UK companies/SIC 64999/Shareholders/Page 101

Shareholders of UK companies in SIC 64999Page 101 of 377

Financial intermediation not elsewhere classified·36,146 companies carry this code·30 shown on this page

SIC 64999 — Financial intermediation not elsewhere classified is the Companies House industry code carried by 36,146 UK companies. This page sets out the shareholder register of 30 of them: 90 distinct shareholders holding 91 share-class positions. Every figure comes from the statement of capital and list of members in that company’s most recent CS01 confirmation statement, filed between 2021-03-03 and 2026-02-28. Each company and each shareholder carries a Sophymarine OpenRegistry ID.

Industry code
SIC 64999

On the UK register
36,146

With a shareholder register
11,291

Companies on this page
30

Distinct shareholders
90

Shareholders that are UK companies
26

PETER HOWARD FINANCIAL SERVICES LIMITED

openregistry-gb-07112656·confirmation statement 2024-12-21·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
JEANETTE SMITHopenregistry-h-jeanette-smith-3e157f	ORDINARY	50	50.00%
SIMON CHARLES FOREMANopenregistry-h-simon-charles-foreman-dd537a	ORDINARY	50	50.00%
GILLIAN CLARE FOREMANopenregistry-h-gillian-clare-foreman-a94265	ORDINARY	0	0.00%

SOVEREIGN WEALTH LIMITED

openregistry-gb-07115386·confirmation statement 2024-01-04·3 shareholders·1 share class

Shareholder	Share class	Shares held
SOVEREIGN WEALTH HOLDINGS LTDopenregistry-gb-14326471	ORDINARY	15,147,681
MR CHARLES JAMES MARDONopenregistry-h-mr-charles-james-mardon-5d28bd	ORDINARY	0
MRS JANETTE MARDONopenregistry-h-mrs-janette-mardon-39955e	ORDINARY	0

RGN FINANCIAL PLANNING LTD

openregistry-gb-07168338·confirmation statement 2024-02-24·3 shareholders·1 share class

Shareholder	Share class	Shares held
PROSPERITY WEALTH LIMITEDopenregistry-gb-07328064	ORDINARY	100
MADGE NICKLESSopenregistry-h-madge-nickless-4e5a39	ORDINARY	0
ROGER GRAHAM NICKLESSopenregistry-h-roger-graham-nickless-7afc41	ORDINARY	0

SCOTT FINANCIAL PLANNING LIMITED

openregistry-gb-07173687·confirmation statement 2025-03-03·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
GREENWAYS WEALTH MANAGEMENT LIMITEDopenregistry-gb-12064248	ORDINARY	100	100.00%
CHRISTINE MARIE SCOTTopenregistry-h-christine-marie-scott-0b8753	ORDINARY	0	0.00%
FRANCIS GERARD SCOTTopenregistry-h-francis-gerard-scott-393d39	ORDINARY	0	0.00%

PX WEALTH LIMITED

openregistry-gb-07195189·confirmation statement 2023-03-18·3 shareholders·1 share class

Shareholder	Share class	Shares held
PXGH LIMITEDopenregistry-gb-13412908	ORDINARY	10
BRANKA GORMLEYopenregistry-h-branka-gormley-e060e4	ORDINARY	0
TIM GORMLEYopenregistry-h-tim-gormley-5e33dc	ORDINARY	0

PICKERSGILL FINANCIAL PLANNING LTD

openregistry-gb-07206131·confirmation statement 2025-03-29·3 shareholders·1 share class

Shareholder	Share class	Shares held
CORPORATE PENSIONS ADMINISTRATION LTDopenregistry-gb-06140564	ORDINARY	100
DARREN PICKERSGILLopenregistry-h-darren-pickersgill-054f60	ORDINARY	0
JOANNE PICKERSGILLopenregistry-h-joanne-pickersgill-bb5d9f	ORDINARY	0

DAVID HOPKINSON IFA LTD

openregistry-gb-07212481·confirmation statement 2024-04-06·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
JIGSAW FOUR LTDopenregistry-gb-13776983	ORDINARY	100	100.00%
DAVID HOPKINSONopenregistry-gb-01100873	ORDINARY	0	0.00%
GWENDOLINE MARGARET HOPKINSONopenregistry-h-gwendoline-margaret-hopkinson-5317bd	ORDINARY	0	0.00%

