DCM WEALTH MANAGEMENT LTD
🏛️Establishedactive
SC605178 · ltd · incorporated 2018-08-14
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 Aug 2025
Net worth
£104.1k
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Financial management
Sector: Professional, scientific & technical
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
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
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
17 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 · accounting standard not declaredPositive net assets
Net assets £104,111
Cash YoY
+58%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£119k
↑ 58% YoY
Net Worth
£104k
↑ 13% YoY
Current Assets
£119k
↑ 13% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-08-31 | 2024-08-31 |
|---|---|---|
| Total assets | £104.1k | £92.1k |
| Current assets | £118.6k | £104.8k |
| Cash | £118.6k | £75.0k |
| Debtors | £48 | £29.8k |
| Net assets | £104.1k | £92.1k |
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 (13 events)Click to expand
- 2026-03-23📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-03-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-07-10📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-07-09➕MACKENZIE, Tracy appointeddirector
- 2024-02-08📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-02-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-09-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-02-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-05-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-09-25📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2018-08-14🏢Company incorporatedAs DCM WEALTH MANAGEMENT LTD
- 2018-08-14➕MACKENZIE, Douglas Caldwell appointeddirector
- 2018-08-14📄incorporation-companyincorporation · NEWINC
Owner dependency
79/100
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 63 — approaching natural succession window.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
- +No director turnover: Company is 8 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
56/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
- 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
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Douglas Caldwell Mackenzie Individual · British · DOB 09/1963 · age 63 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 14/08/2018 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Professional services · ML postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| CLYDE & AVONDALE ASSOCIATES LTD.→ SC457450 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| CMC ACCOUNTANCY LTD→ SC777768 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| CMM COMMISSIONING & COMPLETIONS LTD→ SC576965 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| COMPASS AVIATION SOLUTIONS LIMITED→ SC757442 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| COSMIC ENGINEERING LTD→ SC807847 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| CP PROPERTIES LTD→ SC522051 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| CREECHAN ACCOUNTANCY SERVICES LIMITED→ SC554642 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| CRK CONSULTANTS LTD.→ SC699996 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| DARCY HOLDINGS LTD→ SC879884 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| DAVIDSON & SHIRLEY LIMITED→ SC339565 · est 2008 · no financials extracted | — | — | — | — | 18y | — | — |
| DAVIDSONS LEGAL SERVICES LIMITED→ SC335389 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| DDH SOLUTIONS LTD→ SC840768 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
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
Incorporated2018-08-14
Jurisdictionscotland
Primary SIC70221 — Financial management
Registered office
4d Auchingramont Road
Hamilton
ML3 6JT
Scotland
Filing status
Accounts
Next due: 2027-05-31
Last made up to: 2025-08-31
Confirmation statement
Next due: 2026-07-24
Last: 2025-07-10
Officers (2 active · 0 resigned)
MACKENZIE, Douglas Caldwell→
Activedirector · ~63y · appointed 2018-08-14
View their other companies + combined net worth →
MACKENZIE, Tracy→
Activedirector · ~61y · appointed 2024-07-09
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (17 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-03-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-24
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-03-06
confirmation-statement-with-updates
confirmation-statement · CS01
2024-07-10
appoint-person-director-company-with-name-date
officers · AP01
2024-07-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-02-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-08-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-02-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-08-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-09-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-08-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-02-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-10-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-05-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-10-11