BEECH HOUSE WINDERMERE LTD

🌿Early-stageactive
13802161 · ltd · incorporated 2021-12-15
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.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
  • · Oldest live charge 4.4y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
76/100
Strong
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What this business does
Primary activity: Hotels and similar accommodation
Sector: Accommodation & food service
Investor take
Pursue
Active trading company. Family succession underway — not a classic acquisition target.

Opportunity 76/100 (strong), bankability 75/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

1 live charge · oldest 4.4y

75/100
ready

Refinance conversation should be productive — structure clean and timing right.

  • · Charge age ~4.4 years — mid-life; refi window approaching.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

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
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
4 officers (3 active, 4 linked, 3 with DOB)
85
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
18 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
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
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£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Average employees1100

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
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (21 events)Click to expand
  1. 2026-03-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-12-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-12-02
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  4. 2023-12-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2023-11-24
    ➖
    VISSER, Calum resigned
    director
  6. 2023-11-24
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  7. 2023-11-24
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  8. 2023-11-24
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  9. 2023-11-24
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  10. 2023-11-23
    ➕
    KELLY, Bethany appointed
    director
  11. 2023-08-31
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  12. 2023-08-30
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  13. 2023-08-30
    📄
    change-account-reference-date-company-current-shortened
    accounts · AA01
  14. 2022-03-03
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  15. 2022-02-18
    🔒
    Charge registered #1
    Lender: Crossley Properties Limited
  16. 2022-01-10
    ➕
    KELLY, Christopher John appointed
    director
  17. 2022-01-10
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  18. 2021-12-15
    🏢
    Company incorporated
    As BEECH HOUSE WINDERMERE LTD
  19. 2021-12-15
    ➕
    KELLY, Bethany appointed
    secretary
  20. 2021-12-15
    ➕
    VISSER, Calum appointed
    director
  21. 2021-12-15
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

81/100
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 66 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

16/100
No succession signal

No meaningful acquirability indicators from public data.

SIGNALS
  • primaryFamily succession underway: Not a takeover target — KELLY, Bethany (same surname) appointed 2023-11-23. Pattern consistent with intra-family handover.
  • primaryFounder aged 63+: Senior director is approximately 66. 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
Bethany Kelly
Individual · British · DOB 02/1994 · age 32
75–100%
75–100%75-100% shares · 75-100% voting15/12/2021
1 historic (ceased) PSC
  • Mr Calum Visserceased 09/11/2023· 25-50% shares · 25-50% voting

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

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07604822 · est 2011 · no financials extracted
————15y——
BOOTLEGGERS KENDAL LIMITED→
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————6y——
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
Typeltd
Incorporated2021-12-15
Jurisdictionengland-wales
Primary SIC55100 — Hotels and similar accommodation

Registered office

The Dozy Deer
11 Woodland Road
Windermere
LA23 2AE
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-12-28
Last: 2025-12-14

Officers (3 active · 1 resigned)

KELLY, Bethany→
secretary · appointed 2021-12-15
View their other companies + combined net worth →
Active
KELLY, Bethany→
director · ~32y · appointed 2023-11-23
View their other companies + combined net worth →
Active
KELLY, Christopher John→
director · ~66y · appointed 2022-01-10
View their other companies + combined net worth →
Active
VISSER, Calum→
director · ~30y · appointed 2021-12-15 · resigned 2023-11-24
Resigned

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

Mortgages & charges

1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
outstanding
Crossley Properties
Crossley Properties Limited
A registered charge1 property18/02/2022—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (18 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-03-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-18
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-17
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-12-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-19
confirmation-statement-with-updates
confirmation-statement · CS01
2023-12-14
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-11-24
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-11-24
appoint-person-director-company-with-name-date
officers · AP01
2023-11-24
termination-director-company-with-name-termination-date
officers · TM01
2023-11-24
change-account-reference-date-company-previous-extended
accounts · AA01
2023-08-31
accounts-with-accounts-type-dormant
accounts · AA
2023-08-30
change-account-reference-date-company-current-shortened
accounts · AA01
2023-08-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-02-06