ARTHUR BEVERLY FINANCIAL MANAGEMENT LIMITED

🌳Matureactive
SC342744 · ltd · incorporated 2008-05-12
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
  • · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£174.6k
book net assets
Opportunity
80/100
Exceptional
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle. Family succession underway — not a classic acquisition target.

Opportunity 80/100 (exceptional), 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: 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
5 officers (5 active, 5 linked, 4 with DOB)
86
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
50 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
PassWatchWorth a lookStrongExceptional 

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
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 £174,621
Cash YoY
+23%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£230k
↑ 23% YoY
Net Worth
£175k
↑ 14% YoY
Current Assets
£237k
↑ 20% YoY
Current Liabilities
—
£0£47k£95k£142k£189k£237kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31
Total assets£174.6k£152.7k
Current assets£236.5k£196.7k
Cash£229.9k£187.2k
Debtors£6.6k£9.5k
Net assets£174.6k£152.7k

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 officers
Last 180 days
1
filing
  • • 1 officers
Counts from Companies House filing history.
Corporate timeline (22 events)Click to expand
  1. 2026-03-17
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  2. 2026-03-12
    ➕
    BEVERLY, Andrew Richard appointed
    director
  3. 2025-09-01
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  4. 2024-12-03
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  5. 2023-12-07
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  6. 2022-11-24
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  7. 2021-09-24
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  8. 2020-10-22
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  9. 2019-05-17
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  10. 2018-08-28
    📄
    change-person-director-company-with-change-date
    officers · CH01
  11. 2018-06-19
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  12. 2017-10-17
    📄
    legacy
    miscellaneous · RP04CS01
  13. 2017-08-28
    📄
    capital-allotment-shares
    capital · SH01
  14. 2017-08-09
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  15. 2017-07-10
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  16. 2017-07-10
    📄
    capital-allotment-shares
    capital · SH01
  17. 2016-12-01
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  18. 2016-11-14
    ➕
    CROMAR, Margaret appointed
    director
  19. 2009-05-11
    ➕
    BEVERLY, Jean Mollins Shields appointed
    director
  20. 2008-05-12
    🏢
    Company incorporated
    As ARTHUR BEVERLY FINANCIAL MANAGEMENT LIMITED
  21. 2008-05-12
    ➕
    BEVERLY, Jean Mollins Shields appointed
    secretary
  22. 2008-05-12
    ➕
    BEVERLY, Arthur John appointed
    director

Owner dependency

88/100
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
  • -4 active directors: Broader management team in place — suggests transferable governance.
  • +Founder name in company name: Company name contains director surname "BEVERLY" — strong identity link between founder and business.
  • +Long-tenure founder: Senior director has been in place 18 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 80 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

33/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

SIGNALS
  • primaryFamily succession underway: Not a takeover target — BEVERLY, Andrew Richard (same surname) appointed 2026-03-12. Pattern consistent with intra-family handover.
  • primaryFounder aged 70+: Senior director is approximately 80 years old. Natural succession window is now.
  • secondary12+ year tenure: Director in role 18 years.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

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
NameSharesVoting rightsNature of controlNotified
Mr Arthur John Beverly
Individual · British · DOB 10/1946 · age 80
25–50%
25–50%board control25-50% shares · 25-50% voting · board control30/06/2016

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

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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
Incorporated2008-05-12
Jurisdictionscotland
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

22 Backbrae Street
Kilsyth
G65 0NH

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-05-26
Last: 2025-05-12

Officers (5 active · 0 resigned)

BEVERLY, Jean Mollins Shields→
secretary · appointed 2008-05-12
View their other companies + combined net worth →
Active
BEVERLY, Andrew Richard→
director · ~39y · appointed 2026-03-12
View their other companies + combined net worth →
Active
BEVERLY, Arthur John→
director · ~80y · appointed 2008-05-12
View their other companies + combined net worth →
Active
BEVERLY, Jean Mollins Shields→
director · ~76y · appointed 2009-05-11
View their other companies + combined net worth →
Active
CROMAR, Margaret→
director · ~54y · appointed 2016-11-14
View their other companies + combined net worth →
Active

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

Recent filings (50 total)

appoint-person-director-company-with-name-date
officers · AP01
2026-03-17
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-09-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-14
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-12-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-05-15
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-12-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-26
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2022-11-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-05-18
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2021-09-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-05-28
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2020-10-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-06-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-06-24
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2019-05-17