UK companies/SIC 70221/Shareholders/Page 57

Shareholders of UK companies in SIC 70221Page 57 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: 60 distinct shareholders holding 76 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 2021-02-25 and 2026-05-11. 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
60

Shareholders that are UK companies
11

INVEST SOUTHWEST LIMITED

openregistry-gb-05771562·confirmation statement 2026-04-06·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
ISWIFA HOLDINGS LTDopenregistry-gb-13812159	ORDINARY "A"	200	100.00%
ISWIFA HOLDINGS LTDopenregistry-gb-13812159	ORDINARY "B"	100	100.00%
ISW HOLDINGS LIMITEDopenregistry-gb-06660529	ORDINARY "B"	0	0.00%
ISW HOLDINGS LIMITEDopenregistry-gb-06660529	ORDINARY "A"	0	0.00%

CBS (ACCOUNTING) LIMITED

openregistry-gb-05857205·confirmation statement 2025-10-07·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
D & S BENNETT HOLDINGS LIMITEDopenregistry-gb-13535503	ORDINARY	1,000	100.00%
D & S BENNETT HOLDINGS LIMITEDopenregistry-gb-13535503	A ORDINARY	6	100.00%
JOHN PERRYopenregistry-gb-04533117	A ORDINARY	0	0.00%

GCA FINANCIAL PLANNING LIMITED

openregistry-gb-05881680·confirmation statement 2025-07-14·2 shareholders·2 share classes

Shareholder	Share class	Shares held
EC FINANCIAL PLANNING LIMITEDopenregistry-gb-13306177	ORDINARY	55
EC FINANCIAL PLANNING LIMITEDopenregistry-gb-13306177	A ORDINARY	45
GEOFFREY MORRISON COOKopenregistry-h-geoffrey-morrison-cook-aa8625	ORDINARY	0

HALCYON FINANCIAL SOLUTIONS LIMITED

openregistry-gb-06104451·confirmation statement 2021-07-01·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
DARREN MARK SPUHLERopenregistry-h-darren-mark-spuhler-5c8fb8	ORDINARY	100	100.00%
DIANE SPUHLERopenregistry-h-diane-spuhler-6179ad	B ORDINARY	1	100.00%

MRM MANAGEMENT CONSULTANCY LIMITED

openregistry-gb-06246036·confirmation statement 2024-05-14·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MEGAN MORGANopenregistry-gb-15738547	ORDINARY	1	100.00%
PHILLIP MORGANopenregistry-h-phillip-morgan-13d158	B ORDINARY	1	100.00%

ALPHA-FINANCIALS LTD

openregistry-gb-06488249·confirmation statement 2025-12-04·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
ANNE LALEMANopenregistry-h-anne-laleman-88b651	ORDINARY	500	50.00%
PETER HARDINGopenregistry-h-peter-harding-e47537	ORDINARY	500	50.00%
ANNE LALEMANopenregistry-h-anne-laleman-88b651	B ORDINARY	100	100.00%

WESTERHALL LIMITED

openregistry-gb-06571362·confirmation statement 2024-04-21·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
ADAM HOWARD FRASER-HARRISopenregistry-h-adam-howard-fraser-harris-7dd85c	A ORDINARY	101
LISA MELANIE FRASER-HARRISopenregistry-h-lisa-melanie-fraser-harris-43077d	B ORDINARY	100

SVMD LTD.

openregistry-gb-06578269·confirmation statement 2025-07-04·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MICHAEL KAMARAopenregistry-gb-14255517	A ORDINARY	75	100.00%
SALIMATU DANKAY KAMARAopenregistry-h-salimatu-dankay-kamara-22b4ce	B ORDINARY	25	100.00%

NEW NETWORKS LIMITED

openregistry-gb-06690894·confirmation statement 2022-09-08·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
JOHN NEWTONopenregistry-h-john-newton-5b1448	ORDINARY	1,000	100.00%
AMANDA NEWTONopenregistry-h-amanda-newton-bd1146	A ORDINARY	0

FINANCIAL RISK ADVISORY LIMITED

openregistry-gb-06780505·confirmation statement 2025-12-29·2 shareholders·2 share classes

Shareholder	Share class	Shares held
GARY MICHAEL SLAWTHERopenregistry-h-gary-michael-slawther-c30b54	A ORDINARY	80
GARY MICHAEL SLAWTHERopenregistry-h-gary-michael-slawther-c30b54	B ORDINARY	20
ROSINA-JANE SLAWTHERopenregistry-h-rosina-jane-slawther-8a45a9	B ORDINARY	0

