UK companies/SIC 66190/Shareholders/Page 39

Shareholders of UK companies in SIC 66190Page 39 of 101

Activities auxiliary to financial intermediation n.e.c.·10,434 companies carry this code·30 shown on this page

SIC 66190 — Activities auxiliary to financial intermediation n.e.c. is the Companies House industry code carried by 10,434 UK companies. This page sets out the shareholder register of 30 of them: 60 distinct shareholders holding 75 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 2020-12-22 and 2026-04-07. Each company and each shareholder carries a Sophymarine OpenRegistry ID.

Industry code
SIC 66190

On the UK register
10,434

With a shareholder register
3,006

Companies on this page
30

Distinct shareholders
60

Shareholders that are UK companies
11

CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD

openregistry-gb-06308841·confirmation statement 2025-07-09·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
CHELTENHAM INDEPENDENT FINANCIAL ADVISERS (EOT) LTDopenregistry-gb-13675174	ORDINARY	110,000	100.00%
SODERBERG & PARTNERS WEALTH MANAGEMENT ABopenregistry-h-soderberg-partners-wealth-management-ab-67268c	B ORDINARY	47,142	100.00%

GROVESEND FINANCIAL PLANNING LIMITED

openregistry-gb-06371256·confirmation statement 2025-09-14·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
RICHARD WHEELERopenregistry-h-richard-wheeler-f7b566	ORDINARY A	80	100.00%
LYNNE ELLEN WHEELERopenregistry-h-lynne-ellen-wheeler-f667d2	ORDINARY B	20	100.00%

EXCEL MORTGAGES UK LIMITED

openregistry-gb-06397877·confirmation statement 2023-10-11·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
LAURENCE DAVID STRICHopenregistry-h-laurence-david-strich-871fc1	ORDINARY	900
KAREN STRICHopenregistry-h-karen-strich-a4bdd6	A ORDINARY	100

WIMBORNE FINANCIAL SERVICES LIMITED

openregistry-gb-06408130·confirmation statement 2024-10-16·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
ANDREW DUDLEYopenregistry-gb-07786917	A ORDINARY	51	100.00%
CLAIRE DUDLEYopenregistry-h-claire-dudley-3878e4	B ORDINARY	49	100.00%

MORTGAGE AND MORE LIMITED

openregistry-gb-06437752·confirmation statement 2022-10-25·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
TREVOR JAMES BARNETTopenregistry-h-trevor-james-barnett-79abcd	ORDINARY	99	100.00%
JOANNE BARNETTopenregistry-h-joanne-barnett-8784e4	A ORDINARY	20	100.00%

FINALTO FINANCIAL SERVICES LIMITED

openregistry-gb-06557752·confirmation statement 2026-04-07·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
FINALTO A/Sopenregistry-gb-FC029437	ORDINARY	12,846,259
FINALTO GROUP LIMITEDopenregistry-h-finalto-group-limited-c857d2	PREFERENCE	100

STARR FINANCIAL LIMITED

openregistry-gb-06708401·confirmation statement 2023-10-24·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MATTHEW STARRopenregistry-h-matthew-starr-458ae4	ORDINARY	1,000
LOUISE STARRopenregistry-h-louise-starr-71582c	ORDINARY B	200

AYRES PUNCHARD INVESTMENT MANAGEMENT LIMITED

openregistry-gb-06746940·confirmation statement 2025-11-11·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MR CHRISTOPHER JOHN WELSFORDopenregistry-h-mr-christopher-john-welsford-a0fd97	ORDINARY A	12,151
MRS WENDY WELSFORDopenregistry-h-mrs-wendy-welsford-e650fe	ORDINARY B	2,850

QUILTER FINANCIAL LIMITED

openregistry-gb-06784783·confirmation statement 2024-06-25·2 shareholders·2 share classes

Shareholder	Share class	Shares held
QUILTER FINANCIAL PLANNING LIMITEDopenregistry-gb-05372217	ORDINARY A	6,260,075
QUILTER FINANCIAL PLANNING LIMITEDopenregistry-gb-05372217	ORDINARY-B	30,025
CAERUS HOLDINGS LIMITEDopenregistry-gb-09484126	ORDINARY A	0
CAERUS HOLDINGS LIMITEDopenregistry-gb-09484126	ORDINARY-B	0

ELITE-WEALTH MANAGEMENT UK LTD

openregistry-gb-06804590·confirmation statement 2025-01-28·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
ALAN POWELLopenregistry-h-alan-powell-ff23ab	ORDINARY	100	100.00%
KAY ANGOVEopenregistry-h-kay-angove-998bac	B ORDINARY	1	100.00%