JAMES LEWY FINANCE LIMITED

openregistry-gb-07215521·confirmation statement 2022-02-24·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
GARY RAYMOND LEWYopenregistry-h-gary-raymond-lewy-3c8f46	ORDINARY	50	50.00%
PATRICK JAMESopenregistry-gb-09073671	ORDINARY	50	50.00%
PAMELA DORRINGTONopenregistry-h-pamela-dorrington-a33045	ORDINARY	0	0.00%

STEP-BY-STEP FINANCIAL PLANNERS LIMITED

openregistry-gb-07220022·confirmation statement 2024-07-30·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
MARYGOLD & CO. (UK) LIMITEDopenregistry-gb-13543393	ORDINARY	119	100.00%
ELIZABETH PRATTopenregistry-h-elizabeth-pratt-678cba	ORDINARY	0	0.00%
KEVIN PRATTopenregistry-h-kevin-pratt-a62f9e	ORDINARY	0	0.00%

VISIONARY MARKETS LTD

openregistry-gb-07293351·confirmation statement 2024-09-26·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
VISIONARY GROUP HOLDINGS LIMITEDopenregistry-gb-11198612	ORD A	2	100.00%
IAN JAMES GOODMANopenregistry-h-ian-james-goodman-0336ae	ORD A	0	0.00%
PETER WALTONopenregistry-gb-13150405	ORD A	0	0.00%

MDG PROFESSIONAL SERVICES LTD

openregistry-gb-07343716·confirmation statement 2023-08-07·3 shareholders·1 share class

Shareholder	Share class	Shares held
PETER REGINALD GINGERopenregistry-h-peter-reginald-ginger-97a0e9	ORDINARY	450
WENDY GINGERopenregistry-h-wendy-ginger-d9b8a6	ORDINARY	450
NICOLA CHARMANopenregistry-h-nicola-charman-bf507a	ORDINARY	100

AVANTI WEALTH MANAGEMENT LIMITED

openregistry-gb-07351657·confirmation statement 2025-10-28·3 shareholders·1 share class

Shareholder	Share class	Shares held
AVANTI 2.0 LIMITEDopenregistry-gb-16188970	ORDINARY	194
KEVIN ISAACopenregistry-h-kevin-isaac-032cf4	ORDINARY	0
LAURA ISAACopenregistry-h-laura-isaac-213107	ORDINARY	0

KEYLINE FINANCIAL SOLUTIONS LIMITED

openregistry-gb-07401784·confirmation statement 2023-08-17·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
JANE TRAVISopenregistry-h-jane-travis-338e8a	ORDINARY	1	33.33%
MARTIN COLIN WHITINGopenregistry-h-martin-colin-whiting-e6212e	ORDINARY	1	33.33%
PETER NGopenregistry-h-peter-ng-5b9497	ORDINARY	1	33.33%

WOLDINGHAM FINANCIAL SERVICES LTD

openregistry-gb-07409560·confirmation statement 2025-08-20·3 shareholders·1 share class

Shareholder	Share class	Shares held
LUPIN FINANCIAL SERVICES LTDopenregistry-gb-15947361	ORDINARY	2
NEIL FOREMANopenregistry-h-neil-foreman-53db7c	ORDINARY	0
WENDY MARGARET FOREMANopenregistry-h-wendy-margaret-foreman-a18a0e	ORDINARY	0

CHARTNERS MORTGAGES LTD

openregistry-gb-07418030·confirmation statement 2025-05-16·3 shareholders·1 share class

Shareholder	Share class	Shares held
JAS MORTGAGES LTDopenregistry-gb-13027428	ORDINARY	200
DANIELLE SAMUELSopenregistry-h-danielle-samuels-82f71c	ORDINARY	0
DAVID SAMUELSopenregistry-h-david-samuels-f18e11	ORDINARY	0

MISLAND CAPITAL LIMITED

openregistry-gb-07433118·confirmation statement 2022-10-28·3 shareholders·1 share class