FS ADVISORY LTD

openregistry-gb-06894387·confirmation statement 2022-05-01·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
KAREN JOAN FORDHAMopenregistry-h-karen-joan-fordham-8164df	A ORDINARY	1	100.00%
SCOTT FORDHAMopenregistry-h-scott-fordham-9ad018	B ORDINARY	1	100.00%

STATEHOUSE PRIVATE WEALTH LIMITED

openregistry-gb-06933440·confirmation statement 2022-05-31·2 shareholders·2 share classes

Shareholder	Share class	Shares held
VINTAGE ACQUISITIONS LIMITEDopenregistry-gb-13626536	ORDINARY	500,000
VINTAGE ACQUISITIONS LIMITEDopenregistry-gb-13626536	ORDINARY B	1
NICHOLAS JOHN COWENopenregistry-h-nicholas-john-cowen-14def5	ORDINARY B	0
NICHOLAS JOHN COWENopenregistry-h-nicholas-john-cowen-14def5	ORDINARY	0

TATE FINANCIAL MANAGEMENT LTD

openregistry-gb-07047411·confirmation statement 2026-04-10·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
PHILLIP TATEopenregistry-h-phillip-tate-0a504b	ORDINARY	1	100.00%
SIOBHAN TATEopenregistry-h-siobhan-tate-05b522	ORDINARY SHARE A	0

CRAISTON CONSULTANTS LTD

openregistry-gb-07083056·confirmation statement 2023-11-20·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
ANGELA PEARSONopenregistry-h-angela-pearson-c20103	ORDINARY SHARES A	1	100.00%
LUKE PEARSONopenregistry-h-luke-pearson-f4f5f0	ORDINARY SHARES B	1	100.00%

CHADWELL ACCOUNTING AND PROFESSIONAL SERVICES LTD

openregistry-gb-07114493·confirmation statement 2025-06-06·2 shareholders·2 share classes

Shareholder	Share class	Shares held
NICOLA MYERSopenregistry-h-nicola-myers-7db56c	ORDINARY	50
PHILIP SAMPSONopenregistry-h-philip-sampson-9ff425	ORDINARY	50
NICOLA MYERSopenregistry-h-nicola-myers-7db56c	B ORDINARY	1

GREEN POWER INVESTMENT HOLDINGS LTD

openregistry-gb-07145929·confirmation statement 2025-02-07·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
SCOTT NEWHOUSEopenregistry-h-scott-newhouse-cd0acc	A ORDINARY	100
SCOTT PAUL ANDREW NEWHOUSEopenregistry-h-scott-paul-andrew-newhouse-209765	ORD	100

PAUL LYNCH WEALTH MANAGEMENT LTD

openregistry-gb-07180008·confirmation statement 2021-02-25·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
PAUL JULIAN LYNCHopenregistry-h-paul-julian-lynch-15dbd7	A ORDINARY	80	100.00%
MICHAEL EUGENE LYNCHopenregistry-h-michael-eugene-lynch-a36eec	B ORDINARY	20	100.00%

SCARBOROUGH PARTNERSHIP LIMITED

openregistry-gb-07226121·confirmation statement 2025-04-16·2 shareholders·2 share classes

Shareholder	Share class	Shares held
THE SCARBOROUGH 1992 TRUSTopenregistry-h-the-scarborough-1992-trust-8d080d	ORDINARY	16,459,914
THE SCARBOROUGH 1992 TRUSTopenregistry-h-the-scarborough-1992-trust-8d080d	REDEEMABLE	9,189,112
THE SCARBOROUGH IIP TRUSTopenregistry-h-the-scarborough-iip-trust-2589b3	ORDINARY	5,981,503
THE SCARBOROUGH IIP TRUSTopenregistry-h-the-scarborough-iip-trust-2589b3	REDEEMABLE	3,339,306

HEATON FINANCIAL INDEPENDENT FINANCIAL ADVISERS LTD

openregistry-gb-07236913·confirmation statement 2023-04-27·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
DAVID JOHN HEATONopenregistry-h-david-john-heaton-3bbf69	ORDINARY A	105	84.00%
CLAIRE FIONA GOODFELLOWopenregistry-h-claire-fiona-goodfellow-29a34b	ORDINARY A	20	16.00%
CLAIRE FIONA GOODFELLOWopenregistry-h-claire-fiona-goodfellow-29a34b	ORDINARY B	5	100.00%

