MCLEAN & PARTNERS WEALTH MANAGEMENT LTD

💤Zombieactive

SC334469 · ltd · incorporated 2007-11-26

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.

Why now

Window steady · low confidence

Steady and stalled — no momentum either way. Needs an approach trigger.

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

—

year to Mar 2025

Net worth

—

book net assets

Opportunity

75/100

Strong

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What this business does

Primary activity: Other activities auxiliary to insurance and pension funding

Sector: Financial & insurance

Investor take

Pursue

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

Opportunity 75/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. 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: strategic trade sale (65/100).

Data confidence

Overall: medium (78/100)

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

Confirmed no charges registered

Directors & officers

3 officers (1 active, 3 linked, 2 with DOB)

Ownership & PSC

1 active PSC(s) of 3 total, 3 with control declared

Director network

1 connected companies via shared directors

Filing history

69 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

75/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Some acquirability indicators.

Risk profile

Few red flags.

Signal strength

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	2025-03-31	2024-03-31
Average employees	400	500

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

filings

Last 90 days

filings

Last 180 days

filings

• 2 persons-with-significant-control

Counts from Companies House filing history.

Corporate timeline (24 events)Click to expand

2026-02-13
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2026-02-13
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-07-22
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-10-28
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-07-26
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-07-30
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-07-15
📄
capital-allotment-shares
capital · SH01
2022-07-07
📄
memorandum-articles
incorporation · MA
2022-07-07
📄
resolution
resolution · RESOLUTIONS
2021-10-08
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-01-20
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-10-26
📄
capital-allotment-shares
capital · SH01
2020-10-21
📄
capital-variation-of-rights-attached-to-shares
capital · SH10
2020-10-20
📄
memorandum-articles
incorporation · MA
2020-10-20
📄
resolution
resolution · RESOLUTIONS
2020-04-22
📄
change-person-director-company-with-change-date
officers · CH01
2020-04-22
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2020-04-22
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2019-09-13
➖
MELROSE, David Frederick resigned
director
2016-03-31
➖
O'DONNELL & CO LTD resigned
corporate-secretary
2007-11-26
🏢
Company incorporated
As MCLEAN & PARTNERS WEALTH MANAGEMENT LTD
2007-11-26
➕
MCLEAN, Stuart Scott appointed
director
2007-11-26
➕
O'DONNELL & CO LTD appointed
corporate-secretary
2007-11-26
➕
MELROSE, David Frederick appointed
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 "MCLEAN" — 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.

Succession & seller-readiness

68/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

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.)

Group structure

Kjd20 Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Kjd20 Ltd

Corporate parent · holds 75-100% shares · board control

ultimate parent

⬇

MCLEAN & PARTNERS WEALTH MANAGEMENT LTD

This company · SC334469

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
Kjd20 Ltd Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	12/02/2026

2 historic (ceased) PSCs

Mr Stuart Scott Mcleanceased 12/02/2026· 75-100% shares · 75-100% voting · board control
Mr David Frederick Melroseceased 13/09/2019· 25-50% shares · 25-50% 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 · 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
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
FAMILY & BUSINESS ASSURANCE (SERVICES) LIMITED→ SC347357 · est 2008	—	—	£50.9k	—	17y	82	67y

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

Incorporated2007-11-26

Jurisdictionscotland

Primary SIC66290 — Other activities auxiliary to insurance and pension funding

Registered office

6 St. Colme Street

Edinburgh

EH3 6AD

Scotland

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2026-12-10

Last: 2025-11-26

Officers (1 active · 2 resigned)

MCLEAN, Stuart Scott→

director · ~56y · appointed 2007-11-26

View their other companies + combined net worth →

Active

O'DONNELL & CO LTD→

corporate-secretary · appointed 2007-11-26 · resigned 2016-03-31

Resigned

MELROSE, David Frederick→

director · ~62y · appointed 2007-11-26 · resigned 2019-09-13

Resigned

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

Recent filings (69 total)

notification-of-a-person-with-significant-control

persons-with-significant-control · PSC02

2026-02-13

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

persons-with-significant-control · PSC07

2026-02-13

confirmation-statement-with-no-updates

confirmation-statement · CS01

2025-12-09

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

accounts · AA

2025-07-22

confirmation-statement-with-no-updates

confirmation-statement · CS01

2024-12-12

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

accounts · AA

2024-10-28

confirmation-statement-with-no-updates

confirmation-statement · CS01

2023-12-04

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

accounts · AA

2023-07-26

confirmation-statement-with-updates

confirmation-statement · CS01

2022-12-09

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

accounts · AA

2022-07-30

capital-allotment-shares

capital · SH01

2022-07-15

memorandum-articles

incorporation · MA

2022-07-07

resolution

resolution · RESOLUTIONS

2022-07-07

confirmation-statement-with-no-updates

confirmation-statement · CS01

2022-01-05

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

accounts · AA

2021-10-08