ACCORD FINANCIAL MANAGEMENT LIMITED
🌳Matureactive
05195534 · ltd · incorporated 2004-08-02
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
- · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
73/100
Strong
What this business does
Primary activity: SIC 99999
Sector: Extraterritorial bodies
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 73/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (63/100).
Data confidence
Overall: medium (60/100)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
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
8 officers (3 active, 8 linked, 5 with DOB)
83
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
24 connected companies via shared directors
90
Filing history
84 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
73/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (35 events)Click to expand
- 2026-01-20📄accounts-with-accounts-type-dormantaccounts · AA
- 2025-10-13📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2025-10-13📄legacyaccounts · PARENT_ACC
- 2025-09-23📄legacyother · AGREEMENT2
- 2025-09-23📄legacyother · GUARANTEE2
- 2025-05-27📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2025-05-01➖ROPER, Paul James resignedsecretary
- 2024-08-05📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-08-05📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-01-27➖BANT, Jason Barrie resigneddirector
- 2024-01-27➖ROPER, Paul James resigneddirector
- 2023-10-17📄change-account-reference-date-company-current-extendedaccounts · AA01
- 2023-10-16📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-10-16📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-10-16📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-10-16📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2023-10-16📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-10-16📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-10-16📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-10-12➕HEPWORTH, Julie Suzanne appointeddirector
- 2023-10-12➕HESKETH, David John Philip appointeddirector
- 2023-10-12➕WILKINSON, Ian Mitcheal appointeddirector
- 2023-10-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-03-01📄capital-alter-shares-subdivisioncapital · SH02
- 2023-03-01📄resolutionresolution · RESOLUTIONS
- 2022-10-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-10-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2004-08-02🏢Company incorporatedAs ACCORD FINANCIAL MANAGEMENT LIMITED
- 2004-08-02➕ROPER, Paul James appointedsecretary
- 2004-08-02➕TEMPLE SECRETARIES LIMITED appointedcorporate-nominee-secretary
- 2004-08-02➖TEMPLE SECRETARIES LIMITED resignedcorporate-nominee-secretary
- 2004-08-02➕BANT, Jason Barrie appointeddirector
- 2004-08-02➕ROPER, Paul James appointeddirector
- 2004-08-02➕COMPANY DIRECTORS LIMITED appointedcorporate-nominee-director
- 2004-08-02➖COMPANY DIRECTORS LIMITED resignedcorporate-nominee-director
Owner dependency
50/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
Succession & seller-readiness
30/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Group structure
Pfm Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Pfm Group Limited
Corporate parent · holds 75-100% shares · board control
⬇
ACCORD FINANCIAL MANAGEMENT LIMITED
This company · 05195534
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 |
|---|---|---|---|---|
Pfm Group Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 12/10/2023 |
2 historic (ceased) PSCs
- Mr Paul James Roperceased 12/10/2023· 25-50% shares · 25-50% voting
- Mr Jason Barrie Bantceased 12/10/2023· 25-50% shares · 25-50% voting
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
Active · Other · PR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 1A NETWORKS LIMITED→ 03740768 · est 1999 · no financials extracted | — | — | — | — | 27y | — | — |
| 25/27 PRESTON STREET RESIDENTS LIMITED→ 02929264 · est 1994 · no financials extracted | — | — | — | — | 31y | — | — |
| 39 CAMBRIDGE ROAD (SOUTHPORT) MANAGEMENT COMPANY LIMITED→ 02572448 · est 1991 · no financials extracted | — | — | — | — | 35y | — | — |
| 50 PROMENADE SOUTHPORT (RTM) COMPANY LIMITED→ 05299395 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| A.D. VARLEY & CO→ LP004950 · est 1995 · no financials extracted | — | — | — | — | 30y | — | — |
| A.D.ANTROBUS LTD→ 14764256 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| AALBORG PLACE LLP→ OC343529 · est 2009 · no financials extracted | — | — | — | — | 17y | — | — |
| ABBEY MEADS FINANCIAL LTD→ 03005688 · est 1995 · no financials extracted | — | — | — | — | 31y | — | — |
| ABSOLUTELY PROPERTIES LIMITED→ 13628762 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ACACIA DALES SERVICES LTD→ 15320543 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ACE CAFE EVENTS LIMITED→ 07148484 · est 2010 · no financials extracted | — | — | — | — | 16y | — | — |
| ACEA HOLDINGS LIMITED→ 12534982 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 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
Incorporated2004-08-02
Jurisdictionengland-wales
Primary SIC99999 — SIC 99999
Registered office
Lancaster House Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY
England
Filing status
Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2026-08-16
Last: 2025-08-02
Officers (3 active · 5 resigned)
HEPWORTH, Julie Suzanne→
Activedirector · ~52y · appointed 2023-10-12
View their other companies + combined net worth →
HESKETH, David John Philip→
Activedirector · ~45y · appointed 2023-10-12
View their other companies + combined net worth →
WILKINSON, Ian Mitcheal→
Activedirector · ~56y · appointed 2023-10-12
View their other companies + combined net worth →
ROPER, Paul James→
Resignedsecretary · appointed 2004-08-02 · resigned 2025-05-01
TEMPLE SECRETARIES LIMITED→
Resignedcorporate-nominee-secretary · appointed 2004-08-02 · resigned 2004-08-02
BANT, Jason Barrie→
Resigneddirector · ~57y · appointed 2004-08-02 · resigned 2024-01-27
ROPER, Paul James→
Resigneddirector · ~58y · appointed 2004-08-02 · resigned 2024-01-27
COMPANY DIRECTORS LIMITED→
Resignedcorporate-nominee-director · appointed 2004-08-02 · resigned 2004-08-02
Click a director name to see their full track record across all companies.
Recent filings (84 total)
accounts-with-accounts-type-dormant
accounts · AA
2026-01-20
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2025-10-13
legacy
accounts · PARENT_ACC
2025-10-13
legacy
other · AGREEMENT2
2025-09-23
legacy
other · GUARANTEE2
2025-09-23
confirmation-statement-with-updates
confirmation-statement · CS01
2025-08-11
termination-secretary-company-with-name-termination-date
officers · TM02
2025-05-27
confirmation-statement-with-updates
confirmation-statement · CS01
2024-08-15
termination-director-company-with-name-termination-date
officers · TM01
2024-08-05
termination-director-company-with-name-termination-date
officers · TM01
2024-08-05
change-account-reference-date-company-current-extended
accounts · AA01
2023-10-17
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-10-16
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-10-16
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-10-16
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2023-10-16