SHIELD HEALTHCARE SOLUTIONS LTD

🌿Early-stageactive

SC739266 · ltd · incorporated 2022-07-25

Investment thesis

Growth-phase business — story-led; valuation sensitive to momentum.

Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.

Why risky: Price often leads fundamentals; dependency on founder often high.

Opportunity decay

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 3.6y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Jul 2025

Net worth

—

book net assets

Opportunity

69/100

Strong

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch

What this business does

Primary activity: Activities of insurance agents and brokers

Sector: Financial & insurance

Investor take

Pursue

Active trading company. Reasonable fundamentals — worth a memo before deciding.

Opportunity 69/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).

🏦

Refinance opportunity

1 live charge · oldest 3.6y

75/100

ready

Refinance conversation should be productive — structure clean and timing right.

· Charge age ~3.6 years — mid-life; refi window approaching.
· Single lender — cleanest path to refinance.
· Legal-friction score 15/100 — clean.

Data confidence

Overall: high (81/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

1 charges (1/1 with lender, 1/1 with type)

Directors & officers

2 officers (2 active, 2 linked, 2 with DOB)

Ownership & PSC

1 active PSC(s) of 3 total, 3 with control declared

Director network

3 connected companies via shared directors

Filing history

14 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

69/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Adequate — check latest filings for context.

Acquirability

Some acquirability indicators.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-07-31	2024-07-31
Average employees	300	300

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

filing

• 1 accounts

Last 90 days

filing

• 1 accounts

Last 180 days

filing

• 1 accounts

Counts from Companies House filing history.

Corporate timeline (15 events)Click to expand

2026-04-30
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2025-07-09
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2025-04-30
📄
change-account-reference-date-company-previous-shortened
accounts · AA01
2024-12-23
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-12-23
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-12-23
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-05-29
✏️
certificate-change-of-name-company
change-of-name · CERTNM
2024-04-17
📄
accounts-with-accounts-type-micro-entity
accounts · AA
2023-11-24
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-10-18
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2022-10-10
🔒
Charge registered #1
Lender: The Royal Bank of Scotland PLC
2022-07-25
🏢
Company incorporated
As SHIELD HEALTHCARE SOLUTIONS LTD
2022-07-25
➕
MCKENZIE, Mark appointed
director
2022-07-25
➕
MITCHELL, Lewis Scott appointed
director
2022-07-25
📄
incorporation-company
incorporation · NEWINC

Owner dependency

58/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

+Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.

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

1 med ·

Name changed recently

medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2024-05-29: certificate-change-of-name-company

Group structure

Caledonia Red Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Caledonia Red Holdings Limited

Corporate parent · holds 75-100% shares · board control

ultimate parent

⬇

SHIELD HEALTHCARE SOLUTIONS LTD

This company · SC739266

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

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Caledonia Red Holdings Limited Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	23/12/2024

2 historic (ceased) PSCs

Mr Mark Mckenzieceased 23/12/2024· 25-50% shares · 25-50% voting · board control
Mr Lewis Scott Mitchellceased 23/12/2024· 25-50% shares · 25-50% voting · board control

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 →

Similar companies

Active · Financial services · FK postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
RUSSEL + AITKEN NOMINEES LIMITED→ SC052053 · est 1972	—	—	—	5	53y	83	69y
DENIS O. BROWN & ASSOCIATES LIMITED→ SC046416 · est 1969 · no financials extracted	—	—	—	—	57y	82	67y
FULCRUM INSURED EMPLOYEE BENEFITS LIMITED→ SC335390 · est 2007	—	—	£89.8k	—	18y	82	65y
GEORGE GILL FINANCIAL SERVICES LTD.→ SC299207 · est 2006	—	—	£110.3k	—	20y	82	61y
A.R.D. CONSULTANCY LIMITED→ SC334089 · est 2007	—	—	—	900	18y	81	64y
ASSET & GENERAL FINANCE LTD→ SC308532 · est 2006	—	—	£1.6k	—	19y	81	63y
FRASER TENNANT FINANCIAL SOLUTIONS LIMITED→ SC249345 · est 2003 · no financials extracted	—	—	—	—	22y	81	61y
ASM RECOVERY LIMITED→ SC340517 · est 2008	—	—	—	100	18y	80	65y
FALKIRK MORTGAGE ADVICE CENTRE (SCOTLAND) LTD→ SC358034 · est 2009	—	—	£16.8k	—	17y	80	59y
GT MORTGAGES LTD.→ SC298635 · est 2006	—	—	—	200	20y	80	67y
HAZELL CARR (AT) SERVICES LIMITED→ SC420031 · est 2012 · no financials extracted	—	—	—	—	14y	80	59y
KINGS PARK FINANCIAL MANAGEMENT (SCOTLAND) LIMITED→ SC264618 · est 2004 · no financials extracted	—	—	—	—	22y	80	64y

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

Typeltd

Incorporated2022-07-25

Jurisdictionscotland

Primary SIC66220 — Activities of insurance agents and brokers

Registered office

Lower Ground Floor

5 Station Road

Grangemouth

FK3 8DG

Scotland

Filing status

Accounts

Next due: 2027-04-30

Last made up to: 2025-07-31

Confirmation statement

Next due: 2026-08-07

Last: 2025-07-24

Officers (2 active · 0 resigned)

MCKENZIE, Mark→

director · ~55y · appointed 2022-07-25

View their other companies + combined net worth →

Active

MITCHELL, Lewis Scott→

director · ~46y · appointed 2022-07-25

View their other companies + combined net worth →

Active

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

Mortgages & charges

Total charges

Outstanding

Active lenders

Status:Lender:1 of 1 shown

			Type	Properties
	outstanding	Lloyds Banking Group The Royal Bank of Scotland PLC	A registered charge	—	10/10/2022	—

Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (14 total)

accounts-with-accounts-type-micro-entity

accounts · AA

2026-04-30

confirmation-statement-with-updates

confirmation-statement · CS01

2025-08-06

accounts-with-accounts-type-micro-entity

accounts · AA

2025-07-09

change-account-reference-date-company-previous-shortened

accounts · AA01

2025-04-30

cessation-of-a-person-with-significant-control

persons-with-significant-control · PSC07

2024-12-23

cessation-of-a-person-with-significant-control

persons-with-significant-control · PSC07

2024-12-23

notification-of-a-person-with-significant-control

persons-with-significant-control · PSC02

2024-12-23

confirmation-statement-with-no-updates

confirmation-statement · CS01

2024-08-08

certificate-change-of-name-company

change-of-name · CERTNM

2024-05-29

accounts-with-accounts-type-micro-entity

accounts · AA

2024-04-17

change-registered-office-address-company-with-date-old-address-new-address

address · AD01

2023-11-24

confirmation-statement-with-no-updates

confirmation-statement · CS01

2023-08-04

mortgage-create-with-deed-with-charge-number-charge-creation-date

mortgage · MR01

2022-10-18

incorporation-company

incorporation · NEWINC

2022-07-25