ANDERSON FINANCIAL PLANNING LTD

💤Zombieactive
07152568 · ltd · incorporated 2010-02-10
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 Dec 2025
Net worth
£112.6k
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 62-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (70/100, director aged 62). 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
3 officers (1 active, 3 linked, 2 with DOB)
83
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
47 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 £112,562
Net assets shrinking
Down £9,157 YoY

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£113k
↓ 7.5% YoY
Current Assets
£120k
↓ 10% YoY
Current Liabilities
—
£0£27k£54k£80k£107k£134kDec 2024Dec 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 105 (micro)
Metric2025-12-312024-12-31
Total assets£112.6k£121.7k
Current assets£120.1k£134.1k
Net assets£112.6k£121.7k

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 accounts
Last 90 days
1
filing
  • • 1 accounts
Last 180 days
2
filings
  • • 1 accounts
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
  1. 2026-05-07
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-04-16
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-06-10
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2023-08-16
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2023-01-25
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  6. 2022-06-07
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2022-03-30
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  8. 2021-04-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2021-02-02
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  10. 2020-10-14
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2020-02-10
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  12. 2019-07-08
    📄
    capital-return-purchase-own-shares
    capital · SH03
  13. 2019-07-05
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  14. 2019-06-20
    📄
    capital-cancellation-shares
    capital · SH06
  15. 2019-06-20
    📄
    resolution
    resolution · RESOLUTIONS
  16. 2019-06-04
    ➖
    FICE, Roger resigned
    secretary
  17. 2019-06-04
    ➖
    FICE, Roger resigned
    director
  18. 2019-03-19
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  19. 2018-06-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  20. 2010-02-10
    🏢
    Company incorporated
    As ANDERSON FINANCIAL PLANNING LTD
  21. 2010-02-10
    ➕
    SEARLE, Barry appointed
    director
  22. 2010-02-10
    ➕
    FICE, Roger appointed
    secretary
  23. 2010-02-10
    ➕
    FICE, Roger appointed
    director

Owner dependency

93/100
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
  • +Sole director: Only one active director — all governance concentrated on one person.
  • +Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
  • +Senior director age: Director aged approximately 62 — approaching natural succession window.

Succession & seller-readiness

78/100
Likely off-market candidate

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

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 62. Early succession window.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • secondary12+ year tenure: Director in role 16 years.
  • secondaryStable-but-static management: Company is 16 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 Barry Searle
Individual · British · DOB 03/1964 · age 62
75–100%
75–100%board control75-100% shares · 75-100% voting · board control06/04/2016
1 historic (ceased) PSC
  • Mr Roger Ficeceased 28/05/2019· 25-50% shares · 25-50% voting

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

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14383658 · est 2022 · no financials extracted
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10637483 · est 2017 · no financials extracted
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11910284 · est 2019 · no financials extracted
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APPLEGATE INSURANCE CONSULTANTS LIMITED→
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16302308 · est 2025 · no financials extracted
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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
Incorporated2010-02-10
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

2nd Floor 77 North Hill
Plymouth
Devon
PL4 8HB
England

Filing status

Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2027-02-22
Last: 2026-02-08

Officers (1 active · 2 resigned)

SEARLE, Barry→
director · ~62y · appointed 2010-02-10
View their other companies + combined net worth →
Active
FICE, Roger→
secretary · appointed 2010-02-10 · resigned 2019-06-04
Resigned
FICE, Roger→
director · ~68y · appointed 2010-02-10 · resigned 2019-06-04
Resigned

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

Recent filings (47 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-05-07
confirmation-statement-with-updates
confirmation-statement · CS01
2026-02-12
accounts-with-accounts-type-micro-entity
accounts · AA
2025-04-16
confirmation-statement-with-updates
confirmation-statement · CS01
2025-02-14
accounts-with-accounts-type-micro-entity
accounts · AA
2024-06-10
confirmation-statement-with-updates
confirmation-statement · CS01
2024-02-14
accounts-with-accounts-type-micro-entity
accounts · AA
2023-08-16
confirmation-statement-with-updates
confirmation-statement · CS01
2023-02-21
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-01-25
accounts-with-accounts-type-micro-entity
accounts · AA
2022-06-07
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-03-30
confirmation-statement-with-updates
confirmation-statement · CS01
2022-02-08
accounts-with-accounts-type-micro-entity
accounts · AA
2021-04-15
confirmation-statement-with-updates
confirmation-statement · CS01
2021-02-11
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2021-02-02