ANTON ROSENFIELD FINANCIAL PLANNING LTD

💤Zombieactive
08115206 · ltd · incorporated 2012-06-21
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 Nov 2024
Net worth
£-207.1k
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
ALSO REGISTERED FOR
  • 66190Other activities auxiliary to financial services, except insurance and pension funding
Investor take
Pass (distressed without resilience)
Distressed active trading company — structural issues outweigh the discount.

Opportunity 79/100 (strong), bankability 80/100. Strong seller-intent signal (68/100, director aged 68). 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).

🏦

Refinance opportunity

1 live charge · oldest 13.7y

45/100
under pressure

Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.

  • · Oldest live charge is 13.7 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Distress signals active — lender appetite narrows.

Data confidence

Overall: high (82/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile
address, 2 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
4 officers (1 active, 4 linked, 4 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
6 connected companies via shared directors
63
Filing history
51 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
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Negative net assets
Liabilities exceed assets by £207,055

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
-£207k
↓ 2.7% YoY
Current Assets
—
Current Liabilities
—
-£207k-£166k-£124k-£83k-£41k£50Nov 2023Nov 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2024-11-302023-11-30
Total assets£-63.7k£-58.3k
Current assets—£50
Cash—£50
Net assets£-207.1k£-201.6k

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
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2025-08-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-12-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-10-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2022-08-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2022-04-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2022-04-27
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2022-04-21
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  8. 2022-04-14
    📄
    gazette-filings-brought-up-to-date
    gazette · DISS40
  9. 2022-03-12
    📄
    dissolved-compulsory-strike-off-suspended
    dissolution · DISS16(SOAS)
  10. 2022-02-15
    📄
    gazette-notice-compulsory
    gazette · GAZ1
  11. 2021-03-11
    📄
    gazette-filings-brought-up-to-date
    gazette · DISS40
  12. 2021-01-26
    📄
    gazette-notice-compulsory
    gazette · GAZ1
  13. 2019-08-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2018-08-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2018-03-06
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  16. 2018-01-09
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  17. 2017-08-30
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  18. 2015-11-25
    ➖
    BUTTERWORTH, Gavin resigned
    director
  19. 2015-11-25
    ➖
    HILL, Robert resigned
    director
  20. 2015-11-19
    ➕
    BUTTERWORTH, Gavin appointed
    director
  21. 2015-11-19
    ➕
    HILL, Robert appointed
    director
  22. 2012-09-06
    🔒
    Charge registered #1
    Lender: Openwork Services Limited
  23. 2012-06-21
    🏢
    Company incorporated
    As ANTON ROSENFIELD FINANCIAL PLANNING LTD
  24. 2012-06-21
    ➕
    ROSENFIELD, Anton appointed
    director
  25. 2012-06-21
    ➕
    COWAN, Graham Michael appointed
    director
  26. 2012-06-21
    ➖
    COWAN, Graham Michael resigned
    director

Owner dependency

100/100
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.
  • +Founder name in company name: Company name contains director surname "ROSENFIELD" — strong identity link between founder and business.
  • +Founder age: Director aged approximately 68 — succession pressure is live.

Succession & seller-readiness

78/100
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 68. 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 14 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.)

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Anton Rosenfield
Individual · British · DOB 10/1958 · age 68
75–100%
75–100%75-100% shares · 75-100% voting06/04/2016

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

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 →
🔒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
Incorporated2012-06-21
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

50 Breck Road
Poulton-Le-Fylde
FY6 7AQ
England

Filing status

Accounts
Next due: 2026-08-29
Last made up to: 2024-11-30
Confirmation statement
Next due: 2026-07-05
Last: 2025-06-21

Officers (1 active · 3 resigned)

ROSENFIELD, Anton→
director · ~68y · appointed 2012-06-21
View their other companies + combined net worth →
Active
BUTTERWORTH, Gavin→
director · ~52y · appointed 2015-11-19 · resigned 2015-11-25
Resigned
COWAN, Graham Michael→
director · ~83y · appointed 2012-06-21 · resigned 2012-06-21
Resigned
HILL, Robert→
director · ~42y · appointed 2015-11-19 · resigned 2015-11-25
Resigned

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

Mortgages & charges

1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
outstanding
Openwork Services
Openwork Services Limited
Floating charge2 properties06/09/2012—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (51 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-08-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-21
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-10-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-08-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-08-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-04-29
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-04-27
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-04-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-04-21
gazette-filings-brought-up-to-date
gazette · DISS40
2022-04-14
dissolved-compulsory-strike-off-suspended
dissolution · DISS16(SOAS)
2022-03-12
gazette-notice-compulsory
gazette · GAZ1
2022-02-15