OSPREY FINANCIAL SERVICES LTD

💤Zombieactive
SC363687 · ltd · incorporated 2009-08-07
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 2024
Net worth
book net assets
Opportunity
78/100
Strong
🔔
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What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
Pursue
Active trading company with a 67-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 67). 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 (73/100)

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
50
Lenders & charges
Confirmed no charges registered
85
Directors & officers
5 officers (1 active, 5 linked, 4 with DOB)
86
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
8 connected companies via shared directors
69
Filing history
54 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
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
Metric2024-12-31
Average employees200

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
1
filing
  • 1 confirmation-statement
Last 180 days
1
filing
  • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (27 events)Click to expand
  1. 2025-09-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-06-11
    📄
    memorandum-articles
    incorporation · MA
  3. 2025-06-11
    📄
    resolution
    resolution · RESOLUTIONS
  4. 2024-03-14
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  5. 2024-03-14
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  6. 2024-03-08
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  7. 2024-03-08
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  8. 2024-03-08
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  9. 2024-03-08
    📄
    change-account-reference-date-company-current-extended
    accounts · AA01
  10. 2024-03-08
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  11. 2024-03-08
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  12. 2024-02-14
    DALZELL, Paul Irvine appointed
    director
  13. 2024-02-14
    SMITH, Angela resigned
    secretary
  14. 2024-02-14
    SMITH, Angela resigned
    director
  15. 2024-02-14
    SMITH, Michael resigned
    director
  16. 2023-11-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2023-05-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2022-05-24
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  19. 2021-05-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  20. 2020-05-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  21. 2019-03-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  22. 2016-05-01
    SMITH, Angela appointed
    director
  23. 2013-08-01
    SMITH, Angela appointed
    secretary
  24. 2013-08-01
    NEILLIE, Alexander resigned
    director
  25. 2009-08-07
    🏢
    Company incorporated
    As OSPREY FINANCIAL SERVICES LTD
  26. 2009-08-07
    NEILLIE, Alexander appointed
    director
  27. 2009-08-07
    SMITH, Michael appointed
    director

Owner dependency

90/100
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 age: Director aged approximately 67 — succession pressure is live.

Succession & seller-readiness

65/100
Strong succession signal

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

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 67. Approaching typical UK retirement age — succession thinking likely.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.

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

Milecross Financial (Scotland) Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Milecross Financial (Scotland) Ltd
Corporate parent · holds 75-100% shares
ultimate parent
OSPREY FINANCIAL SERVICES LTD
This company · SC363687

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%
NameSharesVoting rightsNature of controlNotified
Milecross Financial (Scotland) Ltd
Corporate entity
75100%
75–100%75-100% shares · 75-100% voting14/02/2024
2 historic (ceased) PSCs
  • Mrs Angela Smithceased 14/02/2024· 75-100% shares · 75-100% voting · board control
  • Mr Michael Smithceased 27/02/2019· 75-100% shares · 75-100% voting · board control · significant influence

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

Statusactive
Typeltd
Incorporated2009-08-07
Jurisdictionscotland
Primary SIC66220 — Activities of insurance agents and brokers

Registered office

Unit 36 Coatbridge Business Centre
204 Main Street
Coatsbridge
ML5 3RB
Scotland

Filing status

Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-03-12
Last: 2026-02-26

Officers (1 active · 4 resigned)

DALZELL, Paul Irvine
director · ~67y · appointed 2024-02-14
View their other companies + combined net worth →
Active
SMITH, Angela
secretary · appointed 2013-08-01 · resigned 2024-02-14
Resigned
NEILLIE, Alexander
director · ~68y · appointed 2009-08-07 · resigned 2013-08-01
Resigned
SMITH, Angela
director · ~72y · appointed 2016-05-01 · resigned 2024-02-14
Resigned
SMITH, Michael
director · ~74y · appointed 2009-08-07 · resigned 2024-02-14
Resigned

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

Recent filings (54 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-26
accounts-with-accounts-type-micro-entity
accounts · AA
2025-09-15
memorandum-articles
incorporation · MA
2025-06-11
resolution
resolution · RESOLUTIONS
2025-06-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-26
confirmation-statement-with-updates
confirmation-statement · CS01
2024-03-14
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-03-14
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-03-14
termination-secretary-company-with-name-termination-date
officers · TM02
2024-03-08
termination-director-company-with-name-termination-date
officers · TM01
2024-03-08
termination-director-company-with-name-termination-date
officers · TM01
2024-03-08
change-account-reference-date-company-current-extended
accounts · AA01
2024-03-08
appoint-person-director-company-with-name-date
officers · AP01
2024-03-08
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-03-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-13