BENNETT ALLEN FINANCIAL PLANNING LIMITED

💤Zombieactive
09294757 · ltd · incorporated 2014-11-04
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 Mar 2026
Net worth
—
book net assets
Opportunity
78/100
Strong
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What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Active trading company with a 66-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 66). 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 (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
2 officers (1 active, 2 linked, 2 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
31 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 accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Mar 2025Mar 2026

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2026-03-312025-03-31
Average employees200200

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
1
filing
  • • 1 accounts
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
  1. 2026-04-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-04-16
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-07-05
    📄
    change-person-director-company-with-change-date
    officers · CH01
  4. 2024-05-21
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2023-11-07
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  6. 2023-05-09
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2022-04-21
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2021-07-06
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2020-12-01
    📄
    capital-allotment-shares
    capital · SH01
  10. 2020-12-01
    📄
    capital-allotment-shares
    capital · SH01
  11. 2020-04-16
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2019-10-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2018-04-19
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2017-07-13
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2016-11-17
    📄
    capital-allotment-shares
    capital · SH01
  16. 2015-01-26
    ➖
    BENNETT, Paula Jayne resigned
    director
  17. 2014-11-04
    🏢
    Company incorporated
    As BENNETT ALLEN FINANCIAL PLANNING LIMITED
  18. 2014-11-04
    ➕
    BENNETT, Paul appointed
    director
  19. 2014-11-04
    ➕
    BENNETT, Paula Jayne appointed
    director

Owner dependency

100/100
Critical — business is the founder

The 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 "BENNETT" — strong identity link between founder and business.
  • +Founder age: Director aged approximately 66 — succession pressure is live.

Succession & seller-readiness

70/100
Strong succession signal

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

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 66. Approaching typical UK retirement age — succession thinking likely.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • 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.)

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mrs Paula Jayne Bennett
Individual · British · DOB 01/1961 · age 65
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016
Mr Paul Bennett
Individual · British · DOB 02/1960 · age 66
25–50%
25–50%board control25-50% shares · 25-50% voting · board control06/04/2016

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

8 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
Incorporated2014-11-04
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

C/O Atkinson Evans Limited The Old Drill Hall
10 Arnot Hill Road
Arnold
Nottingham
NG5 6LJ
United Kingdom

Filing status

Accounts
Next due: 2027-12-31
Last made up to: 2026-03-31
Confirmation statement
Next due: 2026-11-18
Last: 2025-11-04

Officers (1 active · 1 resigned)

BENNETT, Paul→
director · ~66y · appointed 2014-11-04
View their other companies + combined net worth →
Active
BENNETT, Paula Jayne→
director · ~65y · appointed 2014-11-04 · resigned 2015-01-26
Resigned

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

Recent filings (31 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-04-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-04
accounts-with-accounts-type-micro-entity
accounts · AA
2025-04-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-07
change-person-director-company-with-change-date
officers · CH01
2024-07-05
accounts-with-accounts-type-micro-entity
accounts · AA
2024-05-21
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-11-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-07
accounts-with-accounts-type-micro-entity
accounts · AA
2023-05-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-04
accounts-with-accounts-type-micro-entity
accounts · AA
2022-04-21
confirmation-statement-with-updates
confirmation-statement · CS01
2021-11-15
accounts-with-accounts-type-micro-entity
accounts · AA
2021-07-06
capital-allotment-shares
capital · SH01
2020-12-01
capital-allotment-shares
capital · SH01
2020-12-01