ANSTEY FINANCIAL PLANNING LIMITED

💤Zombieactive
04065782 · ltd · incorporated 2000-09-05
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
—
book net assets
Opportunity
74/100
Strong
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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
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 74/100 (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 (79/100)

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
10 officers (1 active, 10 linked, 6 with DOB)
82
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
5 connected companies via shared directors
60
Filing history
88 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31

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
0
filings
Counts from Companies House filing history.
Corporate timeline (36 events)Click to expand
  1. 2025-08-01
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  2. 2024-09-02
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  3. 2023-08-25
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  4. 2022-11-07
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  5. 2022-10-03
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  6. 2022-10-03
    📄
    change-person-director-company-with-change-date
    officers · CH01
  7. 2021-12-10
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  8. 2021-11-18
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  9. 2021-01-04
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  10. 2020-11-05
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  11. 2020-11-05
    📄
    change-person-director-company-with-change-date
    officers · CH01
  12. 2019-12-19
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  13. 2019-06-27
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  14. 2019-06-27
    📄
    change-person-director-company-with-change-date
    officers · CH01
  15. 2018-08-09
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  16. 2017-09-04
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  17. 2017-08-11
    ➕
    LAVIS, Scott Ashley appointed
    director
  18. 2017-08-11
    ➖
    O'BOYLE, Brendan Guy resigned
    director
  19. 2017-08-11
    ➖
    O'BOYLE, Daniel Kieran resigned
    director
  20. 2017-08-11
    ➖
    O'BOYLE, Gerard resigned
    director
  21. 2017-08-11
    ➖
    O'BOYLE, Hugh Dominic resigned
    director
  22. 2017-08-11
    ➖
    O'BOYLE, Megan Emily resigned
    director
  23. 2017-01-11
    ➖
    DELVE, Sarah resigned
    secretary
  24. 2015-09-01
    ➕
    O'BOYLE, Brendan Guy appointed
    director
  25. 2015-09-01
    ➕
    O'BOYLE, Daniel Kieran appointed
    director
  26. 2015-09-01
    ➕
    O'BOYLE, Hugh Dominic appointed
    director
  27. 2015-09-01
    ➕
    O'BOYLE, Megan Emily appointed
    director
  28. 2003-03-31
    ➕
    DELVE, Sarah appointed
    secretary
  29. 2002-09-10
    ➖
    SORRELL, Janet resigned
    secretary
  30. 2000-10-31
    ➕
    SORRELL, Janet appointed
    secretary
  31. 2000-09-05
    🏢
    Company incorporated
    As ANSTEY FINANCIAL PLANNING LIMITED
  32. 2000-09-05
    ➕
    BRIGHTON SECRETARY LIMITED appointed
    corporate-nominee-secretary
  33. 2000-09-05
    ➖
    BRIGHTON SECRETARY LIMITED resigned
    corporate-nominee-secretary
  34. 2000-09-05
    ➕
    O'BOYLE, Gerard appointed
    director
  35. 2000-09-05
    ➕
    BRIGHTON DIRECTOR LIMITED appointed
    corporate-nominee-director
  36. 2000-09-05
    ➖
    BRIGHTON DIRECTOR LIMITED resigned
    corporate-nominee-director

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

55/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • secondaryStable-but-static management: Company is 26 years old and no new directors in the last 3 years — succession not yet being planned internally.

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%
NameSharesVoting rightsNature of controlNotified
Mr Scott Ashley Lavis
Individual · British · DOB 04/1971 · age 55
75–100%
—75-100% shares · firm interest11/08/2017
2 historic (ceased) PSCs
  • Mrs Katherine Hannah Lavisceased 18/12/2021· 75-100% shares · firm interest
  • Mr Patrick Gerard O'Boyleceased 11/08/2017· 50-75% shares · 50-75% voting · significant influence

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
Incorporated2000-09-05
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

7 Oaktree Place Manaton Close Matford Business
Park
Exeter
Devon
EX2 8WA
United Kingdom

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-09-19
Last: 2025-09-05

Officers (1 active · 9 resigned)

LAVIS, Scott Ashley→
director · ~55y · appointed 2017-08-11
View their other companies + combined net worth →
Active
DELVE, Sarah→
secretary · appointed 2003-03-31 · resigned 2017-01-11
Resigned
SORRELL, Janet→
secretary · appointed 2000-10-31 · resigned 2002-09-10
Resigned
BRIGHTON SECRETARY LIMITED→
corporate-nominee-secretary · appointed 2000-09-05 · resigned 2000-09-05
Resigned
O'BOYLE, Brendan Guy→
director · ~36y · appointed 2015-09-01 · resigned 2017-08-11
Resigned
O'BOYLE, Daniel Kieran→
director · ~38y · appointed 2015-09-01 · resigned 2017-08-11
Resigned
O'BOYLE, Gerard→
director · ~75y · appointed 2000-09-05 · resigned 2017-08-11
Resigned
O'BOYLE, Hugh Dominic→
director · ~30y · appointed 2015-09-01 · resigned 2017-08-11
Resigned
O'BOYLE, Megan Emily→
director · ~33y · appointed 2015-09-01 · resigned 2017-08-11
Resigned
BRIGHTON DIRECTOR LIMITED→
corporate-nominee-director · appointed 2000-09-05 · resigned 2000-09-05
Resigned

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

Recent filings (88 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-25
accounts-with-accounts-type-dormant
accounts · AA
2025-08-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-09-05
accounts-with-accounts-type-dormant
accounts · AA
2024-09-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-09-18
accounts-with-accounts-type-dormant
accounts · AA
2023-08-25
accounts-with-accounts-type-dormant
accounts · AA
2022-11-07
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2022-10-03
change-person-director-company-with-change-date
officers · CH01
2022-10-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-09-16
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2021-12-10
accounts-with-accounts-type-dormant
accounts · AA
2021-11-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-09
accounts-with-accounts-type-dormant
accounts · AA
2021-01-04
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2020-11-05