BAILEYWOOD FINANCIAL PLANNING LTD

🌳Matureactive
09267342 · ltd · incorporated 2014-10-16
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
  • · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£166.6k
book net assets
Opportunity
70/100
Strong
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What this business does
Primary activity: Other activities auxiliary to insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: asset-holding vehicle with strong profile and bankable structure.

Opportunity 70/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (79/100)

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 (3 active, 4 linked, 4 with DOB)
90
Ownership & PSC
3 active PSC(s) of 3 total, 3 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
44 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
70/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
50
Some acquirability indicators.
Risk profile
77
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 105 (micro)
Positive net assets
Net assets £166,633

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£167k
↑ 65% YoY
Current Assets
£25k
↓ 12% YoY
Current Liabilities
—
£0£33k£67k£100k£133k£167kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 105 (micro)
Metric2025-03-312024-03-31
Total assets£1.13M£1.22M
Current assets£25.3k£28.6k
Net assets£166.6k£100.9k

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
0
filings
Last 90 days
0
filings
Last 180 days
8
filings
  • • 2 resolution
  • • 1 incorporation
  • • 1 capital
Counts from Companies House filing history.
Corporate timeline (27 events)Click to expand
  1. 2026-03-06
    📄
    memorandum-articles
    incorporation · MA
  2. 2026-02-16
    📄
    resolution
    resolution · RESOLUTIONS
  3. 2026-02-16
    📄
    resolution
    resolution · RESOLUTIONS
  4. 2026-02-16
    📄
    capital-name-of-class-of-shares
    capital · SH08
  5. 2026-02-09
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  6. 2026-02-09
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  7. 2026-01-08
    ➕
    KELLY, Paul William appointed
    director
  8. 2025-12-19
    ✏️
    certificate-change-of-name-company
    change-of-name · CERTNM
  9. 2025-12-17
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2024-12-19
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2024-03-27
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  12. 2023-12-13
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2023-10-17
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  14. 2022-12-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2022-10-25
    📄
    change-person-director-company-with-change-date
    officers · CH01
  16. 2022-10-19
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  17. 2022-02-03
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  18. 2022-02-02
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  19. 2022-02-02
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  20. 2022-02-02
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  21. 2022-02-02
    📄
    withdrawal-of-a-person-with-significant-control-statement
    persons-with-significant-control · PSC09
  22. 2021-12-21
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  23. 2014-10-20
    ➕
    TAYLOR, Anna appointed
    director
  24. 2014-10-20
    ➕
    TAYLOR, James appointed
    director
  25. 2014-10-16
    🏢
    Company incorporated
    As BAILEYWOOD FINANCIAL PLANNING LTD
  26. 2014-10-16
    ➕
    HEIMAN, Osker appointed
    director
  27. 2014-10-16
    ➖
    HEIMAN, Osker resigned
    director

Owner dependency

58/100
Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

35/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

SIGNALS
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·
Name changed recently
medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2025-12-19: certificate-change-of-name-company

Shareholders & ownership

3 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Paul William Kelly
Individual · British · DOB 05/1984 · age 42
25–50%
25–50%25-50% shares · 25-50% voting08/01/2026
Mr James Taylor
Individual · British · DOB 07/1979 · age 47
25–50%
25–50%25-50% shares · 25-50% voting20/10/2016
Mrs Anna Taylor
Individual · British · DOB 01/1981 · age 45
25–50%
25–50%25-50% shares · 25-50% voting20/10/2016

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 →

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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
Incorporated2014-10-16
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

Unit 1a Tring Business Estate
Upper Icknield Way
Tring
Hertfordshire
HP23 4JX
United Kingdom

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-10-30
Last: 2025-10-16

Officers (3 active · 1 resigned)

KELLY, Paul William→
director · ~42y · appointed 2026-01-08
View their other companies + combined net worth →
Active
TAYLOR, Anna→
director · ~45y · appointed 2014-10-20
View their other companies + combined net worth →
Active
TAYLOR, James→
director · ~47y · appointed 2014-10-20
View their other companies + combined net worth →
Active
HEIMAN, Osker→
director · ~49y · appointed 2014-10-16 · resigned 2014-10-16
Resigned

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

Recent filings (44 total)

memorandum-articles
incorporation · MA
2026-03-06
resolution
resolution · RESOLUTIONS
2026-02-16
resolution
resolution · RESOLUTIONS
2026-02-16
capital-name-of-class-of-shares
capital · SH08
2026-02-16
appoint-person-director-company-with-name-date
officers · AP01
2026-02-09
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2026-02-09
certificate-change-of-name-company
change-of-name · CERTNM
2025-12-19
accounts-with-accounts-type-micro-entity
accounts · AA
2025-12-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-28
accounts-with-accounts-type-micro-entity
accounts · AA
2024-12-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-22
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-03-27
accounts-with-accounts-type-micro-entity
accounts · AA
2023-12-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-10-18
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-10-17