UK companies/SIC 66290/Shareholders/Page 11
Shareholders of UK companies in SIC 66290Page 11 of 38
Other activities auxiliary to insurance and pension funding·3,719 companies carry this code·30 shown on this page
SIC 66290 — Other activities auxiliary to insurance and pension funding is the Companies House industry code carried by 3,719 UK companies. This page sets out the shareholder register of 30 of them: 84 distinct shareholders holding 114 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 2021-04-20 and 2026-05-15. Each company and each shareholder carries a Sophymarine OpenRegistry ID.
With a shareholder register
1,122
Shareholders that are UK companies
18
GREGORY CHARLES FINANCIAL PLANNING LIMITED
openregistry-gb-09588186·confirmation statement 2026-05-13·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| GREGORY ROPERopenregistry-h-gregory-roper-d6f8d3 | ORDINARY | 100 | |
| JAKE ROPERopenregistry-h-jake-roper-cbe021 | B ORDINARY | 1 | |
| JESSICA ROPERopenregistry-h-jessica-roper-7fe3eb | C ORDINARY | 1 | |
FULWOOD WEALTH MANAGEMENT LIMITED
openregistry-gb-09793490·confirmation statement 2023-09-04·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| JAMES ANTHONY STOKESopenregistry-h-james-anthony-stokes-da1995 | A ORDINARY | 75 | 100.00% |
| JEAN STOKESopenregistry-h-jean-stokes-271bda | B ORDINARY | 15 | 100.00% |
| ABBY STOKESopenregistry-h-abby-stokes-621193 | C ORDINARY | 10 | 100.00% |
LEAD 2 MARKET LIMITED
openregistry-gb-09899321·confirmation statement 2025-12-01·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| JOANNA BRANCHETTopenregistry-h-joanna-branchett-efcbba | ORDINARY C | 2,550 | 100.00% |
| MARK RICHARD RANSOMopenregistry-h-mark-richard-ransom-7e4719 | ORDINARY | 2,550 | 100.00% |
| JOANNA BRANCHETTopenregistry-h-joanna-branchett-efcbba | ORDINARY B | 52 | 50.00% |
| MARK RICHARD RANSOMopenregistry-h-mark-richard-ransom-7e4719 | ORDINARY B | 52 | 50.00% |
| SOPHIE ROSE WILLIAMSopenregistry-h-sophie-rose-williams-8e411e | ORDINARY B | 0 | 0.00% |
PERKS PARAPLANNING SOLUTIONS LIMITED
openregistry-gb-10402191·confirmation statement 2026-03-01·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| SAMANTHA JANE PERKSopenregistry-h-samantha-jane-perks-5838aa | ORDINARY | 51 | 51.00% |
| SANDRA ROGERSopenregistry-gb-08712446 | ORDINARY | 49 | 49.00% |
| MATTHEW PERKSopenregistry-h-matthew-perks-44c91a | ORDINARY C | 1 | 100.00% |
| SAMANTHA JANE PERKSopenregistry-h-samantha-jane-perks-5838aa | ORDINARY B | 1 | 100.00% |
TOUCHSTONE INVESTMENT ADVISERS LIMITED
openregistry-gb-10748320·confirmation statement 2022-02-18·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| FELICITY EVANSopenregistry-h-felicity-evans-a10b34 | ORDINARY | 50 | |
| ZACHARY EVANSopenregistry-h-zachary-evans-257a6d | ORDINARY | 50 | |
| FELICITY EVANSopenregistry-h-felicity-evans-a10b34 | A ORDINARY | 1 | |
| ZACHARY EVANSopenregistry-h-zachary-evans-257a6d | B ORDINARY | 1 | |
| BENJAMIN ALDERSONopenregistry-h-benjamin-alderson-add9e0 | ORDINARY | 0 | |
PENNINES IFA LIMITED
openregistry-gb-10805318·confirmation statement 2021-06-05·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| MARK BURNSopenregistry-h-mark-burns-0408bb | C ORDINARY | 2,000 | |
| CHRISTOPHER FOSTERopenregistry-h-christopher-foster-5e20ce | A ORDINARY | 1,000 | |
| KELLIE FOSTERopenregistry-h-kellie-foster-3b46d4 | B ORDINARY | 1,000 | |
SUE TAYLOR LIMITED
openregistry-gb-12853338·confirmation statement 2024-09-01·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| SAMANTHA TAYLOR-FISHERopenregistry-h-samantha-taylor-fisher-08ed3b | B ORDINARY | 1 | 100.00% |
