ABODE FINANCIAL PLANNING LIMITED
🌿Early-stageactive
14152463 · ltd · incorporated 2022-06-06
Investment thesis
Growth-phase business — story-led; valuation sensitive to momentum.
Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.
Why risky: Price often leads fundamentals; dependency on founder often high.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Jun 2025
Net worth
—
book net assets
Opportunity
71/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
ALSO REGISTERED FOR
- 70221Financial management
Investor take
PursueStrong opportunity: active trading company with strong profile and acceptable with review structure.
Opportunity 71/100 (strong), bankability 70/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).
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, 2 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 (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
20 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
60
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 · accounting standard unknown| Metric | 2025-06-30 | 2024-06-30 |
|---|---|---|
| Total assets | — | £41.6k |
| Cash | — | £88.5k |
| Net assets | — | £41.6k |
| Average employees | 300 | — |
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
0
filings
Counts from Companies House filing history.
Corporate timeline (20 events)Click to expand
- 2025-07-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-07-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-11-07📄change-person-director-company-with-change-dateofficers · CH01
- 2023-11-07📄change-person-director-company-with-change-dateofficers · CH01
- 2023-11-07📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-11-07📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-10-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-10-18✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2023-10-17📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-07-25✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2023-07-17✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2022-06-15📄change-person-director-company-with-change-dateofficers · CH01
- 2022-06-14📄change-person-director-company-with-change-dateofficers · CH01
- 2022-06-14📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-06-14📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-06-14📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2022-06-06🏢Company incorporatedAs ABODE FINANCIAL PLANNING LIMITED
- 2022-06-06➕BODEN, Daniel Philip appointeddirector
- 2022-06-06➕BODEN, Holly Claire Elizabeth appointeddirector
- 2022-06-06📄incorporation-companyincorporation · NEWINC
Owner dependency
66/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
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
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 Daniel Philip Boden Individual · British · DOB 02/1983 · age 43 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 06/06/2022 |
Mrs Holly Claire Elizabeth Boden Individual · British · DOB 12/1985 · age 41 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 06/06/2022 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · GL postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 44 BLACK DIAMONDS LTD→ 12148709 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| 5 CONSULTING (INVESTMENTS) LTD→ 11662740 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| A BLOOM FINANCIAL SERVICES LTD→ 13965260 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| A L MARKEY INVESTMENT CO LTD→ 12743449 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| AB1 INVESTMENTS LTD→ 09463507 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| ABACUS MONEY MANAGEMENT LIMITED→ 06755206 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| ABBEY BUSINESS INTERIORS TRUSTEES LIMITED→ 15242511 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ACCESS UNDERWRITING LIMITED→ 03880990 · est 1999 · no financials extracted | — | — | — | — | 26y | — | — |
| ACORN FINANCE LIMITED→ 04040964 · est 2000 · no financials extracted | — | — | — | — | 25y | — | — |
| ACORN FINANCIAL PLANNING LTD→ 08580073 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| ACORN GROUP PENSION ADMIN LTD→ 08535925 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| ADEPT BUSINESS FINANCE LIMITED→ 15301212 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
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
Incorporated2022-06-06
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
Watermoor Point
Watermoor Road
Cirencester
Gloucestershire
GL7 1LF
England
Filing status
Accounts
Next due: 2027-03-31
Last made up to: 2025-06-30
Confirmation statement
Next due: 2026-06-19
Last: 2025-06-05
Officers (2 active · 0 resigned)
BODEN, Daniel Philip→
Activedirector · ~43y · appointed 2022-06-06
View their other companies + combined net worth →
BODEN, Holly Claire Elizabeth→
Activedirector · ~41y · appointed 2022-06-06
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (20 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-07-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-07-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-18
change-person-director-company-with-change-date
officers · CH01
2023-11-07
change-person-director-company-with-change-date
officers · CH01
2023-11-07
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-11-07
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-11-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-10-20
certificate-change-of-name-company
change-of-name · CERTNM
2023-10-18
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-10-17
certificate-change-of-name-company
change-of-name · CERTNM
2023-07-25
certificate-change-of-name-company
change-of-name · CERTNM
2023-07-17
confirmation-statement-with-updates
confirmation-statement · CS01
2023-06-06
change-person-director-company-with-change-date
officers · CH01
2022-06-15