CHARTERSTONE FINANCIAL PLANNING LTD.
⚰️Wound downdissolved
04528413 · ltd · incorporated 2002-09-06
Investment thesis
Company dissolved — not a live target.
Why interesting: Historical record only; useful for precedent research.
Why risky: Not transactable.
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
58/100
Worth a look
What this business does
Primary activity: SIC 6601
Sector: Financial & insurance
ALSO REGISTERED FOR
- 6602SIC 6602
- 6603SIC 6603
Investor take
Pass (distressed without resilience)Distressed unclear — structural issues outweigh the discount.
Opportunity 58/100 (worth a look), bankability 70/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: Company dissolved. Company has been dissolved — it no longer legally exists. Any diligence here is historical only. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: low (46/100)Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.
Company profile
address, 3 SIC codes, incorporation date
100
Financials
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
4 officers (2 active, 4 linked, 1 with DOB)
75
Ownership & PSC
No PSCs filed (unusual — worth investigating)
35
Director network
1 connected companies via shared directors
48
Filing history
35 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
58/100Worth a look
PassWatchWorth a lookStrongExceptional
Mixed signal. Worth opening the full target workup before deciding to pursue.
Business quality
30
Concerning — overdue filings or status flags present.
Acquirability
60
Some acquirability indicators.
Risk profile
67
Some moderate concerns — review flags.
Signal strength
90
Good data coverage for analysis.
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 (33 events)Click to expand
- 2013-02-12📄gazette-dissolved-voluntarygazette · GAZ2(A)
- 2013-02-12🏁Company dissolved
- 2012-10-30📄gazette-notice-voluntarygazette · GAZ1(A)
- 2012-10-23📍change-registered-office-address-company-with-date-old-addressaddress · AD01
- 2012-10-18📄dissolution-application-strike-off-companydissolution · DS01
- 2011-09-27📄accounts-with-accounts-type-dormantaccounts · AA
- 2011-09-27📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2010-09-28📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2010-09-28📄accounts-with-accounts-type-dormantaccounts · AA
- 2010-05-20📄resolutionresolution · RESOLUTIONS
- 2010-05-20✏️change-of-name-noticechange-of-name · CONNOT
- 2009-09-30📄accounts-with-made-up-dateaccounts · AA
- 2009-09-07📄legacyannual-return · 363a
- 2008-10-02📄accounts-with-made-up-dateaccounts · AA
- 2008-09-29📄legacyannual-return · 363a
- 2007-12-11✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2007-10-01📄accounts-with-made-up-dateaccounts · AA
- 2007-09-06📄legacyannual-return · 363a
- 2006-10-25📄accounts-with-made-up-dateaccounts · AA
- 2006-10-13📄legacyannual-return · 363a
- 2005-10-12✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2005-10-05📄legacyannual-return · 363a
- 2005-07-22📄accounts-with-made-up-dateaccounts · AA
- 2005-03-17✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2004-10-22📄legacyannual-return · 363s
- 2004-05-11📄accounts-with-made-up-dateaccounts · AA
- 2002-09-06🏢Company incorporatedAs CHARTERSTONE FINANCIAL PLANNING LTD.
- 2002-09-06➕ROBERTS, Jo Ann appointedsecretary
- 2002-09-06➕PARKES-SMITH, David appointeddirector
- 2002-09-06➕READYMADE SECRETARIES LTD. appointedcorporate-secretary
- 2002-09-06➖READYMADE SECRETARIES LTD. resignedcorporate-secretary
- 2002-09-06➕COMPANY FORMATION BUREAU LTD. appointedcorporate-director
- 2002-09-06➖COMPANY FORMATION BUREAU LTD. resignedcorporate-director
Owner dependency
85/100
Critical — business is the founderThe 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.
- +Long-tenure founder: Senior director has been in place 24 years — deep operational knowledge concentrated in one person.
Succession & seller-readiness
75/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- primary20+ year tenure: Director in role 24 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 24 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
1 high ·Company dissolved
highCompany has been dissolved — it no longer legally exists. Any diligence here is historical only.
Evidence: Dissolved on 2013-02-12
🔒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
Active · Financial services · LL postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 2 & 4 INVESTMENTS LIMITED→ 13661526 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| 360 DATA SERVICES LTD→ 06900514 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| 5PLUS INT. TRADING LTD→ 10307417 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| 75POINT3 LIMITED→ 04493724 · est 2002 · no financials extracted | — | — | — | — | 23y | — | — |
| 75POINT3@WILLIAMSDENTON LTD→ 04499050 · est 2002 · no financials extracted | — | — | — | — | 23y | — | — |
| A1 QUANTUM ENERGY LTD→ 09388465 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| ABERGELE INSURANCE CONSULTANTS LIMITED→ 06425351 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| ACTON FINANCIAL SERVICES LTD→ 13164891 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| ADAM JAMES FINANCIAL SOLUTIONS LIMITED→ 05418812 · est 2005 · no financials extracted | — | — | — | — | 21y | — | — |
| ADVENTURE & EXPEDITION LTD→ 11785898 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| ADVISER SOLUTIONS LTD→ 09083665 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| ADVOCATE FINANCIAL PLANNING LTD→ 09297280 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
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
Statusdissolved
Typeltd
Incorporated2002-09-06
Jurisdictionengland-wales
Primary SIC6601 — SIC 6601
Registered office
Rhyd Hendre Road
Groesffordd
Conwy
Gwynedd
LL32 8SQ
United Kingdom
Filing status
Accounts
Next due: —
Last made up to: 2010-12-31
Confirmation statement
Next due: —
Last: —
Officers (0 active · 2 resigned)
Active
PARKES-SMITH, David→
Activedirector · ~57y · appointed 2002-09-06
View their other companies + combined net worth →
READYMADE SECRETARIES LTD.→
Resignedcorporate-secretary · appointed 2002-09-06 · resigned 2002-09-06
COMPANY FORMATION BUREAU LTD.→
Resignedcorporate-director · appointed 2002-09-06 · resigned 2002-09-06
Click a director name to see their full track record across all companies.
Recent filings (35 total)
gazette-dissolved-voluntary
gazette · GAZ2(A)
2013-02-12
gazette-notice-voluntary
gazette · GAZ1(A)
2012-10-30
change-registered-office-address-company-with-date-old-address
address · AD01
2012-10-23
dissolution-application-strike-off-company
dissolution · DS01
2012-10-18
accounts-with-accounts-type-dormant
accounts · AA
2011-09-27
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2011-09-27
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2010-09-28
accounts-with-accounts-type-dormant
accounts · AA
2010-09-28
resolution
resolution · RESOLUTIONS
2010-05-20
change-of-name-notice
change-of-name · CONNOT
2010-05-20
accounts-with-made-up-date
accounts · AA
2009-09-30
legacy
annual-return · 363a
2009-09-07
accounts-with-made-up-date
accounts · AA
2008-10-02
legacy
annual-return · 363a
2008-09-29
certificate-change-of-name-company
change-of-name · CERTNM
2007-12-11