ABLESTOKE FINANCIAL PLANNING LLP

💤Zombieactive
OC367708 · llp · incorporated 2011-09-01
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
Upgrade to see
Turnover
year to Mar 2025
Net worth
book net assets
Opportunity
73/100
Strong
🔔
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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 (63/100).

🏦

Refinance opportunity

3 live charges · 2 lenders · oldest 14.1y

30/100
under pressure

Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.

  • · Oldest live charge is 14.1 years old — likely at or near maturity.
  • · Two lenders — manageable, but coordination required.
  • · Distress signals active — lender appetite narrows.

Data confidence

Overall: medium (77/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile
address, no SIC, incorporation date
80
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
3 charges (3/3 with lender, 3/3 with type)
90
Directors & officers
14 officers (8 active, 14 linked, 12 with DOB)
87
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
58 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£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31

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
3
filings
  • 2 officers
  • 1 accounts
Counts from Companies House filing history.
Corporate timeline (50 events)Click to expand
  1. 2026-01-22
    📄
    appoint-person-member-limited-liability-partnership-with-appointment-date
    officers · LLAP01
  2. 2026-01-18
    📄
    termination-member-limited-liability-partnership-with-name-termination-date
    officers · LLTM01
  3. 2026-01-16
    RUTTLEDGE, Ciaran Patrick resigned
    llp-member
  4. 2026-01-01
    LIU, Andrea Wan Yee appointed
    llp-member
  5. 2025-12-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2025-09-05
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  7. 2025-08-12
    📄
    change-to-a-person-with-significant-control-limited-liability-partnership
    persons-with-significant-control · LLPSC04
  8. 2025-04-09
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date-limited-liability-partnership
    mortgage · LLMR01
  9. 2025-04-07
    📄
    termination-member-limited-liability-partnership-with-name-termination-date
    officers · LLTM01
  10. 2025-04-07
    🔒
    Charge registered #3
    Lender: Quilter Financial Planning Limited
  11. 2025-04-04
    COOK, Owen Charles Thornton resigned
    llp-member
  12. 2024-12-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2024-09-12
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  14. 2024-04-08
    📄
    appoint-person-member-limited-liability-partnership-with-appointment-date
    officers · LLAP01
  15. 2024-04-01
    RUTTLEDGE, Ciaran Patrick appointed
    llp-member
  16. 2023-12-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2023-10-23
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  18. 2023-10-02
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date-limited-liability-partnership
    mortgage · LLMR01
  19. 2023-09-28
    🔒
    Charge registered #2
    Lender: Quilter Financial Planning Limited
  20. 2022-12-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  21. 2022-10-06
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  22. 2021-12-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  23. 2021-10-05
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  24. 2021-04-06
    📄
    appoint-person-member-limited-liability-partnership-with-appointment-date
    officers · LLAP01
  25. 2020-12-22
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  26. 2020-11-07
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  27. 2020-04-06
    WELLS, Sarah appointed
    llp-member
  28. 2019-12-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  29. 2019-09-16
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  30. 2018-12-11
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  31. 2018-11-13
    📄
    appoint-person-member-limited-liability-partnership-with-appointment-date
    officers · LLAP01
  32. 2018-09-18
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  33. 2018-08-01
    SMITH, Matthew Edward appointed
    llp-member
  34. 2018-06-21
    🔓
    Charge satisfied #1
  35. 2018-04-06
    BALKWILL, Barnaby appointed
    llp-member
  36. 2018-04-06
    PATEL, Priyesh appointed
    llp-member
  37. 2018-04-06
    SHARDLOW, Edmund Nelson Haley appointed
    llp-member
  38. 2018-04-06
    COOK, Owen Charles Thornton appointed
    llp-member
  39. 2014-04-06
    MUTTON, Neil Bruce appointed
    llp-designated-member
  40. 2014-04-06
    LSW SOLUTIONS LIMITED resigned
    corporate-llp-designated-member
  41. 2014-04-06
    NBM SOLUTIONS LIMITED resigned
    corporate-llp-member
  42. 2012-04-26
    🔒
    Charge registered #1
    Lender: Lloyds Tsb Bank PLC (The Bank)
  43. 2012-04-03
    ADAMS, Robert Matthew resigned
    llp-designated-member
  44. 2012-04-01
    LSW SOLUTIONS LIMITED appointed
    corporate-llp-designated-member
  45. 2012-04-01
    NBM SOLUTIONS LIMITED appointed
    corporate-llp-member
  46. 2012-03-16
    MUTTON, Neil Bruce resigned
    llp-designated-member
  47. 2012-03-07
    MUTTON, Neil Bruce appointed
    llp-designated-member
  48. 2011-09-01
    🏢
    Company incorporated
    As ABLESTOKE FINANCIAL PLANNING LLP
  49. 2011-09-01
    WELLS, Lee Edward appointed
    llp-designated-member
  50. 2011-09-01
    ADAMS, Robert Matthew appointed
    llp-designated-member

