UK companies/SIC 70221/Shareholders/Page 66

Shareholders of UK companies in SIC 70221Page 66 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: 58 distinct shareholders holding 65 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 2021-04-28 and 2026-05-01. 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
58

Shareholders that are UK companies
4

HANNON EVANS WEALTH MANAGEMENT LTD

openregistry-gb-12966826·confirmation statement 2025-10-24·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MATTHEW EVANSopenregistry-h-matthew-evans-2724d9	B ORDINARY	1	100.00%
PATRICK KEVIN HANNONopenregistry-h-patrick-kevin-hannon-02c85c	A ORDINARY	1	100.00%

AMW FINANCIAL PLANNING LIMITED

openregistry-gb-12966904·confirmation statement 2025-04-30·2 shareholders·2 share classes

Shareholder	Share class	Shares held
ANDREW WILLIAMSopenregistry-gb-16570613	A ORDINARY	1
ANDREW WILLIAMSopenregistry-gb-16570613	ORDINARY	1
GRACE WILLIAMSopenregistry-h-grace-williams-97570c	A ORDINARY	0

NORTH TRAIL FINANCIAL PLANNING LTD

openregistry-gb-12970032·confirmation statement 2022-10-22·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
CAROLINE RIDDENopenregistry-h-caroline-ridden-48b7d0	ORDINARY	10
CONNOR MARTINSopenregistry-h-connor-martins-2bbdf4	A	10

ELWELL FINANCIAL PLANNING LTD

openregistry-gb-12970221·confirmation statement 2023-10-22·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
RICHARD JAMES ELWELLopenregistry-h-richard-james-elwell-3a8309	ORDINARY	6	100.00%
NATALIE ANN ELWELLopenregistry-h-natalie-ann-elwell-b0055b	A ORDINARY	4	100.00%

EMILIE GRACE FINANCIAL PLANNING LIMITED

openregistry-gb-12970285·confirmation statement 2026-05-01·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
EMMA CROSSLEYopenregistry-h-emma-crossley-b57c1e	ORDINARY	10	100.00%
EDWARD CROSSLEYopenregistry-h-edward-crossley-516869	ORDINARY "B"	1	100.00%

RWG FINANCIAL PLANNING LIMITED

openregistry-gb-12970344·confirmation statement 2025-10-22·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
RACHEL MARY BARNBYopenregistry-h-rachel-mary-barnby-d8484d	ORDINARY	10	100.00%
MATTHEW BARNBYopenregistry-h-matthew-barnby-83b115	ORDINARY B	1	100.00%

NORTH SANDS FINANCIAL MANAGEMENT LIMITED

openregistry-gb-12970920·confirmation statement 2021-10-22·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
SHAUN DOWNSopenregistry-h-shaun-downs-501594	ORDINARY	76	100.00%
CLARE DOWNSopenregistry-h-clare-downs-a6959f	B ORDINARY	24	100.00%

M.R.C FINANCIAL PLANNING LTD

openregistry-gb-12971064·confirmation statement 2023-08-23·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MATTHEW CANNINGopenregistry-h-matthew-canning-061fd1	ORDINARY	100
AMEA CANNINGopenregistry-h-amea-canning-86afea	B ORDINARY	1

WHITELEAF FINANCIAL PLANNING LTD

openregistry-gb-12971313·confirmation statement 2023-10-22·2 shareholders·2 share classes

Shareholder	Share class	Shares held
MR ROBERT CHARLES WHITEopenregistry-h-mr-robert-charles-white-95ffdb	ORDINARY	100
MRS LARA WHITEopenregistry-h-mrs-lara-white-fd1722	ORDINARY A	100
MR ROBERT CHARLES WHITEopenregistry-h-mr-robert-charles-white-95ffdb	ORDINARY A	0

