BLUESKY FINANCIAL PLANNERS LIMITED
🏛️Establishedactive
11936113 · ltd · incorporated 2019-04-09
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.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 3.9y old — refinance window within 12 months
🔒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: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 72/100 (strong), bankability 80/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).
🏦
Refinance opportunity
1 live charge · oldest 3.9y
75/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Charge age ~3.9 years — mid-life; refi window approaching.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: high (80/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
4 officers (2 active, 4 linked, 4 with DOB)
90
Ownership & PSC
1 active PSC(s) of 4 total, 4 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
43 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
50
Some acquirability indicators.
Risk profile
82
Few red flags.
Signal strength
100
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 · accounting standard unknown| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | — | £507.2k |
| Current assets | — | £678.2k |
| Cash | — | £561.3k |
| Debtors | — | £117.0k |
| Net assets | — | £507.2k |
| Average employees | 1500 | — |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
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
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (29 events)Click to expand
- 2025-11-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-11-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-10-31📄change-person-director-company-with-change-dateofficers · CH01
- 2024-10-30📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2024-10-30📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-10-30📄change-person-director-company-with-change-dateofficers · CH01
- 2024-09-16📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-12-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-04-12📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-04-12📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2023-04-03📄memorandum-articlesincorporation · MA
- 2023-04-03📄resolutionresolution · RESOLUTIONS
- 2022-12-01📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-10-28📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2022-10-27📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2022-10-24📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-09-05📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2022-09-02📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-09-02📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-09-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2022-09-01➕JACKSON, Jeremy appointeddirector
- 2022-09-01➖PENSTON, Elizabeth Anne resigneddirector
- 2022-09-01➖PENSTON, Mark John resigneddirector
- 2022-09-01📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2022-08-31🔒Charge registered #1Lender: Vertus Capital SPV1 Limited
- 2020-10-27➕PENSTON, Elizabeth Anne appointeddirector
- 2019-04-09🏢Company incorporatedAs BLUESKY FINANCIAL PLANNERS LIMITED
- 2019-04-09➕STARLING, Robert Keith appointeddirector
- 2019-04-09➕PENSTON, Mark John appointeddirector
Owner dependency
58/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
Succession & seller-readiness
36/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
SIGNALS
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
1 lowMultiple registered office changes
lowMultiple address changes in a short period can indicate operational instability or admin disorder.
Group structure
Bsky Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Bsky Holdings Limited
Corporate parent · holds 75-100% shares · board control
⬇
BLUESKY FINANCIAL PLANNERS LIMITED
This company · 11936113
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 |
|---|---|---|---|---|
Bsky Holdings Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 01/09/2022 |
3 historic (ceased) PSCs
- Mr Robert Keith Starlingceased 29/03/2023· 25-50% shares · 25-50% voting
- Mr Mark John Penstonceased 01/09/2022· 25-50% shares · 25-50% voting
- Mr Robert Keith Starlingceased 31/08/2022· 25-50% shares · 25-50% voting
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 · RG postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BARNES FAMILY MANAGEMENT LTD→ 12702440 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| BENNETT FINANCIAL SERVICES LIMITED→ 07401330 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
| BESPOKE IFA LTD→ 12169440 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| BEWELL CAPITAL LIMITED→ 14313463 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| BINNING & BINNING LIMITED→ 11536524 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| BLAGRAVE STREET VENTURES LIMITED→ 09250753 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| BLUE CREST PTY LTD→ 07609286 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| BMC UK SUBADVISOR SUPPORT LIMITED→ 10021832 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| BN-EWEKA LIMITED→ 09937012 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| BOHO CLUB LTD→ 09894857 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| BOSSE SYSTEMS LTD→ 16593527 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BOWERS BROKER SERVICES LIMITED→ 16532475 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
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
Incorporated2019-04-09
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
The Barn, Hatch Farm Mill Lane
Sindlesham
Reading
Berkshire
RG41 5DF
United Kingdom
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-10-28
Last: 2025-10-14
Officers (2 active · 2 resigned)
JACKSON, Jeremy→
Activedirector · ~51y · appointed 2022-09-01
View their other companies + combined net worth →
STARLING, Robert Keith→
Activedirector · ~54y · appointed 2019-04-09
View their other companies + combined net worth →
PENSTON, Elizabeth Anne→
Resigneddirector · ~63y · appointed 2020-10-27 · resigned 2022-09-01
PENSTON, Mark John→
Resigneddirector · ~62y · appointed 2019-04-09 · resigned 2022-09-01
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Vertus Capital SPV1 Vertus Capital SPV1 Limited | A registered charge | — | 31/08/2022 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (43 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-11-20
confirmation-statement-with-updates
confirmation-statement · CS01
2025-11-06
confirmation-statement-with-updates
confirmation-statement · CS01
2024-11-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-11-11
change-person-director-company-with-change-date
officers · CH01
2024-10-31
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2024-10-30
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-10-30
change-person-director-company-with-change-date
officers · CH01
2024-10-30
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-09-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-22
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-23
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-04-12
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2023-04-12
memorandum-articles
incorporation · MA
2023-04-03
resolution
resolution · RESOLUTIONS
2023-04-03