BESPOKE WEALTH LIMITED
🏛️Establishedactive
11897202 · ltd · incorporated 2019-03-21
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
77/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
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 (60/100)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
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
12 connected companies via shared directors
81
Filing history
36 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.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
2
filings
- • 1 confirmation-statement
- • 1 officers
Counts from Companies House filing history.
Corporate timeline (24 events)Click to expand
- 2026-02-21📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-02-20➕LEATHERLAND, Robert Victor James appointeddirector
- 2025-12-09📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-04-08📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-04-08📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-04-08📄change-person-director-company-with-change-dateofficers · CH01
- 2025-04-08📄capital-allotment-sharescapital · SH01
- 2025-04-08📄capital-allotment-sharescapital · SH01
- 2025-04-08📄capital-allotment-sharescapital · SH01
- 2024-12-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-04-25📄capital-allotment-sharescapital · SH01
- 2024-03-21📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-03-21📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-03-04📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-01-25📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-01-25📄change-person-director-company-with-change-dateofficers · CH01
- 2024-01-25📄change-person-director-company-with-change-dateofficers · CH01
- 2023-12-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-09-04📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-05-17📄change-person-director-company-with-change-dateofficers · CH01
- 2023-05-17📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-12-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-03-21🏢Company incorporatedAs BESPOKE WEALTH LIMITED
- 2019-03-21➕MASSEY, Patrick Gerald 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 63 — approaching natural succession window.
- +No director turnover: Company is 7 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 63. 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
2 active beneficial owners · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Patrick Gerald Massey Individual · British · DOB 12/1963 · age 63 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 21/03/2022 |
Mr Robert Victor James Leatherland Individual · English · DOB 02/1983 · age 43 | — | — | sig. influencesignificant influence | 17/02/2024 |
1 historic (ceased) PSC
- Mr Robert Leatherlandceased 17/02/2024· 25-50% shares · 25-50% voting
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 · PO postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ALTUNATMAZ JEWELLERY LIMITED→ 16692749 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ASHRIDGE FINANCE LIMITED→ 09572922 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| ASTREA LIMITED→ 02504438 · est 1990 · no financials extracted | — | — | — | — | 35y | — | — |
| ASTUTE MORTGAGES LTD→ 12727722 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| BARNHAM BUSINESS SOLUTIONS LTD→ 09288889 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| BARRETT TRADING LTD→ 15756139 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BEAUBRIDGE (UK) LIMITED→ 08914960 · est 2014 · no financials extracted | — | — | — | — | 12y | — | — |
| BEN WATTS LTD→ 12629027 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| BEPROTECTED LIMITED→ 12474653 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| BEST LIFE FINANCIAL PLANNING LTD→ 11663155 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| BETTLES-HALL INVESTMENTS LTD→ 15378332 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| BGL WEALTH LIMITED→ 08123908 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
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
Incorporated2019-03-21
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
1635 Parkway
Whiteley
Fareham
Hampshire
PO15 7AH
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-04-03
Last: 2026-03-20
Officers (2 active · 0 resigned)
LEATHERLAND, Robert Victor James→
Activedirector · ~43y · appointed 2026-02-20
View their other companies + combined net worth →
MASSEY, Patrick Gerald→
Activedirector · ~63y · appointed 2019-03-21
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (36 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-03-27
appoint-person-director-company-with-name-date
officers · AP01
2026-02-21
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-09
confirmation-statement-with-updates
confirmation-statement · CS01
2025-04-09
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-04-08
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-04-08
change-person-director-company-with-change-date
officers · CH01
2025-04-08
capital-allotment-shares
capital · SH01
2025-04-08
capital-allotment-shares
capital · SH01
2025-04-08
capital-allotment-shares
capital · SH01
2025-04-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-20
capital-allotment-shares
capital · SH01
2024-04-25
confirmation-statement-with-updates
confirmation-statement · CS01
2024-03-25
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-03-21
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-03-21