BRIDGEDALE INVESTMENTS
🏛️Establishedactive
11045948 · private-unlimited · incorporated 2017-11-03
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
76/100
Strong
What this business does
Primary activity: Security dealing on own account
Sector: Financial & insurance
Investor take
PursueActive trading company with a 68-year-old founder — textbook succession opportunity.
Opportunity 76/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 68). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
Data confidence
Overall: medium (57/100)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
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
5 active PSC(s) of 5 total, 5 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
32 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
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
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
5
filings
- • 2 capital
- • 2 persons-with-significant-control
- • 1 miscellaneous
Last 180 days
12
filings
- • 7 persons-with-significant-control
- • 4 capital
- • 1 miscellaneous
Counts from Companies House filing history.
Corporate timeline (21 events)Click to expand
- 2026-05-03📄capital-allotment-new-class-of-sharescapital · SH09
- 2026-05-03📄legacymiscellaneous · RP01PSC01
- 2026-05-03📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2026-05-03📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2026-04-29📄capital-allotment-new-class-of-sharescapital · SH09
- 2026-01-09📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2025-12-28📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-12-24📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-12-24📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-12-24📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2025-12-24📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2025-12-23📄capital-allotment-new-class-of-sharescapital · SH09
- 2025-12-20📄resolutionresolution · RESOLUTIONS
- 2025-12-20📄memorandum-articlesincorporation · MA
- 2020-12-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-12-14📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2020-12-14📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-12-14📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2017-11-03🏢Company incorporatedAs BRIDGEDALE INVESTMENTS
- 2017-11-03➕HEUCK, Anne-Marie appointeddirector
- 2017-11-03➕HEUCK, Michael Robert Louis appointeddirector
Owner dependency
86/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder age: Director aged approximately 68 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
- +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 68. 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
5 active beneficial owners · dominant holder ≥75% · fragmented| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Jonathan Mark Laverack Individual · British · DOB 07/1970 · age 56 | — | 75–100% | board control75-100% voting · board control | 05/01/2018 |
Michael Robert Louis Heuck Individual · British · DOB 09/1958 · age 68 | 75–100% | — | board control75-100% shares · board control | 03/11/2017 |
Anne-Marie Heuck Individual · British · DOB 08/1965 · age 61 | — | 75–100% | board control75-100% voting · board control | 03/11/2017 |
Matthew Heuck Individual · British · DOB 03/1996 · age 30 | 25–50% | — | 25-50% shares | 16/12/2025 |
Miss Rebecca June Heuck Individual · British · DOB 03/1994 · age 32 | 25–50% | — | 25-50% shares | 16/12/2025 |
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 · YO postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BRECKSTREET INVESTMENTS UNLIMITED→ 14164794 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| CALCULATED COMMERCIAL LIMITED→ 14508986 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| CALCULATED FINANCIAL SERVICES LIMITED→ 14129179 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| CAPICUS LIMITED→ 09882332 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| CAPITAL CREDIT (LEEDS) LIMITED→ 06849095 · est 2009 · no financials extracted | — | — | — | — | 17y | — | — |
| CARRLANE DEVELOPMENTS LIMITED→ 12209247 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CAST IRON SERVICES LTD→ 14295446 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| CHERISH PROPERTY & INVESTMENT LTD→ 12284312 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CHRIS BINNS WEALTH MANAGEMENT LIMITED→ 09139165 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| CLAYPENNY CONSULTING LIMITED→ 10143416 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| COATES FINANCE LIMITED→ 11307180 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| COMPLETE ASSET MANAGEMENT LIMITED→ 04273493 · est 2001 · no financials extracted | — | — | — | — | 24y | — | — |
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
Typeprivate-unlimited
Incorporated2017-11-03
Jurisdictionengland-wales
Primary SIC64991 — Security dealing on own account
Registered office
Elm Tree Barn Town Street
Settrington
Malton
YO17 8NR
Filing status
Accounts
Next due: —
Last made up to: —
Confirmation statement
Next due: 2026-11-16
Last: 2025-11-02
Officers (2 active · 0 resigned)
HEUCK, Anne-Marie→
Activedirector · ~61y · appointed 2017-11-03
View their other companies + combined net worth →
HEUCK, Michael Robert Louis→
Activedirector · ~68y · appointed 2017-11-03
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (32 total)
capital-allotment-new-class-of-shares
capital · SH09
2026-05-03
legacy
miscellaneous · RP01PSC01
2026-05-03
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-05-03
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-05-03
capital-allotment-new-class-of-shares
capital · SH09
2026-04-29
capital-variation-of-rights-attached-to-shares
capital · SH10
2026-01-09
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-12-28
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-12-24
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-12-24
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-12-24
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-12-24
capital-allotment-new-class-of-shares
capital · SH09
2025-12-23
resolution
resolution · RESOLUTIONS
2025-12-20
memorandum-articles
incorporation · MA
2025-12-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-12