MILLFORD FINANCIAL PLANNING LIMITED
Opportunity 71/100 (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: strategic trade sale (73/100).
Data confidence
Overall: high (83/100)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 | 2026-02-18 | 2025-11-30 |
|---|
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
- • 1 accounts
- • 7 officers
- • 3 accounts
- • 3 persons-with-significant-control
Corporate timeline (32 events)Click to expand
- 2026-05-08📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2026-03-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2026-03-03📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2026-03-02📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-03-02📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-03-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-03-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-03-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-03-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-03-02📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2026-03-02📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2026-03-02📄appoint-corporate-director-company-with-name-dateofficers · AP02
- 2026-03-02📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2026-02-18➕BELL, Matthew appointeddirector
- 2026-02-18➕WINTERS, Lisa appointeddirector
- 2026-02-18➕FAIRSTONE GROUP LIMITED appointedcorporate-director
- 2026-02-18➖MEYNELL, Dean Lawrence resigneddirector
- 2026-02-18➖MEYNELL, Denise Susan resigneddirector
- 2026-02-18➖MEYNELL, Matthew resigneddirector
- 2026-02-18➖MEYNELL, Ryan resigneddirector
- 2026-01-15📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-07-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-12-09📄change-person-director-company-with-change-dateofficers · CH01
- 2024-07-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-05-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-03-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-09-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-05-22➕MEYNELL, Dean Lawrence appointeddirector
- 2019-05-22➕MEYNELL, Matthew appointeddirector
- 2019-05-22➕MEYNELL, Ryan appointeddirector
- 2013-12-04🏢Company incorporatedAs MILLFORD FINANCIAL PLANNING LIMITED
- 2013-12-04➕MEYNELL, Denise Susan appointeddirector
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Founder name in company name: Company name contains director surname "LIMITED" — strong identity link between founder and business.
Succession & seller-readiness
Limited succession signal. Not a near-term off-market candidate.
Red flags
1 med ·Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: MEYNELL, Dean Lawrence resigned 2026-02-18; MEYNELL, Denise Susan resigned 2026-02-18; MEYNELL, Matthew resigned 2026-02-18
Group structure
Prosperity Wealth Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
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 |
|---|---|---|---|---|
Prosperity Wealth Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 18/02/2026 |
1 historic (ceased) PSC
- Mrs Denise Susan Meynellceased 18/02/2026· 50-75% shares · 50-75% voting · board control
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 · Financial services · SR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| RIVERSTONE WEALTH MANAGEMENT LIMITED→ 06952567 · est 2009 | £565.3k £411.1k–£719.4k | — | — | 400 | 16y | 81 | 65y |
| J.E. LAIDLER (NORTH EAST) LIMITED→ 01102705 · est 1973 · no financials extracted | — | — | — | — | 53y | 82 | 87y |
| KINGSLAND WEALTH MANAGEMENT LIMITED→ 04414865 · est 2002 | — | — | — | 2000 | 24y | 81 | 70y |
| ORACLE FINANCIAL PLANNING LIMITED→ 06753174 · est 2008 | — | — | £108.9k | — | 17y | 81 | 65y |
| FINANCE MY WILL LTD→ 16437365 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| KDO INVESTCO LIMITED→ 15586499 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| LILYPAD FINANCIAL PLANNING LTD→ 11579535 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| M.S.N SECURE SERVICES LTD→ 15357514 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| MARK JACOBS WEALTH MANAGEMENT LIMITED→ 09145453 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| NICHOLSON NORTH LIMITED→ 14371729 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| OLS INVESTMENTS LTD→ 14905455 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| POLICY LINK (HOLDINGS) LIMITED→ 10008299 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
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 →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 (3 active · 4 resigned)
Click a director name to see their full track record across all companies.