ASHLEA FINANCIAL PLANNING LIMITED
🌳Matureactive
05439258 · ltd · incorporated 2005-04-28
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 Apr 2025
Net worth
£135.3k
book net assets
Opportunity
81/100
Exceptional
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
PursueAsset-holding vehicle with a 79-year-old founder — textbook succession opportunity.
Opportunity 81/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 79). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (78/100)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
5 officers (3 active, 5 linked, 3 with DOB)
82
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
58 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
81/100Exceptional
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
85
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £135,273
Cash YoY
-2%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£137k
↓ 2.4% YoY
Net Worth
£135k
↑ 1.3% YoY
Current Assets
£158k
↑ 5.8% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-04-30 | 2024-04-30 |
|---|---|---|
| Total assets | £137.5k | £135.3k |
| Current assets | £157.5k | £148.9k |
| Cash | £136.8k | £140.2k |
| Debtors | £20.7k | £8.7k |
| Net assets | £135.3k | £133.5k |
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
1
filing
- • 1 confirmation-statement
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
- 2025-09-12📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2025-09-11➖CLARK, Eleanor Rose resignedsecretary
- 2025-08-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-07-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-07-08📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2024-07-08📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2024-06-06➕CLARK, Eleanor Rose appointedsecretary
- 2024-06-06➖WEITZ, Paul Guy resignedsecretary
- 2023-06-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-12-21📄change-person-director-company-with-change-dateofficers · CH01
- 2022-12-14📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-12-14📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2022-10-13📄change-person-director-company-with-change-dateofficers · CH01
- 2022-10-13📄change-person-director-company-with-change-dateofficers · CH01
- 2022-06-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-09-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-06-23📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2019-12-09📄appoint-person-director-company-with-name-dateofficers · AP01
- 2019-12-09📄appoint-person-director-company-with-name-dateofficers · AP01
- 2019-11-29➕MARSH, Nicholas James appointeddirector
- 2019-11-27➕WALL, Susan Frances appointeddirector
- 2019-08-05📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2019-07-22📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2005-04-28🏢Company incorporatedAs ASHLEA FINANCIAL PLANNING LIMITED
- 2005-04-28➕WEITZ, Diane Margaret appointeddirector
- 2005-04-28➕WEITZ, Paul Guy appointedsecretary
Owner dependency
75/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Long-tenure founder: Senior director has been in place 21 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 79 — succession pressure is live.
Succession & seller-readiness
90/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 79 years old. Natural succession window is now.
- primary20+ year tenure: Director in role 21 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 21 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.)
Group structure
Ashlea Holdings Company Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Ashlea Holdings Company Ltd
Corporate parent · holds 75-100% shares · board control
⬇
ASHLEA FINANCIAL PLANNING LIMITED
This company · 05439258
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 |
|---|---|---|---|---|
Ashlea Holdings Company Ltd Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 09/12/2022 |
1 historic (ceased) PSC
- Mrs Diane Margaret Weitzceased 09/12/2022· 75-100% shares
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 · Financial services · GL postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ALL SILVA LTD→ 15994427 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AMDV INVESTMENTS LIMITED→ 11002675 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| ANIDEA BUSINESS FINANCE LTD→ 16046140 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ANNE FORRESTAL (HOLDINGS) LIMITED→ 13303600 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| AO MORTGAGES LIMITED→ 12328483 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ARBOL INS SERVICES (UK) LTD→ 14791885 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| ARDENT GLOBAL RISKS HOLDINGS LIMITED→ 14314755 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ARDENT GLOBAL RISKS LIMITED→ 14319313 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ARGENT HOUSE WEALTH MANAGEMENT LIMITED→ 07066660 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| ARQUITIS FINANCIAL MANAGEMENT LIMITED→ 10202587 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ASH MORTGAGE SERVICES LTD→ 16560079 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ASHLEA HOLDINGS COMPANY LTD→ 13754889 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
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
Incorporated2005-04-28
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
123 Promenade
Cheltenham
GL50 1NW
England
Filing status
Accounts
Next due: 2027-01-31
Last made up to: 2025-04-30
Confirmation statement
Next due: 2027-06-03
Last: 2026-05-20
Officers (3 active · 2 resigned)
MARSH, Nicholas James→
Activedirector · ~54y · appointed 2019-11-29
View their other companies + combined net worth →
WALL, Susan Frances→
Activedirector · ~64y · appointed 2019-11-27
View their other companies + combined net worth →
WEITZ, Diane Margaret→
Activedirector · ~79y · appointed 2005-04-28
View their other companies + combined net worth →
CLARK, Eleanor Rose→
Resignedsecretary · appointed 2024-06-06 · resigned 2025-09-11
WEITZ, Paul Guy→
Resignedsecretary · appointed 2005-04-28 · resigned 2024-06-06
Click a director name to see their full track record across all companies.
Recent filings (58 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-06-02
termination-secretary-company-with-name-termination-date
officers · TM02
2025-09-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-08-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-07-11
appoint-person-secretary-company-with-name-date
officers · AP03
2024-07-08
termination-secretary-company-with-name-termination-date
officers · TM02
2024-07-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-06-15
confirmation-statement-with-updates
confirmation-statement · CS01
2023-05-30
change-person-director-company-with-change-date
officers · CH01
2022-12-21
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2022-12-14
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2022-12-14
change-person-director-company-with-change-date
officers · CH01
2022-10-13
change-person-director-company-with-change-date
officers · CH01
2022-10-13