ASSURED FINANCIAL PLANNING LIMITED

🌳Matureactive
10188728 · ltd · incorporated 2016-05-19
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
78/100
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
Active trading company with a 67-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 67). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: high (80/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

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 (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
24 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
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Last 180 days
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (17 events)Click to expand
  1. 2026-04-24
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-05-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-05-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-05-02
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2022-05-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2022-02-22
    📄
    change-account-reference-date-company-current-shortened
    accounts · AA01
  7. 2021-11-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2020-12-07
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2020-01-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2019-02-27
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2017-11-06
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  12. 2017-10-25
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  13. 2016-05-19
    🏢
    Company incorporated
    As ASSURED FINANCIAL PLANNING LIMITED
  14. 2016-05-19
    ➕
    HIRST, Jamie appointed
    director
  15. 2016-05-19
    ➕
    HIRST, Russell Jeffrey appointed
    director
  16. 2016-05-19
    📄
    change-account-reference-date-company-current-shortened
    accounts · AA01
  17. 2016-05-19
    📄
    incorporation-company
    incorporation · NEWINC

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 age: Director aged approximately 67 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
  • +No director turnover: Company is 10 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

61/100
Strong succession signal

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

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
  • 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%
NameSharesVoting rightsNature of controlNotified
Mr Russell Jeffrey Hirst
Individual · British · DOB 08/1959 · age 67
75–100%
—75-100% shares19/05/2016

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

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.

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Company details

Statusactive
Typeltd
Incorporated2016-05-19
Jurisdictionengland-wales
Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

18 Spencers Holt
Harrogate
HG1 3DL
United Kingdom

Filing status

Accounts
Next due: 2027-12-31
Last made up to: 2026-03-31
Confirmation statement
Next due: 2027-04-24
Last: 2026-04-10

Officers (2 active · 0 resigned)

HIRST, Jamie→
director · ~34y · appointed 2016-05-19
View their other companies + combined net worth →
Active
HIRST, Russell Jeffrey→
director · ~67y · appointed 2016-05-19
View their other companies + combined net worth →
Active

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

Recent filings (24 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-27
accounts-with-accounts-type-micro-entity
accounts · AA
2026-04-24
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-05-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-11
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-05-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-05-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-04-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-05-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-04-12
change-account-reference-date-company-current-shortened
accounts · AA01
2022-02-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-11-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-04-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-12-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-04-10