07 FINANCIAL PLANNING LIMITED

🌳Matureactive
06113492 · ltd · incorporated 2007-02-19
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 2025
Net worth
£1
book net assets
Opportunity
80/100
Exceptional
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 65-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 65). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (79/100)

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 (3 active, 6 linked, 3 with DOB)
80
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
48 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.

Signals from accounts

Derived from iXBRL accounts · FRS 105 (micro)
Positive net assets
Net assets £1

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£1
~ YoY
Current Assets
£1
~ YoY
Current Liabilities
—
£0£0£0£1£1£1Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 105 (micro)
Metric2025-03-312024-03-31
Total assets£1£1
Current assets£1£1
Net assets£1£1

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
3
filings
  • • 2 officers
  • • 1 confirmation-statement
Last 180 days
4
filings
  • • 2 officers
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (25 events)Click to expand
  1. 2026-03-04
    📄
    change-person-director-company-with-change-date
    officers · CH01
  2. 2026-02-27
    ➖
    SKINNER, Harriet Kate resigned
    director
  3. 2026-02-27
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  4. 2025-12-17
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  5. 2024-11-22
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  6. 2023-11-27
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  7. 2022-11-11
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  8. 2021-12-23
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  9. 2020-12-16
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  10. 2019-12-18
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  11. 2018-12-22
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  12. 2017-12-14
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  13. 2016-12-08
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  14. 2016-03-21
    📄
    annual-return-company-with-made-up-date
    annual-return · AR01
  15. 2015-10-22
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  16. 2015-03-24
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  17. 2007-02-19
    🏢
    Company incorporated
    As 07 FINANCIAL PLANNING LIMITED
  18. 2007-02-19
    ➕
    TISSHAW, Gavin Olaf William appointed
    secretary
  19. 2007-02-19
    ➕
    COLES, Jonathan Mark appointed
    director
  20. 2007-02-19
    ➕
    TISSHAW, Gavin Olaf William appointed
    director
  21. 2007-02-19
    ➕
    THE OXFORD SECRETARIAT LIMITED appointed
    corporate-secretary
  22. 2007-02-19
    ➖
    THE OXFORD SECRETARIAT LIMITED resigned
    corporate-secretary
  23. 2007-02-19
    ➕
    SKINNER, Harriet Kate appointed
    director
  24. 2007-02-19
    ➕
    OXFORD FORMATIONS LIMITED appointed
    corporate-director
  25. 2007-02-19
    ➖
    OXFORD FORMATIONS LIMITED resigned
    corporate-director

Owner dependency

83/100
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
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Long-tenure founder: Senior director has been in place 19 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 65 — succession pressure is live.

Succession & seller-readiness

79/100
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 65. Approaching typical UK retirement age — succession thinking likely.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 19 years.
  • secondaryStable-but-static management: Company is 19 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 · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Gavin Olaf William Tisshaw
Individual · British · DOB 04/1961 · age 65
75–100%
—75-100% shares06/04/2016

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 →

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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
Incorporated2007-02-19
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

24 Furze Platt Road
Maidenhead
Berks
SL6 7NN

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-05
Last: 2026-02-19

Officers (3 active · 3 resigned)

TISSHAW, Gavin Olaf William→
secretary · appointed 2007-02-19
View their other companies + combined net worth →
Active
COLES, Jonathan Mark→
director · ~63y · appointed 2007-02-19
View their other companies + combined net worth →
Active
TISSHAW, Gavin Olaf William→
director · ~65y · appointed 2007-02-19
View their other companies + combined net worth →
Active
THE OXFORD SECRETARIAT LIMITED→
corporate-secretary · appointed 2007-02-19 · resigned 2007-02-19
Resigned
SKINNER, Harriet Kate→
director · ~66y · appointed 2007-02-19 · resigned 2026-02-27
Resigned
OXFORD FORMATIONS LIMITED→
corporate-director · appointed 2007-02-19 · resigned 2007-02-19
Resigned

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

Recent filings (48 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-05
change-person-director-company-with-change-date
officers · CH01
2026-03-04
termination-director-company-with-name-termination-date
officers · TM01
2026-02-27
accounts-with-accounts-type-dormant
accounts · AA
2025-12-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-24
accounts-with-accounts-type-dormant
accounts · AA
2024-11-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-22
accounts-with-accounts-type-dormant
accounts · AA
2023-11-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-05
accounts-with-accounts-type-dormant
accounts · AA
2022-11-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-03-25
accounts-with-accounts-type-dormant
accounts · AA
2021-12-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-03-28
accounts-with-accounts-type-dormant
accounts · AA
2020-12-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-02-24