WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED

💤Zombieactive

00913711 · ltd · incorporated 1967-08-22

Investment thesis

Zombie company — trading but stalled; unlikely mover.

Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.

Why risky: No growth signal; thin margin for error on price.

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

71/100

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: active trading company with strong profile and bankable structure.

Opportunity 71/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: strategic trade sale (65/100).

Data confidence

Overall: medium (59/100)

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

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

22 officers (1 active, 22 linked, 20 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

10 connected companies via shared directors

Filing history

156 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

71/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Some acquirability indicators.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filing

• 1 officers

Last 180 days

filings

• 4 officers

Counts from Companies House filing history.

Corporate timeline (60 events)Click to expand

2026-01-29
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-12-23
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-12-18
➕
FRANCIS, John Barry William appointed
director
2025-12-18
➖
FRANCIS, John Barry William resigned
director
2025-12-18
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-12-04
➖
HAWKESLEY, Caroline Michelle resigned
director
2025-11-14
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-11-07
➖
THOMAS, Charlotte Emily resigned
director
2025-10-07
📄
accounts-with-accounts-type-full
accounts · AA
2025-09-23
📄
change-person-director-company-with-change-date
officers · CH01
2025-03-04
➕
WOOD, Thomas Francis appointed
director
2025-03-04
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-03-04
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-02-03
➖
MOLES, Neil Anthony resigned
director
2024-10-04
📄
accounts-with-accounts-type-full
accounts · AA
2024-05-24
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-03-31
➖
WOODLEY, Jeremy James Thomas resigned
director
2023-12-22
📄
accounts-with-accounts-type-full
accounts · AA
2023-05-16
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2023-05-05
📄
memorandum-articles
incorporation · MA
2023-05-05
📄
resolution
resolution · RESOLUTIONS
2023-04-26
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-04-26
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-04-26
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-04-26
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-04-26
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2023-04-26
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-04-26
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-04-26
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-04-21
➖
MAINE, Jeremy David resigned
secretary
2023-04-21
➖
BAILEY, Aidan Patrick resigned
director
2023-04-21
➖
BROOM, Julian Philip resigned
director
2023-04-21
➕
HAWKESLEY, Caroline Michelle appointed
director
2023-04-21
➖
MAINE, Jeremy David resigned
director
2023-04-21
➕
MOLES, Neil Anthony appointed
director
2023-04-21
➖
PUGH, David Owen resigned
director
2023-04-21
➕
THOMAS, Charlotte Emily appointed
director
2020-04-30
➖
BUTLER, Richard Duncan Lloyd resigned
secretary
2020-04-30
➕
MAINE, Jeremy David appointed
secretary
2020-04-30
➖
BUTLER, Richard Duncan Lloyd resigned
director
2020-02-01
➕
MAINE, Jeremy David appointed
director
2019-10-25
➖
JENNISON, Gary Antony resigned
director
2019-05-07
➕
JENNISON, Gary Antony appointed
director
2019-04-04
➕
BROOM, Julian Philip appointed
director
2019-04-04
➕
PUGH, David Owen appointed
director
2018-04-30
➖
TUCKER, Stephen James resigned
director
2017-04-04
➖
RENNISON, Roderic Henry Patrick resigned
director
2014-01-01
➕
RENNISON, Roderic Henry Patrick appointed
director
2013-04-01
➕
BAILEY, Aidan Patrick appointed
director
2012-03-30
➖
BARNES, Graham Edward resigned
director

Showing most recent 50 of 60 events

Owner dependency

75/100

High — earn-out structure required

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

FACTORS

+Sole director: Only one active director — all governance concentrated on one person.

Succession & seller-readiness

45/100

Moderate signal

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

SIGNALS

primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.

Red flags

1 med ·

3 director resignations in last 12 months

medium

Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.

Evidence: FRANCIS, John Barry William resigned 2025-12-18; HAWKESLEY, Caroline Michelle resigned 2025-12-04; THOMAS, Charlotte Emily resigned 2025-11-07

Group structure

Wilfred T. Fry Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Wilfred T. Fry Limited

Corporate parent · holds 75-100% shares · board control

ultimate parent

⬇

WILFRED T. FRY (PERSONAL FINANCIAL PLANNING) LIMITED

This company · 00913711

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Wilfred T. Fry Limited Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	06/04/2016

