BEAUMONT FINANCIAL PLANNERS LIMITED

🌳Matureactive
08707394 · ltd · incorporated 2013-09-26
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 Mar 2025
Net worth
—
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
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 79/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (78/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
4 officers (2 active, 4 linked, 4 with DOB)
90
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
45 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
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Average employees14001500

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

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

Last 30 days
0
filings
Last 90 days
1
filing
  • • 1 officers
Last 180 days
2
filings
  • • 1 officers
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2026-04-29
    📄
    change-person-director-company-with-change-date
    officers · CH01
  2. 2025-12-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2025-10-31
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  4. 2025-10-01
    ➕
    BAKRANIA, Neeta appointed
    director
  5. 2024-12-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2023-12-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2022-12-02
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2022-09-30
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  9. 2022-09-29
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  10. 2022-09-29
    📄
    change-person-director-company-with-change-date
    officers · CH01
  11. 2022-06-14
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  12. 2022-05-31
    ➖
    HIGNETT, Matthew Christopher resigned
    director
  13. 2021-10-15
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2021-09-16
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  15. 2021-03-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2021-03-11
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  17. 2021-03-11
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  18. 2020-05-12
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  19. 2020-05-12
    📄
    change-person-director-company-with-change-date
    officers · CH01
  20. 2019-12-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  21. 2019-12-05
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  22. 2019-12-04
    ➖
    PARMITER, Thomas Richard resigned
    director
  23. 2018-12-17
    ➕
    PARMITER, Thomas Richard appointed
    director
  24. 2018-10-08
    ➕
    HIGNETT, Matthew Christopher appointed
    director
  25. 2013-09-26
    🏢
    Company incorporated
    As BEAUMONT FINANCIAL PLANNERS LIMITED
  26. 2013-09-26
    ➕
    EVANS, Mark Clement appointed
    director

Owner dependency

66/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Senior director age: Director aged approximately 60 — approaching natural succession window.

Succession & seller-readiness

59/100
Strong succession signal

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

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 60. Early succession window.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 13 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.)

Group structure

Ja & Ow Holding Co Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Ja & Ow Holding Co Limited
Corporate parent · holds 75-100% shares · board control
ultimate parent
⬇
BEAUMONT FINANCIAL PLANNERS LIMITED
This company · 08707394

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%
NameSharesVoting rightsNature of controlNotified
Ja & Ow Holding Co Limited
Corporate entity
75–100%
75–100%board control75-100% shares · 75-100% voting · board control16/11/2020
1 historic (ceased) PSC
  • Mr Mark Clement Evansceased 16/11/2020· 75-100% shares · 75-100% voting · board control

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

6 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
Incorporated2013-09-26
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

21 Salop Road
Oswestry
Shropshire
SY11 2NR
United Kingdom

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-10-09
Last: 2025-09-25

Officers (2 active · 2 resigned)

BAKRANIA, Neeta→
director · ~58y · appointed 2025-10-01
View their other companies + combined net worth →
Active
EVANS, Mark Clement→
director · ~60y · appointed 2013-09-26
View their other companies + combined net worth →
Active
HIGNETT, Matthew Christopher→
director · ~40y · appointed 2018-10-08 · resigned 2022-05-31
Resigned
PARMITER, Thomas Richard→
director · ~35y · appointed 2018-12-17 · resigned 2019-12-04
Resigned

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

Recent filings (45 total)

change-person-director-company-with-change-date
officers · CH01
2026-04-29
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-23
appoint-person-director-company-with-name-date
officers · AP01
2025-10-31
confirmation-statement-with-updates
confirmation-statement · CS01
2025-10-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-18
confirmation-statement-with-updates
confirmation-statement · CS01
2024-10-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-04
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-02
confirmation-statement-with-updates
confirmation-statement · CS01
2022-10-20
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2022-09-30
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2022-09-29
change-person-director-company-with-change-date
officers · CH01
2022-09-29
termination-director-company-with-name-termination-date
officers · TM01
2022-06-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-10-15