BMC WEALTH MANAGEMENT LTD

openregistry-gb-12972096·confirmation statement 2025-05-01·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
BRETT MICHAEL CAFFREYopenregistry-h-brett-michael-caffrey-ba95c4	ORDINARY	100
SOPHIE CAFFREYopenregistry-h-sophie-caffrey-e1bd1d	B	10

EDWARD JAMES FINANCIAL PLANNING LIMITED

openregistry-gb-12972921·confirmation statement 2026-05-01·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
EDWARD CROSSLEYopenregistry-h-edward-crossley-516869	ORDINARY	10	100.00%
EMMA CROSSLEYopenregistry-h-emma-crossley-b57c1e	ORDINARY "B"	1	100.00%

APN FINANCIAL PLANNING LTD

openregistry-gb-12987721·confirmation statement 2022-10-29·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
PEACEMAN NYAMANDEopenregistry-h-peaceman-nyamande-62f770	ORDINARY	100	100.00%
NATALIE NYAMANDEopenregistry-h-natalie-nyamande-2a4dca	ORDINARY B	1	100.00%

MARRIOTT FINANCIAL CONSULTING LTD

openregistry-gb-13008952·confirmation statement 2025-11-29·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
GEOFFREY MARRIOTTopenregistry-h-geoffrey-marriott-279747	ORDINARY	1	100.00%
KATHRYN MARRIOTTopenregistry-h-kathryn-marriott-a2e28d	A ORDINARY	1	100.00%

VELOCITY FINANCIAL PLANNING LIMITED

openregistry-gb-13013861·confirmation statement 2024-01-08·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
IMOGEN ELINOR HOLMESopenregistry-h-imogen-elinor-holmes-4cde1a	ORDINARY B	50	100.00%
TONY ROSSopenregistry-h-tony-ross-9545a1	ORDINARY A	50	100.00%

NARZ CONSULTANCY LIMITED

openregistry-gb-13030929·confirmation statement 2021-04-28·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
NURUZ ZAMANopenregistry-gb-08114925	ORDINARY	1
RAZIA ZAMANopenregistry-h-razia-zaman-3eb504	B ORDINARY	1

SKEIN PATHWAY LTD

openregistry-gb-13058530·confirmation statement 2021-12-01·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
MARTIN EDWARD SOLWAYopenregistry-h-martin-edward-solway-bb71f3	ORDINARY A	80	100.00%
JULIA GHOZALI SOLWAYopenregistry-h-julia-ghozali-solway-598008	ORDINARY B	20	100.00%

RELIANCE TREASURY LTD

openregistry-gb-13063624·confirmation statement 2025-09-10·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
KRIPA KEISHA PANCHOLI-PATELopenregistry-h-kripa-keisha-pancholi-patel-94210d	B ORDINARY	100	100.00%
NILESH PATELopenregistry-h-nilesh-patel-e70713	ORDINARY	100	100.00%

ETERNAL ENVY POYNTON LIMITED

openregistry-gb-13063980·confirmation statement 2021-12-05·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
DAVID TELFORDopenregistry-h-david-telford-2d9295	ORDINARY	1	100.00%
MARIA TELFORDopenregistry-h-maria-telford-7c2565	B ORDINARY	1	100.00%

SYPRO FINANCIAL CONSULTANCY LIMITED

openregistry-gb-13073386·confirmation statement 2021-12-08·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
LAURA WAKEMANopenregistry-h-laura-wakeman-85fcaf	NON-VOTING ORDINARY SHARES	50
RYAN WAKEMANopenregistry-h-ryan-wakeman-a40952	ORDINARY	50

GOODE ADVISORY LIMITED

openregistry-gb-13079624·confirmation statement 2021-12-13·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
CARL GOODEopenregistry-h-carl-goode-d89e90	ORDINARY	10
STACY BENSONopenregistry-h-stacy-benson-4f135b	A ORDINARY	2

PCM LOGIC LTD

openregistry-gb-13080874·confirmation statement 2022-12-13·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
HAZEL AGNES MULLERopenregistry-h-hazel-agnes-muller-b4e287	ORDINARY B	50
PHILIP CHARLES MULLERopenregistry-h-philip-charles-muller-43a5a9	ORDINARY A	50

