DANIEL PETER SALMON FINANCIAL PLANNING LIMITED

🌳Matureactive

09455974 · ltd · incorporated 2015-02-24

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 2026

Net worth

—

book net assets

Opportunity

73/100

Strong

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch

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 73/100 (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 (65/100).

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

Lenders & charges

Confirmed no charges registered

Directors & officers

2 officers (2 active, 2 linked, 2 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

Network not yet resolved

Filing history

33 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

73/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Some acquirability indicators.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

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	2026-03-31	2025-03-31
Average employees	0	-400

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

filing

• 1 accounts

Last 90 days

filing

• 1 accounts

Last 180 days

filings

• 1 accounts
• 1 confirmation-statement
• 1 persons-with-significant-control

Counts from Companies House filing history.

Corporate timeline (18 events)Click to expand

2026-06-08
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2026-03-02
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-05-27
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-05-06
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2024-05-14
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2023-07-25
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2023-02-21
📄
change-person-director-company-with-change-date
officers · CH01
2023-02-21
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-05-06
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2021-04-19
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2020-08-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2020-04-06
➕
SALMON, Jenna Louise appointed
director
2020-04-06
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2019-05-22
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2018-10-24
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2018-08-23
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2015-02-24
🏢
Company incorporated
As DANIEL PETER SALMON FINANCIAL PLANNING LIMITED
2015-02-24
➕
SALMON, Daniel Peter appointed
director

Owner dependency

86/100

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

+Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
+Founder name in company name: Company name contains director surname "SALMON" — strong identity link between founder and business.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
+No director turnover: Company is 11 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

41/100

Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS

secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
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

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Mr Daniel Peter Salmon Individual · British · DOB 07/1978 · age 48	75–100%	—	75-100% shares	06/04/2016

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

Similar companies

Active · Financial services · BL postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
BLACKCROWN INVESTMENTS LIMITED→ 16963321 · est 2026 · no financials extracted	—	—	—	—	—	—	—
CHOUDHRY PROPERTY INNOVATIONS LTD→ 15994642 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
CONNECT BROKERS LIMITED→ 11365141 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
CORNERSTONE FINANCIAL MANAGEMENT LTD→ 09553793 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
CORNICHE FINANCIAL SERVICES LTD→ 11605859 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
CROMPTON INVESTMENT PROPERTY LIMITED→ 14205201 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
CURRENCY HOUSE LIMITED→ 15815994 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
D & K HASLAM LIMITED→ 14462111 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
DANNY ROSE CONSULTANCY LTD→ 15077841 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
DAVID MORRIS FINANCE LIMITED→ 06981985 · est 2009 · no financials extracted	—	—	—	—	16y	—	—
DBD CAPITAL LTD→ 14111297 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
DEBT SAVER LTD→ 17045190 · est 2026 · no financials extracted	—	—	—	—	—	—	—

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

Incorporated2015-02-24

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Floor 3 2 The Studios

318 Chorley Old Road

Bolton

BL1 4JU

United Kingdom

Filing status

Accounts

Next due: 2027-12-31

Last made up to: 2026-03-31

Confirmation statement

Next due: 2027-03-14

Last: 2026-02-28

Officers (2 active · 0 resigned)

SALMON, Daniel Peter→

director · ~48y · appointed 2015-02-24

View their other companies + combined net worth →

Active

SALMON, Jenna Louise→

director · ~41y · appointed 2020-04-06

View their other companies + combined net worth →

Active

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

Recent filings (33 total)

accounts-with-accounts-type-micro-entity

accounts · AA

2026-06-08

confirmation-statement-with-no-updates

confirmation-statement · CS01

2026-03-04

change-to-a-person-with-significant-control

persons-with-significant-control · PSC04

2026-03-02

change-registered-office-address-company-with-date-old-address-new-address

address · AD01

2025-05-27

accounts-with-accounts-type-micro-entity

accounts · AA

2025-05-06

confirmation-statement-with-no-updates

confirmation-statement · CS01

2025-02-28

accounts-with-accounts-type-micro-entity

accounts · AA

2024-05-14

confirmation-statement-with-no-updates

confirmation-statement · CS01

2024-03-06

accounts-with-accounts-type-micro-entity

accounts · AA

2023-07-25

confirmation-statement-with-no-updates

confirmation-statement · CS01

2023-02-28

change-person-director-company-with-change-date

officers · CH01

2023-02-21

change-to-a-person-with-significant-control

persons-with-significant-control · PSC04

2023-02-21

accounts-with-accounts-type-micro-entity

accounts · AA

2022-05-06

confirmation-statement-with-no-updates

confirmation-statement · CS01

2022-03-18

accounts-with-accounts-type-micro-entity

accounts · AA

2021-04-19