ALISON ROSS FINANCIAL PLANNING LIMITED
💤Zombieactive
08976219 · ltd · incorporated 2014-04-03
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2024
Net worth
—
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 78/100 (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 (73/100).
Data confidence
Overall: medium (76/100)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
2 officers (1 active, 2 linked, 1 with DOB)
80
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
30 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
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 accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Average employees | -200 | -300 |
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
1
filing
- • 1 confirmation-statement
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
- 2025-09-24📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-09-23📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-09-11📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-07-04📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-06-28➖ROSS, Neil Keith resignedsecretary
- 2022-06-28📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-06-28📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2021-09-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-06-15📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2020-12-17📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-09-23📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-01-10📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-12-21📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-02-08📄capital-allotment-sharescapital · SH01
- 2017-01-24📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2016-04-18📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2015-12-11➕ROSS, Neil Keith appointedsecretary
- 2014-04-03🏢Company incorporatedAs ALISON ROSS FINANCIAL PLANNING LIMITED
- 2014-04-03➕ROSS, Alison Lesley appointeddirector
Owner dependency
98/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder name in company name: Company name contains director surname "ROSS" — strong identity link between founder and business.
- +Senior director age: Director aged approximately 58 — approaching natural succession window.
Succession & seller-readiness
68/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 58. Early succession window.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 12 years.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Alison Lesley Ross Individual · British · DOB 07/1968 · age 58 | 25–50% | 75–100% | 75-100% shares · 75-100% voting | 03/04/2017 |
1 historic (ceased) PSC
- Mr Neil Keith Rossceased 28/06/2022· 25-50% shares
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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|---|---|---|---|---|---|---|---|
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| ACEINGTON SERVICES LIMITED→ 08342128 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| ADCOCK FINANCIAL LIMITED→ 04268333 · est 2001 · no financials extracted | — | — | — | — | 24y | — | — |
| AIAIA LIMITED→ 12921864 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| ALBION MORTGAGES LIMITED→ 15507066 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| ALEXANDER WRAY & CO LIMITED→ 04938252 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| ALI INVESTMENT CAPITAL LTD→ 15836676 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ALL IN ONE COMMUNITY SOLUTIONS LTD→ 15684451 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ALLIANCE LEASING LIMITED→ 02483431 · est 1990 · no financials extracted | — | — | — | — | 36y | — | — |
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
Incorporated2014-04-03
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding
Registered office
24 Axmouth Drive
Mapperley
Nottingham
NG3 5SX
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-05-14
Last: 2026-04-30
Officers (1 active · 1 resigned)
ROSS, Alison Lesley→
Activedirector · ~58y · appointed 2014-04-03
View their other companies + combined net worth →
ROSS, Neil Keith→
Resignedsecretary · appointed 2015-12-11 · resigned 2022-06-28
Click a director name to see their full track record across all companies.
Recent filings (30 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-05-06
accounts-with-accounts-type-micro-entity
accounts · AA
2025-09-24
confirmation-statement-with-updates
confirmation-statement · CS01
2025-05-01
accounts-with-accounts-type-micro-entity
accounts · AA
2024-09-23
confirmation-statement-with-updates
confirmation-statement · CS01
2024-05-14
accounts-with-accounts-type-micro-entity
accounts · AA
2023-09-11
confirmation-statement-with-updates
confirmation-statement · CS01
2023-06-14
accounts-with-accounts-type-micro-entity
accounts · AA
2022-07-04
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2022-06-28
termination-secretary-company-with-name-termination-date
officers · TM02
2022-06-28
confirmation-statement-with-updates
confirmation-statement · CS01
2022-05-05
accounts-with-accounts-type-micro-entity
accounts · AA
2021-09-28
change-account-reference-date-company-previous-shortened
accounts · AA01
2021-06-15
confirmation-statement-with-updates
confirmation-statement · CS01
2021-04-30
accounts-with-accounts-type-micro-entity
accounts · AA
2020-12-17