UK companies/SIC 70221/Shareholders/Page 35

Shareholders of UK companies in SIC 70221Page 35 of 182

Financial management·23,050 companies carry this code·30 shown on this page

SIC 70221 — Financial management is the Companies House industry code carried by 23,050 UK companies. This page sets out the shareholder register of 30 of them: 89 distinct shareholders holding 111 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 2022-01-10 and 2026-05-17. Each company and each shareholder carries a Sophymarine OpenRegistry ID.

Industry code
SIC 70221
On the UK register
23,050
With a shareholder register
5,435
Companies on this page
30
Distinct shareholders
89
Shareholders that are UK companies
7

WEALTH TRANSFORM LIMITED

openregistry-gb-12978364·confirmation statement 2022-01-10·3 shareholders·3 share classes
ShareholderShare classShares held% of class
JERRIC ALCORANopenregistry-h-jerric-alcoran-c882eaORDINARY50100.00%
RICKY STEPHENSopenregistry-h-ricky-stephens-aa154bORDINARY A45100.00%
NICOLA STEPHENSopenregistry-h-nicola-stephens-e8b01bB ORDINARY5100.00%

WALDRON & CO. FINANCIAL PLANNING LIMITED

openregistry-gb-12983960·confirmation statement 2023-10-28·3 shareholders·3 share classes
ShareholderShare classShares held% of class
NATHAN WALDRONopenregistry-h-nathan-waldron-a049f6ORDINARY A90100.00%
BERNADETTE HOULTONopenregistry-h-bernadette-houlton-a92a93ORDINARY B5100.00%
DANETH MACPHAIL-WALDRONopenregistry-h-daneth-macphail-waldron-e87a5eORDINARY C5100.00%

MAITLAND JAMES LIMITED

openregistry-gb-13082738·confirmation statement 2022-12-14·3 shareholders·3 share classes
ShareholderShare classShares held% of class
JOSEPH JAMES DAVISONopenregistry-h-joseph-james-davison-e778b7ORDINARY80100.00%
DONALD MARK BATTERSBYopenregistry-h-donald-mark-battersby-a482b6ORDINARY 'B'5100.00%
JADE EIRLYS POWER-BROOKE-LANGHAMopenregistry-h-jade-eirlys-power-brooke-langham-cacb0aORDINARY 'C'5100.00%

GARTREE SCOTT LIMITED

openregistry-gb-13362292·confirmation statement 2022-05-26·3 shareholders·3 share classes
ShareholderShare classShares held% of class
TREVOR GARSONopenregistry-h-trevor-garson-3d9f6fORDINARY8
ISOBEL GARSONopenregistry-h-isobel-garson-01a294C ORDINARY1
KATHERINE GARSONopenregistry-h-katherine-garson-a65e63B ORDINARY1

PGI ADVISORY LTD

openregistry-gb-13374322·confirmation statement 2023-05-03·3 shareholders·3 share classes
ShareholderShare classShares held% of class
MAXINE GIBSONopenregistry-h-maxine-gibson-b7d556B ORDINARY40100.00%
PAUL GIBSONopenregistry-gb-14404434ORDINARY40100.00%
THE GIBSON FAMILY TRUST 2022openregistry-h-the-gibson-family-trust-2022-731772A ORDINARY20100.00%

RPS (BRISTOL) CONSULTING LTD

openregistry-gb-13405181·confirmation statement 2026-05-17·3 shareholders·3 share classes
ShareholderShare classShares held% of class
ROBERT PAUL SYMONSopenregistry-h-robert-paul-symons-686952ORDINARY A80
JULIE LINDA SYMONSopenregistry-h-julie-linda-symons-8cc171ORDINARY B15
JESSICA LOUISE POPPY SYMONSopenregistry-h-jessica-louise-poppy-symons-cf2377ORDINARY C5

CRAFTYARD MANAGEMENT SERVICES LIMITED

openregistry-gb-13545448·confirmation statement 2022-03-17·3 shareholders·3 share classes
ShareholderShare classShares held% of class
JAKES HOLDINGS LIMITEDopenregistry-gb-12442934ORDINARY100
DARRELL PETERopenregistry-h-darrell-peter-9e35adB ORDINARY5
SARAH COOKopenregistry-gb-16662012A ORDINARY5
SARAH COOKopenregistry-gb-16662012ORDINARY0

BKL FINANCIAL PLANNING LTD

openregistry-gb-13853264·confirmation statement 2024-01-16·3 shareholders·3 share classes
ShareholderShare classShares held% of class
BEN LEECHopenregistry-h-ben-leech-0106e4A ORDINARY75100.00%
KIERAN LEANNE LEECHopenregistry-h-kieran-leanne-leech-5adfb8B ORDINARY20100.00%
FINLEY LEECHopenregistry-h-finley-leech-0ed5c5C ORDINARY5100.00%

