TITAN FINANCIAL PLANNING LIMITED
Opportunity 70/100 (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: strategic trade sale (65/100).
Data confidence
Overall: medium (74/100)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.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredKey financials
1 year extracted from filed iXBRL accountsFinancials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-03-31 |
|---|---|
| Total assets | £12.8k |
| Current assets | £535.5k |
| Cash | £340.3k |
| Debtors | £195.2k |
| Net assets | £12.8k |
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
- • 2 officers
- • 2 officers
- • 1 accounts
Corporate timeline (40 events)Click to expand
- 2026-03-03➕COVENEY, Ken appointeddirector
- 2026-03-03➖HAMILTON, Iain Alexander resigneddirector
- 2026-03-03📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-03-03📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-12-22📄accounts-with-accounts-type-smallaccounts · AA
- 2025-10-22➖KAKAVELAKIS, George resigneddirector
- 2025-10-22📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-07-03➕HAMILTON, Iain Alexander appointeddirector
- 2025-07-03➕KAKAVELAKIS, George appointeddirector
- 2025-07-03➖SHARP, Damian Paul resigneddirector
- 2025-07-03📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-07-03📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-07-03📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-12-23📄accounts-with-accounts-type-smallaccounts · AA
- 2024-11-11📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-11-07➖HECKINGBOTTOM, Peter Richard resigneddirector
- 2024-09-13📄capital-allotment-sharescapital · SH01
- 2024-08-12📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-07-31➖JACOBS, Philip resigneddirector
- 2024-07-17📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2024-07-17📄withdrawal-of-a-person-with-significant-control-statementpersons-with-significant-control · PSC09
- 2024-02-12📄capital-allotment-sharescapital · SH01
- 2024-01-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-01-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-01-05📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-12-22➖FEARON, Andrew Jason resigneddirector
- 2023-12-19➕HECKINGBOTTOM, Peter Richard appointeddirector
- 2023-12-19➕SHARP, Damian Paul appointeddirector
- 2023-12-13📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2023-12-06📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2023-10-31✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2023-09-07📄accounts-with-accounts-type-smallaccounts · AA
- 2022-10-11📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-07-29➖JACOBS, Jean Elizabeth resignedsecretary
- 2022-07-29➕FEARON, Andrew Jason appointeddirector
- 2022-07-29➖JACOBS, Jean Elizabeth resigneddirector
- 2018-07-25🏢Company incorporatedAs TITAN FINANCIAL PLANNING LIMITED
- 2018-07-25➕JACOBS, Jean Elizabeth appointedsecretary
- 2018-07-25➕JACOBS, Jean Elizabeth appointeddirector
- 2018-07-25➕JACOBS, Philip 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 med ·Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: HAMILTON, Iain Alexander resigned 2026-03-03; KAKAVELAKIS, George resigned 2025-10-22; SHARP, Damian Paul resigned 2025-07-03
Group structure
Titan Advisory Holdings 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 |
|---|---|---|---|---|
Titan Advisory Holdings Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 28/03/2024 |
2 historic (ceased) PSCs
- Mr Philip Jacobsceased 29/07/2022· 25-50% shares · 25-50% voting
- Mrs Jean Elizabeth Jacobsceased 29/07/2022· 25-50% shares · 25-50% voting
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.
See pricing →Similar companies
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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 · 8 resigned)
Click a director name to see their full track record across all companies.