ADLER FINANCIAL PLANNING LIMITED

🌳Matureactive
06848531 · ltd · incorporated 2009-03-16
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
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Turnover
—
year to Mar 2025
Net worth
£240.4k
book net assets
Opportunity
79/100
Strong
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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 66-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 66). 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, 5 with DOB)
87
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
77 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
85
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £240,362
Net assets shrinking
Down £12,285 YoY
Cash YoY
+3%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£319k
↑ 3.2% YoY
Net Worth
£240k
↓ 4.9% YoY
Current Assets
£334k
~ YoY
Current Liabilities
—
£0£67k£134k£201k£268k£335kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31
Total assets£254.5k£271.7k
Current assets£334.2k£334.9k
Cash£319.0k£309.1k
Debtors£15.2k£25.8k
Net assets£240.4k£252.6k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

2 signals 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 capital
Last 90 days
2
filings
  • • 1 capital
  • • 1 confirmation-statement
Last 180 days
2
filings
  • • 1 capital
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (30 events)Click to expand
  1. 2026-05-18
    📄
    capital-name-of-class-of-shares
    capital · SH08
  2. 2025-10-30
    📄
    capital-name-of-class-of-shares
    capital · SH08
  3. 2025-10-30
    📄
    capital-name-of-class-of-shares
    capital · SH08
  4. 2025-10-30
    ✏️
    legacy
    change-of-name · RP04SH01
  5. 2025-07-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2025-07-18
    📄
    capital-allotment-shares
    capital · SH01
  7. 2025-07-14
    📄
    capital-variation-of-rights-attached-to-shares
    capital · SH10
  8. 2025-07-14
    📄
    capital-name-of-class-of-shares
    capital · SH08
  9. 2025-07-07
    📄
    memorandum-articles
    incorporation · MA
  10. 2025-07-03
    📄
    resolution
    resolution · RESOLUTIONS
  11. 2024-12-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2023-09-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2022-12-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2022-06-29
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  15. 2021-12-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2021-04-23
    📄
    capital-alter-shares-consolidation
    capital · SH02
  17. 2021-04-23
    📄
    capital-alter-shares-consolidation
    capital · SH02
  18. 2021-04-10
    📄
    capital-name-of-class-of-shares
    capital · SH08
  19. 2021-04-10
    📄
    capital-name-of-class-of-shares
    capital · SH08
  20. 2021-04-10
    📄
    capital-name-of-class-of-shares
    capital · SH08
  21. 2021-04-01
    ➕
    SULLIVAN, Eamonn appointed
    director
  22. 2018-11-22
    ➖
    ADLER, Shirley Jane resigned
    secretary
  23. 2018-11-22
    ➖
    ADLER, Andre John resigned
    director
  24. 2018-11-22
    ➖
    ADLER, Shirley Jane resigned
    director
  25. 2009-03-16
    🏢
    Company incorporated
    As ADLER FINANCIAL PLANNING LIMITED
  26. 2009-03-16
    ➕
    BURKIN, Stuart Timothy appointed
    director
  27. 2009-03-16
    ➕
    VINER, Barrie John appointed
    director
  28. 2009-03-16
    ➕
    ADLER, Shirley Jane appointed
    secretary
  29. 2009-03-16
    ➕
    ADLER, Andre John appointed
    director
  30. 2009-03-16
    ➕
    ADLER, Shirley Jane appointed
    director

Owner dependency

75/100
High — earn-out structure required

Material 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 17 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 66 — succession pressure is live.

Succession & seller-readiness

73/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 66. Approaching typical UK retirement age — succession thinking likely.
  • secondary12+ year tenure: Director in role 17 years.
  • secondaryStable-but-static management: Company is 17 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

1 med ·
Name changed recently
medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2025-10-30: legacy

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Barrie John Viner
Individual · British · DOB 10/1967 · age 59
25–50%
25–50%25-50% shares · 25-50% voting22/11/2018
Mr Stuart Timothy Burkin
Individual · British · DOB 05/1960 · age 66
25–50%
25–50%board control25-50% shares · 25-50% voting · board control06/04/2016
1 historic (ceased) PSC
  • Mr Andre John Adlerceased 22/11/2018· significant influence

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
Incorporated2009-03-16
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Prudent House 50 Yardley Road
Acocks Green
Birmingham
B27 6LG

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-04-03
Last: 2026-03-20

Officers (3 active · 3 resigned)

BURKIN, Stuart Timothy→
director · ~66y · appointed 2009-03-16
View their other companies + combined net worth →
Active
SULLIVAN, Eamonn→
director · ~57y · appointed 2021-04-01
View their other companies + combined net worth →
Active
VINER, Barrie John→
director · ~59y · appointed 2009-03-16
View their other companies + combined net worth →
Active
ADLER, Shirley Jane→
secretary · appointed 2009-03-16 · resigned 2018-11-22
Resigned
ADLER, Andre John→
director · ~75y · appointed 2009-03-16 · resigned 2018-11-22
Resigned
ADLER, Shirley Jane→
director · ~75y · appointed 2009-03-16 · resigned 2018-11-22
Resigned

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

Recent filings (77 total)

capital-name-of-class-of-shares
capital · SH08
2026-05-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-16
capital-name-of-class-of-shares
capital · SH08
2025-10-30
capital-name-of-class-of-shares
capital · SH08
2025-10-30
legacy
change-of-name · RP04SH01
2025-10-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-07-30
capital-allotment-shares
capital · SH01
2025-07-18
capital-variation-of-rights-attached-to-shares
capital · SH10
2025-07-14
capital-name-of-class-of-shares
capital · SH08
2025-07-14
memorandum-articles
incorporation · MA
2025-07-07
resolution
resolution · RESOLUTIONS
2025-07-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-09-25