Shareholder	Share class	Shares held
WATERLOO POINT LIMITEDopenregistry-h-waterloo-point-limited-a88c96	ORDINARY	1,019,002
A&A INVESTMENTS LIMITEDopenregistry-gb-04461359	ORDINARY	0
GREENAAP CONSULTANTS LIMITEDopenregistry-h-greenaap-consultants-limited-8fcd9d	ORDINARY	0

BRADNAM WEALTH MANAGEMENT (UK) LIMITED

openregistry-gb-07470266·confirmation statement 2025-12-15·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
BRADNAM GROUP LTDopenregistry-gb-16326905	ORDINARY	100	100.00%
GAVIN KEITH BRADMANopenregistry-h-gavin-keith-bradman-19faf2	ORDINARY	0	0.00%
SARAH JULIETTE BRADNAMopenregistry-h-sarah-juliette-bradnam-7df27a	ORDINARY	0	0.00%

ORIGEN CAPITAL PARTNERS LTD

openregistry-gb-07500184·confirmation statement 2026-02-28·3 shareholders·1 share class

Shareholder	Share class	Shares held
LEILA MESTOYEVAopenregistry-h-leila-mestoyeva-c3b253	ORD	80
DAVID PALUMBOopenregistry-h-david-palumbo-8f8f7a	ORD	20
ANTONELLO CUOMOopenregistry-h-antonello-cuomo-ac39d6	ORD	0

PINE MARTEN CAPITAL LIMITED

openregistry-gb-07525583·confirmation statement 2021-03-03·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
JAMES ROBERT HANBURYopenregistry-h-james-robert-hanbury-a423f7	ORDINARY	999,980	100.00%
EVAN ROBERT HANBURYopenregistry-h-evan-robert-hanbury-01265e	ORDINARY	10	0.00%
NICOLA ABIGAIL HANBURYopenregistry-h-nicola-abigail-hanbury-267d24	ORDINARY	10	0.00%

SRK EXPLORATION SERVICES NOMINEE COMPANY LIMITED

openregistry-gb-07595817·confirmation statement 2022-03-31·3 shareholders·1 share class

Shareholder	Share class	Shares held
COLIN RAWBONEopenregistry-h-colin-rawbone-7cae96	ORDINARY	1
WILLIAM KELLAWAYopenregistry-h-william-kellaway-3a3e42	ORDINARY	1
JAMES GILBERTSONopenregistry-h-james-gilbertson-454ba4	ORDINARY	0

TIM WATTS WEALTH MANAGEMENT LIMITED

openregistry-gb-07595853·confirmation statement 2026-02-12·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
TIMOTHY JOHN WATTSopenregistry-h-timothy-john-watts-dd73be	ORDINARY	45	45.00%
JOANNA MARY WATTSopenregistry-h-joanna-mary-watts-fe82d2	ORDINARY	35	35.00%
PETER JOHN GREENINGopenregistry-h-peter-john-greening-a98c7a	ORDINARY	20	20.00%

BUXTON BERESFORD FINANCIAL PLANNING LTD

openregistry-gb-07628403·confirmation statement 2026-02-25·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
INSIGHT FINANCIAL ASSOCIATES LTDopenregistry-gb-05054886	ORDINARY	100	100.00%
MARK ALAN BERESFORDopenregistry-h-mark-alan-beresford-cc8498	ORDINARY	0	0.00%
RUTH ANN BERESFORDopenregistry-h-ruth-ann-beresford-e1e920	ORDINARY	0	0.00%

STARRZ-LINK LIMITED

openregistry-gb-07645561·confirmation statement 2026-01-09·3 shareholders·1 share class

Shareholder	Share class	Shares held
ROTIMI ADEWUMIopenregistry-h-rotimi-adewumi-31cb60	ORDINARY	91
SAFI SEBGHATULLAHopenregistry-h-safi-sebghatullah-63272f	ORDINARY	9
ZABIHULLAH SAFIopenregistry-h-zabihullah-safi-6d7c54	ORDINARY	0