| STEPHEN FRANK TAYLORopenregistry-h-stephen-frank-taylor-3d38a2 | C ORDINARY | 1 | 100.00% |
| SUSAN TAYLORopenregistry-h-susan-taylor-fa033f | ORDINARY | 1 | 100.00% |
CLARA-PENSIONS B3 LIMITED
openregistry-gb-14317922·confirmation statement 2024-08-24·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| CLARA-PENSIONS INTERMEDIATE HOLDCO LIMITEDopenregistry-gb-14310597 | A ORDINARY | 33,900,098 | 100.00% |
| CLARA TRUSTEES LIMITEDopenregistry-gb-11720767 | ORDINARY | 1 | 100.00% |
| CLARA-PENSIONS M3 LIMITEDopenregistry-gb-14310627 | B ORDINARY | 1 | 100.00% |
CLARA-PENSIONS B4 LIMITED
openregistry-gb-14317965·confirmation statement 2025-08-24·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| CLARA-PENSIONS INTERMEDIATE HOLDCO LIMITEDopenregistry-gb-14310597 | A ORDINARY | 6,000,098 | 100.00% |
| CLARA TRUSTEES LIMITEDopenregistry-gb-11720767 | ORDINARY | 1 | 100.00% |
| CLARA-PENSIONS M4 LIMITEDopenregistry-gb-14310632 | B ORDINARY | 1 | 100.00% |
CLARA-PENSIONS B2 LIMITED
openregistry-gb-14318043·confirmation statement 2024-08-24·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| CLARA-PENSIONS INTERMEDIATE HOLDCO LIMITEDopenregistry-gb-14310597 | A ORDINARY | 30,600,098 | 100.00% |
| CLARA TRUSTEES LIMITEDopenregistry-gb-11720767 | ORDINARY | 1 | 100.00% |
| CLARA-PENSIONS M2 LIMITEDopenregistry-gb-14310600 | B ORDINARY | 1 | 100.00% |
MIKE JONES ADVISORY LIMITED
openregistry-gb-15518160·confirmation statement 2025-02-23·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| AMELIA JONESopenregistry-h-amelia-jones-9ffb6a | C ORDINARY | 1 | |
| MICHAEL JONESopenregistry-gb-07771766 | ORDINARY A | 1 | |
| TERESA JONESopenregistry-h-teresa-jones-dacc08 | ORDINARY B | 1 | |
CLARA-PENSIONS B5 LIMITED
openregistry-gb-15593029·confirmation statement 2026-03-24·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| CLARA-PENSIONS INTERMEDIATE HOLDCO LIMITEDopenregistry-gb-14310597 | A ORDINARY | 3,200,098 | |
| CLARA TRUSTEES LIMITEDopenregistry-gb-11720767 | ORDINARY | 1 | |
| CLARA-PENSIONS M5 LIMITEDopenregistry-gb-15582467 | B ORDINARY | 1 | |
HUNTER FS LIMITED
openregistry-gb-NI607950·confirmation statement 2025-03-25·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| PHILIP WALLACE HUNTERopenregistry-h-philip-wallace-hunter-b7620b | A ORDINARY | 98 | 100.00% |
| AMANDA CAROL HUNTERopenregistry-h-amanda-carol-hunter-78e1b4 | B ORDINARY | 1 | 100.00% |
| RYAN DAVID HUNTERopenregistry-h-ryan-david-hunter-e34359 | C ORDINARY | 1 | 100.00% |
| PHILIP WALLACE HUNTERopenregistry-h-philip-wallace-hunter-b7620b | C ORDINARY | 0 | 0.00% |
FUTURITY FINANCIAL SERVICES LTD
openregistry-gb-SC413426·confirmation statement 2022-11-01·3 shareholders·3 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| DAVID HANDopenregistry-h-david-hand-0ef9c6 | ORDINARY | 85 | |
| SAMANTHA JANE HANDopenregistry-h-samantha-jane-hand-1b4524 | ORDINARY | 15 | |
| DAVID HANDopenregistry-h-david-hand-0ef9c6 | B ORDINARY | 10 | |
| JOSH HANDopenregistry-h-josh-hand-e4e697 | C ORDINARY | 10 | |
| JOSH HANDopenregistry-h-josh-hand-e4e697 | ORDINARY | 0 | |
MODERN MONEY FINANCIAL SERVICES LIMITED
openregistry-gb-02459464·confirmation statement 2026-05-15·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| ALPHA SELF INVESTED PERSONAL PENSION (CHARLES STANLEY AS1878) - MARCUS JOHN PAINEopenregistry-h-alpha-self-invested-personal-pension-cha-32f0d9 | PREFERENCE | 31,500 | |
| MARCUS PAINEopenregistry-h-marcus-paine-2a1a23 | ORDINARY | 14,790 | |
| JANE YVETTE PAINEopenregistry-h-jane-yvette-paine-dddfe6 | ORDINARY | 14,210 | |
