ALEXANDER'S FINANCIAL PLANNING LIMITED
💤Zombieactive
11914597 · ltd · incorporated 2019-03-29
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
72/100
Strong
What this business does
Primary activity: Life insurance
Sector: Financial & insurance
ALSO REGISTERED FOR
- 65300Pension funding
- 66290Other activities auxiliary to insurance and pension funding
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 72/100 (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: high (80/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Company profile
address, 3 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
2 officers (1 active, 2 linked, 2 with DOB)
90
Ownership & PSC
0 active PSC(s) of 6 total, 6 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
28 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
72/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Average employees | 0 | — |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2025-07-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-07-28📄notification-of-a-person-with-significant-control-statementpersons-with-significant-control · PSC08
- 2025-07-28📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-07-28📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-07-28📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-07-28📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-07-28📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2025-07-28📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-11-18📄capital-allotment-sharescapital · SH01
- 2024-07-18📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-04-03📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-04-03📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-04-03📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-04-03📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-04-03📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-04-03📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-03-31➖ALEXANDER, David resigneddirector
- 2023-11-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-12-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-11-23📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-03-29🏢Company incorporatedAs ALEXANDER'S FINANCIAL PLANNING LIMITED
- 2019-03-29➕PENLINGTON, Wayne Thomas appointeddirector
- 2019-03-29➕ALEXANDER, David appointeddirector
Owner dependency
75/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Sole director: Only one active director — all governance concentrated on one person.
Succession & seller-readiness
45/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
🔒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 · DE postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 87KJ CAPITAL LIMITED→ 14781673 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| ADELARD SOLUTIONS LIMITED→ 16327111 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ADM INVESTMENT GROUP LTD→ 12590796 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| AFFLUENCE FINANCIAL MANAGEMENT SERVICES LIMITED→ 14045398 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| AGADIR LIMITED→ 08495245 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| AHP INVESTMENTS LIMITED→ 13471459 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| AJC CONSULTANTS LIMITED→ 05499872 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
| ALFRETON INSURANCE SERVICES LIMITED→ 02220205 · est 1988 · no financials extracted | — | — | — | — | 38y | — | — |
| ALISON GREGORY WEALTH MANAGEMENT LIMITED→ 09088812 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| ALPINE ACCIDENT CLAIMS LIMITED→ 05120517 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| ALSTOM UK PENSION TRUSTEE LIMITED→ 09051042 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| ALSTOM UK VP PENSION TRUSTEE LIMITED→ 09051041 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
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 →🔒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
Incorporated2019-03-29
Jurisdictionengland-wales
Primary SIC65110 — Life insurance
Registered office
12 Granary Wharf Business Park
Wetmore Road
Burton-On-Trent
Staffordshire
DE14 1DU
England
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-08-01
Last: 2025-07-18
Officers (1 active · 1 resigned)
PENLINGTON, Wayne Thomas→
Activedirector · ~56y · appointed 2019-03-29
View their other companies + combined net worth →
ALEXANDER, David→
Resigneddirector · ~69y · appointed 2019-03-29 · resigned 2024-03-31
Click a director name to see their full track record across all companies.
Recent filings (28 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-07-29
notification-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC08
2025-07-28
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-07-28
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-07-28
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-07-28
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-07-28
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-07-28
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-07-28
confirmation-statement-with-updates
confirmation-statement · CS01
2025-07-28
capital-allotment-shares
capital · SH01
2024-11-18
confirmation-statement-with-updates
confirmation-statement · CS01
2024-07-18
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-07-18
accounts-with-accounts-type-dormant
accounts · AA
2024-04-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-03
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-04-03