UK companies/SIC 64999/Shareholders/Page 125

Shareholders of UK companies in SIC 64999Page 125 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: 60 distinct shareholders holding 126 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 2021-01-12 and 2026-05-12. 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
60

Shareholders that are UK companies
14

CHALICE FINANCIAL PLANNING LIMITED

openregistry-gb-15129181·confirmation statement 2026-05-12·2 shareholders·4 share classes

Shareholder	Share class	Shares held
PAULO DOS SANTOS COSTAopenregistry-h-paulo-dos-santos-costa-d66a41	ORDINARY A	99
VICTORIA DOS SANTOS COSTAopenregistry-h-victoria-dos-santos-costa-2d80fe	B ORDINARY	97
PAULO DOS SANTOS COSTAopenregistry-h-paulo-dos-santos-costa-d66a41	A ORDINARY	3
VICTORIA DOS SANTOS COSTAopenregistry-h-victoria-dos-santos-costa-2d80fe	ORDINARY B	1

RHEO LTD

openregistry-gb-15894870·confirmation statement 2025-03-05·2 shareholders·4 share classes

Shareholder	Share class	Shares held	% of class
MAX HENRY KINGopenregistry-h-max-henry-king-451b54	ORDINARY A	300,000	100.00%
ANNAGH LOUISE KINGopenregistry-h-annagh-louise-king-8e2b0c	ORDINARY B	50,000	50.00%
MAX HENRY KINGopenregistry-h-max-henry-king-451b54	ORDINARY B	50,000	50.00%
MAX HENRY KINGopenregistry-h-max-henry-king-451b54	ORDINARY D	50,000	100.00%
MAX HENRY KINGopenregistry-h-max-henry-king-451b54	ORDINARY C	50,000	100.00%
ANNAGH LOUISE KINGopenregistry-h-annagh-louise-king-8e2b0c	ORDINARY A	0	0.00%
ANNAGH LOUISE KINGopenregistry-h-annagh-louise-king-8e2b0c	ORDINARY D	0	0.00%
ANNAGH LOUISE KINGopenregistry-h-annagh-louise-king-8e2b0c	ORDINARY C	0	0.00%

F2 CHEMICALS HOLDINGS LIMITED

openregistry-gb-16411725·confirmation statement 2025-11-11·2 shareholders·4 share classes

Shareholder	Share class	Shares held	% of class
RCAPITAL LIMITEDopenregistry-gb-06375700	A1 ORDINARY SHARES	7,139	100.00%
RCAPITAL LIMITEDopenregistry-gb-06375700	A2 ORDINARY SHARES	6,441	100.00%
RCAPITAL LIMITEDopenregistry-gb-06375700	A5 ORDINARY SHARES	6,000	100.00%
RCAPITAL LIMITEDopenregistry-gb-06375700	A3 ORDINARY SHARES	420	100.00%
RCAPITAL NOMINEES LIMITEDopenregistry-gb-05146620	A1 ORDINARY SHARES	0	0.00%

J.G. BARRACK FINANCE COMPANY LIMITED

openregistry-gb-SC085140·confirmation statement 2025-11-20·2 shareholders·4 share classes

Shareholder	Share class	Shares held
JAMES BARRACK SNRopenregistry-h-james-barrack-snr-c49669	D PREFERENCE	5,000,000
JAMES BARRACK SNRopenregistry-h-james-barrack-snr-c49669	ORDINARY	1,000,002
ELSPETH BARRACKopenregistry-h-elspeth-barrack-6229cf	A PREFERENCE	500,000
JAMES BARRACK SNRopenregistry-h-james-barrack-snr-c49669	A PREFERENCE	500,000
JAMES BARRACK SNRopenregistry-h-james-barrack-snr-c49669	C PREFERENCE	250,000

EVELYN PARTNERS FINANCIAL PLANNING LIMITED

openregistry-gb-00607039·confirmation statement 2026-01-05·2 shareholders·3 share classes

