MORTON FRASER MACROBERTS TRUSTEES 3 LIMITED

🌳Matureactive

SC295061 · ltd · incorporated 2006-01-05

Investment thesis

Well-run mature business — low negotiation leverage; premium likely.

Why interesting: Textbook target; clean filings, stable trading.

Why risky: No pressure on seller; any deal likely at full price.

Opportunity decay

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Jan 2025

Net worth

—

book net assets

Opportunity

74/100

Strong

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What this business does

A dormant, non-trading trustee vehicle — likely a professional trustee entity connected to the Morton Fraser MacRoberts legal firm, holding or administering trust arrangements on behalf of clients, with no active day-to-day commercial operations of its own.

Primary activity: Non-trading company

Sector: Professional, scientific & technical

Investor take

Pursue

Strong opportunity: dormant / non-trading with strong profile and bankable structure.

Opportunity 74/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: medium (76/100)

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

1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

32 officers (8 active, 32 linked, 30 with DOB)

Ownership & PSC

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

Director network

17 connected companies via shared directors

Filing history

119 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

74/100Strong

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

Good data coverage for analysis.

Key financials

1 year extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Financials

Extracted from Companies House accounts · FRS 102

Metric	2025-01-31

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

Recent activity

Last 30 days

filings

Last 90 days

filings

• 2 officers

Last 180 days

filings

• 2 officers
• 1 accounts
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (76 events)Click to expand

2026-03-04
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-03-04
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-03-03
➕
INGLIS, James appointed
director
2026-03-03
➕
MACPHERSON, Claire Eileen appointed
director
2026-02-06
📄
change-account-reference-date-company-current-extended
accounts · AA01
2025-11-07
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-10-31
➖
HUNTER, Sue Elizabeth resigned
director
2025-02-04
📄
accounts-with-accounts-type-dormant
accounts · AA
2024-10-14
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-10-14
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-09-18
✏️
certificate-change-of-name-company
change-of-name · CERTNM
2024-07-16
📄
accounts-with-accounts-type-dormant
accounts · AA
2023-06-01
➕
WOOD, Emma Jane appointed
director
2023-06-01
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-05-26
📄
accounts-with-accounts-type-dormant
accounts · AA
2022-08-30
📄
accounts-with-accounts-type-dormant
accounts · AA
2022-01-10
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-11-02
➕
KERR, Jack Mclauchlan appointed
director
2021-11-02
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-11-02
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-07-01
➕
BARCLAY, Matthew Alexander appointed
director
2021-06-16
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-05-13
📄
accounts-with-accounts-type-dormant
accounts · AA
2021-05-04
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-05-04
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-05-01
➕
MORTON, Robin James Scott appointed
director
2021-05-01
➖
MORTON, Robin James Scott resigned
director
2021-05-01
➖
MORTON, Robin James Scott resigned
director
2021-04-30
➖
BRENNAN, Donna Marie resigned
director
2021-03-01
➖
MITCHELL, Gregor John resigned
director
2020-08-10
➖
RUST, James Hamilton resigned
director
2019-06-24
➕
MACPHAIL, Catriona Mhairi Robertson appointed
director
2018-11-01
➕
BELL, Adrian Edward Robert appointed
director
2018-11-01
➕
BEVERIDGE, Carryl Mairi Anna appointed
director
2018-11-01
➕
BRENNAN, Donna Marie appointed
director
2018-11-01
➖
FLEMING, Euan Kenneth James resigned
director
2018-11-01
➖
HUNTER, Douglas Munro resigned
director
2018-11-01
➕
HUNTER, Sue Elizabeth appointed
director
2018-11-01
➖
KIRCHIN, David Michael resigned
director
2018-11-01
➖
LEY, Andrew Charles resigned
director
2018-11-01
➖
MCPHERSON, Malcolm Henry resigned
director
2018-11-01
➕
MORTON, Robin James Scott appointed
director
2018-11-01
➕
RUST, James Hamilton appointed
director
2018-10-01
➖
ADDLESHAW GODDARD (SCOTLAND) SECRETARIAL LIMITED resigned
corporate-secretary
2018-01-09
➕
FLEMING, Euan Kenneth James appointed
director
2018-01-09
➖
JACKSON, Fraser Scott resigned
director
2017-07-13
➕
KIRCHIN, David Michael appointed
director
2017-07-13
➕
LEY, Andrew Charles appointed
director
2017-04-30
➖
OLIVER, Charles Keith resigned
director
2016-12-31
➖
MCKINLAY, Sarah resigned
director

