THE EDINBURGH INVESTMENT TRUST PUBLIC LIMITED COMPANY

🌳Matureactive

SC001836 · plc · incorporated 1889-03-01

Investment thesis

Looks cheap but ownership + security both unclear — probable value trap.

Why interesting: Headline metrics may be attractive.

Why risky: No PSC visibility combined with multiple live charges; transacting likely slow and expensive.

Why now

Window steady · low confidence

Stable recent picture — watch for any upcoming trigger event.

What changed my view

Last 30 days

No material changes in the last 30 days.

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

—

not disclosed

Net worth

—

book net assets

Opportunity

77/100

Strong

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch

What this business does

Primary activity: Activities of investment trusts

Sector: Financial & insurance

Investor take

Pursue

Strong opportunity: active trading company with strong profile and acceptable with review structure.

Opportunity 77/100 (strong), bankability 62/100. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 5 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

5 live charges · 5 lenders · oldest 61.3y

35/100

too messy

Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.

· Oldest live charge is 61.3 years old — likely at or near maturity.
· 5 lenders named — inter-creditor friction likely.
· Legal-friction score 40/100 — workable, but lender will want more DD.

Data confidence

Overall: low (50/100)

Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

5 charges (5/5 with lender, 5/5 with type)

Directors & officers

34 officers (6 active, 34 linked, 28 with DOB)

Ownership & PSC

No PSCs filed (unusual — worth investigating)

Director network

6 connected companies via shared directors

Filing history

692 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

77/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Recent activity

Last 30 days

filings

• 4 capital
• 1 confirmation-statement

Last 90 days

filings

• 12 capital
• 1 confirmation-statement
• 1 accounts

Last 180 days

filings

• 23 capital
• 1 confirmation-statement
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (86 events)Click to expand

2026-06-25
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-06-25
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-06-19
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-06-19
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-06-10
📄
accounts-with-accounts-type-full
accounts · AA
2026-06-10
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-06-01
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-06-01
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-05-22
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-05-22
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-04-21
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-04-20
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-04-20
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-04-09
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-03-25
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-03-12
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-03-04
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-03-04
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-02-18
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-02-13
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-02-13
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-02-12
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-02-12
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-01-21
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2024-03-01
➕
NSM FUNDS (UK) LIMITED appointed
corporate-secretary
2024-03-01
➖
APEX LISTED COMPANIES SERVICES (UK) LIMITED resigned
corporate-secretary
2023-07-19
➖
HASTINGS, Victoria Katherine resigned
director
2023-02-07
➕
BANNERMAN, Annabel Clarissa Naadel appointed
director
2022-07-21
➖
SUAREZ, Glen Patrick resigned
director
2022-05-27
➕
LISSER, Aidan Charles appointed
director
2021-07-22
➖
MCQUEEN, William Gordon resigned
director
2021-07-22
➖
WARD, Maxwell Colin Bernard resigned
director
2021-02-11
➕
EDWARDSON, Patrick James appointed
director
2020-03-04
➕
APEX LISTED COMPANIES SERVICES (UK) LIMITED appointed
corporate-secretary
2020-03-04
➖
INVESCO ASSET MANAGEMENT LIMITED resigned
corporate-secretary
2019-07-25
➖
WICKS, Nigel Leonard, Sir resigned
director
2019-05-23
➕
TALMA STHEEMAN, Mechthild Elisabeth, Lady appointed
director
2018-09-10
➕
BALDWIN, Steven John appointed
director
2017-11-22
➖
PETTIGREW, James Neilson, Mr. resigned
director
2015-05-13
🔓
Charge satisfied #5
2013-07-19
➖
RALSTON, Nicola Thomas resigned
director
2013-05-24
➕
SUAREZ, Glen Patrick appointed
director
2013-05-23
➕
HASTINGS, Victoria Katherine appointed
director
2012-12-31
➖
SAMUEL, William Meredith, Mr resigned
director
2012-07-20
➖
BARFIELD, Richard Arthur resigned
director
2011-08-08
➕
WARD, Maxwell Colin Bernard appointed
director
2011-07-22
➖
DOBBIE, Scott Jamieson resigned
director
2011-05-31
➕
MCQUEEN, William Gordon appointed
director
2008-09-15
➖
FIDELITY INVESTMENTS INTERNATIONAL resigned
corporate-secretary
2008-09-15
➕
INVESCO ASSET MANAGEMENT LIMITED appointed
corporate-secretary

Showing most recent 50 of 86 events

Owner dependency

55/100

Moderate — manageable with handover

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

FACTORS

-5 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 67 — succession pressure is live.

Succession & seller-readiness

50/100

Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS

primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.