WESTEXE MORTGAGE SOLUTIONS LTD

openregistry-gb-06821202·confirmation statement 2025-02-17·2 shareholders·2 share classes

Shareholder	Share class	Shares held
DARREN BINGHAMopenregistry-h-darren-bingham-39e4d9	ORDINARY	1,001
DARREN BINGHAMopenregistry-h-darren-bingham-39e4d9	A ORDINARY	1
PETER CHESTON MARRIOTTopenregistry-h-peter-cheston-marriott-851ee5	ORDINARY	0

ASSET INTELLIGENCE RESEARCH LIMITED

openregistry-gb-06872626·confirmation statement 2022-07-28·2 shareholders·2 share classes

Shareholder	Share class	Shares held
SUPERBIA HOLDINGS LIMITEDopenregistry-h-superbia-holdings-limited-c43300	ORDINARY £1	100
SUPERBIA HOLDINGS LIMITEDopenregistry-h-superbia-holdings-limited-c43300	ORDINARY A	1
SUPERBIA GROUP LIMITEDopenregistry-gb-10963538	ORDINARY A	0
SUPERBIA GROUP LIMITEDopenregistry-gb-10963538	ORDINARY £1	0

CITADEL FINANCIAL SOLUTIONS LIMITED

openregistry-gb-06929296·confirmation statement 2026-03-01·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MATTHEW JOHN PAVELEYopenregistry-h-matthew-john-paveley-2e16e5	A ORDINARY	90	100.00%
LORRAINE MARIE PAVELEYopenregistry-h-lorraine-marie-paveley-1926de	C ORDINARY	10	100.00%

CHINEHAM CONSULTING LIMITED

openregistry-gb-06945094·confirmation statement 2025-06-23·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
DAVID DAVIESopenregistry-h-david-davies-4f8f30	A ORDINARY	1
SUSAN ROBERTSopenregistry-h-susan-roberts-351efd	B ORDINARY	1

MARROF MANAGEMENT LIMITED

openregistry-gb-07067912·confirmation statement 2024-11-05·2 shareholders·2 share classes

Shareholder	Share class	Shares held
CHARLES WILLIAM DUNSTONEopenregistry-h-charles-william-dunstone-ad76f2	REDEEMABLE	3,500,000
CELIA DUNSTONEopenregistry-h-celia-dunstone-fd7a83	REDEEMABLE	3,000,000
CHARLES WILLIAM DUNSTONEopenregistry-h-charles-william-dunstone-ad76f2	ORDINARY	1

BFL LIMITED

openregistry-gb-07110353·confirmation statement 2020-12-22·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
BENJAMIN GEORGE RICHARD FARRARopenregistry-h-benjamin-george-richard-farrar-a4977d	A ORDINARY	51
EMILY LINDA FARRARopenregistry-h-emily-linda-farrar-76d5a1	B ORDINARY	49

MONEYWISE FINANCIAL (BRIGHTON) LTD

openregistry-gb-07121083·confirmation statement 2026-01-09·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
ROBERT GREGORYopenregistry-gb-14094196	ORDINARY	100	100.00%
JOSEPHINE GREGORYopenregistry-h-josephine-gregory-d685a9	A ORDINARY	20	100.00%

HALDON FINANCIAL LIMITED

openregistry-gb-07198574·confirmation statement 2026-03-05·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MARK ANDREW COOMBEopenregistry-h-mark-andrew-coombe-940efb	ORDINARY	110	100.00%
MARLI INVESTMENTS LTDopenregistry-gb-11836715	B ORDINARY	1	100.00%

MAYNE SOLUTIONS LIMITED

openregistry-gb-07202342·confirmation statement 2025-03-25·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
DAVID MAYNEopenregistry-h-david-mayne-5ac294	A ORDINARY	90
MELISSA MAYNEopenregistry-h-melissa-mayne-5cb61c	B ORDINARY	10

JAMES STANLEY FINANCIAL SERVICES LIMITED

openregistry-gb-07557698·confirmation statement 2025-03-09·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
JAMES EDWARD STANLEYopenregistry-h-james-edward-stanley-700972	ORDINARY 'B'	1	100.00%
JAMES EDWARD STANLEYopenregistry-h-james-edward-stanley-700972	ORDINARY 'A'	1	100.00%
JULIE STANLEYopenregistry-h-julie-stanley-c73bc3	ORDINARY 'B'	0	0.00%

MERDON FINANCIAL LTD

openregistry-gb-07586977·confirmation statement 2025-01-24·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
ALEXANDER ERNEST MCWHIRTERopenregistry-h-alexander-ernest-mcwhirter-ca6a51	A ORDINARY	5	100.00%
CHRISTINE ELIZABETH MCWHIRTERopenregistry-h-christine-elizabeth-mcwhirter-b3ef97	B ORDINARY	5	100.00%

