JAMIESON FINANCIAL PLANNING LTD

🏛️Establishedactive
SC546999 · ltd · incorporated 2016-10-05
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 Sept 2024
Net worth
—
book net assets
Opportunity
71/100
Strong
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What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 71/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. 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
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
25 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
71/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
65
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Sept 2023Sept 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-09-302023-09-30
Average employees0200

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

🔒Filing-note intelligence

2 signals 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 (19 events)Click to expand
  1. 2025-06-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-06-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-03-07
    📄
    change-person-director-company-with-change-date
    officers · CH01
  4. 2023-12-13
    📄
    gazette-filings-brought-up-to-date
    gazette · DISS40
  5. 2023-12-12
    📄
    gazette-notice-compulsory
    gazette · GAZ1
  6. 2023-06-27
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2022-09-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2021-09-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2020-06-28
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2019-09-19
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  11. 2019-05-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2018-06-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2018-05-17
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  14. 2018-04-27
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  15. 2017-11-13
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  16. 2016-10-05
    🏢
    Company incorporated
    As JAMIESON FINANCIAL PLANNING LTD
  17. 2016-10-05
    ➕
    JAMIESON, Carla appointed
    director
  18. 2016-10-05
    ➕
    JAMIESON, Graham appointed
    director
  19. 2016-10-05
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

86/100
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.
  • +Founder name in company name: Company name contains director surname "JAMIESON" — strong identity link between founder and business.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
  • +No director turnover: Company is 10 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

36/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Graham Jamieson
Individual · British · DOB 06/1977 · age 49
50–75%
—50-75% shares04/10/2017
Mr Graham Jamieson
Individual · British · DOB 06/1977 · age 49
50–75%
50–75%50-75% shares · 50-75% voting05/10/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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

6 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
Incorporated2016-10-05
Jurisdictionscotland
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

36 Burnside
Haddington
East Lothian
EH41 4ES
Scotland

Filing status

Accounts
Next due: 2026-06-30
Last made up to: 2024-09-30
Confirmation statement
Next due: 2026-09-18
Last: 2025-09-04

Officers (2 active · 0 resigned)

JAMIESON, Carla→
director · ~47y · appointed 2016-10-05
View their other companies + combined net worth →
Active
JAMIESON, Graham→
director · ~49y · appointed 2016-10-05
View their other companies + combined net worth →
Active

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

Recent filings (25 total)

confirmation-statement-with-updates
confirmation-statement · CS01
2025-09-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-06-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-09-18
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-06-29
change-person-director-company-with-change-date
officers · CH01
2024-03-07
gazette-filings-brought-up-to-date
gazette · DISS40
2023-12-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-12-12
gazette-notice-compulsory
gazette · GAZ1
2023-12-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-06-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-09-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-09-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-09-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-10-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-06-28