LILYPAD FINANCIAL PLANNING LTD
🏛️Establishedactive
11579535 · ltd · incorporated 2018-09-20
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
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 71/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (75/100)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
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
Confirmed no charges registered
85
Directors & officers
4 officers (3 active, 4 linked, 3 with DOB)
85
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
19 connected companies via shared directors
90
Filing history
27 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
71/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Key financials
1 year extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-03-31 |
|---|---|
| Average employees | 1 |
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
9
filings
- • 4 officers
- • 2 persons-with-significant-control
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (24 events)Click to expand
- 2026-04-23📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2026-03-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-02-27📄appoint-corporate-director-company-with-name-dateofficers · AP02
- 2026-02-27📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-02-27📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-02-27📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2026-02-27📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2026-02-27📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2026-02-18➕BELL, Matthew appointeddirector
- 2026-02-18➕WINTERS, Lisa appointeddirector
- 2026-02-18➕FAIRSTONE GROUP LIMITED appointedcorporate-director
- 2026-02-18➖PINCHES, James resigneddirector
- 2025-11-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-12-17📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-05-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-03-13📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2023-03-13📄capital-name-of-class-of-sharescapital · SH08
- 2022-12-12📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-02-05📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-03-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-02-11📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2018-09-20🏢Company incorporatedAs LILYPAD FINANCIAL PLANNING LTD
- 2018-09-20➕PINCHES, James appointeddirector
Owner dependency
50/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
Succession & seller-readiness
30/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Group structure
Prosperity Wealth Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Prosperity Wealth Limited
Corporate parent · holds 75-100% shares · board control
⬇
LILYPAD FINANCIAL PLANNING LTD
This company · 11579535
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 |
|---|---|---|---|---|
Prosperity Wealth Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 18/02/2026 |
1 historic (ceased) PSC
- Mr James Pinchesceased 18/02/2026· 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.
🔒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 →Similar companies
Active · Financial services · SR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| RIVERSTONE WEALTH MANAGEMENT LIMITED→ 06952567 · est 2009 | £565.3k £411.1k–£719.4k | — | — | 400 | 17y | 81 | 65y |
| J.E. LAIDLER (NORTH EAST) LIMITED→ 01102705 · est 1973 · no financials extracted | — | — | — | — | 53y | 82 | 87y |
| KINGSLAND WEALTH MANAGEMENT LIMITED→ 04414865 · est 2002 | — | — | — | 2000 | 24y | 81 | 70y |
| ORACLE FINANCIAL PLANNING LIMITED→ 06753174 · est 2008 | — | — | £108.9k | — | 17y | 81 | 65y |
| ADVANCED IFA LTD→ 05080099 · est 2004 | — | — | £0 | — | 22y | 80 | 58y |
| ADVICE AND SOLUTIONS LIMITED→ 05287908 · est 2004 | — | — | £29.7k | — | 21y | 80 | 67y |
| ALLEN TOMAS & CO FINANCIAL MANAGEMENT LTD.→ 08864562 · est 2014 | — | — | £93.6k | — | 12y | 80 | 58y |
| BROWN & SUTHERLAND ASSOCIATES LIMITED→ 05663340 · est 2005 | — | — | — | — | 20y | 80 | 67y |
| COMPLIANCE CONSULTANTS (KENT AND ESSEX) LIMITED→ 06053915 · est 2007 | — | — | £1 | — | 19y | 80 | 78y |
| JACKSON POTTER LTD→ 04414459 · est 2002 | — | — | £136.2k | — | 24y | 80 | 66y |
| FINANCE MY WILL LTD→ 16437365 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| M.S.N SECURE SERVICES LTD→ 15357514 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
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
Incorporated2018-09-20
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
8 Camberwell Way
Doxford International Business Park
Sunderland
SR3 3XN
United Kingdom
Filing status
Accounts
Next due: 2026-11-18
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-04-14
Last: 2026-03-31
Officers (3 active · 1 resigned)
BELL, Matthew→
Activedirector · ~50y · appointed 2026-02-18
View their other companies + combined net worth →
WINTERS, Lisa→
Activedirector · ~44y · appointed 2026-02-18
View their other companies + combined net worth →
FAIRSTONE GROUP LIMITED→
Activecorporate-director · appointed 2026-02-18
View their other companies + combined net worth →
PINCHES, James→
Resigneddirector · ~40y · appointed 2018-09-20 · resigned 2026-02-18
Click a director name to see their full track record across all companies.
Recent filings (27 total)
change-account-reference-date-company-previous-shortened
accounts · AA01
2026-04-23
confirmation-statement-with-updates
confirmation-statement · CS01
2026-04-09
termination-director-company-with-name-termination-date
officers · TM01
2026-03-02
appoint-corporate-director-company-with-name-date
officers · AP02
2026-02-27
appoint-person-director-company-with-name-date
officers · AP01
2026-02-27
appoint-person-director-company-with-name-date
officers · AP01
2026-02-27
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-02-27
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2026-02-27
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-02-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-11-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-05-22
confirmation-statement-with-updates
confirmation-statement · CS01
2023-03-31