ENVISION FINANCIAL PLANNING LTD
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. 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: medium (79/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredKey financials
2 years extracted from filed iXBRL accountsHover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2026-03-31 | 2025-03-31 |
|---|---|---|
| Total assets | — | £122.3k |
| Current assets | £239.4k | £224.9k |
| Net assets | £135.7k | £122.3k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
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
- • 1 accounts
- • 1 accounts
- • 1 accounts
- • 1 persons-with-significant-control
Corporate timeline (19 events)Click to expand
- 2026-05-07📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2026-02-27📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2025-07-02📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-07-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-03-19📄resolutionresolution · RESOLUTIONS
- 2024-03-19📄capital-name-of-class-of-sharescapital · SH08
- 2024-03-07📄second-filing-of-confirmation-statement-with-made-up-dateconfirmation-statement · RP04CS01
- 2024-02-25📄resolutionresolution · RESOLUTIONS
- 2024-02-25📄memorandum-articlesincorporation · MA
- 2023-12-11📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-04-05📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-01-26📄capital-name-of-class-of-sharescapital · SH08
- 2022-11-16📄change-account-reference-date-company-current-shortenedaccounts · AA01
- 2022-09-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2022-08-30➖FONSEKA, Claire Zita resigneddirector
- 2022-07-08🏢Company incorporatedAs ENVISION FINANCIAL PLANNING LTD
- 2022-07-08➕HARVEY, Martin Richard appointeddirector
- 2022-07-08➕FONSEKA, Claire Zita appointeddirector
- 2022-07-08📄incorporation-companyincorporation · NEWINC
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Sole director: Only one active director — all governance concentrated on one person.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
cleanGroup structure
Harvey Holdings Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.
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 |
|---|---|---|---|---|
Harvey Holdings Ltd Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 08/07/2022 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
See pricing →Similar companies
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| FLIGHT MODE INNOVATION LIMITED→ 16765262 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| FRANDILA LIMITED→ 04396177 · est 2002 · no financials extracted | — | — | — | — | 24y | — | — |
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8 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 →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
Registered office
Filing status
Officers (1 active · 1 resigned)
Click a director name to see their full track record across all companies.