SIGMA FINANCIAL PLANNERS LTD

openregistry-gb-13878098·confirmation statement 2022-12-30·3 shareholders·3 share classes
ShareholderShare classShares held% of class
FAZLE ELAHI CHOUDHURYopenregistry-h-fazle-elahi-choudhury-d2855dORDINARY A900
GURJINDER SINGH SAMRAIopenregistry-h-gurjinder-singh-samrai-d46f1dORDINARY B900
FAZLE ELAHI CHOUDHURYopenregistry-h-fazle-elahi-choudhury-d2855dORDINARY C100
GURJINDER SINGH SAMRAIopenregistry-h-gurjinder-singh-samrai-d46f1dORDINARY C100
DHARMIN PATELopenregistry-h-dharmin-patel-dc8364ORDINARY C0

GREEN LEAF FINANCE LTD

openregistry-gb-14095907·confirmation statement 2024-11-28·3 shareholders·3 share classes
ShareholderShare classShares held% of class
OMAR AHMADopenregistry-h-omar-ahmad-8e02fcORDINARY5100.00%
SAJED UDDINopenregistry-h-sajed-uddin-80ea03B ORDINARY1100.00%
SURRAYA AHMADopenregistry-h-surraya-ahmad-e4992fC ORDINARY1100.00%

PE&W H-S LIMITED

openregistry-gb-14185646·confirmation statement 2025-02-24·3 shareholders·3 share classes
ShareholderShare classShares held% of class
WILLOUGHBY HOOPER-SMITHopenregistry-h-willoughby-hooper-smith-a6d420ORDINARY5
WILLOUGHBY HOOPER-SMITHopenregistry-h-willoughby-hooper-smith-a6d420ORDINARY4
EMMA HOOPER-SMITHopenregistry-h-emma-hooper-smith-9a46caORDINARY1
EMMA HOOPER-SMITHopenregistry-h-emma-hooper-smith-9a46caORDINARY B1
PETER HOOPER-SMITHopenregistry-h-peter-hooper-smith-7f141eORDINARY A1
PETER HOOPER-SMITHopenregistry-h-peter-hooper-smith-7f141eORDINARY0
WILLOUGHBY HOOPER-SMITHopenregistry-h-willoughby-hooper-smith-a6d420ORDINARY A0

GORDIAN WEALTH MANAGEMENT LTD

openregistry-gb-14477540·confirmation statement 2025-11-10·3 shareholders·3 share classes
ShareholderShare classShares held% of class
EDWARD GREENopenregistry-h-edward-green-70bfdbORDINARY A750
ALISON GREENopenregistry-gb-12073157ORDINARY B250
ALISON GREENopenregistry-gb-12073157C ORDINARY125
EDWARD GREENopenregistry-h-edward-green-70bfdbC ORDINARY124
JERRY BARNESopenregistry-h-jerry-barnes-feb569C ORDINARY0

PITT FINANCIAL SERVICES LTD

openregistry-gb-14479576·confirmation statement 2024-11-13·3 shareholders·3 share classes
ShareholderShare classShares held% of class
AARON PITTopenregistry-h-aaron-pitt-51270eA ORDINARY100
BRIAN PITTopenregistry-h-brian-pitt-9b798cC ORDINARY100
HELEN NOCHopenregistry-h-helen-noch-2d203eB ORDINARY100

NEWMORRO HOLDINGS LIMITED

openregistry-gb-14510075·confirmation statement 2026-04-17·3 shareholders·3 share classes
ShareholderShare classShares held% of class
GAVIN CRISPopenregistry-h-gavin-crisp-f8f304ORDINARY B10100.00%
ROBIN BAKERopenregistry-h-robin-baker-c24d37ORDINARY A10100.00%
ROBIN BAKERopenregistry-h-robin-baker-c24d37ORDINARY C770.00%
SHARRON TURTONopenregistry-h-sharron-turton-c8e1deORDINARY C330.00%

AR14 UK LTD

openregistry-gb-14517717·confirmation statement 2023-11-30·3 shareholders·3 share classes
ShareholderShare classShares held% of class
GARETH BOWENopenregistry-h-gareth-bowen-b3bdd7ORDINARY SHARES A98100.00%
MATTHEW BOWENopenregistry-h-matthew-bowen-c8ae0aORDINARY SHARES C1100.00%
STEPHANIE CONDONopenregistry-h-stephanie-condon-005488ORDINARY SHARES B1100.00%

