TAYLOR WILLIAM ESTATE AGENTS LTD.

🌳Matureactive

SC299961 · ltd · incorporated 2006-03-30

Investment thesis

Property vehicle with a workable charge structure — clean refinance potential.

Why interesting: Asset-backed; value largely in underlying property; lender engagement likely possible.

Why risky: Dependent on title and valuation due diligence; standard property risks.

Opportunity decay

approaching window · 12-months

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

· Oldest live charge 8.5y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Jun 2024

Net worth

—

book net assets

Opportunity

80/100

Exceptional

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

What this business does

Primary activity: Real estate agencies

Sector: Real estate

ALSO REGISTERED FOR

68320Management of real estate on a fee or contract basis

Investor take

Pursue

Active trading company with a 67-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 85/100. Strong seller-intent signal (73/100, director aged 67). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

2 live charges · oldest 8.5y

85/100

ready

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

· Oldest live charge is 8.5 years old — likely at or near maturity.
· Single lender — cleanest path to refinance.
· Legal-friction score 15/100 — clean.

Data confidence

Overall: high (83/100)

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

Company profile

address, 2 SIC codes, incorporation date

100

Financials

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

Lenders & charges

2 charges (2/2 with lender, 2/2 with type)

Directors & officers

13 officers (4 active, 13 linked, 6 with DOB)

Ownership & PSC

1 active PSC(s) of 2 total, 2 with control declared

Director network

15 connected companies via shared directors

Filing history

78 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

80/100Exceptional

PassWatchWorth a lookStrongExceptional

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

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 · FRS 102

Metric	2024-06-30	2023-06-30
Average employees	600	700

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

3 signals 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

filings

• 1 confirmation-statement
• 1 officers

Last 90 days

filings

• 1 confirmation-statement
• 1 officers

Last 180 days

filings

• 1 confirmation-statement
• 1 officers

Counts from Companies House filing history.

Corporate timeline (44 events)Click to expand

2026-04-13
📄
appoint-corporate-secretary-company-with-name-date
officers · AP04
2026-04-09
➕
TURCAN CONNELL COMPANY SECRETARIES LIMITED appointed
corporate-secretary
2025-03-31
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-03-28
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-08-31
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-08-23
➕
ABBOTT, Raymond James appointed
director
2023-03-29
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-10-11
➕
TC DIRECTORS LIMITED appointed
corporate-director
2022-10-11
📄
appoint-corporate-director-company-with-name-date
officers · AP02
2022-09-16
📄
second-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP04CS01
2022-09-08
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-09-08
📄
gazette-filings-brought-up-to-date
gazette · DISS40
2022-09-02
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-08-30
📄
gazette-notice-compulsory
gazette · GAZ1
2022-05-29
➖
CHISHOLM, Alastair resigned
director
2022-02-24
📄
change-account-reference-date-company-previous-extended
accounts · AA01
2021-03-30
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-01-20
📄
mortgage-satisfy-charge-full
mortgage · MR04
2021-01-20
📄
mortgage-satisfy-charge-full
mortgage · MR04
2021-01-20
🔓
Charge satisfied #2
2021-01-20
🔓
Charge satisfied #1
2020-02-21
➕
CHISHOLM, Natalie Jane appointed
director
2020-02-21
➖
DAWSON, Anne Matha, Mrs. resigned
secretary
2020-02-21
➕
CHISHOLM, Alastair appointed
director
2020-02-21
➖
DAWSON, Roy Alexander resigned
director
2020-02-21
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2020-02-21
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2018-04-19
🔒
Charge registered #2
Lender: The Royal Bank of Scotland PLC
2017-10-03
🔒
Charge registered #1
Lender: The Royal Bank of Scotland PLC
2012-10-08
➕
DAWSON, Anne Matha, Mrs. appointed
secretary
2011-05-04
➖
COUSSEY, Margaret Mary resigned
secretary
2011-05-04
➖
COUSSEY - HENDERSON, Lorraine Muriel resigned
director
2011-05-04
➕
DAWSON, Roy Alexander appointed
director
2006-07-28
➖
COUSSEY, Lorraine Muriel resigned
secretary
2006-07-28
➕
COUSSEY, Margaret Mary appointed
secretary
2006-07-10
➖
LOWE, Alyson resigned
director
2006-03-30
🏢
Company incorporated
As TAYLOR WILLIAM ESTATE AGENTS LTD.
2006-03-30
➕
COUSSEY, Lorraine Muriel appointed
secretary
2006-03-30
➕
FIRST SCOTTISH SECRETARIES LIMITED appointed
corporate-nominee-secretary
2006-03-30
➖
FIRST SCOTTISH SECRETARIES LIMITED resigned
corporate-nominee-secretary
2006-03-30
➕
COUSSEY - HENDERSON, Lorraine Muriel appointed
director
2006-03-30
➕
LOWE, Alyson appointed
director
2006-03-30
➕
FIRST SCOTTISH INTERNATIONAL SERVICES LIMITED appointed
corporate-nominee-director
2006-03-30
➖
FIRST SCOTTISH INTERNATIONAL SERVICES LIMITED resigned
corporate-nominee-director

Owner dependency

65/100

High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS

+Founder age: Director aged approximately 67 — 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 67. 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

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

🏛️

Naam Holdings Limited

Corporate parent · holds 75-100% shares

ultimate parent

⬇

TAYLOR WILLIAM ESTATE AGENTS LTD.

