SHIELLS FINANCIAL PLANNING LTD.

⚰️Wound downdissolved
SC339758 · ltd · incorporated 2008-03-18
Investment thesis
Company dissolved — not a live target.
Why interesting: Historical record only; useful for precedent research.
Why risky: Not transactable.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to May 2017
Net worth
£222
book net assets
Opportunity
63/100
Worth a look
🔔
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Special-situation opportunity
Distressed financial-services with salvageable qualities — special-situations priority.

Opportunity 63/100 (worth a look), bankability 70/100. Strong seller-intent signal (78/100, director aged 67). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: Company dissolved. Company has been dissolved — it no longer legally exists. Any diligence here is historical only. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (79/100)

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
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
8 officers (3 active, 8 linked, 4 with DOB)
80
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
4 connected companies via shared directors
57
Filing history
39 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
63/100Worth a look
PassWatchWorth a lookStrongExceptional 

Mixed signal. Worth opening the full target workup before deciding to pursue.

Business quality
30
Concerning — overdue filings or status flags present.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
67
Some moderate concerns — review 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 £222

Key financials

2 years extracted from filed iXBRL accounts
Cash
£6k
Net Worth
£222
Current Assets
£6k
↑ 1.1% YoY
Current Liabilities
—
£0£2k£4k£6k£8k£10kMay 2016May 2017

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2017-05-312016-05-31
Total assets£222£-4.1k
Current assets£5.5k£5.4k
Cash£5.5k—
Debtors—£5.2k
Current liabilities—£9.6k
Net assets£222—

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
0
filings
Counts from Companies House filing history.
Corporate timeline (39 events)Click to expand
  1. 2018-07-10
    📄
    gazette-dissolved-voluntary
    gazette · GAZ2(A)
  2. 2018-07-10
    🏁
    Company dissolved
  3. 2018-04-24
    📄
    gazette-notice-voluntary
    gazette · GAZ1(A)
  4. 2018-04-13
    📄
    dissolution-application-strike-off-company
    dissolution · DS01
  5. 2018-01-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2017-02-23
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  7. 2016-04-14
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  8. 2016-02-29
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  9. 2015-04-15
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  10. 2015-02-27
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  11. 2014-04-03
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  12. 2014-02-25
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  13. 2014-02-07
    📄
    termination-director-company-with-name
    officers · TM01
  14. 2013-06-30
    ➖
    DOBBIE, Nicholas Robert resigned
    director
  15. 2013-03-26
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  16. 2013-02-27
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  17. 2012-04-13
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  18. 2012-02-02
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  19. 2011-09-02
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  20. 2011-04-11
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  21. 2011-04-11
    📄
    change-person-director-company-with-change-date
    officers · CH01
  22. 2011-01-06
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  23. 2010-07-14
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  24. 2010-07-13
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  25. 2010-07-13
    📄
    change-person-director-company-with-change-date
    officers · CH01
  26. 2010-07-08
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  27. 2010-05-31
    ➕
    MIDDLETON, Stephen Renny appointed
    secretary
  28. 2010-05-31
    ➕
    COUSTON, Robert James Gair appointed
    director
  29. 2010-05-31
    ➕
    MIDDLETON, Stephen Renny appointed
    director
  30. 2010-05-31
    ➖
    MCLELLAN, Ross resigned
    secretary
  31. 2010-05-31
    ➖
    BARRON, Keith resigned
    director
  32. 2010-05-31
    ➕
    DOBBIE, Nicholas Robert appointed
    director
  33. 2008-03-18
    🏢
    Company incorporated
    As SHIELLS FINANCIAL PLANNING LTD.
  34. 2008-03-18
    ➕
    MCLELLAN, Ross appointed
    secretary
  35. 2008-03-18
    ➕
    BRIAN REID LTD. appointed
    corporate-secretary
  36. 2008-03-18
    ➖
    BRIAN REID LTD. resigned
    corporate-secretary
  37. 2008-03-18
    ➕
    BARRON, Keith appointed
    director
  38. 2008-03-18
    ➕
    STEPHEN MABBOTT LTD. appointed
    corporate-director
  39. 2008-03-18
    ➖
    STEPHEN MABBOTT LTD. resigned
    corporate-director

Owner dependency

83/100
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
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 67 — succession pressure is live.

Succession & seller-readiness

79/100
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 67. Approaching typical UK retirement age — succession thinking likely.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 16 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

1 high ·
Company dissolved
high

Company has been dissolved — it no longer legally exists. Any diligence here is historical only.

Evidence: Dissolved on 2018-07-10

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Stephen Renny Middleton
Individual · British · DOB 01/1964 · age 62
75–100%
75–100%75-100% shares · 75-100% voting06/04/2016

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 →

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

8 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

Statusdissolved
Typeltd
Incorporated2008-03-18
Jurisdictionscotland
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

31a St David Street
Brechin
Angus
DD9 6EG

Filing status

Accounts
Next due: —
Last made up to: 2017-05-31
Confirmation statement
Next due: —
Last: —

Officers (0 active · 5 resigned)

MIDDLETON, Stephen Renny→
secretary · appointed 2010-05-31
View their other companies + combined net worth →
Active
COUSTON, Robert James Gair→
director · ~67y · appointed 2010-05-31
View their other companies + combined net worth →
Active
MIDDLETON, Stephen Renny→
director · ~62y · appointed 2010-05-31
View their other companies + combined net worth →
Active
MCLELLAN, Ross→
secretary · appointed 2008-03-18 · resigned 2010-05-31
Resigned
BRIAN REID LTD.→
corporate-secretary · appointed 2008-03-18 · resigned 2008-03-18
Resigned
BARRON, Keith→
director · ~57y · appointed 2008-03-18 · resigned 2010-05-31
Resigned
DOBBIE, Nicholas Robert→
director · ~53y · appointed 2010-05-31 · resigned 2013-06-30
Resigned
STEPHEN MABBOTT LTD.→
corporate-director · appointed 2008-03-18 · resigned 2008-03-18
Resigned

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

Recent filings (39 total)

gazette-dissolved-voluntary
gazette · GAZ2(A)
2018-07-10
gazette-notice-voluntary
gazette · GAZ1(A)
2018-04-24
dissolution-application-strike-off-company
dissolution · DS01
2018-04-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2018-01-31
confirmation-statement-with-updates
confirmation-statement · CS01
2017-03-20
accounts-with-accounts-type-total-exemption-small
accounts · AA
2017-02-23
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2016-04-14
accounts-with-accounts-type-total-exemption-small
accounts · AA
2016-02-29
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2015-04-15
accounts-with-accounts-type-total-exemption-small
accounts · AA
2015-02-27
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2014-04-03
accounts-with-accounts-type-total-exemption-small
accounts · AA
2014-02-25
termination-director-company-with-name
officers · TM01
2014-02-07
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2013-03-26
accounts-with-accounts-type-total-exemption-small
accounts · AA
2013-02-27