BEDAT INVESTMENTS LIMITED

🏛️Establishedactive

13014569 · ltd · incorporated 2020-11-12

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 Dec 2024

Net worth

—

book net assets

Opportunity

77/100

Strong

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What this business does

Primary activity: Activities of mortgage finance companies

Sector: Financial & insurance

ALSO REGISTERED FOR

64999Financial intermediation not elsewhere classified

Investor take

Pursue

Strong 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: strategic trade sale (73/100).

Data confidence

Overall: high (80/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile

address, 2 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

5 officers (5 active, 5 linked, 5 with DOB)

Ownership & PSC

2 active PSC(s) of 3 total, 3 with control declared

Director network

3 connected companies via shared directors

Filing history

27 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

77/100Strong

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	2024-12-31	2023-12-31
Average employees	5	0

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

🔒Filing-note intelligence

2 signals 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

filings

Last 90 days

filings

Last 180 days

filings

Counts from Companies House filing history.

Corporate timeline (26 events)Click to expand

2025-09-30
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-30
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-07-25
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-11-10
📄
change-person-director-company-with-change-date
officers · CH01
2022-11-10
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-08-03
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-03-19
📄
resolution
resolution · RESOLUTIONS
2021-03-03
📄
memorandum-articles
incorporation · MA
2021-01-28
📄
resolution
resolution · RESOLUTIONS
2021-01-28
📄
capital-name-of-class-of-shares
capital · SH08
2021-01-18
📄
resolution
resolution · RESOLUTIONS
2021-01-18
📄
capital-alter-shares-subdivision
capital · SH02
2020-12-18
📄
appoint-person-director-company-with-name-date
officers · AP01
2020-12-18
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2020-12-18
📄
appoint-person-director-company-with-name-date
officers · AP01
2020-12-18
📄
appoint-person-director-company-with-name-date
officers · AP01
2020-12-18
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2020-12-18
📄
appoint-person-director-company-with-name-date
officers · AP01
2020-12-18
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2020-12-15
➕
LEVY, Emma Sarah appointed
director
2020-12-15
➕
ROSTON, Benjamin James appointed
director
2020-12-15
➕
ROSTON, Daniel Mark appointed
director
2020-12-15
➕
ROSTON, Gail Diane appointed
director
2020-11-19
📍
change-sail-address-company-with-new-address
address · AD02
2020-11-12
🏢
Company incorporated
As BEDAT INVESTMENTS LIMITED
2020-11-12
➕
ROSTON, Richard Simon appointed
director

Owner dependency

63/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

-5 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 70 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

60/100

Strong succession signal

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

SIGNALS

primaryFounder aged 70+: Senior director is approximately 70 years old. Natural succession window is now.

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 Benjamin James Roston Individual · British · DOB 01/1981 · age 45	25–50%	25–50%	25-50% shares · 25-50% voting	15/12/2020
Mr Daniel Mark Roston Individual · British · DOB 10/1986 · age 40	25–50%	25–50%	25-50% shares · 25-50% voting	15/12/2020

1 historic (ceased) PSC

Mr Richard Simon Rostonceased 15/12/2020· 75-100% shares · 75-100% voting · board control

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 · WD postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
ABACUS LENDING SOLUTIONS LTD→ 11592055 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
AIR INVESTMENT GROUP LTD→ 13439466 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
AVARA CAPITAL LIMITED→ 17019143 · est 2026 · no financials extracted	—	—	—	—	—	—	—
AVIN FINANCIAL SERVICES LIMITED→ 11385684 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
B M MORTGAGES LTD→ 14408121 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
BAINS FINANCIAL PLANNING LIMITED→ 12188727 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
BARN ESTATE LTD→ 15911043 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
BEDROCK CAPITAL LTD→ 13115625 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
BELASYSE CAPITAL LIMITED→ 14004618 · est 2022 · no financials extracted	—	—	—	—	4y	—	—
BELLECROFT LIMITED→ 07718766 · est 2011 · no financials extracted	—	—	—	—	14y	—	—
BELVOIR EQUITY FUNDING LIMITED→ 02980887 · est 1994 · no financials extracted	—	—	—	—	31y	—	—
BEN RICKETTS WEALTH MANAGEMENT LTD→ 11341230 · est 2018 · 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

Incorporated2020-11-12

Jurisdictionengland-wales

Primary SIC64922 — Activities of mortgage finance companies

Registered office

Suite 170 Catalyst House 720 Centennial Court

Centennial Park

Elstree

Hertfordshire

WD6 3SY

United Kingdom

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2026-11-15

Last: 2025-11-01