CLIFTON FINANCIAL PLANNING LIMITED
Opportunity 64/100 (worth a look), bankability 65/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: Confirmation statement overdue. Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal. 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.
Mixed signal. Worth opening the full target workup before deciding to pursue.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredKey financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-08-31 | 2024-08-31 |
|---|---|---|
| Total assets | £200.8k | £199.9k |
| Current assets | £250.1k | £237.5k |
| Cash | £152.7k | £154.9k |
| Debtors | £97.4k | £82.6k |
| Net assets | £181.4k | £174.3k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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
- • 1 accounts
- • 1 accounts
Corporate timeline (22 events)Click to expand
- 2026-04-23📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-05-19📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-06-10📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-06-10📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-05-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-06-05📄resolutionresolution · RESOLUTIONS
- 2023-06-05📄memorandum-articlesincorporation · MA
- 2023-06-05📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2023-06-02📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2023-05-25📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2023-05-25📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2023-05-25📄withdrawal-of-a-person-with-significant-control-statementpersons-with-significant-control · PSC09
- 2023-05-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-05-23📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-05-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-08-18➖MACE, Claire resigneddirector
- 2020-08-18📄termination-director-company-with-name-termination-dateofficers · TM01
- 2020-05-04📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-01-13📄resolutionresolution · RESOLUTIONS
- 2016-08-08🏢Company incorporatedAs CLIFTON FINANCIAL PLANNING LIMITED
- 2016-08-08➕MACE, Matthew appointeddirector
- 2016-08-08➕MACE, Claire appointeddirector
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Sole director: Only one active director — all governance concentrated on one person.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
1 high ·Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.
Evidence: Next due: 2026-06-11
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Matthew Mace Individual · British · DOB 06/1971 · age 55 | 75–100% | 75–100% | 75-100% shares · 75-100% voting | 08/10/2016 |
1 historic (ceased) PSC
- Mrs Claire Maceceased 28/05/2024· 25-50% shares · 25-50% voting
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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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 →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
Registered office
Filing status
Officers (1 active · 1 resigned)
Click a director name to see their full track record across all companies.