1801 FINANCIAL PLANNING LTD
Opportunity 65/100 (strong), bankability 70/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: 1 insolvency-related filing on record. Filings relating to insolvency, liquidation, or administration exist in the company's history. Review before proceeding. Most likely exit: share sale to pe / searcher (58/100).
Data confidence
Overall: medium (79/100)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.
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 | 2025-10-31 | 2024-10-31 |
|---|---|---|
| Total assets | £42.0k | £43.9k |
| Current assets | £29.9k | £44.1k |
| Cash | — | £3.8k |
| Debtors | £29.9k | £40.2k |
| Net assets | £349 | £43.9k |
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
- • 1 accounts
- • 1 accounts
Corporate timeline (23 events)Click to expand
- 2026-02-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-03-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-05-10📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-10-10📄change-person-director-company-with-change-dateofficers · CH01
- 2023-10-10📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-10-10📄change-person-director-company-with-change-dateofficers · CH01
- 2023-03-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-01-10📄court-ordermiscellaneous · OC
- 2022-05-31📄capital-name-of-class-of-sharescapital · SH08
- 2022-02-03📄capital-name-of-class-of-sharescapital · SH08
- 2022-01-18📄memorandum-articlesincorporation · MA
- 2022-01-18📄resolutionresolution · RESOLUTIONS
- 2022-01-18📄legacymiscellaneous · ANNOTATION
- 2022-01-18📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2022-01-18📄capital-allotment-sharescapital · SH01
- 2022-01-17⚠️legacyinsolvency · CAP-SS
- 2022-01-17📄resolutionresolution · RESOLUTIONS
- 2022-01-17📄capital-statement-capital-company-with-date-currency-figurecapital · SH19
- 2022-01-11📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-01-11📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-10-04🏢Company incorporatedAs 1801 FINANCIAL PLANNING LTD
- 2021-10-04➕GREEN, Andrew James appointeddirector
- 2021-10-04📄incorporation-companyincorporation · NEWINC
Owner dependency
Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
- +Sole director: Only one active director — all governance concentrated on one person.
Succession & seller-readiness
Some succession indicators present. Worth watching; approach if sector/strategy fits.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
1 high ·Filings relating to insolvency, liquidation, or administration exist in the company's history. Review before proceeding.
Evidence: 2022-01-17: legacy
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Andrew James Green Individual · British · DOB 12/1979 · age 47 | 75–100% | — | 75-100% shares | 04/10/2021 |
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
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9 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 (1 active · 0 resigned)
Click a director name to see their full track record across all companies.