Shareholder	Share class	Shares held
EVELYN PARTNERS GROUP LIMITEDopenregistry-gb-08741768	ORDINARY	45,001,600
EVELYN PARTNERS GROUP LIMITEDopenregistry-gb-08741768	ORDINARY A	9,996,400
EVELYN PARTNERS GROUP LIMITEDopenregistry-gb-08741768	PREFERENCE	2,000
TOWRY FINANCE COMPANY LIMITED (IN LIQUIDATION)openregistry-h-towry-finance-company-limited-in-liquida-d9110f	ORDINARY	0
TOWRY FINANCE COMPANY LIMITED (IN LIQUIDATION)openregistry-h-towry-finance-company-limited-in-liquida-d9110f	ORDINARY A	0
TOWRY FINANCE COMPANY LIMITED (IN LIQUIDATION)openregistry-h-towry-finance-company-limited-in-liquida-d9110f	PREFERENCE	0

PINEWOOD FINANCE COMPANY LIMITED

openregistry-gb-01425325·confirmation statement 2022-07-27·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
STEVEN GORDON THOMAS FLINTopenregistry-h-steven-gordon-thomas-flint-4b2e40	ORDINARY	90	100.00%
STEVEN GORDON THOMAS FLINTopenregistry-h-steven-gordon-thomas-flint-4b2e40	B ORDINARY	5	100.00%
STEVEN GORDON THOMAS FLINTopenregistry-h-steven-gordon-thomas-flint-4b2e40	A ORDINARY	5	100.00%
TRACY PAULINE EVANSopenregistry-h-tracy-pauline-evans-9b2625	ORDINARY	0	0.00%
TRACY PAULINE EVANSopenregistry-h-tracy-pauline-evans-9b2625	B ORDINARY	0	0.00%

CASTLEGATE FINANCIAL MANAGEMENT LIMITED

openregistry-gb-02077374·confirmation statement 2024-04-26·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
DUNCAN & TOPLIS GROUP LIMITEDopenregistry-gb-14785166	A ORDINARY	16,265	100.00%
DUNCAN & TOPLIS GROUP LIMITEDopenregistry-gb-14785166	B ORDINARY	16,265	100.00%
DUNCAN & TOPLIS LIMITEDopenregistry-gb-09127501	ORDINARY	0

PETER SHIRLEY (FINANCIAL SERVICES) LIMITED

openregistry-gb-02147077·confirmation statement 2026-03-24·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
STEVEN ANDREW SHIRLEYopenregistry-h-steven-andrew-shirley-8821a0	ORDINARY A	2,697	100.00%
STEVEN ANDREW SHIRLEYopenregistry-h-steven-andrew-shirley-8821a0	ORDINARY C	300	100.00%
JOLENE RIGBYopenregistry-h-jolene-rigby-6f8a51	ORDINARY B	3	100.00%

ASC CONSULTANTS LIMITED

openregistry-gb-02577282·confirmation statement 2025-05-06·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
A S COMMERCIAL HOLDINGS LIMITEDopenregistry-gb-03292837	ORDINARY	2,000	100.00%
A S COMMERCIAL HOLDINGS LIMITEDopenregistry-gb-03292837	PREFERENCE	0
GILES CODRINGTONopenregistry-h-giles-codrington-0ec6e8	ORDINARY B	0

BURGESS & LEE LIMITED

openregistry-gb-02792229·confirmation statement 2026-01-23·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
HOWARD GORDON LEEopenregistry-h-howard-gordon-lee-61551f	ORDINARY A	90	100.00%
HOWARD GORDON LEEopenregistry-h-howard-gordon-lee-61551f	ORDINARY C	5	100.00%
JACK WILLIAM BAKERopenregistry-h-jack-william-baker-568819	ORDINARY B	5	100.00%

CBW FINANCIAL PLANNING LIMITED

openregistry-gb-03224548·confirmation statement 2024-07-15·2 shareholders·3 share classes

Shareholder	Share class	Shares held
CBW FP GROUP LIMITEDopenregistry-gb-14785112	ORDINARY-A	1,200
CBW FP GROUP LIMITEDopenregistry-gb-14785112	ORDINARY-B	500
CBW FP GROUP LIMITEDopenregistry-gb-14785112	ORDINARY C	300
CBW 2022 LLPopenregistry-gb-OC444270	ORDINARY-A	0
CBW 2022 LLPopenregistry-gb-OC444270	ORDINARY-B	0
CBW 2022 LLPopenregistry-gb-OC444270	ORDINARY C	0

