLS & TRUSTS LIMITED
🏛️Establishedactive
10963072 · ltd · incorporated 2017-09-14
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 Sept 2025
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 77/100 (strong), bankability 75/100. 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).
Data confidence
Overall: medium (79/100)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
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
3 active PSC(s) of 3 total, 3 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
39 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 | 2025-09-30 | 2024-09-30 |
|---|---|---|
| Total assets | — | £8.2k |
| Current assets | — | £15.4k |
| Cash | — | £10.1k |
| Debtors | — | £5.3k |
| Net assets | — | £8.2k |
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 (22 events)Click to expand
- 2025-11-07📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2024-12-05📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-12-10📄capital-name-of-class-of-sharescapital · SH08
- 2023-11-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-08-30📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-08-30📄change-person-director-company-with-change-dateofficers · CH01
- 2022-12-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-08-08📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-08-05📄change-person-director-company-with-change-dateofficers · CH01
- 2022-03-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-08-18📄change-person-director-company-with-change-dateofficers · CH01
- 2021-08-18📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-08-17📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-03-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-01-12📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-01-12📄change-person-director-company-with-change-dateofficers · CH01
- 2021-01-12📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-01-12📄change-person-director-company-with-change-dateofficers · CH01
- 2021-01-12📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-07-25➕LANGLEY, David Michael appointeddirector
- 2017-09-14🏢Company incorporatedAs BLUECOAT WILLS & TRUSTS LIMITED
- 2017-09-14➕CLARKE, Robin Nicholas appointeddirector
Owner dependency
71/100
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.
- +Senior director age: Director aged approximately 64 — 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
56/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 64. Approaching typical UK retirement age — succession thinking likely.
- 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
3 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr David Michael Langley Individual · British · DOB 02/1988 · age 38 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 25/07/2018 |
Mr Robin Nicholas Clarke Individual · British · DOB 11/1962 · age 64 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 14/09/2017 |
Mrs Wendy Susan Clarke Individual · British · DOB 05/1958 · age 68 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 14/09/2017 |
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 · BN postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ARIA PERI CAPITAL LIMITED→ 15594567 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| ARTCRY LTD→ 12599165 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| BEACON HOLDINGS SX LTD→ 12353954 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| BIZ-WORKS UK LTD→ 05514127 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
| BLACK WIDOWS (SUSSEX) LTD→ 12752296 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| BLACKMOOR RISK LIMITED→ 17121473 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| BLOOM FINANCIAL LIMITED→ 16713693 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BLUE AND YELLOW INVESTMENTS LIMITED→ 16479789 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BMR CONSULTANCY SERVICES LTD→ 07034888 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| BN3 ASSET MANAGEMENT LIMITED→ 10665114 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| BOBBY DHILLON PRACTICE LIMITED→ 14225842 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| BRIAN DAVIES INSURANCE CONSULTANTS LTD→ 03730500 · est 1999 · no financials extracted | — | — | — | — | 27y | — | — |
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
Incorporated2017-09-14
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
11 Lady Bee Enterprise Centre
Albion Street
Southwick
West Sussex
BN42 4BW
England
Filing status
Accounts
Next due: 2027-06-30
Last made up to: 2025-09-30
Confirmation statement
Next due: 2026-09-17
Last: 2025-09-03
Officers (2 active · 0 resigned)
CLARKE, Robin Nicholas→
Activedirector · ~64y · appointed 2017-09-14
View their other companies + combined net worth →
LANGLEY, David Michael→
Activedirector · ~38y · appointed 2018-07-25
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (39 total)
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-11-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-05
confirmation-statement-with-updates
confirmation-statement · CS01
2024-09-17
capital-name-of-class-of-shares
capital · SH08
2023-12-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-29
confirmation-statement-with-updates
confirmation-statement · CS01
2023-09-13
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-08-30
change-person-director-company-with-change-date
officers · CH01
2023-08-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-09-13
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-08-08
change-person-director-company-with-change-date
officers · CH01
2022-08-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-25
confirmation-statement-with-updates
confirmation-statement · CS01
2021-09-22