GEMINI FINANCE LTD

openregistry-gb-07637674·confirmation statement 2021-05-31·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
SIMON BARNFATHERopenregistry-h-simon-barnfather-9b00d1	A ORDINARY	95	100.00%
MICHELLE BARNFATHERopenregistry-h-michelle-barnfather-95959f	B ORDINARY	5	100.00%

PRM WEALTH MANAGEMENT LTD

openregistry-gb-07670414·confirmation statement 2023-06-15·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
PAUL ROBERT MORGANopenregistry-h-paul-robert-morgan-79647f	ORDINARY A	150
SIMONE MORGANopenregistry-h-simone-morgan-9c5058	ORDINARY B	100

BLACK MANOR LIMITED

openregistry-gb-07670717·confirmation statement 2024-01-21·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
JOANNE MCCAIGopenregistry-h-joanne-mccaig-41b82b	ORDINARY A	50	100.00%
RICHARD JOHN MCCAIGopenregistry-h-richard-john-mccaig-4204a0	ORDINARY	50	100.00%
JOANNE MCCAIGopenregistry-h-joanne-mccaig-41b82b	ORDINARY	0	0.00%
RICHARD JOHN MCCAIGopenregistry-h-richard-john-mccaig-4204a0	ORDINARY	0	0.00%

GE CORNEY LIMITED

openregistry-gb-07682815·confirmation statement 2025-06-05·2 shareholders·2 share classes

Shareholder	Share class	Shares held
GEORGINA EMMA CORNEYopenregistry-h-georgina-emma-corney-f16dd6	A ORDINARY SHARES OF £1 EACH	100
GEORGINA EMMA CORNEYopenregistry-h-georgina-emma-corney-f16dd6	B ORDINARY SHARES OF £1 EACH	100
CHRISTINE ANNE CALLINGHAMopenregistry-h-christine-anne-callingham-af5c9a	B ORDINARY SHARES OF £1 EACH	0

CONCIERGE WEALTH MANAGEMENT LIMITED

openregistry-gb-07697178·confirmation statement 2025-03-18·2 shareholders·2 share classes

Shareholder	Share class	Shares held
ADAM KEITH MCCALLIONopenregistry-h-adam-keith-mccallion-5b4b60	ORDINARY	100
ADAM KEITH MCCALLIONopenregistry-h-adam-keith-mccallion-5b4b60	A ORDINARY	1
TRACEY SHARON JOHNSTONopenregistry-h-tracey-sharon-johnston-80ebf1	A ORDINARY	0

REDWOOD FINANCIAL ADVISERS LTD

openregistry-gb-07723717·confirmation statement 2025-07-29·2 shareholders·2 share classes

Shareholder	Share class	Shares held
CPN & PARTNERS LIMITEDopenregistry-gb-14974647	C ORDINARY	5,001
CPN & PARTNERS LIMITEDopenregistry-gb-14974647	B ORDINARY	5,001
CPN FINANCIAL SERVICES LIMITEDopenregistry-gb-09935963	C ORDINARY	0
CPN FINANCIAL SERVICES LIMITEDopenregistry-gb-09935963	B ORDINARY	0

SAROLE LTD

openregistry-gb-07795085·confirmation statement 2023-10-03·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
JEFFREY THOMAS WINTERopenregistry-h-jeffrey-thomas-winter-a53571	ORDINARY B	34	68.00%
JEFFREY THOMAS WINTERopenregistry-h-jeffrey-thomas-winter-a53571	ORDINARY A	33	66.00%
SANDRA TRACEY WINTERopenregistry-h-sandra-tracey-winter-dbd365	ORDINARY A	17	34.00%
SANDRA TRACEY WINTERopenregistry-h-sandra-tracey-winter-dbd365	ORDINARY B	16	32.00%

MAX ADAMS LIMITED

openregistry-gb-07952988·confirmation statement 2023-02-07·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MAX ADAMSopenregistry-gb-07952988	ORDINARY	100
LUCIE LISKOVAopenregistry-h-lucie-liskova-8961b5	ORDINARY B	1

DIRECT ASSET FINANCE (BRISTOL) LIMITED

openregistry-gb-08005047·confirmation statement 2024-06-04·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
SIMON KNOWLERopenregistry-h-simon-knowler-05672a	ORDINARY	70	100.00%
VICTORIA KNOWLERopenregistry-h-victoria-knowler-34f0f9	B ORDINARY	30	100.00%

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. 3,006 of the 10,434 companies in SIC 66190 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.