FREE LIFE FINANCIAL LIMITED

openregistry-gb-13086301·confirmation statement 2024-12-23·2 shareholders·2 share classes

Shareholder	Share class	Shares held
ELLIOT LEONARDopenregistry-h-elliot-leonard-aa515f	ORDINARY GBP 1.00 SHARES.	50
ELLIOT LEONARDopenregistry-h-elliot-leonard-aa515f	A ORDINARY	50
HARRIET PEARSONopenregistry-h-harriet-pearson-3b1801	A ORDINARY	0

FLO FINANCIAL SERVICES LTD

openregistry-gb-13088754·confirmation statement 2022-12-16·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
IWONA FOREMNIAKopenregistry-h-iwona-foremniak-f3e79e	A ORDINARY	200	100.00%
STEVEN KEARNEYopenregistry-h-steven-kearney-242e81	B ORDINARY	200	100.00%

GLENORCHY CONSULTING LIMITED

openregistry-gb-13090373·confirmation statement 2022-12-17·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
FRASER MCINTYREopenregistry-h-fraser-mcintyre-0e3845	A ORDINARY	1	100.00%
KATE MCINTYREopenregistry-h-kate-mcintyre-063f68	B ORDINARY	1	100.00%

FINLAKE LIMITED

openregistry-gb-13112132·confirmation statement 2022-01-04·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
JAMES WILKINSONopenregistry-gb-04855825	ORDINARY	98	100.00%
EMMA WILKINSONopenregistry-gb-14048781	ORDINARY A	1	50.00%
JAMES WILKINSONopenregistry-gb-04855825	ORDINARY A	1	50.00%

CAPTIVA CURRENCY MANAGEMENT LIMITED

openregistry-gb-13121393·confirmation statement 2026-01-07·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
TIMOTHY JAMES CRAIGopenregistry-h-timothy-james-craig-3a4e26	ORDINARY	100
GARY SCOTT BELTONopenregistry-h-gary-scott-belton-5140f6	ORDINARY A 1 GBP	95

GPS WEALTH MANAGEMENT LIMITED

openregistry-gb-13147651·confirmation statement 2022-01-19·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
GLEN PAUL SEBASTIANopenregistry-h-glen-paul-sebastian-ffad77	ORDINARY A	95	100.00%
JANE SEBASTIANopenregistry-h-jane-sebastian-b03df4	ORDINARY B	5	100.00%

EDWARDS FINANCIAL PLANNING LTD

openregistry-gb-13184769·confirmation statement 2023-02-07·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
DAVID JAMES EDWARDSopenregistry-h-david-james-edwards-d4b6d7	ORDINARY	3	100.00%
DONNA LOUISE EDWARDSopenregistry-h-donna-louise-edwards-f9fa3e	B ORDINARY	1	100.00%

KIRKHOLM CAPITAL LTD

openregistry-gb-13192143·confirmation statement 2024-02-15·2 shareholders·2 share classes

Shareholder	Share class	Shares held
PATRICK OTTO MICHAEL WREDEopenregistry-h-patrick-otto-michael-wrede-886dc4	ORDINARY	1,000
PATRICK OTTO MICHAEL WREDEopenregistry-h-patrick-otto-michael-wrede-886dc4	B ORDINARY	1,000
ANDREA WREDEopenregistry-h-andrea-wrede-dd77a7	B ORDINARY	0

FORTIS PRIVATE WEALTH LIMITED

openregistry-gb-13223881·confirmation statement 2022-02-23·2 shareholders·2 share classes

Shareholder	Share class	Shares held	% of class
AMER NAZIRopenregistry-h-amer-nazir-3a4819	ORDINARY 'A'	1	100.00%
DHARMIST BATHIAopenregistry-h-dharmist-bathia-ae55e4	ORDINARY 'B'	1	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.