BAREHAM INDEPENDENT FINANCIAL ADVISERS LIMITED
🏛️Establishedactive
12820966 · ltd · incorporated 2020-08-18
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 Aug 2025
Net worth
—
book net assets
Opportunity
76/100
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 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 (77/100)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
4 officers (4 active, 4 linked, 3 with DOB)
85
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
21 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.
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 · accounting standard unknown| Metric | 2025-08-31 | 2024-08-31 |
|---|---|---|
| Average employees | 400 | -400 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.
Available from the Pro tier upwards.
See pricing →Recent activity
Last 30 days
0
filings
Last 90 days
2
filings
- • 2 persons-with-significant-control
Last 180 days
4
filings
- • 2 persons-with-significant-control
- • 1 accounts
- • 1 capital
Counts from Companies House filing history.
Corporate timeline (21 events)Click to expand
- 2026-02-21📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2026-02-19📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2026-02-13📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-11-25📄capital-allotment-sharescapital · SH01
- 2025-03-14📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-11-04📄capital-allotment-sharescapital · SH01
- 2024-03-16📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-03-16📄change-person-secretary-company-with-change-dateofficers · CH03
- 2023-08-17📄change-person-director-company-with-change-dateofficers · CH01
- 2023-08-17📄change-person-director-company-with-change-dateofficers · CH01
- 2023-08-17📄change-person-director-company-with-change-dateofficers · CH01
- 2023-07-31📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-12-29📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-11-05📄capital-allotment-sharescapital · SH01
- 2021-09-17📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-08-18🏢Company incorporatedAs BAREHAM INDEPENDENT FINANCIAL ADVISERS LIMITED
- 2020-08-18➕DAVIES, Victoria Elaine appointedsecretary
- 2020-08-18➕BAREHAM, Gordon Wayne appointeddirector
- 2020-08-18➕BAREHAM, James Gordon appointeddirector
- 2020-08-18➕DAVIES, Victoria Elaine appointeddirector
- 2020-08-18📄incorporation-companyincorporation · NEWINC
Owner dependency
88/100
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
- +Founder name in company name: Company name contains director surname "BAREHAM" — strong identity link between founder and business.
- +Founder age: Director aged approximately 69 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
50/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 69. Approaching typical UK retirement age — succession thinking likely.
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 Gordon Wayne Bareham Individual · British · DOB 12/1957 · age 69 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 18/08/2020 |
Mr James Gordon Bareham Individual · British · DOB 08/1987 · age 39 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 18/08/2020 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · LS postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 2410 TRADING LIMITED→ 16903740 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| APPLIED CREDIT LIMITED→ 15576733 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| APPLIED CRISIS UNDERWRITERS LIMITED→ 15996511 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AQL (FINANCIAL) LIMITED→ 08614368 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| ASSET FINANCE UK CASHFLOW LIMITED→ 07674164 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| ATTIS INSURANCE BROKERS LTD→ 12955173 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| AUGUSTA FAMILY INVESTMENTS→ 17089615 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| AVID INSURANCE SERVICES LIMITED→ 04885807 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| AYATUNI PROPERTY LTD→ 16895665 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BARTLETT & COMPANY LIMITED→ 00364202 · est 1940 · no financials extracted | — | — | — | — | 85y | — | — |
| BARTLETT GROUP LIMITED→ 00945137 · est 1969 · no financials extracted | — | — | — | — | 57y | — | — |
| BARTLETT TRUSTEE LIMITED→ 04663160 · est 2003 · no financials extracted | — | — | — | — | 23y | — | — |
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
Typeltd
Incorporated2020-08-18
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
Foxborough House
96 Allerton Grange Rise
Leeds
LS17 6LG
England
Filing status
Accounts
Next due: 2027-05-31
Last made up to: 2025-08-31
Confirmation statement
Next due: 2026-08-31
Last: 2025-08-17
Officers (4 active · 0 resigned)
DAVIES, Victoria Elaine→
Activesecretary · appointed 2020-08-18
View their other companies + combined net worth →
BAREHAM, Gordon Wayne→
Activedirector · ~69y · appointed 2020-08-18
View their other companies + combined net worth →
BAREHAM, James Gordon→
Activedirector · ~39y · appointed 2020-08-18
View their other companies + combined net worth →
DAVIES, Victoria Elaine→
Activedirector · ~45y · appointed 2020-08-18
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (21 total)
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-02-21
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-02-19
accounts-with-accounts-type-micro-entity
accounts · AA
2026-02-13
capital-allotment-shares
capital · SH01
2025-11-25
confirmation-statement-with-updates
confirmation-statement · CS01
2025-09-01
accounts-with-accounts-type-micro-entity
accounts · AA
2025-03-14
capital-allotment-shares
capital · SH01
2024-11-04
confirmation-statement-with-updates
confirmation-statement · CS01
2024-08-26
accounts-with-accounts-type-micro-entity
accounts · AA
2024-03-16
change-person-secretary-company-with-change-date
officers · CH03
2024-03-16
confirmation-statement-with-updates
confirmation-statement · CS01
2023-08-17
change-person-director-company-with-change-date
officers · CH01
2023-08-17
change-person-director-company-with-change-date
officers · CH01
2023-08-17
change-person-director-company-with-change-date
officers · CH01
2023-08-17
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-07-31