Showing most recent 50 of 76 events

Owner dependency

48/100

Moderate — manageable with handover

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

FACTORS

-8 active directors: Broader management team in place — suggests transferable governance.
+Senior director age: Director aged approximately 60 — approaching natural succession window.

Succession & seller-readiness

40/100

Moderate signal

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

SIGNALS

secondaryFounder aged 58+: Senior director is approximately 60. Early succession window.

Red flags

1 med · 1 low

Name changed recently

medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2024-09-18: certificate-change-of-name-company

Multiple registered office changes

low

Multiple address changes in a short period can indicate operational instability or admin disorder.

Group structure

Morton Fraser Trustees Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Morton Fraser Trustees Limited

Corporate parent · holds 75-100% shares

ultimate parent

⬇

MORTON FRASER MACROBERTS TRUSTEES 3 LIMITED

This company · SC295061

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%

Name	Shares	Voting rights	Nature of control	Notified
Morton Fraser Trustees Limited Corporate entity	75–100%	75–100%	75-100% shares · 75-100% voting	01/11/2018

1 historic (ceased) PSC

Addleshaw Goddard (Scotland) Services Limitedceased 01/11/2018· 75-100% shares · 75-100% voting

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 →

Similar companies

Active · Holding company · EH postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
THE TUITEAM COMPANY LIMITED→ SC189123 · est 1998	£1.27M £1.08M–£1.46M	—	£1.27M	—	27y	83	85y
CP WAREHOUSING LIMITED→ SC247121 · est 2003	£2.4k £2.0k–£2.7k	—	£2.4k	—	23y	83	79y
BALFOUR & MANSON PROPERTY LTD.→ SC041493 · est 1964	£401 £341–£461	—	£401	—	61y	82	66y
BLACKCRAIG WINDFARM HOLDINGS LIMITED→ SC502633 · est 2015	—	—	—	0	11y	89	44y
ANDERSON STRATHERN TRUSTEE COMPANY LIMITED→ SC074397 · est 1981	—	—	—	—	45y	83	66y
CRUDEN HOLDINGS LIMITED→ SC339123 · est 2008 · no financials extracted	—	—	—	—	18y	83	59y
DEFENSOR TRUSTEES (2001) LIMITED→ SC083874 · est 1983	—	—	—	—	42y	83	64y
LAKESTREAM LIMITED→ SC183164 · est 1998 · no financials extracted	—	—	—	—	28y	83	72y
MBM TRUSTEE COMPANY LIMITED→ SC257813 · est 2003 · no financials extracted	—	—	—	—	22y	83	59y
AD HOLDING COMPANY LIMITED→ SC336916 · est 2008	—	—	—	—	18y	82	62y
APPINDALE LIMITED→ SC183542 · est 1998 · no financials extracted	—	—	—	—	28y	82	84y
BEN LINE AGENCIES LIMITED→ SC100101 · est 1986 · no financials extracted	—	—	—	—	39y	82	73y

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.

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Company details

Statusactive

Typeltd

Incorporated2006-01-05

Jurisdictionscotland

Primary SIC74990 — Non-trading company

Registered office

Level 5, 9 Haymarket Square

Edinburgh

EH3 8RY

Scotland

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-01-31

Confirmation statement

Next due: 2027-01-19

Last: 2026-01-05