ALCOCK JONES FINANCIAL PLANNING LIMITED

💤Zombieactive

03164040 · ltd · incorporated 1996-02-23

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

—

year to Feb 2026

Net worth

£67.1k

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

ALSO REGISTERED FOR

65110Life insurance

Investor take

Pursue

Asset-holding vehicle with a 67-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 67). 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: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (76/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 2 SIC codes, incorporation date

100

Financials

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

6 officers (2 active, 6 linked, 2 with DOB)

Ownership & PSC

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

Director network

Network not yet resolved

Filing history

76 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

80/100Exceptional

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Positive net assets

Net assets £67,089

Cash YoY

+8%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£73k

↑ 8.0% YoY

Net Worth

£67k

↑ 11% YoY

Current Assets

£75k

↑ 7.5% YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2026-02-28	2025-02-28
Total assets	£67.3k	£60.9k
Current assets	£74.8k	£69.6k
Cash	£73.0k	£67.6k
Debtors	£1.8k	£1.9k
Net assets	£67.1k	£60.4k

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

filings

Last 90 days

filing

• 1 accounts

Last 180 days

filings

• 1 accounts
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (26 events)Click to expand

2026-03-25
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-04-03
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-03-19
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-03-30
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-08-09
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-04-14
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-03-26
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-03-22
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2018-03-22
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2017-03-21
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2016-03-21
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2016-02-26
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2015-03-31
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2015-02-27
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2014-03-31
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
1999-10-31
➕
ALCOCK, Dorothy Anne appointed
secretary
1999-10-31
➖
JONES, Linda resigned
secretary
1999-10-31
➖
JONES, Mark Frederick resigned
director
1996-02-26
➕
ALCOCK, Ian appointed
director
1996-02-26
➕
JONES, Linda appointed
secretary
1996-02-26
➖
BRITANNIA COMPANY FORMATIONS LIMITED resigned
corporate-nominee-secretary
1996-02-26
➕
JONES, Mark Frederick appointed
director
1996-02-26
➖
DEANSGATE COMPANY FORMATIONS LIMITED resigned
corporate-nominee-director
1996-02-23
🏢
Company incorporated
As ALCOCK JONES FINANCIAL PLANNING LIMITED
1996-02-23
➕
BRITANNIA COMPANY FORMATIONS LIMITED appointed
corporate-nominee-secretary
1996-02-23
➕
DEANSGATE COMPANY FORMATIONS LIMITED appointed
corporate-nominee-director

Owner dependency

100/100

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

+Sole director: Only one active director — all governance concentrated on one person.
+Founder name in company name: Company name contains director surname "ALCOCK" — strong identity link between founder and business.
+Long-tenure founder: Senior director has been in place 30 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 67 — succession pressure is live.

Succession & seller-readiness

95/100

Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS

primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
primary20+ year tenure: Director in role 30 years. Very long tenure is a classic succession signal.
secondaryStable-but-static management: Company is 30 years old and no new directors in the last 3 years — succession not yet being planned internally.
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 · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Mr Ian Alcock Individual · British · DOB 08/1959 · age 67	75–100%	—	75-100% shares	23/02/2017

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

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ANDREW HUGHES WEALTH MANAGEMENT CYF→ 08245086 · est 2012 · no financials extracted	—	—	—	—	13y	—	—

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

Incorporated1996-02-23

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

12 Overlea Avenue

Deganwy

Conwy

LL31 9TA

Filing status

Accounts

Next due: 2027-11-30

Last made up to: 2026-02-28

Confirmation statement

Next due: 2027-03-09

Last: 2026-02-23

Officers (2 active · 4 resigned)

ALCOCK, Dorothy Anne→

secretary · appointed 1999-10-31

View their other companies + combined net worth →

Active

ALCOCK, Ian→

director · ~67y · appointed 1996-02-26

View their other companies + combined net worth →

Active

JONES, Linda→

secretary · appointed 1996-02-26 · resigned 1999-10-31

Resigned

BRITANNIA COMPANY FORMATIONS LIMITED→

corporate-nominee-secretary · appointed 1996-02-23 · resigned 1996-02-26

Resigned

JONES, Mark Frederick→

director · ~67y · appointed 1996-02-26 · resigned 1999-10-31

Resigned

DEANSGATE COMPANY FORMATIONS LIMITED→

corporate-nominee-director · appointed 1996-02-23 · resigned 1996-02-26

Resigned

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