HERITABLE FINANCIAL PLANNING LIMITED LIABILITY PARTNERSHIP

⚰️Wound downdissolved
SO300785 · llp · incorporated 2005-12-05
Investment thesis
Company dissolved — not a live target.
Why interesting: Historical record only; useful for precedent research.
Why risky: Not transactable.
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
54/100
Worth a look
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch
Investor take
Pass (distressed without resilience)
Distressed unclear — structural issues outweigh the discount.

Opportunity 54/100 (worth a look), bankability 70/100. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: Company dissolved. Company has been dissolved — it no longer legally exists. Any diligence here is historical only. Most likely exit: share sale to pe / searcher (58/100).

Data confidence

Overall: low (54/100)

Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.

Company profile
address, no SIC, incorporation date
80
Financials
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
3 officers (2 active, 3 linked, 3 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
46 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
54/100Worth a look
PassWatchWorth a lookStrongExceptional 

Mixed signal. Worth opening the full target workup before deciding to pursue.

Business quality
30
Concerning — overdue filings or status flags present.
Acquirability
50
Some acquirability indicators.
Risk profile
67
Some moderate concerns — review flags.
Signal strength
80
Good data coverage for analysis.

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 (31 events)Click to expand
  1. 2024-11-19
    📄
    gazette-dissolved-voluntary
    gazette · GAZ2(A)
  2. 2024-11-19
    🏁
    Company dissolved
  3. 2024-09-03
    📄
    gazette-notice-voluntary
    gazette · GAZ1(A)
  4. 2024-08-22
    📄
    dissolution-application-strike-off-limited-liability-partnership
    dissolution · LLDS01
  5. 2023-12-04
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  6. 2023-09-26
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  7. 2022-12-05
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  8. 2022-09-05
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  9. 2022-01-11
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  10. 2021-10-28
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  11. 2021-02-04
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  12. 2021-01-05
    📍
    change-registered-office-address-limited-liability-partnership-with-date-old-address-new-address
    address · LLAD01
  13. 2020-11-13
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  14. 2019-12-11
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  15. 2019-08-28
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  16. 2018-12-06
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  17. 2018-08-30
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  18. 2017-12-12
    📄
    confirmation-statement-with-no-updates
    confirmation-statement · LLCS01
  19. 2017-12-07
    📍
    change-registered-office-address-limited-liability-partnership-with-date-old-address-new-address
    address · LLAD01
  20. 2017-10-10
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  21. 2016-12-07
    📄
    confirmation-statement-with-updates
    confirmation-statement · LLCS01
  22. 2016-09-16
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  23. 2015-12-16
    📄
    annual-return-limited-liability-partnership-with-made-up-date
    annual-return · LLAR01
  24. 2015-09-03
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  25. 2014-12-16
    📄
    annual-return-limited-liability-partnership-with-made-up-date
    annual-return · LLAR01
  26. 2014-09-11
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  27. 2008-01-01
    ➕
    MCCALLUM, Catherine Isobel Edith appointed
    llp-designated-member
  28. 2007-12-31
    ➖
    BOSWELL, David Lee resigned
    llp-designated-member
  29. 2005-12-05
    🏢
    Company incorporated
    As HERITABLE FINANCIAL PLANNING LIMITED LIABILITY PARTNERSHIP
  30. 2005-12-05
    ➕
    MCCALLUM, Colin Fraser appointed
    llp-designated-member
  31. 2005-12-05
    ➕
    BOSWELL, David Lee appointed
    llp-designated-member

Owner dependency

50/100
Moderate — manageable with handover

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

Succession & seller-readiness

40/100
Moderate signal

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

SIGNALS
  • secondaryStable-but-static management: Company is 20 years old and no new directors in the last 3 years — succession not yet being planned internally.

Red flags

1 high ·
Company dissolved
high

Company has been dissolved — it no longer legally exists. Any diligence here is historical only.

Evidence: Dissolved on 2024-11-19

Shareholders & ownership

1 active beneficial owner
NameSharesVoting rightsNature of controlNotified
Mr Colin Fraser Mccallum
Individual · British · DOB 02/1953 · age 73
——sig. influencesignificant influence · trust interest · firm interest05/12/2016

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

Similar companies

Active · same sector · EH postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
20 CABOT SQUARE I UNIT TRUST SLP→
SL005920 · est 2006 · no financials extracted
————19y——
2S DIGITALS LP→
SL021721 · est 2015 · no financials extracted
————10y——
307 TAXIS LTD.→
SC339129 · est 2008 · no financials extracted
————18y——
316 SCOTTAXIS LIMITED→
SC655300 · est 2020 · no financials extracted
————6y——
324 SCOTTAXIS LIMITED→
SC703739 · est 2021 · no financials extracted
————4y——
3I GROWTH CARRY B LP→
SL007669 · est 2010 · no financials extracted
————16y——
4BIO VENTURES III FOUNDER LP→
SL036036 · est 2022 · no financials extracted
————3y——
4WAYS FINANCIAL SOLUTIONS LLP→
SO304043 · est 2012 · no financials extracted
————13y——
7PERCENT VENTURES FOUNDER LP→
SL033490 · est 2019 · no financials extracted
————7y——
985 EDIN LIMITED→
SC337611 · est 2008 · no financials extracted
————18y——
AAC CAPITAL UK FUND III CARRY LP→
SL008908 · est 2011 · no financials extracted
————14y——
AAC CAPITAL UK FUND III GP LP→
SL008910 · est 2011 · no financials extracted
————14y——
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

Statusdissolved
Typellp
Incorporated2005-12-05
Jurisdictionscotland
Primary SIC—

Registered office

22 Ravelston Terrace Ravelston Terrace
Edinburgh
EH4 3TP
Scotland

Filing status

Accounts
Next due: —
Last made up to: 2022-12-31
Confirmation statement
Next due: —
Last: 2023-12-04

Officers (0 active · 1 resigned)

MCCALLUM, Catherine Isobel Edith→
llp-designated-member · ~72y · appointed 2008-01-01
View their other companies + combined net worth →
Active
MCCALLUM, Colin Fraser→
llp-designated-member · ~73y · appointed 2005-12-05
View their other companies + combined net worth →
Active
BOSWELL, David Lee→
llp-designated-member · ~56y · appointed 2005-12-05 · resigned 2007-12-31
Resigned

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

Recent filings (46 total)

gazette-dissolved-voluntary
gazette · GAZ2(A)
2024-11-19
gazette-notice-voluntary
gazette · GAZ1(A)
2024-09-03
dissolution-application-strike-off-limited-liability-partnership
dissolution · LLDS01
2024-08-22
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2023-12-04
accounts-with-accounts-type-dormant
accounts · AA
2023-09-26
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2022-12-05
accounts-with-accounts-type-dormant
accounts · AA
2022-09-05
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2022-01-11
accounts-with-accounts-type-dormant
accounts · AA
2021-10-28
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2021-02-04
change-registered-office-address-limited-liability-partnership-with-date-old-address-new-address
address · LLAD01
2021-01-05
accounts-with-accounts-type-dormant
accounts · AA
2020-11-13
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2019-12-11
accounts-with-accounts-type-dormant
accounts · AA
2019-08-28
confirmation-statement-with-no-updates
confirmation-statement · LLCS01
2018-12-06