ANDERTON FINANCIAL PLANNING LTD
Opportunity 74/100 (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 (79/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Key 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 | 2025-06-30 | 2024-06-30 |
|---|---|---|
| Average employees | 200 | 200 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
2 signals 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
- • 2 change-of-name
- • 2 change-of-name
- • 2 change-of-name
- • 1 confirmation-statement
- • 1 accounts
Corporate timeline (20 events)Click to expand
- 2026-05-18✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2026-04-30✏️change-of-name-noticechange-of-name · CONNOT
- 2026-01-08📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-12-23📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-11-04📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-10-31➖MULLIGAN, Stuart Christopher resigneddirector
- 2024-11-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-03-07📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-10-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-07-07📄change-person-director-company-with-change-dateofficers · CH01
- 2022-07-07📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-07-07📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-02-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-02-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-10-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-01-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-06-28🏢Company incorporatedAs ANDERTON FINANCIAL PLANNING LTD
- 2017-06-28➕ANDERTON, Simon appointeddirector
- 2017-06-28➕MULLIGAN, Stuart Christopher appointeddirector
- 2017-06-28📄incorporation-companyincorporation · NEWINC
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder name in company name: Company name contains director surname "ANDERTON" — strong identity link between founder and business.
- +Senior director age: Director aged approximately 59 — approaching natural succession window.
Succession & seller-readiness
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- secondaryFounder aged 58+: Senior director is approximately 59. Early succession window.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
1 med ·Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.
Evidence: 2026-05-18: certificate-change-of-name-company; 2026-04-30: change-of-name-notice
Shareholders & ownership
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Simon Anderton Individual · British · DOB 05/1967 · age 59 | — | — | sig. influencesignificant influence | 28/06/2017 |
1 historic (ceased) PSC
- Mr Stuart Christopher Mulliganceased 24/11/2025· significant influence
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
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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 →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.