PORTOBELLO HERITAGE TRUST

🌳Matureactive
SC369226 · private-limited-guarant-nsc-limited-exemption · incorporated 2009-11-26
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Nov 2024
Net worth
£2.4k
book net assets
Opportunity
81/100
Exceptional
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What this business does
Primary activity: Activities of other membership organisations n.e.c.
Sector: Other service activities
Investor take
Pursue
Asset-holding vehicle with a 80-year-old founder — textbook succession opportunity.

Opportunity 81/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 80). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: medium (72/100)

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
10 officers (5 active, 10 linked, 8 with DOB)
86
Ownership & PSC
No PSCs filed (unusual — worth investigating)
35
Director network
6 connected companies via shared directors
63
Filing history
42 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
81/100Exceptional
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
85
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 £2,436
Net assets shrinking
Down £98 YoY

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£2k
↓ 3.9% YoY
Current Assets
£2k
↓ 3.9% YoY
Current Liabilities
—
£0£507£1k£2k£2k£3kNov 2023Nov 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-11-302023-11-30
Total assets£2.4k£2.5k
Current assets£2.4k£2.5k
Net assets£2.4k£2.5k

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

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 (31 events)Click to expand
  1. 2025-08-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-08-19
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2023-08-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2023-03-08
    📄
    change-person-director-company-with-change-date
    officers · CH01
  5. 2022-11-08
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  6. 2022-10-27
    ➕
    PARKER, Doreen appointed
    director
  7. 2022-07-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2021-12-01
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  9. 2021-11-20
    ➖
    BROWN, Michael George, Director resigned
    director
  10. 2021-08-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2020-08-27
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2019-08-07
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2018-08-14
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2017-08-23
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2016-08-16
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  16. 2015-12-15
    📄
    annual-return-company-with-made-up-date-no-member-list
    annual-return · AR01
  17. 2015-08-28
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  18. 2015-08-27
    ➖
    MUNRO, John Robertson resigned
    director
  19. 2015-04-16
    ➖
    ROBINSON, Alison resigned
    director
  20. 2014-04-16
    ➖
    FOLEY, Archibald Lindsay resigned
    director
  21. 2013-09-01
    ➕
    HAWKINS, Stephen Ian appointed
    secretary
  22. 2013-08-31
    ➖
    WISHART, Eric Alan resigned
    secretary
  23. 2012-04-11
    ➕
    HAWKINS, Stephen Ian appointed
    director
  24. 2009-11-26
    🏢
    Company incorporated
    As PORTOBELLO HERITAGE TRUST
  25. 2009-11-26
    ➕
    MUNRO, Margaret Lily, Dr appointed
    director
  26. 2009-11-26
    ➕
    STEWART, John Macgregor appointed
    director
  27. 2009-11-26
    ➕
    WISHART, Eric Alan appointed
    secretary
  28. 2009-11-26
    ➕
    BROWN, Michael George, Director appointed
    director
  29. 2009-11-26
    ➕
    FOLEY, Archibald Lindsay appointed
    director
  30. 2009-11-26
    ➕
    MUNRO, John Robertson appointed
    director
  31. 2009-11-26
    ➕
    ROBINSON, Alison appointed
    director

Owner dependency

65/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • -4 active directors: Broader management team in place — suggests transferable governance.
  • +Long-tenure founder: Senior director has been in place 16 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 80 — succession pressure is live.

Succession & seller-readiness

83/100
Likely off-market candidate

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

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 80 years old. Natural succession window is now.
  • secondary12+ year tenure: Director in role 16 years.
  • secondaryStable-but-static management: Company is 16 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.)
🔒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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SCOTPAC INTERNATIONAL (U.K.) LIMITED→
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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
Typeprivate-limited-guarant-nsc-limited-exemption
Incorporated2009-11-26
Jurisdictionscotland
Primary SIC94990 — Activities of other membership organisations n.e.c.

Registered office

16 Bellfield Lane
Edinburgh
City Of Edinburgh
EH15 2BL

Filing status

Accounts
Next due: 2026-08-31
Last made up to: 2024-11-30
Confirmation statement
Next due: 2026-12-10
Last: 2025-11-26

Officers (5 active · 5 resigned)

HAWKINS, Stephen Ian→
secretary · appointed 2013-09-01
View their other companies + combined net worth →
Active
HAWKINS, Stephen Ian→
director · ~74y · appointed 2012-04-11
View their other companies + combined net worth →
Active
MUNRO, Margaret Lily, Dr→
director · ~75y · appointed 2009-11-26
View their other companies + combined net worth →
Active
PARKER, Doreen→
director · ~80y · appointed 2022-10-27
View their other companies + combined net worth →
Active
STEWART, John Macgregor→
director · ~77y · appointed 2009-11-26
View their other companies + combined net worth →
Active
WISHART, Eric Alan→
secretary · appointed 2009-11-26 · resigned 2013-08-31
Resigned
BROWN, Michael George, Director→
director · ~90y · appointed 2009-11-26 · resigned 2021-11-20
Resigned
FOLEY, Archibald Lindsay→
director · ~92y · appointed 2009-11-26 · resigned 2014-04-16
Resigned
MUNRO, John Robertson→
director · ~75y · appointed 2009-11-26 · resigned 2015-08-27
Resigned
ROBINSON, Alison→
director · ~88y · appointed 2009-11-26 · resigned 2015-04-16
Resigned

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

Recent filings (42 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-28
accounts-with-accounts-type-micro-entity
accounts · AA
2025-08-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-04
accounts-with-accounts-type-micro-entity
accounts · AA
2024-08-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-27
accounts-with-accounts-type-micro-entity
accounts · AA
2023-08-28
change-person-director-company-with-change-date
officers · CH01
2023-03-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-30
appoint-person-director-company-with-name-date
officers · AP01
2022-11-08
accounts-with-accounts-type-micro-entity
accounts · AA
2022-07-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-12-06
termination-director-company-with-name-termination-date
officers · TM01
2021-12-01
accounts-with-accounts-type-micro-entity
accounts · AA
2021-08-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-12-13
accounts-with-accounts-type-micro-entity
accounts · AA
2020-08-27