VINCENT COLLEY INVESTMENT ADVISORS LTD
openregistry-gb-04373749·confirmation statement 2025-01-18·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| ALEX VINCENTopenregistry-h-alex-vincent-2eaa40 | B ORDINARY | 53 | 68.83% |
| ALEX VINCENTopenregistry-h-alex-vincent-2eaa40 | C ORDINARY | 15 | 100.00% |
| JAMES MICHAEL VINCENTopenregistry-h-james-michael-vincent-9344c0 | B ORDINARY | 12 | 15.58% |
| RACHAEL LOUISE VINCENTopenregistry-h-rachael-louise-vincent-1fcacc | B ORDINARY | 12 | 15.58% |
SCOTTVALE INSURANCE SOLUTIONS LTD
openregistry-gb-04403662·confirmation statement 2025-03-26·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| ANDRE JOSEPH GAREHopenregistry-h-andre-joseph-gareh-8b889f | ORDINARY | 500 | |
| ANDRE JOSEPH GAREHopenregistry-h-andre-joseph-gareh-8b889f | A ORDINARY | 250 | |
| SUSAN GAREHopenregistry-h-susan-gareh-acee95 | A ORDINARY | 250 | |
| MARIE-MADELEINE GAREHopenregistry-h-marie-madeleine-gareh-ff206d | A ORDINARY | 0 | |
FINANCIAL MINEFIELD LTD
openregistry-gb-05073455·confirmation statement 2021-04-20·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| PAUL JOSEPH DOLPHINopenregistry-h-paul-joseph-dolphin-deeb19 | ORDINARY A | 50 | 100.00% |
| PAUL JOSEPH DOLPHINopenregistry-h-paul-joseph-dolphin-deeb19 | ORDINARY B | 50 | 100.00% |
| CHANTAL DOLPHINopenregistry-h-chantal-dolphin-2a24e6 | ORDINARY B | 0 | 0.00% |
| KAYLEIGH SCOTTopenregistry-h-kayleigh-scott-d1e03e | ORDINARY B | 0 | 0.00% |
COOPER MORTIMER PLANT LIMITED
openregistry-gb-05303482·confirmation statement 2024-12-03·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| CMP WEALTH MANAGEMENT HOLDING COMPANY LIMITEDopenregistry-gb-15785354 | A ORDINARY | 81 | |
| CMP WEALTH MANAGEMENT HOLDING COMPANY LIMITEDopenregistry-gb-15785354 | B ORDINARY | 19 | |
| LEE DUNNopenregistry-gb-SC857922 | B ORDINARY | 0 | |
| MARGARET JOAN PLUMLEYopenregistry-h-margaret-joan-plumley-84010c | A ORDINARY | 0 | |
FIDUCIA COMPREHENSIVE FINANCIAL PLANNING LIMITED
openregistry-gb-05623999·confirmation statement 2023-04-06·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| FIDUCIA GROUP HOLDINGS LIMITEDopenregistry-gb-14620924 | TYPE A ORDINARY | 180 | 100.00% |
| FIDUCIA GROUP HOLDINGS LIMITEDopenregistry-gb-14620924 | TYPE B ORDINARY | 20 | 100.00% |
| ANTHONY ROBERT SCOTTopenregistry-h-anthony-robert-scott-331c51 | TYPE A ORDINARY | 0 | 0.00% |
| ANTHONY ROBERT SCOTTopenregistry-h-anthony-robert-scott-331c51 | TYPE B ORDINARY | 0 | 0.00% |
| MARCUS JOHN STEVEN GRIMSHAWopenregistry-h-marcus-john-steven-grimshaw-5db4c5 | TYPE B ORDINARY | 0 | 0.00% |
| MARCUS JOHN STEVEN GRIMSHAWopenregistry-h-marcus-john-steven-grimshaw-5db4c5 | TYPE A ORDINARY | 0 | 0.00% |
CENTRAL WEALTH MANAGEMENT LIMITED
openregistry-gb-05760098·confirmation statement 2023-02-07·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| IAN SMITHopenregistry-gb-04334497 | ORDINARY | 50 | |
| SAMANTHA JANE CLARKEopenregistry-h-samantha-jane-clarke-f5596e | ORDINARY | 50 | |
| IAN SMITHopenregistry-gb-04334497 | B ORDINARY | 36 | |
| SAMANTHA CLARKEopenregistry-h-samantha-clarke-c3839b | B ORDINARY | 36 | |
HOLBORN UNDERWRITING LTD
openregistry-gb-06284826·confirmation statement 2022-11-06·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| TREASURY SHARESopenregistry-h-treasury-shares-5732ce | ORDINARY A | 650 | 100.00% |
| SUKHPAL SINGH HARRARopenregistry-h-sukhpal-singh-harrar-5907fa | ORDINARY B | 350 | 100.00% |
| PHILANTRA HOLDINGS AGopenregistry-h-philantra-holdings-ag-1a26f2 | ORDINARY A | 0 | 0.00% |
