ATKINSON FINANCIAL PLANNING LIMITED
💤Zombieactive
12601280 · ltd · incorporated 2020-05-14
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 May 2025
Net worth
—
book net assets
Opportunity
71/100
Strong
What this business does
Primary activity: Financial management
Sector: Professional, scientific & technical
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 71/100 (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: share sale to pe / searcher (58/100).
Data confidence
Overall: medium (76/100)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 (2 active, 3 linked, 2 with DOB)
83
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
33 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
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 | 2025-05-31 | 2024-05-31 |
|---|---|---|
| Total assets | — | £45.5k |
| Cash | — | £51.5k |
| Net assets | — | £43.0k |
| Average employees | 100 | — |
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
0
filings
Last 180 days
2
filings
- • 1 confirmation-statement
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (25 events)Click to expand
- 2026-01-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-05-19➕ATKINSON, Rachael Linda appointedsecretary
- 2025-05-19📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2025-01-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-01-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-02-27➖ATKINSON, Rachael Linda resigneddirector
- 2023-02-27📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-01-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-10-14📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-12-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-06-20📄capital-name-of-class-of-sharescapital · SH08
- 2021-06-09📄capital-alter-shares-consolidationcapital · SH02
- 2021-06-09📄resolutionresolution · RESOLUTIONS
- 2021-06-09📄resolutionresolution · RESOLUTIONS
- 2021-06-09📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2021-06-09📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2021-06-08📄memorandum-articlesincorporation · MA
- 2021-06-08📄resolutionresolution · RESOLUTIONS
- 2021-06-08📄resolutionresolution · RESOLUTIONS
- 2021-06-08📄memorandum-articlesincorporation · MA
- 2021-06-08📄capital-alter-shares-consolidationcapital · SH02
- 2021-06-08📄resolutionresolution · RESOLUTIONS
- 2020-05-14🏢Company incorporatedAs ATKINSON FINANCIAL PLANNING LIMITED
- 2020-05-14➕ATKINSON, Michael Leslie appointeddirector
- 2020-05-14➕ATKINSON, Rachael Linda appointeddirector
Owner dependency
90/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder name in company name: Company name contains director surname "ATKINSON" — strong identity link between founder and business.
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.)
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Michael Leslie Atkinson Individual · British · DOB 11/1980 · age 46 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 14/05/2020 |
Mrs Rachael Linda Atkinson Individual · British · DOB 10/1983 · age 43 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 14/05/2020 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Professional services · OL postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A S JENKINSON FINANCIAL CONSULTANTS LIMITED→ 10191873 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ANTROBUS LOGISTICS CONSULTANCY LTD→ 08911370 · est 2014 · no financials extracted | — | — | — | — | 12y | — | — |
| ARWAIN SOLUTIONS LTD→ 16577681 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ASIAN CULTURAL RHYTHMS STUDIO LTD→ 16012105 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ATHENA BI LTD→ 08737020 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| ATOM ACCOUNTANCY SERVICES LIMITED→ 07901976 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| ATS ACCOUNTANTS LTD→ 09043843 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| AUDITR LIMITED→ 07336069 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
| AUSTIN & BONES LAW LTD→ 16733993 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AV NEXT GEN LTD→ 12406450 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| AVERMONT & CO LTD→ 17045750 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| AVERYWELL LIMITED→ 14573770 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
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
Incorporated2020-05-14
Jurisdictionengland-wales
Primary SIC70221 — Financial management
Registered office
Tyrone House
Tyrone Drive
Rochdale
Lancashire
OL11 4BE
England
Filing status
Accounts
Next due: 2027-02-28
Last made up to: 2025-05-31
Confirmation statement
Next due: 2027-04-12
Last: 2026-03-29
Officers (2 active · 1 resigned)
ATKINSON, Rachael Linda→
Activesecretary · appointed 2025-05-19
View their other companies + combined net worth →
ATKINSON, Michael Leslie→
Activedirector · ~46y · appointed 2020-05-14
View their other companies + combined net worth →
ATKINSON, Rachael Linda→
Resigneddirector · ~43y · appointed 2020-05-14 · resigned 2023-02-27
Click a director name to see their full track record across all companies.
Recent filings (33 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-04-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-01-31
appoint-person-secretary-company-with-name-date
officers · AP03
2025-05-19
confirmation-statement-with-updates
confirmation-statement · CS01
2025-04-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-01-27
confirmation-statement-with-updates
confirmation-statement · CS01
2024-04-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-01-15
confirmation-statement-with-updates
confirmation-statement · CS01
2023-04-12
termination-director-company-with-name-termination-date
officers · TM01
2023-02-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-01-30
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-10-14
confirmation-statement-with-updates
confirmation-statement · CS01
2022-04-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-02
capital-name-of-class-of-shares
capital · SH08
2021-06-20
capital-alter-shares-consolidation
capital · SH02
2021-06-09