MODULUS FINANCIAL PLANNING LTD
Opportunity 72/100 (strong), bankability 75/100. 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: high (80/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
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 | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Total assets | £72.5k | £74.1k |
| Current assets | £70.2k | £70.6k |
| Net assets | £50.6k | £43.0k |
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
Corporate timeline (12 events)Click to expand
- 2025-09-05📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-09-11📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-08-25📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-08-04📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-07-18📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-11-05📄change-account-reference-date-company-current-extendedaccounts · AA01
- 2021-03-05📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2021-02-05➕KIRKPATRICK, Dale Ralph appointeddirector
- 2021-02-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2020-10-28🏢Company incorporatedAs MODULUS FINANCIAL PLANNING LTD
- 2020-10-28➕SLOAN, John appointeddirector
- 2020-10-28📄incorporation-companyincorporation · NEWINC
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +No director turnover: Company is 6 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Limited succession signal. Not a near-term off-market candidate.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
cleanShareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Dale Ralph Kirkpatrick Individual · British · DOB 06/1990 · age 36 | — | — | sig. influencesignificant influence | 05/03/2021 |
Mr John Sloan Individual · British · DOB 11/1980 · age 46 | — | — | sig. influencesignificant influence | 28/10/2020 |
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
Active · Financial services · BT postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| SPENCE & PARTNERS LIMITED→ NI037760 · est 2000 · no financials extracted | — | — | — | — | 26y | — | — |
| SPM DAWSON WHYTE (LIFE & PENSIONS) LIMITED→ NI019666 · est 1986 · no financials extracted | — | — | — | — | 39y | — | — |
| SPRATT FINANCIAL SERVICES LIMITED→ NI053377 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| SRG FINANCIAL MANAGEMENT LTD→ NI049448 · est 2004 · no financials extracted | — | — | — | — | 22y | — | — |
| STEVENSON ASSOCIATES LTD→ NI669669 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| SUGAR INVESTMENTS NI LTD→ NI614617 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| TAILORED FINANCIAL SOLUTIONS (NI) LTD→ NI618359 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| TAILORED WEALTH MANAGEMENT LTD→ NI661670 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| TAP 2 TIP LIMITED→ NI693326 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| TAVISTOCK PROTECT LIMITED→ NI614798 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| TAYLOR AND NOBEL INVESTMENTS LTD→ NI694327 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| TERMON FINANCE LIMITED→ NI644410 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
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 →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 (2 active · 0 resigned)
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