HELO COUNSELLING AND WELLBEING LIMITED
🏛️Establishedactive
SC570592 · ltd · incorporated 2017-07-06
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 Jul 2025
Net worth
£-331
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Other human health activities
Sector: Human health & social work
Investor take
Pass (distressed without resilience)Distressed active trading company — structural issues outweigh the discount.
Opportunity 77/100 (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: share sale to pe / searcher (73/100).
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
24 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
75
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 · FRS 105 (micro)Negative net assets
Liabilities exceed assets by £331
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
-£331
↓ 198% YoY
Current Assets
£2k
↓ 3.3% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2025-07-31 | 2024-07-31 |
|---|---|---|
| Total assets | £-331 | £-111 |
| Current assets | £1.6k | £1.7k |
| Net assets | £-331 | £-111 |
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 accounts
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
- 2026-02-12📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-10-14📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-03-06📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-01-17📄change-person-director-company-with-change-dateofficers · CH01
- 2024-01-17📄change-person-director-company-with-change-dateofficers · CH01
- 2024-01-17📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-01-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-01-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-02-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-02-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-10-22📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-10-22📄change-person-director-company-with-change-dateofficers · CH01
- 2018-07-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2018-07-16📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2017-07-06🏢Company incorporatedAs HELO COUNSELLING AND WELLBEING LIMITED
- 2017-07-06➕FARQUHAR, Helen appointeddirector
- 2017-07-06➕PETRIE, Lorraine appointeddirector
- 2017-07-06📄incorporation-companyincorporation · NEWINC
Owner dependency
71/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Senior director age: Director aged approximately 59 — approaching natural succession window.
- +No director turnover: Company is 9 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
46/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 59. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
cleanNo 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| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Miss Lorraine Petrie Individual · British · DOB 09/1967 · age 59 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/07/2017 |
Mrs Helen Farquhar Individual · British · DOB 12/1967 · age 59 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/07/2017 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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|---|---|---|---|---|---|---|---|
| COMELY PARK DENTAL PRACTICE LTD.→ SC445337 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
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| INSPIRED BREAKS LTD→ SC728387 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| INTEGRITY SOCIAL CARE SOLUTIONS LTD→ SC576777 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| ISAAC S MACKIE TRUST LIMITED (THE)→ SC047773 · est 1970 · no financials extracted | — | — | — | — | 55y | — | — |
| ISKRB CONSULTING LTD→ SC741443 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| KINCAIRN RESIDENTIAL CHILDCARE LIMITED→ SC766858 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| KINGDOM ABUSE SURVIVORS PROJECT→ SC524668 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| KINGHORN COMMUNITY LAND ASSOCIATION→ SC281914 · est 2005 · no financials extracted | — | — | — | — | 21y | — | — |
| KINGSEAT CENTRE LTD→ SC770345 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| KIRKLAND AND BUCKHAVEN DP LIMITED→ SC784114 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| KRAUTH PRIMARY CARE EXPERTS LIMITED→ SC872859 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
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
Incorporated2017-07-06
Jurisdictionscotland
Primary SIC86900 — Other human health activities
Registered office
Lodge House
Priory Lane
Dunfermline
Fife
KY12 7DT
United Kingdom
Filing status
Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2026-07-19
Last: 2025-07-05
Officers (2 active · 0 resigned)
FARQUHAR, Helen→
Activedirector · ~59y · appointed 2017-07-06
View their other companies + combined net worth →
PETRIE, Lorraine→
Activedirector · ~59y · appointed 2017-07-06
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (24 total)
accounts-with-accounts-type-micro-entity
accounts · AA
2026-02-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-23
accounts-with-accounts-type-micro-entity
accounts · AA
2024-10-14
confirmation-statement-with-updates
confirmation-statement · CS01
2024-07-05
accounts-with-accounts-type-micro-entity
accounts · AA
2024-03-06
change-person-director-company-with-change-date
officers · CH01
2024-01-17
change-person-director-company-with-change-date
officers · CH01
2024-01-17
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-01-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-07-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-01-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-07-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-07-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-01-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-07-16