DEACONSFIELD FINANCIAL PLANNING LIMITED
💤Zombieactive
05223945 · ltd · incorporated 2004-09-07
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 Sept 2025
Net worth
—
book net assets
Opportunity
80/100
Exceptional
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with exceptional profile and bankable structure.
Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (70/100, director aged 58). 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, 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
6 officers (2 active, 6 linked, 3 with DOB)
80
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
64 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.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-09-30 | 2024-09-30 |
|---|---|---|
| Average employees | 5 | 400 |
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
0
filings
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (29 events)Click to expand
- 2026-02-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-01-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-10-03📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-03-12📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-03-01📄capital-return-purchase-own-sharescapital · SH03
- 2024-01-16📄change-person-director-company-with-change-dateofficers · CH01
- 2024-01-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-09-12📄capital-cancellation-sharescapital · SH06
- 2023-05-26➕BRYAN, Harold John appointedsecretary
- 2023-05-26📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2023-05-26📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-05-26📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2023-02-01➖BRYAN, Emma Louise resignedsecretary
- 2023-02-01➖BRYAN, Emma Louise resigneddirector
- 2023-01-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-10-19📄change-person-director-company-with-change-dateofficers · CH01
- 2022-09-21📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-05-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-10-20📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-06-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-03-10📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2005-08-05➕BRYAN, Emma Louise appointeddirector
- 2004-09-07🏢Company incorporatedAs DEACONSFIELD FINANCIAL PLANNING LIMITED
- 2004-09-07➕BRYAN, Jonathan James appointeddirector
- 2004-09-07➕BRYAN, Emma Louise appointedsecretary
- 2004-09-07➕DAVIES, Margaret Michelle appointednominee-secretary
- 2004-09-07➖DAVIES, Margaret Michelle resignednominee-secretary
- 2004-09-07➕PIKE, Pamela appointednominee-director
- 2004-09-07➖PIKE, Pamela resignednominee-director
Owner dependency
93/100
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 22 years — deep operational knowledge concentrated in one person.
- +Senior director age: Director aged approximately 58 — approaching natural succession window.
Succession & seller-readiness
85/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 58. 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 22 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 22 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
cleanNo 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 Jonathan James Bryan Individual · British · DOB 08/1968 · age 58 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 04/09/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · ST postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| FGDNMIPF LIMITED→ 13775056 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| FINANCE FOR PROPERTY DEVELOPERS LIMITED→ 09056805 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| FIRMUS WEALTH MANAGEMENT LIMITED→ 11557316 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| FORT80 LTD→ 14687627 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| FOUNTAIN FINANCIAL LIMITED→ 12382557 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| GMG RISK STRATEGIES LIMITED→ 05181604 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| GRN FINANCIAL SERVICES LIMITED→ 11200120 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| HALAMAR LIMITED→ 01549881 · est 1981 · no financials extracted | — | — | — | — | 45y | — | — |
| HANNING 2016 LTD→ 10010053 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| HAYLEY MILLER PROJECTS LTD→ 10612107 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| HCL SECURITIES LIMITED→ 08027883 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| HD FINANCIAL SERVICES LTD→ 11932679 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
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
Incorporated2004-09-07
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
44 High Street
Gnosall
Stafford
ST20 0EX
England
Filing status
Accounts
Next due: 2027-06-30
Last made up to: 2025-09-30
Confirmation statement
Next due: 2026-10-05
Last: 2025-09-21
Officers (2 active · 4 resigned)
BRYAN, Harold John→
Activesecretary · appointed 2023-05-26
View their other companies + combined net worth →
BRYAN, Jonathan James→
Activedirector · ~58y · appointed 2004-09-07
View their other companies + combined net worth →
BRYAN, Emma Louise→
Resignedsecretary · appointed 2004-09-07 · resigned 2023-02-01
DAVIES, Margaret Michelle→
Resignednominee-secretary · appointed 2004-09-07 · resigned 2004-09-07
BRYAN, Emma Louise→
Resigneddirector · ~59y · appointed 2005-08-05 · resigned 2023-02-01
PIKE, Pamela→
Resignednominee-director · ~77y · appointed 2004-09-07 · resigned 2004-09-07
Click a director name to see their full track record across all companies.
Recent filings (64 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-02-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-01-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-03
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-10-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-03-12
capital-return-purchase-own-shares
capital · SH03
2024-03-01
change-person-director-company-with-change-date
officers · CH01
2024-01-16
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-01-16
confirmation-statement-with-updates
confirmation-statement · CS01
2023-09-28
capital-cancellation-shares
capital · SH06
2023-09-12
appoint-person-secretary-company-with-name-date
officers · AP03
2023-05-26
termination-director-company-with-name-termination-date
officers · TM01
2023-05-26
termination-secretary-company-with-name-termination-date
officers · TM02
2023-05-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-01-03