SLED CONSULTING LTD

openregistry-gb-14530885·confirmation statement 2024-01-03·3 shareholders·3 share classes
ShareholderShare classShares held% of class
DEBORAH BRAYBROOKopenregistry-h-deborah-braybrook-63ee21B ORDINARY5100.00%
SCOTT LAWRENCE BRAYBROOKopenregistry-h-scott-lawrence-braybrook-c8fbbcA ORDINARY5100.00%
DEBORAH BRAYBROOKopenregistry-h-deborah-braybrook-63ee21ORDINARY0
SCOTT BRAYBROOKopenregistry-h-scott-braybrook-26e98aORDINARY0

BLINCOE FINANCIAL PLANNING LIMITED

openregistry-gb-14569306·confirmation statement 2024-12-19·3 shareholders·3 share classes
ShareholderShare classShares held% of class
GEORGE ARTHUR TAYLORopenregistry-h-george-arthur-taylor-9a2a81A ORDINARY75100.00%
SOPHIE JAYNE TAYLORopenregistry-h-sophie-jayne-taylor-bf5923B ORDINARY15100.00%
TREE TOP CAPITAL LTDopenregistry-gb-14511890C ORDINARY10100.00%
SOPHIE JAYNE TAYLORopenregistry-h-sophie-jayne-taylor-bf5923C ORDINARY00.00%

DE MELLOW & CO LTD

openregistry-gb-14704560·confirmation statement 2023-07-14·3 shareholders·3 share classes
ShareholderShare classShares held% of class
CHRISTOPHER DE MELLOWopenregistry-h-christopher-de-mellow-3dbf94ORDINARY A35100.00%
JENNIFER WATKISSopenregistry-h-jennifer-watkiss-e5f4bdORDINARY B33100.00%
MARK WATKISSopenregistry-h-mark-watkiss-e051f7ORDINARY C32100.00%

SIMPLY WILLS LTD

openregistry-gb-14726468·confirmation statement 2024-02-27·3 shareholders·3 share classes
ShareholderShare classShares held% of class
IAN CUNNINGHAMopenregistry-h-ian-cunningham-582a62ORDINARY1
IAN CUNNINGHAMopenregistry-h-ian-cunningham-582a62B ORDINARY1
SHERAN JACOBS- CUNNINGHAMopenregistry-h-sheran-jacobs-cunningham-d85fabA ORDINARY1
SHERAN JACOBS-CUNNINGHAMopenregistry-h-sheran-jacobs-cunningham-d85fabORDINARY1

HOWLETT ADVISORY LIMITED

openregistry-gb-14727374·confirmation statement 2026-03-11·3 shareholders·3 share classes
ShareholderShare classShares held% of class
SAMUEL HOWLETTopenregistry-h-samuel-howlett-a5d547A ORDINARY8
CHARLOTTE BUTTERYopenregistry-h-charlotte-buttery-cd8d23B ORDINARY1
MARIE HOWLETT-BASSFORDopenregistry-h-marie-howlett-bassford-488eeeC ORDINARY1

WHITEHOUSE MONEY LTD

openregistry-gb-14888638·confirmation statement 2025-05-22·3 shareholders·3 share classes
ShareholderShare classShares held% of class
DOMINIC WHITEHOUSEopenregistry-h-dominic-whitehouse-6e0944ORDINARY A50100.00%
NIALL WHITEHOUSEopenregistry-h-niall-whitehouse-aff594ORDINARY B49100.00%
DOMINIC WHITEHOUSEopenregistry-h-dominic-whitehouse-6e0944ORDINARY C1100.00%
PETER WHITEHOUSEopenregistry-h-peter-whitehouse-b0d291ORDINARY C00.00%

KS WEALTH (IFA) LIMITED

openregistry-gb-15023446·confirmation statement 2024-10-24·3 shareholders·3 share classes
ShareholderShare classShares held% of class
KRIS SLEEUWENHOEKopenregistry-h-kris-sleeuwenhoek-6c4edaORDINARY100100.00%
JOANNE SLEEVWENHOEKopenregistry-h-joanne-sleevwenhoek-5acb4cB ORDINARY1100.00%
MADDISON SLEEVWENHOEKopenregistry-h-maddison-sleevwenhoek-c9d62fC ORDINARY1100.00%

AGENTIC WEALTH LTD

openregistry-gb-15027804·confirmation statement 2024-06-13·3 shareholders·3 share classes
ShareholderShare classShares held% of class
DANNY RENSHAWopenregistry-h-danny-renshaw-39def2ORDINARY A70100.00%
JOSEPH MUSSSONopenregistry-h-joseph-mussson-215437ORDINARY B20100.00%
JOSEPH LOLLEYopenregistry-h-joseph-lolley-ce2e2cC ORDINARY5100.00%

