ADON FINANCIAL PLANNING LIMITED
Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 65). 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: high (80/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Key financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Average employees | 3 | 300 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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
Corporate timeline (23 events)Click to expand
- 2025-10-01📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-09-17📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-09-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-06-09📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2023-06-09📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-09-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-06-07📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-06-07📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2021-08-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-10-30📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2020-10-30📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2020-10-29📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2020-10-28📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2020-10-28📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2020-09-07📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-02-24📄capital-alter-shares-subdivisioncapital · SH02
- 2020-02-24📄capital-name-of-class-of-sharescapital · SH08
- 2017-04-06➖JONES, Adele Dawn resigneddirector
- 2011-10-20🏢Company incorporatedAs ADON FINANCIAL PLANNING LIMITED
- 2011-10-20➕JONES, Simon Stephen appointeddirector
- 2011-10-20➕DAVIES, Elizabeth Ann appointednominee-director
- 2011-10-20➖DAVIES, Elizabeth Ann resignednominee-director
- 2011-10-20➕JONES, Adele Dawn appointeddirector
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder age: Director aged approximately 65 — succession pressure is live.
Succession & seller-readiness
Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
- primaryFounder aged 63+: Senior director is approximately 65. Approaching typical UK retirement age — succession thinking likely.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 15 years.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanGroup structure
Financial Framework Group Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
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 |
|---|---|---|---|---|
Financial Framework Group Holdings Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 12/03/2023 |
5 historic (ceased) PSCs
- Mr Simon Stephen Jonesceased 12/03/2023· significant influence · trust interest
- Robert Alan Masseyceased 07/06/2022· significant influence · trust interest
- Lucy Natasha Toweyceased 07/06/2022· significant influence · trust interest
- Mr Simon Stephen Jonesceased 01/12/2019· 25-50% shares · 25-50% voting
- Mr Adele Dawn Jonesceased 01/11/2019· 25-50% shares · 25-50% voting
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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 · Professional services · HD postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ACTIVE COMPLIANCE SERVICES LIMITED→ 03890720 · est 1999 · no financials extracted | — | — | — | — | 26y | — | — |
| ACTIVE PERSONNEL RECRUITMENT LIMITED→ 14233250 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ADAGE CONSULTANCY LIMITED→ 15643061 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| ADAM DANIELS PET ORTHOPAEDICS LTD→ 15717450 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ADDY MURGATROYD ACCOUNTANTS LTD→ 06486268 · est 2008 · no financials extracted | — | — | — | — | 18y | — | — |
| ADDY MURGATROYD LTD→ 11892252 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| ADEPT DESIGN LTD→ 13927295 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| ADEPT LIVE LIMITED→ 11383319 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| ADG ENGINEERING LIMITED→ 04335586 · est 2001 · no financials extracted | — | — | — | — | 24y | — | — |
| ADMIN4QS LIMITED→ 06261336 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| ADP ARCHITECTURE AND DESIGN LTD→ 10148770 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ADV TECHNICAL SERVICES LIMITED→ 08004249 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
8 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 →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
Registered office
Filing status
Officers (1 active · 2 resigned)
Click a director name to see their full track record across all companies.