BERRIEDALE FUNERAL SERVICES LTD

🏛️Establishedactive
SC695903 · ltd · incorporated 2021-04-15
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.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
  • · Oldest live charge 4.7y old — refinance window within 12 months
🔒Estimated value
Upgrade to see
Turnover
year to Mar 2025
Net worth
£2.3k
book net assets
Opportunity
79/100
Strong
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What this business does
Primary activity: Funeral and related activities
Sector: Other service activities
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 79/100 (strong), bankability 80/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

🏦

Refinance opportunity

1 live charge · oldest 4.7y

75/100
ready

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

  • · Charge age ~4.7 years — mid-life; refi window approaching.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: high (84/100)

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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
3 active PSC(s) of 3 total, 3 with control declared
90
Director network
14 connected companies via shared directors
87
Filing history
20 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
65
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £2,310

Key financials

2 years extracted from filed iXBRL accounts
Cash
Net Worth
£2k
Current Assets
£1
Current Liabilities
£0£462£924£1k£2k£2kApr 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-04-30
Total assets£1.99M
Current assets£1
Net assets£2.3k

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
0
filings
Last 180 days
2
filings
  • 1 accounts
  • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (20 events)Click to expand
  1. 2026-02-05
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-12-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-12-03
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  4. 2024-11-25
    PATERSON, William Michael resigned
    director
  5. 2024-10-14
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  6. 2024-10-03
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  7. 2024-10-03
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  8. 2024-08-15
    📄
    change-account-reference-date-company-current-shortened
    accounts · AA01
  9. 2024-04-11
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2023-05-04
    📄
    change-person-director-company-with-change-date
    officers · CH01
  11. 2023-05-04
    📄
    change-person-director-company-with-change-date
    officers · CH01
  12. 2022-08-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2022-01-29
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  14. 2021-09-08
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  15. 2021-08-28
    🔒
    Charge registered #1
    Lender: Hsbc UK Bank PLC
  16. 2021-04-15
    🏢
    Company incorporated
    As BERRIEDALE FUNERAL SERVICES LTD
  17. 2021-04-15
    WESTALL, Stephen James Stewart appointed
    director
  18. 2021-04-15
    WONG, Chung Man appointed
    director
  19. 2021-04-15
    PATERSON, William Michael appointed
    director
  20. 2021-04-15
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

66/100
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.
  • +Senior director age: Director aged approximately 64 — approaching natural succession window.

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 64. 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

3 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Chung Man Wong
Individual · British · DOB 03/1962 · age 64
5075%
50–75%board control50-75% shares · 50-75% voting · board control01/10/2024
Hoi Yin Wong
Individual · Chinese · DOB 08/1955 · age 71
2550%
25–50%25-50% shares · 25-50% voting · firm interest01/10/2024
Mrs Kaye Hoi Yan Wong
Individual · British · DOB 05/1974 · age 52
2550%
25–50%board control25-50% shares · 25-50% voting · board control15/04/2021

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 →

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

6 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.

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Company details

Statusactive
Typeltd
Incorporated2021-04-15
Jurisdictionscotland
Primary SIC96030 — Funeral and related activities

Registered office

Berriedale
Lawsondale Avenue
Westhill
AB32 6TR
Scotland

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-12-09
Last: 2025-11-25

Officers (2 active · 1 resigned)

WESTALL, Stephen James Stewart
director · ~41y · appointed 2021-04-15
View their other companies + combined net worth →
Active
WONG, Chung Man
director · ~64y · appointed 2021-04-15
View their other companies + combined net worth →
Active
PATERSON, William Michael
director · ~39y · appointed 2021-04-15 · resigned 2024-11-25
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
HSBC
Hsbc UK Bank PLC
A registered charge1 property28/08/2021
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (20 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-02-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-20
termination-director-company-with-name-termination-date
officers · TM01
2024-12-03
confirmation-statement-with-updates
confirmation-statement · CS01
2024-11-25
confirmation-statement-with-updates
confirmation-statement · CS01
2024-10-14
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-10-14
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-10-03
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-10-03
change-account-reference-date-company-current-shortened
accounts · AA01
2024-08-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-04-11
confirmation-statement-with-updates
confirmation-statement · CS01
2024-02-09
change-person-director-company-with-change-date
officers · CH01
2023-05-04
change-person-director-company-with-change-date
officers · CH01
2023-05-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-04-17