BEARWOOD INVESTMENTS LIMITED

🏛️Establishedactive

12220263 · ltd · incorporated 2019-09-21

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

—

year to Sept 2025

Net worth

—

book net assets

Opportunity

76/100

Strong

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What this business does

Primary activity: Activities of open-ended investment companies

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 87-year-old founder — textbook succession opportunity.

Opportunity 76/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 87). Share purchase looks the cleaner deal structure. 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

Lenders & charges

Confirmed no charges registered

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

Network not yet resolved

Filing history

14 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

76/100Strong

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

Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

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	—	£2
Current assets	—	£2
Net assets	—	£2

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days

filing

• 1 accounts

Last 90 days

filing

• 1 accounts

Last 180 days

filing

• 1 accounts

Counts from Companies House filing history.

Corporate timeline (10 events)Click to expand

2026-06-29
📄
accounts-with-accounts-type-dormant
accounts · AA
2025-06-26
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2024-06-26
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2023-06-22
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2022-06-22
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2021-06-15
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2019-09-21
🏢
Company incorporated
As BEARWOOD INVESTMENTS LIMITED
2019-09-21
➕
REECE, Eric Brian appointed
director
2019-09-21
➕
REECE, Judith May appointed
director
2019-09-21
📄
incorporation-company
incorporation · NEWINC

Owner dependency

86/100

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

+Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
+Founder age: Director aged approximately 87 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
+No director turnover: Company is 7 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

66/100

Strong succession signal

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

SIGNALS

primaryFounder aged 70+: Senior director is approximately 87 years old. Natural succession window is now.
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 Eric Brian Reece Individual · British · DOB 06/1939 · age 87	25–50%	25–50%	25-50% shares · 25-50% voting	21/09/2019
Mrs Judith May Reece Individual · British · DOB 01/1940 · age 86	25–50%	25–50%	25-50% shares · 25-50% voting	21/09/2019

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

Similar companies

Active · Financial services · B postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
AURORA FINANCIAL IFA LIMITED→ 11236418 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
AYAT ENTERPRISES BIRMINGHAM LTD→ 14557182 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
BA GIBBONS LTD→ 16551763 · est 2025 · no financials extracted	—	—	—	—	—	—	—
BALAVAGH INVESTMENTS→ 09306227 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
BAYA FINANCIAL LTD→ 11227929 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
BEAUTY & AESTHETICS SERVICES LTD→ 12290179 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
BÉBÉ CARRIER LTD→ 10408989 · est 2016 · no financials extracted	—	—	—	—	9y	—	—
BEECH MILL INVESTMENTS LIMITED→ 16812126 · est 2025 · no financials extracted	—	—	—	—	—	—	—
BELGRAY INVESTMENT LTD→ 14856581 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
BELLEMI LTD→ 11104872 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
BEMI INVESTMENTS LIMITED→ 15276201 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
BEN SAAD SERVICES LTD→ 11810878 · est 2019 · no financials extracted	—	—	—	—	7y	—	—

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.

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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

Incorporated2019-09-21

Jurisdictionengland-wales

Primary SIC64304 — Activities of open-ended investment companies

Registered office

Three Shires Oak Road

Smethwick

Warley

West Midlands

B67 5BS

England

Filing status

Accounts

Next due: 2027-06-30

Last made up to: 2025-09-30

Confirmation statement

Next due: 2026-09-25

Last: 2025-09-11

Officers (2 active · 0 resigned)

REECE, Eric Brian→

director · ~87y · appointed 2019-09-21

View their other companies + combined net worth →

Active

REECE, Judith May→

director · ~86y · appointed 2019-09-21

View their other companies + combined net worth →

Active

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