BELWARD INVESTMENTS LIMITED
🏛️Establishedactive
12309501 · ltd · incorporated 2019-11-12
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 Nov 2024
Net worth
£83.8k
book net assets
Opportunity
76/100
Strong
What this business does
Primary activity: Security dealing on own account
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
Opportunity 76/100 (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: strategic trade sale (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
3 officers (3 active, 3 linked, 2 with DOB)
83
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
12 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.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £83,795
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£84k
↑ 11% YoY
Current Assets
£84k
↓ 73% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-11-30 | 2023-11-30 |
|---|---|---|
| Total assets | £83.8k | £75.8k |
| Current assets | £84.3k | £309.0k |
| Net assets | £83.8k | £75.8k |
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 (10 events)Click to expand
- 2025-08-18📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-08-16📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-08-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-08-22📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-08-01📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-11-12🏢Company incorporatedAs BELWARD INVESTMENTS LIMITED
- 2019-11-12➕BELWARD, David appointedsecretary
- 2019-11-12➕ATKINSON, Fiona Margaret, Dr appointeddirector
- 2019-11-12➕BELWARD, David Patrick Thomas appointeddirector
- 2019-11-12📄incorporation-companyincorporation · NEWINC
Owner dependency
81/100
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 name in company name: Company name contains director surname "BELWARD" — strong identity link between founder and business.
- +Senior director age: Director aged approximately 64 — approaching natural succession window.
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
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr David Patrick Thomas Belward Individual · British · DOB 06/1962 · age 64 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 12/11/2019 |
Dr Fiona Margaret Atkinson Individual · British · DOB 08/1965 · age 61 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 12/11/2019 |
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 · HG postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 988 CAPITAL LTD→ 14516659 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| A REED LTD→ 12213904 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ASSURED FINANCIAL PLANNING LIMITED→ 10188728 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| BEC INVESTMENTS LIMITED→ 12540435 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| BENNETT CHRISTMAS INSURANCE BROKERS LTD→ 05402688 · est 2005 · no financials extracted | — | — | — | — | 21y | — | — |
| BLACK KETTLE INTERNATIONAL LIMITED→ 03740597 · est 1999 · no financials extracted | — | — | — | — | 27y | — | — |
| BOSTON SPA INVESTMENTS LIMITED→ 11906244 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| BRADSTYLE LIMITED→ 04966045 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| BRAITHWAITE FINANCE LIMITED→ 01751130 · est 1983 · no financials extracted | — | — | — | — | 42y | — | — |
| BRITANNIC CAPITAL LIMITED→ 11770547 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| BRITANNIC INVESTMENT MANAGEMENT LIMITED→ 11770864 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| BROMBERG CONSULTING LIMITED→ 16017947 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
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
Incorporated2019-11-12
Jurisdictionengland-wales
Primary SIC64991 — Security dealing on own account
Registered office
3 Kirkby Road
Ripon
HG4 2EY
United Kingdom
Filing status
Accounts
Next due: 2026-08-31
Last made up to: 2024-11-30
Confirmation statement
Next due: 2026-11-25
Last: 2025-11-11
Officers (3 active · 0 resigned)
Active
ATKINSON, Fiona Margaret, Dr→
Activedirector · ~61y · appointed 2019-11-12
View their other companies + combined net worth →
BELWARD, David Patrick Thomas→
Activedirector · ~64y · appointed 2019-11-12
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (12 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-25
accounts-with-accounts-type-micro-entity
accounts · AA
2025-08-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-28
accounts-with-accounts-type-micro-entity
accounts · AA
2024-08-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-12-01
accounts-with-accounts-type-micro-entity
accounts · AA
2023-08-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-12-07
accounts-with-accounts-type-micro-entity
accounts · AA
2022-08-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-12-04
accounts-with-accounts-type-micro-entity
accounts · AA
2021-08-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-12-31
incorporation-company
incorporation · NEWINC
2019-11-12