PACE WARD FINANCIAL SOLUTIONS LIMITED

openregistry-gb-07662588·confirmation statement 2022-06-08·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
JEREMY HEATH PACEopenregistry-h-jeremy-heath-pace-dab768	ORDINARY	4,510	45.10%
AJ & L HOLDINGS LIMITEDopenregistry-gb-11062058	ORDINARY	4,500	45.00%
FAIRSTONE HOLDINGS LIMITEDopenregistry-gb-06599571	ORDINARY	990	9.90%

ERNEST GRANT LTD

openregistry-gb-07771632·confirmation statement 2021-12-01·3 shareholders·1 share class

Shareholder	Share class	Shares held
PAUL ERNEST GLOVERopenregistry-h-paul-ernest-glover-76f554	ORDINARY	70
JAMES WARREN RICHARDSopenregistry-h-james-warren-richards-fc1299	ORDINARY	30
ERNEST GRANT (HOLDING) LTDopenregistry-gb-07770619	ORDINARY	0

CARDAQ LIMITED

openregistry-gb-07805564·confirmation statement 2024-04-18·3 shareholders·1 share class

Shareholder	Share class	Shares held
IXXOV LIMITEDopenregistry-gb-10575438	ORDINARY	570,000
IXXOV LIMITEDopenregistry-gb-10575438	ORDINARY	1
DTSOCIALIZE HOLDING PLCopenregistry-gb-12858595	ORDINARY	0
VANIA DEL MARROopenregistry-h-vania-del-marro-25d090	ORDINARY	0

FRONT ROW CLAIMS LTD

openregistry-gb-07819181·confirmation statement 2021-10-21·3 shareholders·1 share class

Shareholder	Share class	Shares held
JAMIE KORDECKIopenregistry-h-jamie-kordecki-05f063	ORDINARY	75
STEFAN KORDECKIopenregistry-h-stefan-kordecki-a1bf9f	ORDINARY	25
JESSICA KORDECKIopenregistry-h-jessica-kordecki-192ed7	ORDINARY	0

MILLAT SERVICES LIMITED

openregistry-gb-07819662·confirmation statement 2025-05-20·3 shareholders·1 share class

Shareholder	Share class	Shares held	% of class
AJMAL SULTANopenregistry-h-ajmal-sultan-589098	ORD	100	100.00%
KADIJA AHMEDopenregistry-h-kadija-ahmed-64744e	ORD	0	0.00%
KHADIJA JAAMACopenregistry-h-khadija-jaamac-05015f	ORD	0	0.00%

PFPD LIMITED

openregistry-gb-07826849·confirmation statement 2024-02-08·3 shareholders·1 share class

Shareholder	Share class	Shares held
SOVEREIGN WEALTH LIMITEDopenregistry-gb-07115386	ORDINARY	100
KEVIN HOLLERONopenregistry-h-kevin-holleron-09c05e	ORDINARY	0
LUCY HOLLERONopenregistry-h-lucy-holleron-fff8b5	ORDINARY	0

TITAN WEALTH PLANNING LTD

openregistry-gb-07839452·confirmation statement 2025-05-09·3 shareholders·1 share class

Shareholder	Share class	Shares held
TITAN ADVISORY HOLDINGS LIMITEDopenregistry-gb-14763855	ORDINARY	61,492
LEBC HOLDINGS LIMITEDopenregistry-gb-03989438	ORDINARY	0
TITAN WEALTH SERVICES LIMITEDopenregistry-gb-FC039891	ORDINARY	0

Each shareholder carries a Sophymarine OpenRegistry ID. Where the shareholder resolves unambiguously to a UK registered company the ID is openregistry-gb- plus its Companies House number, so the same company carries the same ID wherever it appears. Every other shareholder, including individuals, is given openregistry-h- plus the name as filed and a short hash of it.

A name-derived ID keys the name as recorded on the confirmation statement, not a verified individual. Two different people filed under the same name share one ID; one person filed inconsistently across companies receives more than one.

“% of class” is the holding as a proportion of the shares allotted in that class, from the statement of capital in the same filing. It is blank where the filing states no allotment for the class.

Not every UK company has a machine-readable shareholder list. 11,291 of the 36,146 companies in SIC 64999 do; companies without one are not listed here.

Source: UK Companies House CS01 confirmation statements and the Free Company Data product, parsed by OpenRegistry. Figures are as filed on the date shown against each company and are not restated for later share transfers.