EAST ANGLIAN FINANCIAL PLANNING LTD

🌳Matureactive

08608937 · ltd · incorporated 2013-07-15

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 Nov 2025

Net worth

—

book net assets

Opportunity

78/100

Strong

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch

What this business does

Primary activity: Activities of insurance agents and brokers

Sector: Financial & insurance

Investor take

Pursue

Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 78/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: high (81/100)

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

Company profile

address, 1 SIC codes, incorporation date

100

Financials

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

15 officers (7 active, 15 linked, 13 with DOB)

Ownership & PSC

1 active PSC(s) of 6 total, 6 with control declared

Director network

7 connected companies via shared directors

Filing history

81 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

2 years extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · IFRS

Metric	2025-11-30	2024-11-30
Average employees	2400	800

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

• 5 officers
• 1 confirmation-statement

Last 90 days

filings

• 6 officers
• 1 confirmation-statement

Last 180 days

filings

• 6 officers
• 1 confirmation-statement
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (46 events)Click to expand

2026-07-24
📄
replacement-filing-of-director-appointment-with-name
officers · RP01AP01
2026-07-24
📄
replacement-filing-of-director-appointment-with-name
officers · RP01AP01
2026-07-23
📄
change-person-director-company-with-change-date
officers · CH01
2026-07-23
📄
change-person-director-company-with-change-date
officers · CH01
2026-07-23
📄
change-person-director-company-with-change-date
officers · CH01
2026-05-08
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-04-30
➖
WRIGHT, James Charles Edward resigned
director
2026-04-09
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-23
📄
change-person-director-company-with-change-date
officers · CH01
2025-07-17
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-21
📄
memorandum-articles
incorporation · MA
2024-09-21
📄
resolution
resolution · RESOLUTIONS
2024-08-29
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-08-12
📄
memorandum-articles
incorporation · MA
2024-08-12
📄
resolution
resolution · RESOLUTIONS
2024-08-07
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-08-07
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-08-07
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-08-07
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-08-07
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-12-22
📄
change-account-reference-date-company-previous-shortened
accounts · AA01
2023-11-01
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-10-04
📄
second-filing-of-director-appointment-with-name
officers · RP04AP01
2023-06-09
➕
WALSH, Kurt Thomas appointed
director
2023-04-13
➕
HEWITT, Neil Gordon appointed
director
2023-03-13
➕
BUCHANAN, John Grant appointed
director
2023-03-13
➕
MERCHANT, Matthew Robert appointed
director
2023-03-13
➕
RICHES, Gary Leonard appointed
director
2023-03-13
➕
WRIGHT, James Charles Edward appointed
director
2022-12-01
➖
DYER, Julie Ann resigned
secretary
2022-12-01
➖
DYER, Julie Ann resigned
director
2022-12-01
➖
OLSON, Davina Anne resigned
director
2022-11-30
➖
VINCENT-PANICH, Toni Amanda resigned
director
2022-08-03
➖
MCGOWAN, David resigned
director
2021-07-28
➕
JOHNSON, Andrew Joseph appointed
director
2021-07-28
➕
MONK, Beverley appointed
director
2019-02-28
➖
SMITH, Keith Gordon resigned
director
2018-10-31
➕
DYER, Julie Ann appointed
secretary
2018-10-31
➖
SMITH, Diane Stephnie resigned
secretary
2018-10-31
➕
DYER, Julie Ann appointed
director
2018-10-31
➕
MCGOWAN, David appointed
director
2018-10-31
➕
OLSON, Davina Anne appointed
director
2018-10-31
➕
VINCENT-PANICH, Toni Amanda appointed
director
2013-07-15
🏢
Company incorporated
As EAST ANGLIAN FINANCIAL PLANNING LTD
2013-07-15
➕
SMITH, Diane Stephnie appointed
secretary
2013-07-15
➕
SMITH, Keith Gordon 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 72 — succession pressure is live.

Succession & seller-readiness

60/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 72 years old. Natural succession window is now.

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

East Anglian Financial Planning (Services) Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

East Anglian Financial Planning (Services) Ltd

Corporate parent · holds 75-100% shares · board control

ultimate parent

⬇

EAST ANGLIAN FINANCIAL PLANNING LTD

This company · 08608937

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
East Anglian Financial Planning (Services) Ltd Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	06/08/2024

5 historic (ceased) PSCs

Ms Beverley Monkceased 06/08/2024· 25-50% shares · 25-50% voting
Mr Andrew Joseph Johnsonceased 06/08/2024· 50-75% shares · 50-75% voting · board control
Woodward Markwell Insurance Brokers Holdings Limitedceased 01/12/2022· 75-100% shares · 75-100% voting
Mr Keith Gordon Smithceased 31/10/2018· 25-50% shares
Mrs Diane Stephnie Smithceased 31/10/2018· 25-50% shares

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

Active · Financial services · CO postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
BLUE SQUARE FINANCIAL LIMITED→ 10668961 · est 2017 · no financials extracted	—	—	—	—	9y	—	—
BURLEIGH MANAGEMENT LIMITED→ 08553816 · est 2013	—	—	£-10.2k	—	12y	—	—
CKR INVESTMENT MANAGEMENT LTD→ 06812230 · est 2009 · no financials extracted	—	—	—	—	17y	—	—
CLEAR RISK IB LIMITED→ 12381040 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
CREDIT VIBE FINANCE LIMITED→ 10484704 · est 2016 · no financials extracted	—	—	—	—	9y	—	—
CROWN INSURANCE CONSULTANCY LTD→ 06273334 · est 2007 · no financials extracted	—	—	—	—	18y	—	—
EAST COAST MORTGAGE LTD→ 13189800 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
ECF FINANCE LIMITED→ 11378091 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
ELEY INSURANCE SERVICES LIMITED→ 03640213 · est 1998 · no financials extracted	—	—	—	—	27y	—	—
ELLACOTT MORRIS SOLUTIONS LTD→ 14839842 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ELMWOOD IB LIMITED→ 13289225 · est 2021 · no financials extracted	—	—	—	—	5y	—	—
ENSURE UK LIMITED→ 05104505 · est 2004 · no financials extracted	—	—	—	—	21y	—	—

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

Incorporated2013-07-15

Jurisdictionengland-wales

Primary SIC66220 — Activities of insurance agents and brokers

Registered office

Lodge Park Business Centre Lodge Lane

Langham

Colchester

CO4 5NE

England

Filing status

Accounts

Next due: 2027-08-31

Last made up to: 2025-11-30

Confirmation statement

Next due: 2027-07-29

Last: 2026-07-15