Owner dependency

50/100
Moderate — manageable with handover

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

Succession & seller-readiness

30/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

Red flags

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

Shareholders & ownership

1 active beneficial owner
NameSharesVoting rightsNature of controlNotified
Mr Lee Edward Wells
Individual · British · DOB 10/1973 · age 53
50–75%50-75% voting01/07/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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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 →
🔒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
Typellp
Incorporated2011-09-01
Jurisdictionengland-wales
Primary SIC

Registered office

Admirals Offices Main Gate Road
The Historic Dockyard
Chatham
Kent
ME4 4TZ

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-09-15
Last: 2025-09-01

Officers (8 active · 6 resigned)

MUTTON, Neil Bruce
llp-designated-member · ~62y · appointed 2014-04-06
View their other companies + combined net worth →
Active
WELLS, Lee Edward
llp-designated-member · ~53y · appointed 2011-09-01
View their other companies + combined net worth →
Active
BALKWILL, Barnaby
llp-member · ~42y · appointed 2018-04-06
View their other companies + combined net worth →
Active
LIU, Andrea Wan Yee
llp-member · ~63y · appointed 2026-01-01
View their other companies + combined net worth →
Active
PATEL, Priyesh
llp-member · ~42y · appointed 2018-04-06
View their other companies + combined net worth →
Active
SHARDLOW, Edmund Nelson Haley
llp-member · ~48y · appointed 2018-04-06
View their other companies + combined net worth →
Active
SMITH, Matthew Edward
llp-member · ~41y · appointed 2018-08-01
View their other companies + combined net worth →
Active
WELLS, Sarah
llp-member · ~52y · appointed 2020-04-06
View their other companies + combined net worth →
Active
ADAMS, Robert Matthew
llp-designated-member · ~57y · appointed 2011-09-01 · resigned 2012-04-03
Resigned
MUTTON, Neil Bruce
llp-designated-member · ~62y · appointed 2012-03-07 · resigned 2012-03-16
Resigned
LSW SOLUTIONS LIMITED
corporate-llp-designated-member · appointed 2012-04-01 · resigned 2014-04-06
Resigned
COOK, Owen Charles Thornton
llp-member · ~47y · appointed 2018-04-06 · resigned 2025-04-04
Resigned
RUTTLEDGE, Ciaran Patrick
llp-member · ~39y · appointed 2024-04-01 · resigned 2026-01-16
Resigned
NBM SOLUTIONS LIMITED
corporate-llp-member · appointed 2012-04-01 · resigned 2014-04-06
Resigned

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

Mortgages & charges

3
Total charges
2
Outstanding
1
Active lenders
Status:Lender:3 of 3 shown
TypeProperties
outstanding
Quilter Financial Planning
Quilter Financial Planning Limited
A registered charge07/04/2025
outstanding
Quilter Financial Planning
Quilter Financial Planning Limited
A registered charge1 property28/09/2023
satisfied
Lloyds Banking Group
Lloyds Tsb Bank PLC (The Bank)
Debenture1 property26/04/201221/06/2018
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (58 total)

appoint-person-member-limited-liability-partnership-with-appointment-date
officers · LLAP01
2026-01-22
termination-member-limited-liability-partnership-with-name-termination-date
officers · LLTM01
2026-01-18
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-17
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2025-09-05
change-to-a-person-with-significant-control-limited-liability-partnership
persons-with-significant-control · LLPSC04
2025-08-12
mortgage-create-with-deed-with-charge-number-charge-creation-date-limited-liability-partnership
mortgage · LLMR01
2025-04-09
termination-member-limited-liability-partnership-with-name-termination-date
officers · LLTM01
2025-04-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-18
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2024-09-12
appoint-person-member-limited-liability-partnership-with-appointment-date
officers · LLAP01
2024-04-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-21
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2023-10-23
mortgage-create-with-deed-with-charge-number-charge-creation-date-limited-liability-partnership
mortgage · LLMR01
2023-10-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-19
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2022-10-06