LYNESS WEALTH MANAGEMENT LIMITED

openregistry-gb-03494487·confirmation statement 2023-05-29·2 shareholders·3 share classes

Shareholder	Share class	Shares held
SUSAN DENESE LYNESSopenregistry-h-susan-denese-lyness-3a57c7	A ORDINARY	38
SUSAN DENESE LYNESSopenregistry-h-susan-denese-lyness-3a57c7	C ORDINARY	37
MATTHEW SIMON BAKEWELLopenregistry-h-matthew-simon-bakewell-0060f3	B ORDINARY	25

ELEMENT HINTON LIMITED

openregistry-gb-03739569·confirmation statement 2026-03-24·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
GARETH GWILYM EDWARDSopenregistry-h-gareth-gwilym-edwards-bd4f5c	ORDINARY B	250	100.00%
RICHARD KEVIN HINTONopenregistry-h-richard-kevin-hinton-8b238f	ORDINARY A	250	100.00%
RICHARD KEVIN HINTONopenregistry-h-richard-kevin-hinton-8b238f	PREFERENCE	1	100.00%

BUSINESS & PERSONAL INVESTMENT LIMITED

openregistry-gb-03852280·confirmation statement 2022-09-25·2 shareholders·3 share classes

Shareholder	Share class	Shares held
PETER JOHN FULCHERopenregistry-h-peter-john-fulcher-49b8c3	ORDINARY	550
SUZAN KATHRYN FULCHERopenregistry-h-suzan-kathryn-fulcher-9630b8	ORDINARY	400
PETER JOHN FULCHERopenregistry-h-peter-john-fulcher-49b8c3	A ORDINARY	50
SUZAN KATHRYN FULCHERopenregistry-h-suzan-kathryn-fulcher-9630b8	B ORDINARY	50

PHOENIX FINANCIAL PLANNING LIMITED

openregistry-gb-03894387·confirmation statement 2022-12-01·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
LINDA GRIFFITHSopenregistry-h-linda-griffiths-d333be	ORDINARY A	62,360	100.00%
LINDA GRIFFITHSopenregistry-h-linda-griffiths-d333be	ORDINARY C	10	100.00%
LINDA GRIFFITHSopenregistry-h-linda-griffiths-d333be	ORDINARY B	10	100.00%
CLARE LOUISE BROWNEopenregistry-h-clare-louise-browne-1e5a22	ORDINARY A	0	0.00%
CLARE LOUISE BROWNEopenregistry-h-clare-louise-browne-1e5a22	ORDINARY C	0	0.00%

MATTHEWS FINANCIAL LIMITED

openregistry-gb-04025516·confirmation statement 2022-06-25·2 shareholders·3 share classes

Shareholder	Share class	Shares held
GLYN DANIEL JONESopenregistry-h-glyn-daniel-jones-2e6b29	ORDINARY B	120,000
GLYN DANIEL JONESopenregistry-h-glyn-daniel-jones-2e6b29	ORDINARY A	140
GLYN DANIEL JONESopenregistry-h-glyn-daniel-jones-2e6b29	ORDINARY C	12
BRYAN GILLARDopenregistry-h-bryan-gillard-5ca877	ORDINARY B	0

F E FINANCIAL SERVICES LTD

openregistry-gb-04092823·confirmation statement 2025-09-30·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
JONATHAN MARK HIGGITTopenregistry-h-jonathan-mark-higgitt-656dfb	'C' ORDINARY SHARES	10	50.00%
MARION ANDERSONopenregistry-h-marion-anderson-0b6d24	'C' ORDINARY SHARES	10	50.00%
JONATHAN MARK HIGGITTopenregistry-h-jonathan-mark-higgitt-656dfb	'B' ORDINARY SHARES	5	50.00%
JONATHAN MARK HIGGITTopenregistry-h-jonathan-mark-higgitt-656dfb	'A' ORDINARY SHARES	5	50.00%
MARION ANDERSONopenregistry-h-marion-anderson-0b6d24	'A' ORDINARY SHARES	5	50.00%
MARION ANDERSONopenregistry-h-marion-anderson-0b6d24	'B' ORDINARY SHARES	5	50.00%

