ENRICH FINANCIAL PLANNING LIMITED

💤Zombieactive
SC631999 · ltd · incorporated 2019-05-30
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.
Why now
Window steady · medium confidence
Mixed signals — 1 changes over 30 days, no clear direction yet.
  • · Filings: 16 → 17
What changed my view
Last 30 days

Picture improved over the last 30 days — 1 positive signal vs 0 negative.

  • ↑Filings: 16 → 17
Last 90 days

No snapshot from 90 days ago — start tracking from today.

Last 180 days

No snapshot from 180 days ago — start tracking from today.

🔒Estimated value
—
Upgrade to see
Turnover
—
year to Oct 2024
Net worth
£1
book net assets
Opportunity
76/100
Strong
🔔
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What this business does
Primary activity: Financial management
Sector: Professional, scientific & technical
Investor take
Pursue
Asset-holding vehicle with a 74-year-old founder — textbook succession opportunity.

Opportunity 76/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 74). 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: share sale to pe / searcher (73/100).

Data confidence

Overall: high (81/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

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
2 officers (1 active, 2 linked, 1 with DOB)
80
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
17 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
65
Adequate — check latest filings for context.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £1

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£1
~ YoY
Current Assets
—
Current Liabilities
—
£0£0£0£1£1£1Oct 2023Oct 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-10-312023-10-31
Total assets£1£1
Debtors£1£1
Net assets£1£1

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

🔒Filing-note intelligence

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

Last 30 days
0
filings
Last 90 days
1
filing
  • • 1 confirmation-statement
Last 180 days
1
filing
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (14 events)Click to expand
  1. 2025-07-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-07-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-07-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2022-08-11
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  5. 2021-11-25
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  6. 2021-06-09
    📄
    change-person-director-company-with-change-date
    officers · CH01
  7. 2021-05-26
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  8. 2021-02-02
    ➖
    SHEPHERD & WEDDERBURN SECRETARIES LIMITED resigned
    corporate-secretary
  9. 2021-02-02
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  10. 2021-02-02
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  11. 2019-05-30
    🏢
    Company incorporated
    As ENRICH FINANCIAL PLANNING LIMITED
  12. 2019-05-30
    ➕
    ROBERTSON, Alexander George appointed
    director
  13. 2019-05-30
    ➕
    SHEPHERD & WEDDERBURN SECRETARIES LIMITED appointed
    corporate-secretary
  14. 2019-05-30
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

90/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Sole director: Only one active director — all governance concentrated on one person.
  • +Founder age: Director aged approximately 74 — succession pressure is live.

Succession & seller-readiness

75/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 74 years old. Natural succession window is now.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.

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

The Financial Planning Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
The Financial Planning Group Limited
Corporate parent · holds 75-100% shares
ultimate parent
⬇
ENRICH FINANCIAL PLANNING LIMITED
This company · SC631999

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
The Financial Planning Group Limited
Corporate entity
75–100%
75–100%75-100% shares · 75-100% voting30/05/2019

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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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

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 →
🔒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
Incorporated2019-05-30
Jurisdictionscotland
Primary SIC70221 — Financial management

Registered office

4 Kingshill Park
Venture Drive, Arnhall Business Park
Westhill
Aberdeenshire
AB32 6FL
Scotland

Filing status

Accounts
Next due: 2026-07-31
Last made up to: 2024-10-31
Confirmation statement
Next due: 2027-06-12
Last: 2026-05-29

Officers (1 active · 1 resigned)

ROBERTSON, Alexander George→
director · ~74y · appointed 2019-05-30
View their other companies + combined net worth →
Active
SHEPHERD & WEDDERBURN SECRETARIES LIMITED→
corporate-secretary · appointed 2019-05-30 · resigned 2021-02-02
Resigned

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

Recent filings (17 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-06-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-07-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-11
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-07-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-05-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-07-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-01
accounts-with-accounts-type-dormant
accounts · AA
2022-08-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-06-09
change-account-reference-date-company-previous-extended
accounts · AA01
2021-11-25
change-person-director-company-with-change-date
officers · CH01
2021-06-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-06-09
accounts-with-accounts-type-dormant
accounts · AA
2021-05-26
termination-secretary-company-with-name-termination-date
officers · TM02
2021-02-02
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2021-02-02