Red flags

1 med ·

Charge satisfaction-then-recreation pattern

medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

🔒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 →

Similar companies

Active · Financial services · EH postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
AMATI GLOBAL INVESTORS LIMITED→ SC199908 · est 1999	£8.90M £6.47M–£11.33M	—	—	2800	26y	84	66y
CS MANAGERS LTD→ SC231678 · est 2002	£1.50M £1.09M–£1.91M	—	—	1200	24y	86	77y
GBCP VII (GENERAL PARTNER) LIMITED→ SC253395 · est 2003 · no financials extracted	—	—	—	—	22y	83	62y
NOBLE GROSSART LIMITED→ SC046265 · est 1969 · no financials extracted	—	—	—	—	57y	83	72y
PAYPLAN (SCOTLAND) LIMITED→ SC400113 · est 2011 · no financials extracted	—	—	—	—	15y	83	61y
PREMIER COMMERCIAL LIMITED→ SC160330 · est 1995	—	—	£282.5k	—	30y	83	61y
RIA CAPITAL MARKETS LIMITED→ SC226461 · est 2001 · no financials extracted	—	—	—	—	24y	83	58y
SCOTIA WEALTH MANAGEMENT LTD.→ SC267795 · est 2004	—	—	—	1300	22y	83	58y
SMG FINANCIAL MANAGEMENT LIMITED→ SC254010 · est 2003	—	—	£440.9k	—	22y	83	62y
ALAN STEEL (ASSET MANAGEMENT) LIMITED→ SC058014 · est 1975	—	—	—	44	51y	82	62y
ALEX HAMMOND-CHAMBERS & COMPANY→ SC126819 · est 1990 · no financials extracted	—	—	—	—	35y	82	84y
BANDRON LIMITED→ SC082385 · est 1983	—	—	—	400	43y	82	71y

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

Typeplc

Incorporated1889-03-01

Jurisdictionscotland

Primary SIC64301 — Activities of investment trusts

Registered office

First Floor

9 Haymarket Square

Edinburgh

EH3 8RY

Scotland

Filing status

Accounts

Next due: 2027-09-30

Last made up to: 2026-03-31

Confirmation statement

Next due: 2027-07-13

Last: 2026-06-29

Officers (6 active · 28 resigned)

NSM FUNDS (UK) LIMITED→

corporate-secretary · appointed 2024-03-01

View their other companies + combined net worth →

Active

BALDWIN, Steven John→

director · ~58y · appointed 2018-09-10

View their other companies + combined net worth →

Active

BANNERMAN, Annabel Clarissa Naadel→

director · ~55y · appointed 2023-02-07

View their other companies + combined net worth →

Active

EDWARDSON, Patrick James→

director · ~55y · appointed 2021-02-11

View their other companies + combined net worth →

Active

LISSER, Aidan Charles→

director · ~67y · appointed 2022-05-27

View their other companies + combined net worth →

Active

TALMA STHEEMAN, Mechthild Elisabeth, Lady→

director · ~62y · appointed 2019-05-23

View their other companies + combined net worth →

Active

APEX LISTED COMPANIES SERVICES (UK) LIMITED→

corporate-secretary · appointed 2020-03-04 · resigned 2024-03-01

Resigned

DUNEDIN FUND MANAGERS LIMITED→

corporate-secretary · resigned 1996-09-16

Resigned

EDINBURGH FUND MANAGERS PLC→

corporate-secretary · appointed 1996-09-16 · resigned 2002-08-01

Resigned

FIDELITY INVESTMENTS INTERNATIONAL→

corporate-secretary · appointed 2002-08-01 · resigned 2008-09-15

Resigned

INVESCO ASSET MANAGEMENT LIMITED→

corporate-secretary · appointed 2008-09-15 · resigned 2020-03-04

Resigned

BARFIELD, Richard Arthur→

director · ~79y · appointed 2001-08-20 · resigned 2012-07-20

Resigned

COCHRANE, William Grant→

director · ~91y · resigned 1993-12-31

Resigned

DOBBIE, Scott Jamieson→

director · ~87y · appointed 1998-04-20 · resigned 2011-07-22

Resigned

DUNN, Peter Harold→

director · ~102y · resigned 1994-06-29

Resigned

EGLINTON AND WINTON, Archibald George Montgomerie, The Rt Earl Of→

director · ~87y · appointed 1992-09-01 · resigned 2003-07-02

Resigned

ELDER, John→

director · ~90y · resigned 1991-01-11

Resigned

GUILD, Ivor Reginald→

director · ~102y · resigned 1994-06-29

Resigned

HASTINGS, Victoria Katherine→

director · ~60y · appointed 2013-05-23 · resigned 2023-07-19

Resigned

INGLIS, Ian Brownlie→

director · ~85y · appointed 1997-12-15 · resigned 2006-07-19

Resigned

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

Mortgages & charges

Total charges

Outstanding

Active lenders

Status:Lender:5 of 5 shown

		Type	Properties
outstanding	Royal Exchange Trust Company Royal Exchange Trust Company Limited	Floating charge	1 property	30/05/1997	—
satisfied	The Caledonian Insurance Company (The Trustees)	Agreement & deed of trust	1 property	03/09/1984	13/05/2015
outstanding	Caledonian Insurance Company London Ec 3V 3LS	Supplemental agreement	1 property	10/11/1983	—
satisfied	Caledonian Insurance Company, 13 St. Andrew Square, Edinburgh, as Trustee for the Debenture Sto	Supplemental agreement and deed of trust incorporating floating charge	1 property	01/04/1965	19/10/2006
outstanding	Caledonian Insurance Company as Trustee for the Debenture Stockholders	Series of debentures	—	01/04/1965	—

Click column headers to sort. Use filters above to narrow by status and lender.