MORAG WILLIAMSON'S FAMILY INVESTMENT COMPANY

🏛️Establishedactive
SC557178 · private-unlimited · incorporated 2017-02-09
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.
Why now
Window steady · low confidence
Stable recent picture — watch for any upcoming trigger event.
What changed my view
Last 30 days

No material changes in the last 30 days.

Last 90 days

No snapshot from 90 days ago — start tracking from today.

Last 180 days

No snapshot from 180 days ago — start tracking from today.

🔒Estimated value
Upgrade to see
Turnover
not disclosed
Net worth
book net assets
Opportunity
76/100
Strong
🔔
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What this business does
Primary activity: Fund management activities
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 76/100 (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 (73/100).

Data confidence

Overall: medium (59/100)

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
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
4 officers (4 active, 4 linked, 2 with DOB)
80
Ownership & PSC
3 active PSC(s) of 3 total, 3 with control declared
90
Director network
14 connected companies via shared directors
87
Filing history
12 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
65
Adequate — check latest filings for context.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Recent activity

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
  • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (8 events)Click to expand
  1. 2019-02-13
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  2. 2019-02-13
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  3. 2017-02-09
    🏢
    Company incorporated
    As MORAG WILLIAMSON'S FAMILY INVESTMENT COMPANY
  4. 2017-02-09
    GILLILAND, Richard appointed
    secretary
  5. 2017-02-09
    GILLILAND, Richard appointed
    director
  6. 2017-02-09
    WILLIAMSON, Morag Elizabeth appointed
    director
  7. 2017-02-09
    BRODIES & CO (TRUSTEES) LIMITED appointed
    corporate-director
  8. 2017-02-09
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

80/100
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
  • +Founder name in company name: Company name contains director surname "WILLIAMSON" — strong identity link between founder and business.
  • +Founder age: Director aged approximately 68 — succession pressure is live.

Succession & seller-readiness

50/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 68. Approaching typical UK retirement age — succession thinking likely.

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

Brodies & Co. (Trustees) Limited holds 25-50% — a significant corporate investor but not a controlling parent.

🏛️
Brodies & Co. (Trustees) Limited
Corporate parent
MORAG WILLIAMSON'S FAMILY INVESTMENT COMPANY
This company · SC557178

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

3 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Richard Gilliland
Individual · British · DOB 01/1958 · age 68
sig. influencesignificant influence09/02/2017
Brodies & Co. (Trustees) Limited
Corporate entity
sig. influencesignificant influence09/02/2017
Mrs Morag Elizabeth Williamson
Individual · British · DOB 02/1965 · age 61
sig. influencesignificant influence09/02/2017

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

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.

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🔒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.

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Company details

Statusactive
Typeprivate-unlimited
Incorporated2017-02-09
Jurisdictionscotland
Primary SIC66300 — Fund management activities

Registered office

216 West George Street
Glasgow
G2 2PQ

Filing status

Accounts
Next due:
Last made up to:
Confirmation statement
Next due: 2027-02-22
Last: 2026-02-08

Officers (4 active · 0 resigned)

GILLILAND, Richard
secretary · appointed 2017-02-09
View their other companies + combined net worth →
Active
GILLILAND, Richard
director · ~68y · appointed 2017-02-09
View their other companies + combined net worth →
Active
WILLIAMSON, Morag Elizabeth
director · ~61y · appointed 2017-02-09
View their other companies + combined net worth →
Active
BRODIES & CO (TRUSTEES) LIMITED
corporate-director · appointed 2017-02-09
View their other companies + combined net worth →
Active

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

Recent filings (12 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-02-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-02-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-02-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-02-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-02-13
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2019-02-13
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2019-02-13
confirmation-statement-with-updates
confirmation-statement · CS01
2018-02-22
incorporation-company
incorporation · NEWINC
2017-02-09