ALL SORTED FINANCIAL PLANNING LIMITED
🏛️Establishedactive
10459785 · ltd · incorporated 2016-11-02
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 6.7y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Nov 2024
Net worth
£15.4k
book net assets
Opportunity
74/100
Strong
What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
Opportunity 74/100 (strong), bankability 85/100. 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).
🏦
Refinance opportunity
1 live charge · oldest 6.7y
85/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 6.7 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
2 officers (2 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
35 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
74/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 105 (micro)Positive net assets
Net assets £15,419
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£15k
↑ 1.2% YoY
Current Assets
£86k
↓ 35% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2024-11-30 | 2023-11-30 |
|---|---|---|
| Total assets | £26.1k | £34.3k |
| Current assets | £85.9k | £131.8k |
| Net assets | £15.4k | £15.2k |
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
0
filings
Last 180 days
2
filings
- • 1 persons-with-significant-control
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2025-12-03📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-08-27📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-07-23📄change-person-director-company-with-change-dateofficers · CH01
- 2025-07-23📄change-person-director-company-with-change-dateofficers · CH01
- 2025-07-23📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-03-13📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-09-18📄change-person-director-company-with-change-dateofficers · CH01
- 2023-08-25📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-02-28📄mortgage-satisfy-charge-fullmortgage · MR04
- 2023-02-28🔓Charge satisfied #1
- 2022-10-20📄change-person-director-company-with-change-dateofficers · CH01
- 2022-10-20📄change-person-director-company-with-change-dateofficers · CH01
- 2022-10-20📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-08-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-04-13📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-11-09📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2020-11-09📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2020-11-09📄withdrawal-of-a-person-with-significant-control-statementpersons-with-significant-control · PSC09
- 2020-07-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-09-02🔒Charge registered #1Lender: Hsbc UK Bank PLC
- 2016-11-02🏢Company incorporatedAs ALL SORTED FINANCIAL PLANNING LIMITED
- 2016-11-02➕CHALLIS, Danielle Jade appointeddirector
- 2016-11-02➕WALKER, Philip Aaron appointeddirector
Owner dependency
63/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +No director turnover: Company is 10 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
36/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
SIGNALS
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
cleanNo 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| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Philip Aaron Walker Individual · British · DOB 08/1985 · age 41 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 29/10/2020 |
Miss Danielle Jade Challis Individual · British · DOB 12/1990 · age 36 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 29/10/2020 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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|---|---|---|---|---|---|---|---|
| 3ONE6 SOLUTIONS LIMITED→ 07273000 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
| 3WAY FINANCE COMPANY LIMITED→ 04961596 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| A O'CONNELL & CO FINANCIAL SERVICES LIMITED→ 10351688 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ABBA247 PROPERTIES LTD→ 14474730 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ABHI HOLDINGS LIMITED→ 14941226 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ABSTRADE LTD→ 13455337 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ADJUSTING LIMITED→ 11568522 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| AEGIS SECURITY SOLUTIONS NW LTD→ 16955820 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| AFT ASSIST LTD→ 09100361 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| AIM EQUITIES LIMITED→ 16158973 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| AIM LEGAL EXPENSES INSURANCE SERVICES LIMITED→ 03824468 · est 1999 · no financials extracted | — | — | — | — | 26y | — | — |
| ALL SORTED MORTGAGES LIMITED→ 14661742 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
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
Incorporated2016-11-02
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers
Registered office
136 Cambridge Road Churchtown
Southport
Merseyside
PR9 9RZ
England
Filing status
Accounts
Next due: 2026-08-31
Last made up to: 2024-11-30
Confirmation statement
Next due: 2026-11-29
Last: 2025-11-15
Officers (2 active · 0 resigned)
CHALLIS, Danielle Jade→
Activedirector · ~36y · appointed 2016-11-02
View their other companies + combined net worth →
WALKER, Philip Aaron→
Activedirector · ~41y · appointed 2016-11-02
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
0
Outstanding
0
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | HSBC Hsbc UK Bank PLC | A registered charge | 1 property | 02/09/2019 | 28/02/2023 |
Recent filings (35 total)
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-12-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-25
accounts-with-accounts-type-micro-entity
accounts · AA
2025-08-27
change-person-director-company-with-change-date
officers · CH01
2025-07-23
change-person-director-company-with-change-date
officers · CH01
2025-07-23
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-07-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-18
accounts-with-accounts-type-micro-entity
accounts · AA
2024-03-13
confirmation-statement-with-updates
confirmation-statement · CS01
2023-11-15
change-person-director-company-with-change-date
officers · CH01
2023-09-18
accounts-with-accounts-type-micro-entity
accounts · AA
2023-08-25
mortgage-satisfy-charge-full
mortgage · MR04
2023-02-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-21
change-person-director-company-with-change-date
officers · CH01
2022-10-20
change-person-director-company-with-change-date
officers · CH01
2022-10-20