MACKENZIE TAYLOR WEALTH MANAGEMENT LTD.

💤Zombieactive
SC313079 · ltd · incorporated 2006-12-06
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2025
Net worth
£107.3k
book net assets
Opportunity
80/100
Exceptional
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What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
ALSO REGISTERED FOR
  • 66300Fund management activities
Investor take
Pursue
Asset-holding vehicle with a 64-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (70/100, director aged 64). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (73/100).

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, 2 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
6 officers (2 active, 6 linked, 3 with DOB)
80
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
60 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
PassWatchWorth a lookStrongExceptional 

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £107,271
Cash YoY
+40%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£132k
↑ 40% YoY
Net Worth
£107k
↑ 24% YoY
Current Assets
£157k
↑ 33% YoY
Current Liabilities
—
£0£31k£63k£94k£126k£157kDec 2024Dec 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-12-312024-12-31
Total assets£107.3k£86.7k
Current assets£157.4k£118.1k
Cash£131.6k£94.0k
Debtors£25.8k£24.0k
Net assets£107.3k£86.7k

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

🔒Filing-note intelligence

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

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
2
filings
  • • 1 accounts
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2026-02-12
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  2. 2025-02-17
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  3. 2024-02-09
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  4. 2024-02-09
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  5. 2024-02-07
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  6. 2023-02-09
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  7. 2022-02-24
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  8. 2021-02-11
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  9. 2020-02-12
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  10. 2019-12-18
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  11. 2019-02-20
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  12. 2019-01-14
    📄
    capital-cancellation-shares
    capital · SH06
  13. 2019-01-08
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  14. 2018-02-02
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  15. 2017-03-02
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  16. 2012-05-31
    ➖
    MACKENZIE, Duncan William resigned
    director
  17. 2010-08-01
    ➖
    MALONEY, Colin George resigned
    director
  18. 2008-02-04
    ➕
    MALONEY, Colin George appointed
    director
  19. 2007-01-23
    ➕
    TAYLOR, Kenneth Stewart appointed
    secretary
  20. 2007-01-23
    ➕
    TAYLOR, Kenneth Stewart appointed
    director
  21. 2007-01-23
    ➕
    MACKENZIE, Duncan William appointed
    director
  22. 2006-12-06
    🏢
    Company incorporated
    As MACKENZIE TAYLOR WEALTH MANAGEMENT LTD.
  23. 2006-12-06
    ➕
    BRIAN REID LTD. appointed
    corporate-nominee-secretary
  24. 2006-12-06
    ➖
    BRIAN REID LTD. resigned
    corporate-nominee-secretary
  25. 2006-12-06
    ➕
    STEPHEN MABBOTT LTD. appointed
    corporate-nominee-director
  26. 2006-12-06
    ➖
    STEPHEN MABBOTT LTD. resigned
    corporate-nominee-director

Owner dependency

100/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Sole director: Only one active director — all governance concentrated on one person.
  • +Founder name in company name: Company name contains director surname "TAYLOR" — strong identity link between founder and business.
  • +Long-tenure founder: Senior director has been in place 19 years — deep operational knowledge concentrated in one person.
  • +Senior director age: Director aged approximately 64 — approaching natural succession window.

Succession & seller-readiness

88/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 64. Approaching typical UK retirement age — succession thinking likely.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • secondary12+ year tenure: Director in role 19 years.
  • secondaryStable-but-static management: Company is 19 years old and no new directors in the last 3 years — succession not yet being planned internally.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Kenneth Stewart Taylor
Individual · British · DOB 01/1962 · age 64
75–100%
75–100%75-100% shares · 75-100% voting06/04/2016
1 historic (ceased) PSC
  • Mr Duncan William Mackenzieceased 19/12/2018· 25-50% shares · 25-50% voting

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

Similar companies

Active · Financial services · IV postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
CHAPMAN OF INVERNESS LIMITED→
SC020899 · est 1939
———40087y8277y
LEGGATTS FINANCIAL SERVICES LIMITED→
SC255061 · est 2003
——£38.1k—22y8173y
ARGYLL TRUSTEES LIMITED→
SC382862 · est 2010
——£1—15y8084y
BLACK DOG FINANCIAL SERVICES LTD.→
SC265100 · est 2004
——£61.1k—22y8071y
CAMPBELL & MCCONNACHIE LIMITED→
SC314177 · est 2007 · no financials extracted
————19y8063y
DALZIELS PRIVATE PERSONAL FINANCE LIMITED→
SC243222 · est 2003
——£142.9k—23y8061y
DUNDONNELL INVESTMENTS LIMITED→
SC226018 · est 2001
———10024y8082y
ELMBRAE MORTGAGE & PENSIONS LTD.→
SC265582 · est 2004
——£100.0k—22y8062y
HUTCHESON FINANCIAL SERVICES LIMITED→
SC352018 · est 2008
——£11.6k—17y8065y
MUNRO & NOBLE FINANCIAL SERVICES LIMITED→
SC227417 · est 2002
———024y8066y
NORTHWAY FINANCE LIMITED→
SC075393 · est 1981 · no financials extracted
————44y8084y
SIR IAIN NOBLE & PARTNERS LIMITED→
SC208134 · est 2000
———025y8067y
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

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 →
🔒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
Incorporated2006-12-06
Jurisdictionscotland
Primary SIC66220 — Activities of insurance agents and brokers

Registered office

53 Culduthel Mains Gardens
Culduthel
Inverness
IV2 6RD
Scotland

Filing status

Accounts
Next due: 2027-09-30
Last made up to: 2025-12-31
Confirmation statement
Next due: 2026-12-20
Last: 2025-12-06

Officers (2 active · 4 resigned)

TAYLOR, Kenneth Stewart→
secretary · appointed 2007-01-23
View their other companies + combined net worth →
Active
TAYLOR, Kenneth Stewart→
director · ~64y · appointed 2007-01-23
View their other companies + combined net worth →
Active
BRIAN REID LTD.→
corporate-nominee-secretary · appointed 2006-12-06 · resigned 2006-12-06
Resigned
MACKENZIE, Duncan William→
director · ~61y · appointed 2007-01-23 · resigned 2012-05-31
Resigned
MALONEY, Colin George→
director · ~82y · appointed 2008-02-04 · resigned 2010-08-01
Resigned
STEPHEN MABBOTT LTD.→
corporate-nominee-director · appointed 2006-12-06 · resigned 2006-12-06
Resigned

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

Recent filings (60 total)

accounts-with-accounts-type-unaudited-abridged
accounts · AA
2026-02-12
confirmation-statement-with-updates
confirmation-statement · CS01
2025-12-09
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-02-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-18
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-02-09
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-02-09
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-02-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-12-11
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-02-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-12-07
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2022-02-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-12-10
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2021-02-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-12-09
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2020-02-12