MCLEAN & PARTNERS WEALTH MANAGEMENT LTD
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.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Key financials
2 years extracted from filed iXBRL accountsHover 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.
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
- • 2 persons-with-significant-control
- • 2 persons-with-significant-control
- • 1 confirmation-statement
Corporate timeline (24 events)Click to expand
- 2026-02-13📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2026-02-13📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-07-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-10-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-07-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-07-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-07-15📄capital-allotment-sharescapital · SH01
- 2022-07-07📄memorandum-articlesincorporation · MA
- 2022-07-07📄resolutionresolution · RESOLUTIONS
- 2021-10-08📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-01-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-10-26📄capital-allotment-sharescapital · SH01
- 2020-10-21📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2020-10-20📄memorandum-articlesincorporation · MA
- 2020-10-20📄resolutionresolution · RESOLUTIONS
- 2020-04-22📄change-person-director-company-with-change-dateofficers · CH01
- 2020-04-22📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-04-22📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2019-09-13➖MELROSE, David Frederick resigneddirector
- 2016-03-31➖O'DONNELL & CO LTD resignedcorporate-secretary
- 2007-11-26🏢Company incorporatedAs MCLEAN & PARTNERS WEALTH MANAGEMENT LTD
- 2007-11-26➕MCLEAN, Stuart Scott appointeddirector
- 2007-11-26➕O'DONNELL & CO LTD appointedcorporate-secretary
- 2007-11-26➕MELROSE, David Frederick appointeddirector
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +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 18 years — deep operational knowledge concentrated in one person.
Succession & seller-readiness
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 18 years.
- secondaryStable-but-static management: Company is 18 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
cleanGroup structure
Kjd20 Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.
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.
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 |
|---|---|---|---|---|---|---|---|
| MANAGEMENT OPPORTUNITIES LIMITED→ SC118578 · est 1989 · no financials extracted | — | — | — | — | 36y | — | — |
| MANNERSTON INVESTMENTS LIMITED→ SC778442 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| MCINROY & WOOD LIMITED→ SC100377 · est 1986 · no financials extracted | — | — | — | — | 39y | — | — |
| MCM FINANCIAL LIMITED→ SC504450 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| MEIKLEHOPE LTD→ SC504508 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| MEO CAPITALPARTNERS LTD→ SC878178 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| MONEXO LTD→ SC833314 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| MONTAUK (UK) INVESTMENT HOLDINGS LIMITED→ SC531053 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| MORTGAGE AND FINANCIAL CONSULTANCY LTD→ SC547074 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| MORTGAGE AND PROTECTION FINANCIAL SERVICES LIMITED→ SC655965 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| MORTGAGE FIXED LIMITED→ SC753999 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| MORTGAGE HAVEN UK LIMITED→ SC774863 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
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 →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
Registered office
Filing status
Officers (1 active · 2 resigned)
Click a director name to see their full track record across all companies.