BOURNEGROVE FINANCIAL PLANNING LIMITED

🏛️Establishedactive

10688936 · ltd · incorporated 2017-03-24

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 2025

Net worth

—

book net assets

Opportunity

71/100

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 71/100 (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: 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

2 officers (2 active, 2 linked, 2 with DOB)

Ownership & PSC

2 active PSC(s) of 2 total, 2 with control declared

Director network

Network not yet resolved

Filing history

18 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

71/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Adequate — check latest filings for context.

Acquirability

Some acquirability indicators.

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 · IFRS

Metric	2025-03-31	2024-03-31
Average employees	200	200

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 (12 events)Click to expand

2025-07-07
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-08-06
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-07-11
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2022-07-28
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2021-05-26
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2020-05-21
📄
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2019-04-29
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2018-07-27
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2017-03-24
🏢
Company incorporated
As BOURNEGROVE FINANCIAL PLANNING LIMITED
2017-03-24
➕
BOURNE, Georgina Margaret appointed
director
2017-03-24
➕
BOURNE, Stuart Paul appointed
director
2017-03-24
📄
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 name in company name: Company name contains director surname "BOURNE" — strong identity link between founder and business.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
+No director turnover: Company is 9 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

Name	Shares	Voting rights	Nature of control	Notified
Mrs Georgina Margaret Bourne Individual · British · DOB 11/1980 · age 46	—	—	sig. influencesignificant influence	24/03/2017
Mr Stuart Paul Bourne Individual · British · DOB 07/1979 · age 47	—	—	sig. influencesignificant influence	24/03/2017

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

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CABOT PLASTICS LIMITED→ 01329233 · est 1977 · no financials extracted	—	—	—	—	48y	—	—
CADENA INVESTMENTS LIMITED→ 15961906 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
CAMBRICA WEALTH MANAGEMENT LIMITED→ 16379009 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
CAMERON CONSULTING LIMITED→ 08823042 · est 2013 · no financials extracted	—	—	—	—	12y	—	—
CAMPBELL MORTGAGE SERVICES LTD→ 14705854 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
CANDLESTON FINANCIAL SERVICES LIMITED→ 05172411 · est 2004 · no financials extracted	—	—	—	—	21y	—	—
CANDY MONKEYS LTD→ 08026145 · est 2012 · no financials extracted	—	—	—	—	14y	—	—
CANNA SCIENTIFIC LTD→ 13030964 · est 2020 · no financials extracted	—	—	—	—	5y	—	—

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.

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Company details

Statusactive

Typeltd

Incorporated2017-03-24

Jurisdictionwales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

36 Alfreda Road Whitchurch

Cardiff

CF14 2EH

Wales

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2027-04-20

Last: 2026-04-06

Officers (2 active · 0 resigned)

BOURNE, Georgina Margaret→

director · ~46y · appointed 2017-03-24

View their other companies + combined net worth →

Active

BOURNE, Stuart Paul→

director · ~47y · appointed 2017-03-24

View their other companies + combined net worth →

Active

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