MONEY ADVICE & PLANNING WHITACRES LLP
Opportunity 68/100 (strong), bankability 70/100. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (58/100).
Data confidence
Overall: medium (69/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Key financials
1 year extracted from filed iXBRL accountsFinancials
Extracted from Companies House accounts · FRS 102| Metric | 2024-03-31 |
|---|---|
| Average employees | 200 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
- • 1 officers
- • 2 officers
- • 1 confirmation-statement
- • 1 accounts
Corporate timeline (13 events)Click to expand
- 2026-03-02📄change-person-member-limited-liability-partnership-with-name-change-dateofficers · LLCH01
- 2026-02-20📄confirmation-statement-with-no-updatesconfirmation-statement · LLCS01
- 2026-02-04📄change-person-member-limited-liability-partnership-with-name-change-dateofficers · LLCH01
- 2025-12-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-04-28📄confirmation-statement-with-no-updatesconfirmation-statement · LLCS01
- 2024-11-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-04-30📄confirmation-statement-with-no-updatesconfirmation-statement · LLCS01
- 2024-01-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-05-02📄confirmation-statement-with-no-updatesconfirmation-statement · LLCS01
- 2022-03-23🏢Company incorporatedAs MONEY ADVICE & PLANNING WHITACRES LLP
- 2022-03-23➕TAYLOR, Heather appointedllp-designated-member
- 2022-03-23➕TAYLOR, Joseph appointedllp-designated-member
- 2022-03-23📄incorporation-limited-liability-partnershipincorporation · LLIN01
Owner dependency
Some founder dependency, but not acute. A structured handover period should cover most risk.
Succession & seller-readiness
Limited succession signal. Not a near-term off-market candidate.
Red flags
cleanShareholders & ownership
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Joseph Taylor Individual · Scottish · DOB 10/1990 · age 36 | — | 25–50% | 25-50% voting | 23/03/2022 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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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 →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.
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Registered office
Filing status
Officers (2 active · 0 resigned)
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