BROOK FINANCIAL ADVICE LIMITED

💤Zombieactive
03726910 · ltd · incorporated 1999-03-04
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 Mar 2025
Net worth
£103.8k
book net assets
Opportunity
80/100
Exceptional
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What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 62-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (70/100, director aged 62). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -68% 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 (1 active, 4 linked, 3 with DOB)
85
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
5 connected companies via shared directors
60
Filing history
69 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 £103,797
Cash draining
Cash down 68% YoY
Cash YoY
-68%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£24k
↓ 68% YoY
Net Worth
£104k
↑ 5.7% YoY
Current Assets
£137k
↑ 20% YoY
Current Liabilities
—
£0£27k£55k£82k£110k£137kMar 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£103.8k£98.3k
Current assets£137.3k£113.9k
Cash£23.9k£74.7k
Debtors£113.3k£39.3k
Net assets£103.8k£98.2k

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 confirmation-statement
Last 180 days
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2025-12-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-12-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-03-06
    📄
    resolution
    resolution · RESOLUTIONS
  4. 2024-03-05
    📄
    capital-name-of-class-of-shares
    capital · SH08
  5. 2023-12-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2023-02-15
    📍
    change-sail-address-company-with-old-address-new-address
    address · AD02
  7. 2022-12-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2021-12-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2021-03-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2020-11-30
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  11. 2020-11-27
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  12. 2020-11-01
    ➖
    BROOK, Kim Tracey resigned
    secretary
  13. 2020-11-01
    ➖
    BROOK, Kim Tracey resigned
    director
  14. 2020-08-26
    📍
    change-sail-address-company-with-old-address-new-address
    address · AD02
  15. 2020-03-18
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  16. 2020-03-18
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  17. 2020-02-12
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  18. 2020-01-06
    📍
    move-registers-to-sail-company-with-new-address
    address · AD03
  19. 2020-01-06
    📍
    change-sail-address-company-with-new-address
    address · AD02
  20. 2019-12-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  21. 2019-12-18
    ➕
    BROOK, Kim Tracey appointed
    director
  22. 1999-03-19
    ➖
    VINCENT, Stephen Robert resigned
    director
  23. 1999-03-04
    🏢
    Company incorporated
    As BROOK FINANCIAL ADVICE LIMITED
  24. 1999-03-04
    ➕
    BROOK, Martin Robert appointed
    director
  25. 1999-03-04
    ➕
    BROOK, Kim Tracey appointed
    secretary
  26. 1999-03-04
    ➕
    VINCENT, Stephen Robert appointed
    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 "BROOK" — strong identity link between founder and business.
  • +Long-tenure founder: Senior director has been in place 27 years — deep operational knowledge concentrated in one person.
  • +Senior director age: Director aged approximately 62 — approaching natural succession window.

Succession & seller-readiness

85/100
Likely off-market candidate

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

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 62. Early succession window.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • primary20+ year tenure: Director in role 27 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 27 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

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Martin Robert Brook
Individual · British · DOB 05/1964 · age 62
25–50%
25–50%board control25-50% shares · 25-50% voting · board control04/03/2017
Mrs Kim Tracey Brook
Individual · British · DOB 08/1965 · age 61
25–50%
25–50%board control25-50% shares · 25-50% voting · board control04/03/2017

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
Incorporated1999-03-04
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

The Old Manor Farmhouse
191 Fore Street Barton
Torquay
Devon
TQ2 8DP

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-27
Last: 2026-03-13

Officers (1 active · 3 resigned)

BROOK, Martin Robert→
director · ~62y · appointed 1999-03-04
View their other companies + combined net worth →
Active
BROOK, Kim Tracey→
secretary · appointed 1999-03-04 · resigned 2020-11-01
Resigned
BROOK, Kim Tracey→
director · ~61y · appointed 2019-12-18 · resigned 2020-11-01
Resigned
VINCENT, Stephen Robert→
director · ~65y · appointed 1999-03-04 · resigned 1999-03-19
Resigned

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

Recent filings (69 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-20
confirmation-statement-with-updates
confirmation-statement · CS01
2024-03-28
resolution
resolution · RESOLUTIONS
2024-03-06
capital-name-of-class-of-shares
capital · SH08
2024-03-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-27
change-sail-address-company-with-old-address-new-address
address · AD02
2023-02-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-03-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-03-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-03-23