PLANWELL ROOFING SUPPLIES LIMITED

🌳Matureactive

SC120337 · ltd · incorporated 1989-09-21

Investment thesis

Established operating company — standard diligence applies, no dominant angle.

Why interesting: Live, filing, normal profile.

Why risky: No standout signals in either direction.

Opportunity decay

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 30.1y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Sept 2025

Net worth

—

book net assets

Opportunity

78/100

Strong

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

What this business does

Primary activity: Non-specialised wholesale trade

Sector: Wholesale & retail

Investor take

Pursue

Active trading company with a 61-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 85/100. Strong seller-intent signal (65/100, director aged 61). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

🏦

Refinance opportunity

4 live charges · 2 lenders · oldest 30.1y

70/100

ready

Refinance conversation should be productive — structure clean and timing right.

· Oldest live charge is 30.1 years old — likely at or near maturity.
· Two lenders — manageable, but coordination required.
· Legal-friction score 15/100 — clean.

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, 1 SIC codes, incorporation date

100

Financials

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

4 charges (4/4 with lender, 4/4 with type)

Directors & officers

9 officers (2 active, 9 linked, 5 with DOB)

Ownership & PSC

1 active PSC(s) of 2 total, 2 with control declared

Director network

Network not yet resolved

Filing history

128 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

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.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102

Metric	2025-09-30	2024-09-30
Average employees	900	900

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

🔒Filing-note intelligence

2 signals 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

filings

Last 90 days

filing

• 1 persons-with-significant-control

Last 180 days

filings

• 1 persons-with-significant-control
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (41 events)Click to expand

2026-02-25
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-01-08
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2025-07-07
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2025-07-04
➖
SIMPSON, Alistair resigned
secretary
2024-12-20
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-10-29
📄
capital-cancellation-shares
capital · SH06
2024-10-29
📄
capital-return-purchase-own-shares
capital · SH03
2024-01-10
📄
capital-return-purchase-own-shares
capital · SH03
2024-01-05
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-01-05
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-12-28
📄
capital-cancellation-shares
capital · SH06
2023-12-07
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-10-01
➕
MAIN, Kevin appointed
director
2023-10-01
➖
DUNCAN, Alexander Murray resigned
director
2023-06-05
📄
capital-return-purchase-own-shares
capital · SH03
2023-05-18
📄
capital-cancellation-shares
capital · SH06
2022-12-23
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-08-02
📄
change-person-secretary-company-with-change-date
officers · CH03
2022-03-04
📄
mortgage-satisfy-charge-full
mortgage · MR04
2022-03-04
📄
mortgage-satisfy-charge-full
mortgage · MR04
2022-03-04
📄
mortgage-satisfy-charge-full
mortgage · MR04
2022-03-04
🔓
Charge satisfied #4
2022-03-04
🔓
Charge satisfied #3
2022-03-04
🔓
Charge satisfied #2
2022-01-18
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-11-17
➖
MCGREGOR, Christine resigned
secretary
2021-11-17
➕
SIMPSON, Alistair appointed
secretary
2021-11-17
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2021-11-17
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2020-11-01
➕
MCGREGOR, Christine appointed
secretary
2020-10-31
➖
SIMPSON, Alistair Elliot resigned
secretary
2020-08-06
🔓
Charge satisfied #1
2015-06-30
➖
DUNCAN, Georgina resigned
director
2015-06-30
➖
DUNCAN, John Cowie Strath resigned
director
2014-07-29
🔒
Charge registered #4
Lender: Five Arrows Business Finance PLC
2008-07-18
➖
CHISHOLM, Euan Charles resigned
secretary
2008-07-18
➕
SIMPSON, Alistair Elliot appointed
secretary
2003-05-02
🔒
Charge registered #3
Lender: The Governor and Company of the Bank of Scotland
1997-05-28
🔒
Charge registered #2
Lender: The Governor and Company of the Bank of Scotland
1996-03-19
🔒
Charge registered #1
Lender: The Governor and Company of the Bank of Scotland
1989-09-21
🏢
Company incorporated
As PLANWELL ROOFING SUPPLIES LIMITED

Owner dependency

66/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

+Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
+Senior director age: Director aged approximately 61 — approaching natural succession window.

Succession & seller-readiness

46/100

Moderate signal

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

SIGNALS

secondaryFounder aged 58+: Senior director is approximately 61. Early succession window.
secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

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.

