EDMONDS FINANCIAL PLANNING LIMITED
Opportunity 60/100 (worth a look), bankability 55/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: File overdue accounts. Clears statutory overdue flag — immediate bankability uplift for refinance conversations. Most likely exit: strategic trade sale (40/100).
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 · FRS 105 (micro)Key financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2024-07-31 | 2023-07-31 |
|---|---|---|
| Total assets | £19.1k | £77.8k |
| Current assets | £40.3k | £100.7k |
| Net assets | £10.4k | £59.1k |
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
Corporate timeline (25 events)Click to expand
- 2025-08-13📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-08-13📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-08-13📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-08-13📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-08-13📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2025-08-05➕RICKARD, Matthew James appointeddirector
- 2025-08-05➖EDMONDS, James Christopher Stewart resigneddirector
- 2025-08-05➖EDMONDS, Rachael Louise Marsland resigneddirector
- 2025-03-26📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-03-20📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-04-05📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-04-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-02-01📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-09-14➕EDMONDS, James Christopher Stewart appointeddirector
- 2020-09-14📄appoint-person-director-company-with-name-dateofficers · AP01
- 2020-09-14📄termination-director-company-with-name-termination-dateofficers · TM01
- 2020-09-01➖EDMONDS, James Christopher Stewart resigneddirector
- 2019-09-16📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-02-19📄resolutionresolution · RESOLUTIONS
- 2019-02-18📄capital-name-of-class-of-sharescapital · SH08
- 2019-02-18📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2018-11-29📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-07-18🏢Company incorporatedAs EDMONDS FINANCIAL PLANNING LIMITED
- 2017-07-18➕EDMONDS, James Christopher Stewart appointeddirector
- 2017-07-18➕EDMONDS, Rachael Louise Marsland 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 · 1 med ·Statutory accounts have not been filed by their due date. Can indicate admin breakdown, cash preservation, or deliberate delay.
Evidence: Next due: 2026-04-30
Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: EDMONDS, James Christopher Stewart resigned 2025-08-05; EDMONDS, Rachael Louise Marsland resigned 2025-08-05
Group structure
Professional Wealth Strategies Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Professional Wealth Strategies Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 05/08/2025 |
1 historic (ceased) PSC
- Mrs Rachael Louise Marsland Edmondsceased 05/08/2025· 75-100% shares · 75-100% voting · board control
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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9 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 · 3 resigned)
Click a director name to see their full track record across all companies.