BELLAMY WEALTH MANAGEMENT LIMITED

🌿Early-stageactive
13866672 · ltd · incorporated 2022-01-24
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
£3.01M
book net assets
Opportunity
75/100
Strong
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What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and acceptable with review structure.

Opportunity 75/100 (strong), bankability 70/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -33% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: share sale to pe / searcher (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, 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 (2 active, 4 linked, 4 with DOB)
90
Ownership & PSC
3 active PSC(s) of 4 total, 4 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
29 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
75/100Strong
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
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £3,010,777
Cash YoY
-33%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£390k
↓ 33% YoY
Net Worth
£3.0m
↑ 14% YoY
Current Assets
£598k
↓ 26% YoY
Current Liabilities
—
£0£602k£1.2m£1.8m£2.4m£3.0mDec 2024Dec 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-12-312024-12-31
Total assets£7.01M£7.77M
Current assets£597.5k£809.6k
Cash£390.3k£579.9k
Debtors£207.2k£229.8k
Net assets£3.01M£2.64M

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
1
filing
  • • 1 accounts
Last 180 days
2
filings
  • • 1 accounts
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (28 events)Click to expand
  1. 2026-03-10
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  2. 2025-09-24
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  3. 2025-07-23
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  4. 2025-07-22
    📄
    capital-cancellation-shares
    capital · SH06
  5. 2025-07-22
    📄
    capital-return-purchase-own-shares
    capital · SH03
  6. 2025-05-06
    📄
    change-person-director-company-with-change-date
    officers · CH01
  7. 2025-03-24
    ➖
    HANSFORD, Jason resigned
    director
  8. 2025-03-24
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  9. 2024-09-12
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  10. 2023-10-31
    ➖
    BELLAMY, Karla Ann resigned
    director
  11. 2023-10-31
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  12. 2023-06-19
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  13. 2023-06-19
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  14. 2022-05-26
    ✏️
    certificate-change-of-name-company
    change-of-name · CERTNM
  15. 2022-05-26
    ✏️
    change-of-name-notice
    change-of-name · CONNOT
  16. 2022-05-17
    📄
    memorandum-articles
    incorporation · MA
  17. 2022-05-17
    📄
    resolution
    resolution · RESOLUTIONS
  18. 2022-05-16
    📄
    capital-allotment-shares
    capital · SH01
  19. 2022-05-16
    📄
    capital-name-of-class-of-shares
    capital · SH08
  20. 2022-05-05
    ➕
    BELLAMY, Jon Daniel appointed
    director
  21. 2022-05-05
    ➕
    BELLAMY, Karla Ann appointed
    director
  22. 2022-05-05
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  23. 2022-05-05
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  24. 2022-05-05
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  25. 2022-05-05
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  26. 2022-01-24
    🏢
    Company incorporated
    As BELLAMY WEALTH MANAGEMENT LIMITED
  27. 2022-01-24
    ➕
    HARPER, Michael John appointed
    director
  28. 2022-01-24
    ➕
    HANSFORD, Jason appointed
    director

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 name in company name: Company name contains director surname "BELLAMY" — strong identity link between founder and business.
  • +Senior director age: Director aged approximately 59 — approaching natural succession window.

Succession & seller-readiness

46/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 59. Early succession window.
  • 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

3 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Jon Daniel Bellamy
Individual · British · DOB 10/1977 · age 49
25–50%
25–50%25-50% shares · 25-50% voting05/05/2022
Mrs Karla Ann Bellamy
Individual · British · DOB 05/1978 · age 48
25–50%
25–50%25-50% shares · 25-50% voting05/05/2022
Mr Michael John Harper
Individual · British · DOB 03/1967 · age 59
——sig. influencesignificant influence24/01/2022
1 historic (ceased) PSC
  • Mr Jason Hansfordceased 08/07/2025· significant influence

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 →

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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
Incorporated2022-01-24
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

4 Coped Hall Business Park
Royal Wootton Bassett
Wiltshire
SN4 8DP
England

Filing status

Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2027-02-06
Last: 2026-01-23

Officers (2 active · 2 resigned)

BELLAMY, Jon Daniel→
director · ~49y · appointed 2022-05-05
View their other companies + combined net worth →
Active
HARPER, Michael John→
director · ~59y · appointed 2022-01-24
View their other companies + combined net worth →
Active
BELLAMY, Karla Ann→
director · ~48y · appointed 2022-05-05 · resigned 2023-10-31
Resigned
HANSFORD, Jason→
director · ~57y · appointed 2022-01-24 · resigned 2025-03-24
Resigned

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

Recent filings (29 total)

accounts-with-accounts-type-unaudited-abridged
accounts · AA
2026-03-10
confirmation-statement-with-updates
confirmation-statement · CS01
2026-01-23
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-09-24
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-07-23
capital-cancellation-shares
capital · SH06
2025-07-22
capital-return-purchase-own-shares
capital · SH03
2025-07-22
change-person-director-company-with-change-date
officers · CH01
2025-05-06
termination-director-company-with-name-termination-date
officers · TM01
2025-03-24
confirmation-statement-with-updates
confirmation-statement · CS01
2025-02-07
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-09-12
confirmation-statement-with-updates
confirmation-statement · CS01
2024-02-05
termination-director-company-with-name-termination-date
officers · TM01
2023-10-31
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-06-19
change-account-reference-date-company-previous-shortened
accounts · AA01
2023-06-19
confirmation-statement-with-updates
confirmation-statement · CS01
2023-02-23