CAPITAL PLANNING MORTGAGES LIMITED

💤Zombieactive

10235355 · ltd · incorporated 2016-06-16

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 Feb 2025

Net worth

—

book net assets

Opportunity

78/100

Strong

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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 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 (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

4 officers (1 active, 4 linked, 4 with DOB)

Ownership & PSC

1 active PSC(s) of 3 total, 3 with control declared

Director network

Network not yet resolved

Filing history

32 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

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	2025-02-28	2024-02-28

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

filings

Last 90 days

filings

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (23 events)Click to expand

2025-11-19
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2024-11-06
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2023-11-24
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2022-11-16
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2021-11-30
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2021-04-14
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2021-04-14
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2021-04-14
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-04-14
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-04-14
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-04-06
➕
COLLINS, Anthony Royston appointed
director
2021-04-06
➖
MILLS, Raymond Derek resigned
director
2021-04-06
➖
PASK, Martyn resigned
director
2021-03-10
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2021-02-24
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2019-11-28
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2018-11-29
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2017-11-29
📄
accounts-with-accounts-type-dormant
accounts · AA
2016-07-12
➕
MILLS, Raymond Derek appointed
director
2016-07-12
➕
PASK, Martyn appointed
director
2016-06-16
🏢
Company incorporated
As CAPITAL PLANNING MORTGAGES LIMITED
2016-06-16
➕
DAVIS, Andrew Simon appointed
director
2016-06-16
➖
DAVIS, Andrew Simon resigned
director

Owner dependency

83/100

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.
+Senior director age: Director aged approximately 60 — approaching natural succession window.

Succession & seller-readiness

55/100

Strong succession signal

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

SIGNALS

secondaryFounder aged 58+: Senior director is approximately 60. Early succession window.
primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.

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

Name	Shares	Voting rights	Nature of control	Notified
Mr Anthony Royston Collins Individual · British · DOB 11/1966 · age 60	25–50%	—	25-50% shares	16/06/2016

2 historic (ceased) PSCs

Mr Martyn Paskceased 06/04/2021· 25-50% shares
Mr Raymond Derek Millsceased 06/04/2021· 25-50% shares

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

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BULMER HOUSE ADVISORY LTD→ 10309223 · est 2016 · no financials extracted	—	—	—	—	9y	—	—
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C A FINANCIAL SERVICES LTD→ 10149085 · est 2016 · no financials extracted	—	—	—	—	9y	—	—
CAMPBELL MUNRO INVESTMENT MANAGEMENT LTD→ 09260106 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
CAPITAL CONNECTION LIMITED→ 04094829 · est 2000 · no financials extracted	—	—	—	—	25y	—	—
CAPITAL PLANNING PARTNERS (HOLDINGS) LTD→ 16087845 · est 2024 · no financials extracted	—	—	—	—	1y	—	—

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

Incorporated2016-06-16

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Winterton House

High Street

Westerham

TN16 1AQ

England

Filing status

Accounts

Next due: 2026-11-30

Last made up to: 2025-02-28

Confirmation statement

Next due: 2027-04-28

Last: 2026-04-14

Officers (1 active · 3 resigned)

COLLINS, Anthony Royston→

director · ~60y · appointed 2021-04-06

View their other companies + combined net worth →

Active

DAVIS, Andrew Simon→

director · ~63y · appointed 2016-06-16 · resigned 2016-06-16

Resigned

MILLS, Raymond Derek→

director · ~83y · appointed 2016-07-12 · resigned 2021-04-06

Resigned

PASK, Martyn→

director · ~63y · appointed 2016-07-12 · resigned 2021-04-06

Resigned

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