BOAG DOLMAN FINANCIAL PLANNING LTD
🌱Startupactive
16190567 · ltd · incorporated 2025-01-17
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
—
not disclosed
Net worth
—
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: active trading company with strong profile and acceptable with review structure.
Opportunity 71/100 (strong), bankability 65/100. 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 (57/100)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
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
11 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.
Recent activity
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
2
filings
- • 1 confirmation-statement
- • 1 officers
Counts from Companies House filing history.
Corporate timeline (15 events)Click to expand
- 2026-02-11📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-11-24📄resolutionresolution · RESOLUTIONS
- 2025-11-24📄memorandum-articlesincorporation · MA
- 2025-11-20📄capital-name-of-class-of-sharescapital · SH08
- 2025-11-20📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-11-20📄capital-allotment-sharescapital · SH01
- 2025-11-19➖BOAG, Ian Charles resigneddirector
- 2025-10-10📄change-person-director-company-with-change-dateofficers · CH01
- 2025-10-10📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2025-02-07📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-01-17🏢Company incorporatedAs BOAG DOLMAN FINANCIAL PLANNING LTD
- 2025-01-17➕BOAG, Robert Edward appointeddirector
- 2025-01-17➕DOLMAN, David James appointeddirector
- 2025-01-17➕BOAG, Ian Charles appointeddirector
- 2025-01-17📄incorporation-companyincorporation · NEWINC
Owner dependency
78/100
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.
- +Founder name in company name: Company name contains director surname "BOAG" — strong identity link between founder and business.
- +Young company: Only 1.4 years old — management layer unlikely to be developed.
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.)
Group structure
2 corporate shareholders identified. Group structure is distributed.
🏛️significant stake
Boag Holdings Ltd
Corporate parent · holds 25-50% shares · board control
🏛️significant stake
Dolman Investments Ltd
Corporate parent · holds 25-50% shares · board control
⬇
BOAG DOLMAN FINANCIAL PLANNING LTD
This company · 16190567
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Boag Holdings Ltd Corporate entity | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 17/01/2025 |
Dolman Investments Ltd Corporate entity | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 17/01/2025 |
1 historic (ceased) PSC
- Mr Ian Charles Boagceased 19/11/2025· 25-50% shares · 25-50% voting · board control
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 · LS postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BONDINSURE LIMITED→ 15249956 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| BONDSURE LIMITED→ 15250101 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| BRITOPIA HOLDINGS LIMITED→ 16345148 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| BROOKS RAYNER→ 11133852 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| C F BELL FINANCIAL CONSULTANT LTD→ 06484010 · est 2008 · no financials extracted | — | — | — | — | 18y | — | — |
| C L FINANCE LIMITED→ 01108021 · est 1973 · no financials extracted | — | — | — | — | 53y | — | — |
| CADS INVESTMENTS→ 08854829 · est 2014 · no financials extracted | — | — | — | — | 12y | — | — |
| CARLEX ESTATES,LIMITED→ 00407586 · est 1946 · no financials extracted | — | — | — | — | 80y | — | — |
| CARTER FINANCIAL SOLUTIONS LTD→ 14593575 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| CFP GROUP COMMERCIAL LIMITED→ 15227671 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| CFP GROUP RESIDENTIAL LIMITED→ 11200232 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| CHAMBERS FINANCIAL SOLUTIONS LIMITED→ 12438712 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
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
Incorporated2025-01-17
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified
Registered office
4100 Park Approach
Thorpe Park
Leeds
West Yorkshire
LS15 8GB
England
Filing status
Accounts
Next due: 2026-10-17
Last made up to: —
Confirmation statement
Next due: 2027-01-30
Last: 2026-01-16
Officers (2 active · 1 resigned)
BOAG, Robert Edward→
Activedirector · ~49y · appointed 2025-01-17
View their other companies + combined net worth →
DOLMAN, David James→
Activedirector · ~34y · appointed 2025-01-17
View their other companies + combined net worth →
BOAG, Ian Charles→
Resigneddirector · ~78y · appointed 2025-01-17 · resigned 2025-11-19
Click a director name to see their full track record across all companies.
Recent filings (11 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-03-16
termination-director-company-with-name-termination-date
officers · TM01
2026-02-11
resolution
resolution · RESOLUTIONS
2025-11-24
memorandum-articles
incorporation · MA
2025-11-24
capital-name-of-class-of-shares
capital · SH08
2025-11-20
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-11-20
capital-allotment-shares
capital · SH01
2025-11-20
change-person-director-company-with-change-date
officers · CH01
2025-10-10
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2025-10-10
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-02-07
incorporation-company
incorporation · NEWINC
2025-01-17