BLUESKY INDEPENDENT WEALTH MANAGERS LTD

🏛️Establishedactive
SC535531 · ltd · incorporated 2016-05-16
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 Dec 2024
Net worth
—
book net assets
Opportunity
71/100
Strong
🔔
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
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 71/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).

Data confidence

Overall: medium (77/100)

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
5 officers (2 active, 5 linked, 4 with DOB)
86
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
36 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
71/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
65
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Dec 2023Dec 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-12-312023-12-31
Average employees400400

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
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2025-09-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-09-24
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-01-16
    📄
    memorandum-articles
    incorporation · MA
  4. 2024-01-16
    📄
    resolution
    resolution · RESOLUTIONS
  5. 2023-12-04
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  6. 2023-12-04
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  7. 2023-07-14
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2022-02-03
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2021-01-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2021-01-27
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  11. 2020-06-25
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2020-04-01
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  13. 2020-02-07
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  14. 2020-02-07
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  15. 2020-02-07
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  16. 2020-01-17
    ➖
    FARRELL, Martin Cunningham resigned
    secretary
  17. 2020-01-17
    ➖
    FARRELL, Martin Cunningham resigned
    director
  18. 2020-01-17
    ➖
    MCMORLAND, Andrew John resigned
    director
  19. 2019-06-05
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  20. 2018-09-24
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  21. 2018-08-20
    ➕
    FRIEL, Christopher John appointed
    director
  22. 2016-08-01
    ➕
    GRIBBEN, Kevin Lawrence appointed
    director
  23. 2016-05-16
    🏢
    Company incorporated
    As BLUESKY INDEPENDENT WEALTH MANAGERS LTD
  24. 2016-05-16
    ➕
    FARRELL, Martin Cunningham appointed
    secretary
  25. 2016-05-16
    ➕
    FARRELL, Martin Cunningham appointed
    director
  26. 2016-05-16
    ➕
    MCMORLAND, Andrew John appointed
    director

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

clean
No 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
NameSharesVoting rightsNature of controlNotified
Mr Kevin Lawrence Gribben
Individual · British · DOB 08/1975 · age 51
25–50%
25–50%25-50% shares · 25-50% voting16/05/2016
1 historic (ceased) PSC
  • Mr Christopher John Frielceased 01/10/2019· 25-50% shares · 25-50% voting

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

Similar companies

Active · Financial services · EH postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
BLACKROCK SMALLER COMPANIES TRUST PLC→
SC006176 · est 1906 · no financials extracted
————119y——
BRAVO (DRINKS) LIMITED→
SC669698 · est 2020 · no financials extracted
————5y——
BREICH BUILDING COMPANY LIMITED→
SC442841 · est 2013 · no financials extracted
————13y——
BRIDGEPOINT EUROPE (SGP) LTD→
SC332267 · est 2007 · no financials extracted
————18y——
BRIDGEPOINT EUROPE IV FP (GP) LIMITED→
SC330160 · est 2007 · no financials extracted
————18y——
BRIDGEPOINT PRIVATE EQUITY (SPAIN) FP GP LIMITED→
SC867986 · est 2025 · no financials extracted
———————
BURNETT FINANCIAL SERVICES LIMITED→
SC392373 · est 2011 · no financials extracted
————15y——
BUSINESS ANGELS LTD→
SC781782 · est 2023 · no financials extracted
————2y——
CANINVEST LIMITED→
SC694846 · est 2021 · no financials extracted
————5y——
CASTLE OPERATIONS LTD→
SC381111 · est 2010 · no financials extracted
————15y——
CATALYST EPF (SCOTS) GP LIMITED→
SC343024 · est 2008 · no financials extracted
————17y——
CAVANAGH FINANCIAL MANAGEMENT LIMITED→
SC096918 · est 1986 · no financials extracted
————40y——
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
Incorporated2016-05-16
Jurisdictionscotland
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

Forth House
28 Rutland Square
Edinburgh
EH1 2BW
Scotland

Filing status

Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-09-27
Last: 2025-09-13

Officers (2 active · 3 resigned)

FRIEL, Christopher John→
director · ~45y · appointed 2018-08-20
View their other companies + combined net worth →
Active
GRIBBEN, Kevin Lawrence→
director · ~51y · appointed 2016-08-01
View their other companies + combined net worth →
Active
FARRELL, Martin Cunningham→
secretary · appointed 2016-05-16 · resigned 2020-01-17
Resigned
FARRELL, Martin Cunningham→
director · ~44y · appointed 2016-05-16 · resigned 2020-01-17
Resigned
MCMORLAND, Andrew John→
director · ~55y · appointed 2016-05-16 · resigned 2020-01-17
Resigned

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

Recent filings (36 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2025-09-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-15
accounts-with-accounts-type-micro-entity
accounts · AA
2024-09-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-09-13
memorandum-articles
incorporation · MA
2024-01-16
resolution
resolution · RESOLUTIONS
2024-01-16
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-12-04
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-12-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-09-13
accounts-with-accounts-type-micro-entity
accounts · AA
2023-07-14
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-09-13
accounts-with-accounts-type-micro-entity
accounts · AA
2022-02-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-13
accounts-with-accounts-type-micro-entity
accounts · AA
2021-01-28
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2021-01-27