BEAULIEU FINANCIAL PLANNING LIMITED
Opportunity 72/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. 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 (58/100).
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 · accounting standard unknown| Metric | 2025-08-31 | 2024-08-31 |
|---|
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
- • 1 accounts
- • 1 accounts
- • 1 accounts
Corporate timeline (17 events)Click to expand
- 2026-06-19📄accounts-with-accounts-type-dormantaccounts · AA
- 2025-05-19📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-10-22📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-10-22📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-10-22📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-05-20📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-09-08📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-05-17📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-10-29📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-10-22📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-10-05📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2019-09-04📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-09-28📄accounts-with-accounts-type-dormantaccounts · AA
- 2017-09-06📄accounts-with-accounts-type-dormantaccounts · AA
- 2016-09-05📄accounts-with-accounts-type-dormantaccounts · AA
- 2012-08-29🏢Company incorporatedAs BEAULIEU FINANCIAL PLANNING LIMITED
- 2012-08-29➕SKINNER, David Peter 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.
- +No director turnover: Company is 14 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- 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
1 lowMultiple address changes in a short period can indicate operational instability or admin disorder.
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr David Peter Skinner Individual · British · DOB 03/1980 · age 46 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 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 · Other · BH postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ASPYRE CONSULTING LTD→ 10766034 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| ATL EUROPE (FRANCE) LIMITED→ 11946731 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| AUTUMN HOMES LIMITED→ 15528898 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| B NEVER TOO BUSY TO BE BEAUTIFUL LIMITED→ 04752601 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| BATHROOM STORE (LYNDHURST) LIMITED→ 06180833 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
| BAZALGETTE CONSULTANCY LTD→ 17000803 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| BEACON TRUSTEES LIMITED→ 05611341 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
| BEAUFORT EDUCATION LIMITED→ 14504311 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| BEECHWOOD LODGE FREEHOLD LIMITED→ 04422979 · est 2002 · no financials extracted | — | — | — | — | 23y | — | — |
| BENNETTS TRADITIONAL MARQUEES LIMITED→ 02329069 · est 1988 · no financials extracted | — | — | — | — | 37y | — | — |
| BENSON AND BENSON LLP→ OC420820 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| BERMUDEZ INVESTMENT GROUP LIMITED→ 13281349 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
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 →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.