MICHAEL USHER MORTGAGE SERVICES LIMITED

openregistry-gb-04156383·confirmation statement 2025-10-18·2 shareholders·3 share classes

Shareholder	Share class	Shares held
MICHAEL CHRISTOPHER USHERopenregistry-h-michael-christopher-usher-b00fcb	ORDINARY	50
MITCHELL ATKINSopenregistry-h-mitchell-atkins-72cc41	ORDINARY	50
MICHAEL CHRISTOPHER USHERopenregistry-h-michael-christopher-usher-b00fcb	B ORDINARY	1
MITCHELL ATKINSopenregistry-h-mitchell-atkins-72cc41	REDEEMABLE	1

SUSSEX RESEARCH LIMITED

openregistry-gb-04265494·confirmation statement 2021-04-08·2 shareholders·3 share classes

Shareholder	Share class	Shares held
STEWART WORTH NEWTONopenregistry-h-stewart-worth-newton-35740e	A ORDINARY	145,040
STEWART WORTH NEWTONopenregistry-h-stewart-worth-newton-35740e	B ORDINARY	131,800
STEWART WORTH NEWTONopenregistry-h-stewart-worth-newton-35740e	C ORDINARY	123,470
BUTLER JACKSON PARTNERS LLCopenregistry-h-butler-jackson-partners-llc-ae102c	B ORDINARY	0

PAXTON UK LIMITED

openregistry-gb-04468880·confirmation statement 2021-06-25·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
PATRICIA PAGEopenregistry-h-patricia-page-58c236	ORDINARY	100	100.00%
PATRICIA PAGEopenregistry-h-patricia-page-58c236	A ORDINARY	1	100.00%
PATRICIA PAGEopenregistry-h-patricia-page-58c236	B ORDINARY	1	100.00%
CHRISTOPHER MICHAEL PAGEopenregistry-h-christopher-michael-page-98ddf0	A ORDINARY	0	0.00%

SANDWELL ESTATES PARTNERSHIP LIMITED

openregistry-gb-04730805·confirmation statement 2021-04-11·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
PRIMARY PLUS (HOLDINGS) LIMITEDopenregistry-gb-04347564	ORDINARY C	3	100.00%
COMMUNITY HEALTH PARTNERSHIPS LIMITEDopenregistry-gb-04220587	ORDINARY B	1	100.00%
COMMUNITY HEALTH PARTNERSHIPS LIMITEDopenregistry-gb-04220587	ORDINARY A	1	100.00%

PHOENIX PARTNERSHIP (FINANCIAL SERVICES) LIMITED

openregistry-gb-04769409·confirmation statement 2024-05-19·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
ALAMDEEP SAHOTAopenregistry-h-alamdeep-sahota-ff7b64	ORDINARY A	100	100.00%
ALAMDEEP SAHOTAopenregistry-h-alamdeep-sahota-ff7b64	ORDINARY B	1	100.00%
SURJIT SAHOTAopenregistry-h-surjit-sahota-203fc1	ORDINARY C	1	100.00%

BURGESS BOON LIMITED

openregistry-gb-05146980·confirmation statement 2025-07-29·2 shareholders·3 share classes

Shareholder	Share class	Shares held
CPN & PARTNERS LIMITEDopenregistry-gb-14974647	ORDINARY	800
CPN & PARTNERS LIMITEDopenregistry-gb-14974647	A PREFERENCE	100
CPN & PARTNERS LIMITEDopenregistry-gb-14974647	B PREFERENCE	100
CPN FINANCIAL SERVICES LIMITEDopenregistry-gb-09935963	B PREFERENCE	0
CPN FINANCIAL SERVICES LIMITEDopenregistry-gb-09935963	A PREFERENCE	0
CPN FINANCIAL SERVICES LIMITEDopenregistry-gb-09935963	ORDINARY	0