MORTGAGE 1ST LIMITED
openregistry-gb-06552344·confirmation statement 2023-04-02·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| JONATHAN DANIEL STONESopenregistry-h-jonathan-daniel-stones-a4b9ee | ORDINARY | 4 | 57.14% |
| LISA ANN STONESopenregistry-h-lisa-ann-stones-09e67f | ORDINARY | 3 | 42.86% |
| PETER WHITFIELD STONESopenregistry-h-peter-whitfield-stones-8a1259 | REDEEMABLE B | 1 | 100.00% |
DREWBERRY LIMITED
openregistry-gb-06675912·confirmation statement 2025-09-01·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| BROWN & BROWN BROKING HOLDCO (EUROPE) LIMITEDopenregistry-gb-09325602 | ORDINARY | 143 | 100.00% |
| ANDREW PATRICK JENKINSONopenregistry-h-andrew-patrick-jenkinson-d3796c | ORDINARY | 0 | 0.00% |
| THOMAS STEPHEN RICHARD CONNERopenregistry-h-thomas-stephen-richard-conner-1277e5 | ORDINARY A | 0 | |
LMJ FINANCIAL MANAGEMENT LTD
openregistry-gb-07043807·confirmation statement 2023-10-15·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| DAVID RUDDLEopenregistry-h-david-ruddle-53e36f | ORDINARY A | 3 | |
| DAVID SIMMONDSopenregistry-h-david-simmonds-0e32c0 | ORDINARY A | 3 | |
| DAVID RUDDLEopenregistry-h-david-ruddle-53e36f | ORDINARY B | 1 | |
| DAVID SIMMONDSopenregistry-h-david-simmonds-0e32c0 | ORDINARY B | 1 | |
| JOHN NASHopenregistry-gb-11991497 | ORDINARY A | 0 | |
SSAS PRACTITIONER.COM LIMITED
openregistry-gb-07071723·confirmation statement 2025-11-02·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| PETER JONESopenregistry-gb-00285318 | B ORDINARY | 464 | |
| KATE ANGELLopenregistry-h-kate-angell-e7d67f | B ORDINARY | 436 | |
| PETER JONESopenregistry-gb-00285318 | ORDINARY | 52 | |
| KATE ANGELLopenregistry-h-kate-angell-e7d67f | ORDINARY | 48 | |
| COLIN JONESopenregistry-gb-09571979 | B ORDINARY | 0 | |
| COLIN JONESopenregistry-gb-09571979 | ORDINARY | 0 | |
ACTUARIAL ADVISORY SERVICES LIMITED
openregistry-gb-07532106·confirmation statement 2024-07-12·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| ANICA GOVILopenregistry-h-anica-govil-04dda5 | ORDINARY | 10,000 | |
| AGARWAL FAMILY HOLIDINGSopenregistry-h-agarwal-family-holidings-139e21 | ORDINARY A | 1 | |
| ANKIT AGARWALopenregistry-h-ankit-agarwal-4f6beb | ORDINARY | 0 | |
CSINSURANCE BROKERS LTD.
openregistry-gb-07962950·confirmation statement 2026-02-20·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| CRAIG STANSFIELDopenregistry-h-craig-stansfield-032536 | ORDINARY | 510 | |
| ANITA STANSFIELDopenregistry-h-anita-stansfield-998b9f | ORDINARY | 490 | |
| LEE RANSONopenregistry-h-lee-ranson-c42a1e | ORDINARY B | 15 | |
| ANITA STANSFIELDopenregistry-h-anita-stansfield-998b9f | ORDINARY B | 1 | |
WILLDAY WEALTH MANAGEMENT LIMITED
openregistry-gb-08139535·confirmation statement 2023-02-08·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| EDWARD JAMES WILLDAYopenregistry-h-edward-james-willday-690ef2 | ORDINARY | 98 | |
| WILLDAY AMELIAopenregistry-h-willday-amelia-525863 | ORDINARY | 1 | |
| WILLDAY MARIEopenregistry-h-willday-marie-b63907 | A ORDINARY | 1 | |
| EDWARD JAMES WILLDAYopenregistry-h-edward-james-willday-690ef2 | A ORDINARY | 0 | |
ARGYLL COVENANT ADVISORY LIMITED
openregistry-gb-08670455·confirmation statement 2024-02-16·3 shareholders·2 share classes
| Shareholder | Share class | Shares held | % of class |
|---|
| IVATRIA HOLDINGS LIMITEDopenregistry-gb-15240883 | B ORDINARY | 1 | |
| IVATRIA HOLDINGS LIMITEDopenregistry-gb-15240883 | ORDINARY £1 | 1 | |
| AUDREY HALLopenregistry-h-audrey-hall-c38b89 | B ORDINARY | 0 | |
| RICHARD HALLopenregistry-gb-05712007 | ORDINARY £1 | 0 | |