ELLIS DAVIES FINANCIAL PLANNING LIMITED

🏛️Establishedactive
10550096 · ltd · incorporated 2017-01-06
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.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2026
Net worth
—
book net assets
Opportunity
72/100
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 72/100 (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: 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
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
27 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
72/100Strong
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
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 employees1000800

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
1
filing
  • • 1 accounts
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
  1. 2026-06-04
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-05-13
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-05-14
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2023-05-04
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2023-01-03
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  6. 2022-08-18
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  7. 2022-05-18
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2021-12-06
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  9. 2021-08-16
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2020-10-19
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2019-06-26
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2018-09-27
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2018-09-25
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  14. 2017-08-17
    📄
    memorandum-articles
    incorporation · MA
  15. 2017-08-17
    📄
    resolution
    resolution · RESOLUTIONS
  16. 2017-05-30
    📄
    change-account-reference-date-company-current-extended
    accounts · AA01
  17. 2017-01-06
    🏢
    Company incorporated
    As ELLIS DAVIES FINANCIAL PLANNING LIMITED
  18. 2017-01-06
    ➕
    DAVIES, Nicholas Adam appointed
    director
  19. 2017-01-06
    ➕
    ELLIS, Richard David appointed
    director

Owner dependency

78/100
High — earn-out structure required

Material 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.
  • +Founder name in company name: Company name contains director surname "DAVIES" — strong identity link between founder and business.
  • +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 signal

Limited 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

clean
No 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
NameSharesVoting rightsNature of controlNotified
Mr Richard David Ellis
Individual · British · DOB 12/1978 · age 48
25–50%
—25-50% shares06/01/2017
Mr Nicholas Adam Davies
Individual · British · DOB 10/1980 · age 46
25–50%
—25-50% shares06/01/2017

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

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
Incorporated2017-01-06
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

91-93 Alma Road Clifton
Bristol
BS8 2DP
England

Filing status

Accounts
Next due: 2027-12-31
Last made up to: 2026-03-31
Confirmation statement
Next due: 2027-01-19
Last: 2026-01-05

Officers (2 active · 0 resigned)

DAVIES, Nicholas Adam→
director · ~46y · appointed 2017-01-06
View their other companies + combined net worth →
Active
ELLIS, Richard David→
director · ~48y · appointed 2017-01-06
View their other companies + combined net worth →
Active

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

Recent filings (27 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-06-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-09
accounts-with-accounts-type-micro-entity
accounts · AA
2025-05-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-07
accounts-with-accounts-type-micro-entity
accounts · AA
2024-05-14
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-10
accounts-with-accounts-type-micro-entity
accounts · AA
2023-05-04
confirmation-statement-with-updates
confirmation-statement · CS01
2023-01-11
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-01-03
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-08-18
accounts-with-accounts-type-micro-entity
accounts · AA
2022-05-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-01-05
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2021-12-06
accounts-with-accounts-type-micro-entity
accounts · AA
2021-08-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-01-08