FORT FINANCIAL PLANNING LIMITED

🌳Matureactive

05262921 · ltd · incorporated 2004-10-18

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

—

year to Mar 2026

Net worth

—

book net assets

Opportunity

80/100

Exceptional

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch

What this business does

Primary activity: Fund management activities

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 69-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 69). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (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

Lenders & charges

Confirmed no charges registered

Directors & officers

8 officers (4 active, 8 linked, 4 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

Network not yet resolved

Filing history

61 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

80/100Exceptional

PassWatchWorth a lookStrongExceptional

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

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	2026-03-31	2025-03-31
Average employees	11	1200

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

filings

Last 90 days

filing

• 1 accounts

Last 180 days

filing

• 1 accounts

Counts from Companies House filing history.

Corporate timeline (29 events)Click to expand

2026-05-15
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-07-23
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-05-29
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-08-22
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-05-18
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-07-15
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-07-12
📄
change-person-director-company-with-change-date
officers · CH01
2021-07-12
📄
change-person-director-company-with-change-date
officers · CH01
2021-03-04
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-08-20
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-10-24
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2019-03-04
➕
FLYNN, Emily Margaret Clark appointed
secretary
2019-03-04
➖
FORT, Clarissa Margaret resigned
secretary
2019-03-04
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2019-03-04
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2018-09-21
➕
FLYNN, Emily Margaret Clark appointed
director
2018-09-21
📄
appoint-person-director-company-with-name-date
officers · AP01
2018-06-12
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2017-08-01
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2016-04-06
➕
SALTER, Mark Charles appointed
director
2012-03-30
➖
FORT, Clarissa Margaret resigned
director
2004-10-18
🏢
Company incorporated
As FORT FINANCIAL PLANNING LIMITED
2004-10-18
➕
FORT, Andrew Nicholas appointed
director
2004-10-18
➕
FORT, Clarissa Margaret appointed
secretary
2004-10-18
➕
FORMATION SECRETARIES LIMITED appointed
corporate-nominee-secretary
2004-10-18
➖
FORMATION SECRETARIES LIMITED resigned
corporate-nominee-secretary
2004-10-18
➕
FORT, Clarissa Margaret appointed
director
2004-10-18
➕
FORMATION NOMINEES LIMITED appointed
corporate-nominee-director
2004-10-18
➖
FORMATION NOMINEES LIMITED resigned
corporate-nominee-director

Owner dependency

90/100

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

+Founder name in company name: Company name contains director surname "FORT" — strong identity link between founder and business.
+Long-tenure founder: Senior director has been in place 22 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 69 — succession pressure is live.

Succession & seller-readiness

80/100

Likely off-market candidate

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

SIGNALS

primaryFounder aged 63+: Senior director is approximately 69. Approaching typical UK retirement age — succession thinking likely.
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

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

Name	Shares	Voting rights	Nature of control	Notified
Mr Andrew Nicholas Fort Individual · British · DOB 04/1957 · age 69	50–75%	50–75%	board control50-75% shares · 50-75% voting · board control	06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

Similar companies

Active · Financial services · DT postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
ALL INSURE SERVICES LIMITED→ 06840240 · est 2009 · no financials extracted	—	—	—	—	17y	—	—
ANGELS FINANCIAL SOLUTIONS LIMITED→ 11009490 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
BLUEBERRY ESTATE PLANNING LIMITED→ 10550811 · est 2017 · no financials extracted	—	—	—	—	9y	—	—
BROOKHOUSE FINANCIAL LIMITED→ 09093375 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
CLEVEDALE CONSULTING LIMITED→ 11254916 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
DAVID CAKE LIMITED→ 04616312 · est 2002 · no financials extracted	—	—	—	—	23y	—	—
DOVIZIA CAPITAL LIMITED→ 17044100 · est 2026 · no financials extracted	—	—	—	—	—	—	—
DUMAW PROJECTS LTD→ 17045550 · est 2026 · no financials extracted	—	—	—	—	—	—	—
ELMENSIDE PROPERTIES LTD→ 12774820 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
EQUITY RELEASE AND MORTGAGE PARTNERSHIP LTD→ 13192299 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
FEATHERSTONE INVESTMENTS LIMITED→ 09747904 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
FRANWILL CAPITAL GP LIMITED→ 10940341 · est 2017 · no financials extracted	—	—	—	—	8y	—	—

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

Incorporated2004-10-18

Jurisdictionengland-wales

Primary SIC66300 — Fund management activities

Registered office

Etheridge House Barton View Business Park

Sheeplands Lane

Sherborne

Dorset

DT9 4FW

United Kingdom

Filing status

Accounts

Next due: 2027-12-31

Last made up to: 2026-03-31

Confirmation statement

Next due: 2026-11-06

Last: 2025-10-23

Officers (4 active · 4 resigned)

FLYNN, Emily Margaret Clark→

secretary · appointed 2019-03-04

View their other companies + combined net worth →

Active

FLYNN, Emily Margaret Clark→

director · ~36y · appointed 2018-09-21

View their other companies + combined net worth →

Active

FORT, Andrew Nicholas→

director · ~69y · appointed 2004-10-18

View their other companies + combined net worth →

Active

SALTER, Mark Charles→

director · ~46y · appointed 2016-04-06

View their other companies + combined net worth →

Active

FORT, Clarissa Margaret→

secretary · appointed 2004-10-18 · resigned 2019-03-04

Resigned

FORMATION SECRETARIES LIMITED→

corporate-nominee-secretary · appointed 2004-10-18 · resigned 2004-10-18

Resigned

FORT, Clarissa Margaret→

director · ~69y · appointed 2004-10-18 · resigned 2012-03-30

Resigned

FORMATION NOMINEES LIMITED→

corporate-nominee-director · appointed 2004-10-18 · resigned 2004-10-18

Resigned

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