CFS WEALTH PLANNING LIMITED
🏛️Establishedactive
11999497 · ltd · incorporated 2019-05-16
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 Aug 2025
Net worth
£634.8k
book net assets
Opportunity
71/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle 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 (78/100)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
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
3 officers (3 active, 3 linked, 3 with DOB)
90
Ownership & PSC
3 active PSC(s) of 3 total, 3 with control declared
90
Director network
Network not yet resolved
30
Filing history
17 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.
Signals from accounts
Derived from iXBRL accounts · FRS 102Positive net assets
Net assets £634,826
Cash YoY
+60%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£88k
↑ 60% YoY
Net Worth
£635k
↑ 43% YoY
Current Assets
£1.9m
↑ 928% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-08-31 | 2024-08-31 |
|---|---|---|
| Total assets | £2.39M | £2.72M |
| Current assets | £1.87M | £182.1k |
| Cash | £87.5k | £54.8k |
| Debtors | £146.4k | £127.3k |
| Net assets | £634.8k | £445.2k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
3 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
2
filings
- • 1 confirmation-statement
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (14 events)Click to expand
- 2026-02-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-02-12📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-11-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-12-01📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-01-04📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-12-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-07-02📄change-account-reference-date-company-current-extendedaccounts · AA01
- 2019-10-24📄capital-allotment-sharescapital · SH01
- 2019-10-08📄resolutionresolution · RESOLUTIONS
- 2019-05-16🏢Company incorporatedAs CFS WEALTH PLANNING LIMITED
- 2019-05-16➕BLACKWELL, Marc Lindsay Colin appointeddirector
- 2019-05-16➕BOVE, Joshua Nicholas appointeddirector
- 2019-05-16➕BRAND, Roy appointeddirector
- 2019-05-16📄incorporation-companyincorporation · NEWINC
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.)
Shareholders & ownership
3 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Roy Brand Individual · British · DOB 01/1970 · age 56 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 16/05/2019 |
Mr Joshua Nicholas Bove Individual · British · DOB 06/1990 · age 36 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 16/05/2019 |
Mr Marc Lindsay Colin Blackwell Individual · British · DOB 10/1969 · age 57 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 16/05/2019 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
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|---|---|---|---|---|---|---|---|
| BEDFORD MORTGAGE AND FINANCE LIMITED→ 16654251 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BLUE STRIPE SAUCER LTD→ 12671942 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| BOOSST FINANCIAL LIMITED→ 10831070 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| BUNTYFERRET INVESTMENTS LIMITED→ 11861564 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| BUSINESS FUNDING SOLUTIONS LIMITED→ 14741733 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| C & M MCCLORY & CO LIMITED→ 11691278 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| CAPEX INVESTMENT UK LIMITED→ 12067621 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CAPITAL PRIVATE FINANCE LIMITED→ 07552028 · est 2011 · no financials extracted | — | — | — | — | 15y | — | — |
| CCJ MORTGAGE EXPERT LIMITED→ 11227625 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| CEDAR CREST GROUP LIMITED→ 12851894 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| CHARLESTON FINANCIAL SERVICES LIMITED→ 07038315 · est 2009 · no financials extracted | — | — | — | — | 16y | — | — |
| CHARLY AKAFFOU LIMITED→ 09954434 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
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
Incorporated2019-05-16
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
15-17 Osborns Court
Olney
Buckinghamshire
MK46 4LA
United Kingdom
Filing status
Accounts
Next due: 2027-05-31
Last made up to: 2025-08-31
Confirmation statement
Next due: 2027-04-30
Last: 2026-04-16
Officers (3 active · 0 resigned)
BLACKWELL, Marc Lindsay Colin→
Activedirector · ~57y · appointed 2019-05-16
View their other companies + combined net worth →
BOVE, Joshua Nicholas→
Activedirector · ~36y · appointed 2019-05-16
View their other companies + combined net worth →
Active
Click a director name to see their full track record across all companies.
Recent filings (17 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-02-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-02-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-29
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-19
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-05-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-01-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-05-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-12-21
change-account-reference-date-company-current-extended
accounts · AA01
2020-07-02
confirmation-statement-with-updates
confirmation-statement · CS01
2020-05-22
capital-allotment-shares
capital · SH01
2019-10-24