BEYOND NUMBERS LTD

openregistry-gb-07275513·confirmation statement 2023-05-31·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
TIMOTHY FRANCIS BROOKERopenregistry-h-timothy-francis-brooker-287e69	ORDINARY A	9	100.00%
SALLY BROOKERopenregistry-h-sally-brooker-2b2e7d	ORDINARY B	1	100.00%

COOPERS CONSULTANCY LIMITED

openregistry-gb-07291109·confirmation statement 2023-06-30·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
NICHOLAS MARK COOPERopenregistry-h-nicholas-mark-cooper-3d3afc	A ORDINARY	50	100.00%
SUSAN CAROL COOPERopenregistry-h-susan-carol-cooper-09db4b	B ORDINARY	50	100.00%

BRABUS COST CONSULTANTS LIMITED

openregistry-gb-07308680·confirmation statement 2022-07-06·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MICHELLE ANNE WINSHIPopenregistry-h-michelle-anne-winship-b37574	ORDINARY "A"	100	100.00%
MICHELLE ANNE WINSHIPopenregistry-h-michelle-anne-winship-b37574	ORDINARY "B"	1	100.00%
DAVID HOUSEopenregistry-gb-CE001000	ORDINARY "B"	0	0.00%
DAVID HOUSEopenregistry-gb-CE001000	ORDINARY "A"	0	0.00%

PENNYWISE FS LIMITED

openregistry-gb-07349589·confirmation statement 2025-08-18·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
ALISON THEOBALDopenregistry-h-alison-theobald-98b789	ORDINARY SHARES A	200	100.00%
JAMES THEOBALDopenregistry-h-james-theobald-50361f	ORDINARY SHARES B	50	100.00%

LHA FINANCIAL LIMITED

openregistry-gb-07410480·confirmation statement 2025-02-10·2 shareholders·2 share classes

Shareholder	Share class	Shares held
LEE ANTHONY ASTONopenregistry-h-lee-anthony-aston-92ab0b	A ORDINARY	4
LEE ANTHONY ASTONopenregistry-h-lee-anthony-aston-92ab0b	B ORDINARY	1
HAYLEY JOANNE ASTONopenregistry-h-hayley-joanne-aston-337ee8	B ORDINARY	0

PAUL DALE FINANCIAL AND MANAGEMENT SERVICES LTD

openregistry-gb-07433018·confirmation statement 2022-11-08·2 shareholders·2 share classes

Shareholder	Share class	Shares held
CHERYL DALEopenregistry-h-cheryl-dale-3ea8f4	B ORDINARY	1
CHERYL DALEopenregistry-h-cheryl-dale-3ea8f4	ORDINARY A	1
PAUL DALEopenregistry-gb-01802627	ORDINARY A	0

SWAN WEALTH MANAGEMENT LIMITED

openregistry-gb-07444470·confirmation statement 2021-10-14·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MATTHEW SWANopenregistry-gb-16068488	A ORDINARY	9	100.00%
ELIZABETH SWANopenregistry-h-elizabeth-swan-c3acb1	B ORDINARY	1	100.00%

BJFM HOLDINGS LIMITED

openregistry-gb-07554670·confirmation statement 2024-03-07·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
DONALD FRANK ADAMSopenregistry-h-donald-frank-adams-e34b41	A ORDINARY	233
JEFFREY GRANTHAMopenregistry-h-jeffrey-grantham-9cec56	B ORDINARY	231

MILLWOOD CAPITAL LTD

openregistry-gb-07576128·confirmation statement 2026-03-23·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MR ADAM CHARLES KERRopenregistry-h-mr-adam-charles-kerr-f2058e	A ORDINARY	70
MRS ELIZABETH KATE KERRopenregistry-h-mrs-elizabeth-kate-kerr-45b46c	B ORDINARY	30

BEAUFORT FINANCIAL SERVICES LTD

openregistry-gb-07630650·confirmation statement 2026-05-11·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
JAMES ROBERT EDWARDSopenregistry-h-james-robert-edwards-f84895	CLASS A ORDINARY	90	100.00%
MRS I M EDWARDSopenregistry-h-mrs-i-m-edwards-108136	CLASS B ORDINARY	10	100.00%

RED COW INVESTMENTS LIMITED

openregistry-gb-07667732·confirmation statement 2025-06-13·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MR GARY JOHN COOKEopenregistry-h-mr-gary-john-cooke-644af3	A ORDINARY	75	100.00%
MISS SHARON BRIGID CARTNERopenregistry-h-miss-sharon-brigid-cartner-f472be	B ORDINARY	25	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. 5,435 of the 23,050 companies in SIC 70221 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.