CHELVERTON UK GROWTH OPPORTUNITIES PLC

🌿Early-stageactive
13801044 · plc · incorporated 2021-12-14
Investment thesis
Growth-phase business — story-led; valuation sensitive to momentum.
Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.
Why risky: Price often leads fundamentals; dependency on founder often high.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2025
Net worth
—
book net assets
Opportunity
76/100
Strong
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch
What this business does
Primary activity: Activities of investment trusts
Sector: Financial & insurance
Investor take
Pursue
Active trading company with a 67-year-old founder — textbook succession opportunity.

Opportunity 76/100 (strong), bankability 70/100. Strong seller-intent signal (60/100, director aged 67). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: high (82/100)

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

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 (2 active, 3 linked, 2 with DOB)
83
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
12 connected companies via shared directors
81
Filing history
14 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
60
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.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Dec 2024Dec 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-12-312024-12-31

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
1
filing
  • • 1 accounts
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (15 events)Click to expand
  1. 2026-06-10
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  2. 2025-05-28
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  3. 2024-06-28
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  4. 2023-06-14
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  5. 2023-06-02
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  6. 2023-05-17
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  7. 2023-05-13
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  8. 2023-03-02
    ➖
    MAITLAND ADMINISTRATION SERVICES LIMITED resigned
    corporate-secretary
  9. 2022-07-06
    ✏️
    certificate-change-of-name-company
    change-of-name · CERTNM
  10. 2022-07-06
    ✏️
    change-of-name-notice
    change-of-name · CONNOT
  11. 2021-12-14
    🏢
    Company incorporated
    As CHELVERTON UK GROWTH OPPORTUNITIES PLC
  12. 2021-12-14
    ➕
    HORNER, David Alistair appointed
    director
  13. 2021-12-14
    ➕
    TAYLOR, David Robert appointed
    director
  14. 2021-12-14
    ➕
    MAITLAND ADMINISTRATION SERVICES LIMITED appointed
    corporate-secretary
  15. 2021-12-14
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

73/100
High — earn-out structure required

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

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Founder age: Director aged approximately 67 — succession pressure is live.

Succession & seller-readiness

56/100
Strong succession signal

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

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
  • 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

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr David Alistair Horner
Individual · British · DOB 10/1959 · age 67
75–100%
75–100%board control75-100% shares · 75-100% voting · board control14/12/2021

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 · BA postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
BATSROCK FINANCIAL LTD→
11755118 · est 2019 · no financials extracted
————7y——
BRICKS AND MORTAR LENDING LIMITED→
11139714 · est 2018 · no financials extracted
————8y——
BRIGHTWILD VENTURES LTD→
16727294 · est 2025 · no financials extracted
———————
BUGS INVESTMENT LIMITED→
14041409 · est 2022 · no financials extracted
————4y——
C3I INVESTMENTS LTD→
13792818 · est 2021 · no financials extracted
————4y——
CAMEL TRADING COMPANY LIMITED(THE)→
01622538 · est 1982 · no financials extracted
————44y——
CHALICE FINANCIAL PLANNING LIMITED→
15129181 · est 2023 · no financials extracted
————2y——
CHELVERTON ASSET MANAGEMENT LIMITED→
03429348 · est 1997 · no financials extracted
————28y——
CHURCH-FORD MORTGAGES LTD→
13197235 · est 2021 · no financials extracted
————5y——
CITY FINANCIAL PLANNING (EXETER) LIMITED→
03606716 · est 1998 · no financials extracted
————27y——
CITY FINANCIAL PLANNING LIMITED→
03224580 · est 1996 · no financials extracted
————29y——
CLARKS PENSION TRUSTEE (2005) LIMITED→
05210641 · est 2004 · no financials extracted
————21y——
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

8 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
Typeplc
Incorporated2021-12-14
Jurisdictionengland-wales
Primary SIC64301 — Activities of investment trusts

Registered office

11 Laura Place
Bath
BA2 4BL

Filing status

Accounts
Next due: 2027-06-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2026-12-27
Last: 2025-12-13

Officers (2 active · 1 resigned)

HORNER, David Alistair→
director · ~67y · appointed 2021-12-14
View their other companies + combined net worth →
Active
TAYLOR, David Robert→
director · ~66y · appointed 2021-12-14
View their other companies + combined net worth →
Active
MAITLAND ADMINISTRATION SERVICES LIMITED→
corporate-secretary · appointed 2021-12-14 · resigned 2023-03-02
Resigned

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

Recent filings (14 total)

accounts-with-accounts-type-dormant
accounts · AA
2026-06-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-16
accounts-with-accounts-type-dormant
accounts · AA
2025-05-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-16
accounts-with-accounts-type-dormant
accounts · AA
2024-06-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-12-21
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-06-14
accounts-with-accounts-type-dormant
accounts · AA
2023-06-02
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-05-17
termination-secretary-company-with-name-termination-date
officers · TM02
2023-05-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-19
certificate-change-of-name-company
change-of-name · CERTNM
2022-07-06
change-of-name-notice
change-of-name · CONNOT
2022-07-06
incorporation-company
incorporation · NEWINC
2021-12-14