LSL ASSOCIATES LIMITED

openregistry-gb-15047208·confirmation statement 2024-08-02·3 shareholders·3 share classes
ShareholderShare classShares held% of class
LORNA MADENopenregistry-h-lorna-maden-0a1b74ORDINARY90
LUCY GRAYopenregistry-gb-10628421C ORDINARY5
SOPHIE MADENopenregistry-h-sophie-maden-dbec34B ORDINARY5

SATORI INSIGHTS LIMITED

openregistry-gb-15056665·confirmation statement 2025-08-07·3 shareholders·3 share classes
ShareholderShare classShares held% of class
MATTHEW KINGopenregistry-gb-14284988A ORDINARY10,000
DIANA KINGopenregistry-h-diana-king-45770eB ORDINARY2,143
MARTINA KINGopenregistry-h-martina-king-970a17C ORDINARY2,143

BLUE HORIZONS (FAMILY INVESTMENT) LIMITED

openregistry-gb-15120179·confirmation statement 2024-09-05·3 shareholders·3 share classes
ShareholderShare classShares held% of class
HELEN JOY FAIRBANKSopenregistry-h-helen-joy-fairbanks-5f8642ORDINARY C300,000
HELEN JOY FAIRBANKSopenregistry-h-helen-joy-fairbanks-5f8642ORDINARY C300,000
RICHARD FRANK FAIRBANKSopenregistry-h-richard-frank-fairbanks-384d97ORDINARY C300,000
RICHARD FRANK FAIRBANKSopenregistry-h-richard-frank-fairbanks-384d97ORDINARY C300,000
HELEN JOY FAIRBANKSopenregistry-h-helen-joy-fairbanks-5f8642ORDINARY A1
MOLLY ROSE FAIRBANKSopenregistry-h-molly-rose-fairbanks-a8ae45ORDINARY B1
RICHARD FRANK FAIRBANKSopenregistry-h-richard-frank-fairbanks-384d97ORDINARY A1

DARKBLUEBRICK LTD

openregistry-gb-15263567·confirmation statement 2026-03-26·3 shareholders·3 share classes
ShareholderShare classShares held% of class
ISABEL GRACE SENIORopenregistry-h-isabel-grace-senior-6cb270B ORDINARY1100.00%
JONATHAN SENIORopenregistry-h-jonathan-senior-e470dfORDINARY1100.00%
WILLIAM JACK SENIORopenregistry-h-william-jack-senior-ab00ecA ORDINARY1100.00%

CHALICE FINANCIAL LTD

openregistry-gb-15505631·confirmation statement 2026-05-01·3 shareholders·3 share classes
ShareholderShare classShares held% of class
MARK ANTHONY SCHOUTENopenregistry-h-mark-anthony-schouten-afae7cORDINARY A99100.00%
CHARLOTTE REBECCA SCHOUTENopenregistry-h-charlotte-rebecca-schouten-58a762ORDINARY B1100.00%
SALLY ANN SCHOUTENopenregistry-h-sally-ann-schouten-0bbf99C ORDINARY1100.00%

SOMERSET FINANCE DEPARTMENT LTD

openregistry-gb-15549771·confirmation statement 2024-11-19·3 shareholders·3 share classes
ShareholderShare classShares held% of class
CAROLINE MOBLEYopenregistry-h-caroline-mobley-683b11A ORDINARY10100.00%
CAROLINE MOBLEYopenregistry-h-caroline-mobley-683b11B ORDINARY550.00%
CAROLINE MOBLEYopenregistry-h-caroline-mobley-683b11C ORDINARY550.00%
DARREN MOBLEYopenregistry-h-darren-mobley-92c88bC ORDINARY550.00%
SAMANTHA VININGopenregistry-h-samantha-vining-5e83e2B ORDINARY550.00%

BIRKDALE CONSULTING LIMITED

openregistry-gb-15570695·confirmation statement 2025-03-16·3 shareholders·3 share classes
ShareholderShare classShares held% of class
IAN ROBERT DAVYSopenregistry-h-ian-robert-davys-c5d38eORDINARY "A"50100.00%
KATHRYN ANN DAVYSopenregistry-h-kathryn-ann-davys-46dbb3ORDINARY "B"50100.00%
AMELIA GRACE DAVYSopenregistry-h-amelia-grace-davys-169c3aORDINARY "C"1100.00%
IAN ROBERT DAVYSopenregistry-h-ian-robert-davys-c5d38eORDINARY "C"00.00%