CHELMSFORD MORTGAGE SOLUTIONS LIMITED

openregistry-gb-05254825·confirmation statement 2023-10-11·2 shareholders·3 share classes

Shareholder	Share class	Shares held
MICHELLE RICHARDSopenregistry-h-michelle-richards-a565cb	ORDINARY	20,000
MICHELLE RICHARDSopenregistry-h-michelle-richards-a565cb	ORDINARY B	1
MICHELLE RICHARDSopenregistry-h-michelle-richards-a565cb	ORDINARY A	1
SIMON WILLIAMSopenregistry-gb-03452291	ORDINARY B	0
SIMON WILLIAMSopenregistry-gb-03452291	ORDINARY	0

CLEAR MORTGAGE AND PROTECTION SOLUTIONS LTD

openregistry-gb-05390413·confirmation statement 2025-03-11·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
DAVID ALAN CAMPBELLopenregistry-h-david-alan-campbell-9202b2	ORDINARY	100	100.00%
DAVID ALAN CAMPBELLopenregistry-h-david-alan-campbell-9202b2	PREFERENCE A	1	100.00%
MICHELLE CAMPBELLopenregistry-h-michelle-campbell-156b10	PREFERENCE B	1	100.00%

INDIGO FINANCIAL ADVICE LTD

openregistry-gb-05419866·confirmation statement 2025-03-20·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
DARREN LEE TURNERopenregistry-h-darren-lee-turner-13171e	ORDINARY	56	73.68%
DARREN LEE TURNERopenregistry-h-darren-lee-turner-13171e	ORDINARY C	50	100.00%
SARA TURNERopenregistry-h-sara-turner-71f937	ORDINARY B	50	100.00%
SARA TURNERopenregistry-h-sara-turner-71f937	ORDINARY	20	26.32%

WHITE HOUSE CAPITAL MANAGEMENT LTD

openregistry-gb-05636221·confirmation statement 2024-01-24·2 shareholders·3 share classes

Shareholder	Share class	Shares held
EDWARD WHITEHOUSEopenregistry-h-edward-whitehouse-ff80d0	ORDINARY	56
THOMAS WHITEHOUSEopenregistry-h-thomas-whitehouse-97871e	ORDINARY	44
EDWARD WHITEHOUSEopenregistry-h-edward-whitehouse-ff80d0	A ORDINARY	10
THOMAS WHITEHOUSEopenregistry-h-thomas-whitehouse-97871e	B ORDINARY	10

THOMAS STONER ESTATES BRIGG LIMITED

openregistry-gb-05683174·confirmation statement 2023-07-26·2 shareholders·3 share classes

Shareholder	Share class	Shares held
PURPLE AVENUE GROUP LIMITEDopenregistry-gb-10964449	ORDINARY	99
JESSICA BOLTONopenregistry-h-jessica-bolton-e64659	B ORDINARY	1
PURPLE AVENUE GROUP LIMITEDopenregistry-gb-10964449	A ORDINARY	1

SPOTLIGHT FINANCIAL SOLUTIONS LIMITED

openregistry-gb-05761630·confirmation statement 2026-03-25·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
PAUL ANTHONY MYTHENopenregistry-h-paul-anthony-mythen-c54095	ORDINARY A	450	100.00%
PAUL ANTHONY MYTHENopenregistry-h-paul-anthony-mythen-c54095	ORDINARY	100	100.00%
CLAIRE MYTHENopenregistry-h-claire-mythen-aec866	ORDINARY B	65	100.00%

FORESIGHT INDEPENDENT FINANCIAL PLANNING LIMITED

openregistry-gb-05897811·confirmation statement 2021-01-12·2 shareholders·3 share classes

Shareholder	Share class	Shares held	% of class
SIMON WARWICK BOOTHopenregistry-h-simon-warwick-booth-abe809	ORDINARY A	100	100.00%
SIMON WARWICK BOOTHopenregistry-h-simon-warwick-booth-abe809	ORDINARY B	86	100.00%
LISA HORTONopenregistry-h-lisa-horton-448f12	ORDINARY C	14	100.00%
SIMON WARWICK BOOTHopenregistry-h-simon-warwick-booth-abe809	ORDINARY C	0	0.00%

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.