This company · SC299961

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
Naam Holdings Limited Corporate entity	75–100%	75–100%	75-100% shares · 75-100% voting	21/02/2020

1 historic (ceased) PSC

Mr Roy Alexander Dawsonceased 21/01/2020· 75-100% shares

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 · Property · EH postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
1LET LIMITED→ SC317107 · est 2007 · no financials extracted	—	—	—	—	19y	—	—
1ST CONNECT HOMES LTD→ SC842552 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
1ST FOCUS LETTING LIMITED→ SC667911 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
1ZE ESTATE LTD→ SC788004 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
20 CABOT SQUARE I UNIT TRUST GP LIMITED→ SC312228 · est 2006 · no financials extracted	—	—	—	—	19y	—	—
20 CABOT SQUARE II UNIT TRUST GP LIMITED→ SC312227 · est 2006 · no financials extracted	—	—	—	—	19y	—	—
20 CABOT SQUARE II UNIT TRUST LP LIMITED→ SC312229 · est 2006 · no financials extracted	—	—	—	—	19y	—	—
34 MELVILLE STREET LIMITED→ SC714514 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
39 HANOVER LIMITED→ SC552449 · est 2016 · no financials extracted	—	—	—	—	9y	—	—
3CLS PROPERTIES LIMITED→ SC772751 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
40 THIRLESTANE ROAD LIMITED→ SC788081 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
4M CAPITAL LIMITED→ SC424276 · est 2012 · no financials extracted	—	—	—	—	13y	—	—

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

Incorporated2006-03-30

Jurisdictionscotland

Primary SIC68310 — Real estate agencies

Registered office

C/O Turcan Connell Princes Exchange

1 Earl Grey Street

Edinburgh

Midlothian

EH3 9EE

Scotland

Filing status

Accounts

Next due: 2026-06-30

Last made up to: 2024-06-30

Confirmation statement

Next due: 2027-04-23

Last: 2026-04-09

Officers (4 active · 9 resigned)

TURCAN CONNELL COMPANY SECRETARIES LIMITED→

corporate-secretary · appointed 2026-04-09

View their other companies + combined net worth →

Active

ABBOTT, Raymond James→

director · ~67y · appointed 2023-08-23

View their other companies + combined net worth →

Active

CHISHOLM, Natalie Jane→

director · ~61y · appointed 2020-02-21

View their other companies + combined net worth →

Active

TC DIRECTORS LIMITED→

corporate-director · appointed 2022-10-11

View their other companies + combined net worth →

Active

COUSSEY, Lorraine Muriel→

secretary · appointed 2006-03-30 · resigned 2006-07-28

Resigned

COUSSEY, Margaret Mary→

secretary · appointed 2006-07-28 · resigned 2011-05-04

Resigned

DAWSON, Anne Matha, Mrs.→

secretary · appointed 2012-10-08 · resigned 2020-02-21

Resigned

FIRST SCOTTISH SECRETARIES LIMITED→

corporate-nominee-secretary · appointed 2006-03-30 · resigned 2006-03-30

Resigned

CHISHOLM, Alastair→

director · ~61y · appointed 2020-02-21 · resigned 2022-05-29

Resigned

COUSSEY - HENDERSON, Lorraine Muriel→

director · ~51y · appointed 2006-03-30 · resigned 2011-05-04

Resigned

DAWSON, Roy Alexander→

director · ~65y · appointed 2011-05-04 · resigned 2020-02-21

Resigned

LOWE, Alyson→

director · ~62y · appointed 2006-03-30 · resigned 2006-07-10

Resigned

FIRST SCOTTISH INTERNATIONAL SERVICES LIMITED→

corporate-nominee-director · appointed 2006-03-30 · resigned 2006-03-30

Resigned

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

Mortgages & charges

Total charges

Outstanding

Active lenders

Status:Lender:2 of 2 shown

			Type	Properties
	satisfied	Lloyds Banking Group The Royal Bank of Scotland PLC	A registered charge	1 property	19/04/2018	20/01/2021
	satisfied	Lloyds Banking Group The Royal Bank of Scotland PLC	A registered charge	—	03/10/2017	20/01/2021

Recent filings (78 total)

confirmation-statement-with-updates

confirmation-statement · CS01

2026-04-16

appoint-corporate-secretary-company-with-name-date

officers · AP04

2026-04-13

confirmation-statement-with-no-updates

confirmation-statement · CS01

2025-04-15

accounts-with-accounts-type-total-exemption-full

accounts · AA

2025-03-31

confirmation-statement-with-no-updates

confirmation-statement · CS01

2024-04-10

accounts-with-accounts-type-total-exemption-full

accounts · AA

2024-03-28

appoint-person-director-company-with-name-date

officers · AP01

2023-08-31

confirmation-statement-with-no-updates

confirmation-statement · CS01

2023-04-18

accounts-with-accounts-type-total-exemption-full

accounts · AA

2023-03-29

appoint-corporate-director-company-with-name-date

officers · AP02

2022-10-11

second-filing-of-confirmation-statement-with-made-up-date

confirmation-statement · RP04CS01

2022-09-16

accounts-with-accounts-type-total-exemption-full

accounts · AA

2022-09-08

gazette-filings-brought-up-to-date

gazette · DISS40

2022-09-08

termination-director-company-with-name-termination-date

officers · TM01

2022-09-02

gazette-notice-compulsory

gazette · GAZ1

2022-08-30