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

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2 PLAN WEALTH MANAGEMENT LIMITED→ 05998270 · est 2006 · no financials extracted	—	—	—	—	19y	—	—
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260 DEGREES WEST→ 13495989 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
2M FINANCIAL GROUP LTD→ 07539845 · est 2011 · no financials extracted	—	—	—	—	15y	—	—
2M FINANCIAL SERVICES LTD→ 07013894 · est 2009 · no financials extracted	—	—	—	—	16y	—	—
2PM FINANCIAL SERVICES LIMITED→ 04544159 · est 2002 · no financials extracted	—	—	—	—	23y	—	—
3 W EQUITY LTD→ 11679239 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
A F COMMERCIAL LIMITED→ 06808171 · est 2009 · no financials extracted	—	—	—	—	17y	—	—
A. BIANCHI FINANCIAL SOLUTIONS LIMITED→ 05673826 · est 2006 · no financials extracted	—	—	—	—	20y	—	—
A&I SECURITY SERVICES LIMITED→ 16583994 · est 2025 · no financials extracted	—	—	—	—	—	—	—
A1 CAPITAL LIMITED→ 06038834 · est 2007 · no financials extracted	—	—	—	—	19y	—	—
AARNIKOTKA LIMITED→ 13289881 · est 2021 · no financials extracted	—	—	—	—	5y	—	—

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

Incorporated1967-08-22

Jurisdictionengland-wales

Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

1a Tower Square

Wellington Street

Leeds

LS1 4DL

England

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2026-09-29

Last: 2025-09-15

Officers (1 active · 21 resigned)

WOOD, Thomas Francis→

director · ~54y · appointed 2025-03-04

View their other companies + combined net worth →

Active

BUTLER, Richard Duncan Lloyd→

secretary · resigned 2020-04-30

Resigned

MAINE, Jeremy David→

secretary · appointed 2020-04-30 · resigned 2023-04-21

Resigned

BAILEY, Aidan Patrick→

director · ~55y · appointed 2013-04-01 · resigned 2023-04-21

Resigned

BARNES, Graham Edward→

director · ~76y · resigned 2012-03-30

Resigned

BROOM, Julian Philip→

director · ~49y · appointed 2019-04-04 · resigned 2023-04-21

Resigned

BUTLER, Richard Duncan Lloyd→

director · ~70y · appointed 1994-04-01 · resigned 2020-04-30

Resigned

COLE, Peter John→

director · ~80y · resigned 2003-03-31

Resigned

ELKIN, Donald William→

director · ~88y · resigned 1998-01-09

Resigned

FRANCIS, John Barry William→

director · ~46y · appointed 2025-12-18 · resigned 2025-12-18

Resigned

HAWKESLEY, Caroline Michelle→

director · ~50y · appointed 2023-04-21 · resigned 2025-12-04

Resigned

JACOBS, Graham Ronald→

director · ~78y · resigned 2008-06-06

Resigned

JENNISON, Gary Antony→

director · ~69y · appointed 2019-05-07 · resigned 2019-10-25

Resigned

MAINE, Jeremy David→

director · ~52y · appointed 2020-02-01 · resigned 2023-04-21

Resigned

MOLES, Neil Anthony→

director · ~47y · appointed 2023-04-21 · resigned 2025-02-03

Resigned

PUGH, David Owen→

director · ~51y · appointed 2019-04-04 · resigned 2023-04-21

Resigned

RENNISON, Roderic Henry Patrick→

director · ~71y · appointed 2014-01-01 · resigned 2017-04-04

Resigned

ROGERS, Gordon Keith→

director · ~89y · resigned 1994-03-31

Resigned

THOMAS, Charlotte Emily→

director · ~54y · appointed 2023-04-21 · resigned 2025-11-07

Resigned

TUCKER, Stephen James→

director · ~66y · appointed 2004-04-01 · resigned 2018-04-30

Resigned

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

Recent filings (156 total)

termination-director-company-with-name-termination-date

officers · TM01

2026-01-29

appoint-person-director-company-with-name-date

officers · AP01

2025-12-23

termination-director-company-with-name-termination-date

officers · TM01

2025-12-18

termination-director-company-with-name-termination-date

officers · TM01

2025-11-14

accounts-with-accounts-type-full

accounts · AA

2025-10-07

confirmation-statement-with-no-updates

confirmation-statement · CS01

2025-09-29

change-person-director-company-with-change-date

officers · CH01

2025-09-23

termination-director-company-with-name-termination-date

officers · TM01

2025-03-04

appoint-person-director-company-with-name-date

officers · AP01

2025-03-04

accounts-with-accounts-type-full

accounts · AA

2024-10-04

confirmation-statement-with-no-updates

confirmation-statement · CS01

2024-09-27

termination-director-company-with-name-termination-date

officers · TM01

2024-05-24

accounts-with-accounts-type-full

accounts · AA

2023-12-22

confirmation-statement-with-updates

confirmation-statement · CS01

2023-09-15

change-to-a-person-with-significant-control

persons-with-significant-control · PSC05

2023-05-16