ABBEYGATE FINANCIAL PLANNING LTD
Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 70). 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 (79/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Signals from accounts
Derived from iXBRL accounts · FRS 102Key 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 | 2024-08-31 | 2023-08-31 |
|---|---|---|
| Total assets | £32.3k | £18.9k |
| Current assets | £43.3k | £24.9k |
| Cash | £33.3k | £19.9k |
| Debtors | £10.0k | £5.0k |
| Net assets | £28.1k | £12.3k |
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 (17 events)Click to expand
- 2025-05-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-05-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-05-17📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-05-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-05-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-05-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-05-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-08-22📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2018-03-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-04-18📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2016-08-15📄resolutionresolution · RESOLUTIONS
- 2016-08-13📄capital-allotment-sharescapital · SH01
- 2016-08-12📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2016-08-12📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2016-07-17📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2012-08-20🏢Company incorporatedAs ABBEYGATE FINANCIAL PLANNING LTD
- 2012-08-20➕IACOVOU, James Stephen 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 70 — succession pressure is live.
- +No director turnover: Company is 14 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
- primaryFounder aged 70+: Senior director is approximately 70 years old. Natural succession window is now.
- 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
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr James Stephen Iacovou Individual · English · DOB 12/1956 · age 70 | 75–100% | — | 75-100% shares | 06/04/2016 |
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 · WA postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 147 ENGINEERING CONSULTANTS LTD→ 06158968 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
| 33 PERCENT LTD→ 12775713 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| 360THRIVE LTD→ 15130304 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| 4 JAYS CONSULTING AND DEVELOPMENTS LTD→ 15868094 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| A B OUTHWAITE LTD→ 13188069 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| AAJ SUPPLY TOOL HIRE LTD→ 16361348 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| AAP PRIME LTD→ 11863879 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| AB PROCESS SUPPORT LTD→ 11042368 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| AB WATER SERVICE LTD→ 15272169 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ABBA RENEWABLE CONSULTANCY LIMITED→ 14002618 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| ABBEY MOTORHOMES LTD→ 16681340 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ABECO LIMITED→ 11030026 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
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 · 0 resigned)
Click a director name to see their full track record across all companies.