TAILORED FINANCIAL SOLUTIONS (NI) LTD

🌳Matureactive
NI618359 · ltd · incorporated 2013-05-13
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
  • · Thesis: well-run, low negotiation leverage
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Nov 2024
Net worth
—
book net assets
Opportunity
73/100
Strong
🔔
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 73/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. 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.

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, 3 with DOB)
90
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
32 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
73/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
70
Active, clean filings, stable charge profile.
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 accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£20£40£60£80£100Nov 2023Nov 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2024-11-302023-11-30
Current assets—£100
Net assets—£100

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

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 (21 events)Click to expand
  1. 2025-08-20
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  2. 2024-08-30
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  3. 2023-08-31
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  4. 2022-08-31
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2020-12-22
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  6. 2020-12-22
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  7. 2020-12-22
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  8. 2020-12-22
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  9. 2020-12-22
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  10. 2020-12-22
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  11. 2020-12-18
    ➕
    GUNNING, Martin Joseph appointed
    director
  12. 2020-12-18
    ➕
    POLLOCK, Richard William appointed
    director
  13. 2020-12-18
    ➖
    SCULLION, John resigned
    director
  14. 2020-12-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2020-12-15
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  16. 2020-12-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  17. 2020-02-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2018-11-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  19. 2017-12-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  20. 2013-05-13
    🏢
    Company incorporated
    As TAILORED FINANCIAL SOLUTIONS (NI) LTD
  21. 2013-05-13
    ➕
    SCULLION, John appointed
    director

Owner dependency

58/100
Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.

Succession & seller-readiness

36/100
Weak signal

Limited 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

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

Rm Financial Planning Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Rm Financial Planning Ltd
Corporate parent · holds 75-100% shares
ultimate parent
⬇
TAILORED FINANCIAL SOLUTIONS (NI) LTD
This company · NI618359

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%
NameSharesVoting rightsNature of controlNotified
Rm Financial Planning Ltd
Corporate entity
75–100%
75–100%75-100% shares · 75-100% voting26/11/2020
1 historic (ceased) PSC
  • Mr John Scullionceased 26/11/2020· 50-75% shares · 50-75% voting

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 →

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£716.5k
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——823y8361y
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NI028267 · est 1994 · no financials extracted
————32y8360y
CREATION CONSUMER FINANCE LIMITED→
NI032565 · est 1997 · no financials extracted
————28y8367y
CRN FINANCIAL SERVICES LIMITED→
NI018912 · est 1985
——£178.8k—40y8364y
DRUMBEARN LIMITED→
NI054292 · est 2005 · no financials extracted
————21y8360y
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————12y——
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 →
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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.

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Company details

Statusactive
Typeltd
Incorporated2013-05-13
Jurisdictionnorthern-ireland
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

340 Ravenhill Road
Belfast
BT6 8GL
Northern Ireland

Filing status

Accounts
Next due: 2026-08-31
Last made up to: 2024-11-30
Confirmation statement
Next due: 2026-05-28
Last: 2025-05-14

Officers (2 active · 1 resigned)

GUNNING, Martin Joseph→
director · ~53y · appointed 2020-12-18
View their other companies + combined net worth →
Active
POLLOCK, Richard William→
director · ~56y · appointed 2020-12-18
View their other companies + combined net worth →
Active
SCULLION, John→
director · ~70y · appointed 2013-05-13 · resigned 2020-12-18
Resigned

Click a director name to see their full track record across all companies.

Recent filings (32 total)

accounts-with-accounts-type-dormant
accounts · AA
2025-08-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-17
accounts-with-accounts-type-dormant
accounts · AA
2024-08-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-05-20
accounts-with-accounts-type-dormant
accounts · AA
2023-08-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-17
accounts-with-accounts-type-micro-entity
accounts · AA
2022-08-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-05-19
confirmation-statement-with-updates
confirmation-statement · CS01
2021-06-25
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2020-12-22
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2020-12-22
termination-director-company-with-name-termination-date
officers · TM01
2020-12-22
appoint-person-director-company-with-name-date
officers · AP01
2020-12-22
appoint-person-director-company-with-name-date
officers · AP01
2020-12-22
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-12-22