BBI FINANCIAL PLANNING LIMITED

🌳Matureactive

07751182 · ltd · incorporated 2011-08-24

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

—

Upgrade to see

Turnover

—

year to Jan 2026

Net worth

—

book net assets

Opportunity

78/100

Strong

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 74-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 74). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (73/100)

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

1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

9 officers (7 active, 9 linked, 8 with DOB)

Ownership & PSC

1 active PSC(s) of 5 total, 5 with control declared

Director network

5 connected companies via shared directors

Filing history

65 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

PassWatchWorth a lookStrongExceptional

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

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

1 year extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Financials

Extracted from Companies House accounts · FRS 102

Metric	2026-01-31
Average employees	6

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 (33 events)Click to expand

2026-06-24
📄
accounts-with-accounts-type-small
accounts · AA
2025-08-22
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-08-21
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-08-21
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-08-21
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-08-18
➕
ARROWSMITH, Kate Samantha appointed
director
2025-08-18
➕
CLARK, Martin appointed
director
2025-08-18
➕
PEACE, Robin Gary appointed
director
2025-08-18
➕
TORDOFF, Philip James appointed
director
2025-07-07
📄
change-account-reference-date-company-current-extended
accounts · AA01
2025-04-08
📄
auditors-resignation-company
auditors · AUD
2025-04-03
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-04-03
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-04-03
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-12-12
📄
accounts-with-accounts-type-small
accounts · AA
2024-11-28
➖
WALES, Andrew Peter resigned
secretary
2024-11-28
➖
WALES, Andrew Peter resigned
director
2024-11-28
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-11-28
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-11-28
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-11-28
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2024-03-19
📄
accounts-with-accounts-type-small
accounts · AA
2023-12-14
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-12-14
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-12-14
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-03-29
📄
accounts-with-accounts-type-small
accounts · AA
2022-03-18
📄
accounts-with-accounts-type-small
accounts · AA
2013-08-19
➕
FRENCH, Peter Thomas appointed
director
2013-08-19
➕
POULTER, Trevor appointed
director
2013-08-19
➕
SKINNER, David John appointed
director
2011-08-24
🏢
Company incorporated
As BBI FINANCIAL PLANNING LIMITED
2011-08-24
➕
WALES, Andrew Peter appointed
secretary
2011-08-24
➕
WALES, Andrew Peter appointed
director

Owner dependency

55/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-7 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 74 — 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 70+: Senior director is approximately 74 years old. Natural succession window is now.
secondary12+ year tenure: Director in role 13 years.
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.)

Group structure

Landmark Financial Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Landmark Financial Group Limited

Corporate parent · holds 75-100% shares

ultimate parent

⬇

BBI FINANCIAL PLANNING LIMITED

This company · 07751182

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
Landmark Financial Group Limited Corporate entity	75–100%	—	75-100% shares	01/04/2025

4 historic (ceased) PSCs

Mr Peter Thomas Frenchceased 01/04/2025· 50-75% shares · 50-75% voting
Mr David John Skinnerceased 01/04/2025· 25-50% shares · 25-50% voting
Mr Andrew Peter Walesceased 28/11/2024· 25-50% shares · 25-50% voting
Berns Brett Limitedceased 27/09/2023· 75-100% shares · 75-100% voting

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

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B AND K FINANCE LTD→ 11855616 · est 2019 · no financials extracted	—	—	—	—	7y	—	—
BA EXCHANGE COMPANY (UK) LIMITED→ 07314397 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
BALAZOO EXPRESS LTD→ 07872203 · est 2011 · no financials extracted	—	—	—	—	14y	—	—
BANK MANDIRI (EUROPE) LIMITED→ 03793679 · est 1999 · no financials extracted	—	—	—	—	26y	—	—
BARLEY HILL NO.2 HOLDINGS LIMITED→ 13768207 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
BARLEY HILL NO.2 PLC→ 13772108 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
BASAMA CONSUMER NO.1 LTD→ 15563259 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
BASAMA CONSUMER NO.2 LTD→ 16363282 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
BAZAR MONEY TRANSFER LTD→ 12506442 · est 2020 · no financials extracted	—	—	—	—	6y	—	—
BBD CONSULTANCY LIMITED→ 11321296 · est 2018 · no financials extracted	—	—	—	—	7y	—	—

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

Incorporated2011-08-24

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

The Old Court House 191 High Road

South Woodford

London

E18 2QF

Filing status

Accounts

Next due: 2027-10-31

Last made up to: 2026-01-31

Confirmation statement

Next due: 2026-09-07

Last: 2025-08-24