Shareholders & ownership

1 active beneficial owner

Name	Shares	Voting rights	Nature of control	Notified
Mr Mark Stephen Duncan Individual · British · DOB 12/1965 · age 61	25–50%	—	25-50% shares	06/04/2016

1 historic (ceased) PSC

Mr Alexander Murray Duncanceased 12/11/2025· 25-50% shares

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

Similar companies

Active · Wholesale & distribution · AB postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
JOHN DAVIDSON (PIPES) LIMITED→ SC050397 · est 1972	£15.21M £11.41M–£19.01M	£79.83M	—	25000	54y	83	61y
QUALITY FOOD PRODUCTS (ABERDEEN) LIMITED→ SC046323 · est 1969	£7.30M £5.48M–£9.13M	—	—	67	57y	83	59y
S&JD ROBERTSON NORTH AIR LIMITED→ SC051614 · est 1972	£5.85M £4.39M–£7.31M	—	—	35100	53y	83	59y
KEITH BUILDERS MERCHANTS LIMITED→ SC217157 · est 2001	£155.6k £116.7k–£194.6k	—	—	39	25y	84	58y
APEX TUBULARS LIMITED→ SC331461 · est 2007	—	—	—	600	18y	83	63y
GPH BUILDERS MERCHANTS LIMITED→ SC378341 · est 2010 · no financials extracted	—	—	—	—	15y	83	71y
SEAFOOD TRADERS INTERNATIONAL LIMITED→ SC223363 · est 2001	—	—	—	9000	24y	83	78y
ABERDEEN OFFICE SUPPLIES LIMITED→ SC238550 · est 2002	—	—	£59.2k	—	23y	82	67y
CABER COFFEE LIMITED→ SC329912 · est 2007	—	—	£593.6k	—	18y	82	83y
CRAIGIEVAR TIMBER LIMITED→ SC357720 · est 2009	—	—	£227.4k	—	17y	82	74y
THE SPEYSIDE WHISKY SHOP LIMITED→ SC715550 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
VACATIONS, LOGISTICS, CRAFTS AND MORE LTD→ SC867771 · est 2025 · no financials extracted	—	—	—	—	—	—	—

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

Typeltd

Incorporated1989-09-21

Jurisdictionscotland

Primary SIC46900 — Non-specialised wholesale trade

Registered office

26-30 Marine Place

Buckie

AB56 1UT

Scotland

Filing status

Accounts

Next due: 2027-06-30

Last made up to: 2025-09-30

Confirmation statement

Next due: 2026-08-05

Last: 2025-07-22

Officers (2 active · 7 resigned)

DUNCAN, Mark Stephen→

director · ~61y

View their other companies + combined net worth →

Active

MAIN, Kevin→

director · ~44y · appointed 2023-10-01

View their other companies + combined net worth →

Active

CHISHOLM, Euan Charles→

secretary · resigned 2008-07-18

Resigned

MCGREGOR, Christine→

secretary · appointed 2020-11-01 · resigned 2021-11-17

Resigned

SIMPSON, Alistair→

secretary · appointed 2021-11-17 · resigned 2025-07-04

Resigned

SIMPSON, Alistair Elliot→

secretary · appointed 2008-07-18 · resigned 2020-10-31

Resigned

DUNCAN, Alexander Murray→

director · ~63y · resigned 2023-10-01

Resigned

DUNCAN, Georgina→

director · ~83y · resigned 2015-06-30

Resigned

DUNCAN, John Cowie Strath→

director · ~84y · resigned 2015-06-30

Resigned

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

Mortgages & charges

Total charges

Outstanding

Active lenders

Status:Lender:4 of 4 shown

		Type	Properties
satisfied	Five Arrows Business Finance Five Arrows Business Finance PLC	A registered charge	—	29/07/2014	04/03/2022
satisfied	Lloyds Banking Group The Governor and Company of the Bank of Scotland	Standard security	1 property	02/05/2003	04/03/2022
satisfied	Lloyds Banking Group The Governor and Company of the Bank of Scotland	Standard security	1 property	28/05/1997	04/03/2022
satisfied	Lloyds Banking Group The Governor and Company of the Bank of Scotland	Bond & floating charge	1 property	19/03/1996	06/08/2020

Recent filings (128 total)

cessation-of-a-person-with-significant-control

persons-with-significant-control · PSC07

2026-02-25

accounts-with-accounts-type-micro-entity

accounts · AA

2026-01-08

confirmation-statement-with-updates

confirmation-statement · CS01

2025-08-04

termination-secretary-company-with-name-termination-date

officers · TM02

2025-07-07

accounts-with-accounts-type-total-exemption-full

accounts · AA

2024-12-20

capital-cancellation-shares

capital · SH06

2024-10-29

capital-return-purchase-own-shares

capital · SH03

2024-10-29

confirmation-statement-with-updates

confirmation-statement · CS01

2024-08-01

capital-return-purchase-own-shares

capital · SH03

2024-01-10

appoint-person-director-company-with-name-date

officers · AP01

2024-01-05

termination-director-company-with-name-termination-date

officers · TM01

2024-01-05

capital-cancellation-shares

capital · SH06

2023-12-28

accounts-with-accounts-type-total-exemption-full

accounts · AA

2023-12-07

confirmation-statement-with-updates

confirmation-statement · CS01

2023-08-01

capital-return-purchase-own-shares

capital · SH03

2023-06-05