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CG Wealth Planning Limited

Adresa
88 Wood Street
London
EC2V 7QR
VAT ID (DIČ) no VAT ID available
Company No. 08284862 Show on Companies House
Previous Names
  • Thomas Miller Wealth Management Limited
  • Broadstone Wealth Management Limited
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    Sources: Company Register: Companies House (companieshouse.gov.uk)

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    Persons with Significant Control (1)

    Source: Companies House
    gb-flag GB Canaccord Genuity Wealth Group Limited Status: Active Notified: 24/03/2020 Companies House Number: 05346642 Nature of Control
  • Ownership of shares - 75% or more
  • Ownership of voting rights - 75% or more
  • Officers (8)

    Source: Companies House
    Esfandi, David London, England Status: Active Notified: 01/04/2024 Occupation: Chief Executive Role: Director Country of Residence: England Nationality: British
    Harle, Gemma Eileen London, England Status: Active Notified: 09/10/2023 Occupation: Non Executive Director Role: Director Country of Residence: England Nationality: British
    Massey, Stephen Leigh London, England Status: Active Notified: 05/09/2019 Date of Birth: 09/1957 Occupation: Non-Executive Director Role: Director Country of Residence: United Kingdom Nationality: British
    Mcaleenan, Jill Patricia London, England Status: Active Notified: 05/12/2019 Date of Birth: 12/1950 Occupation: Non-Executive Director Role: Director Country of Residence: England Nationality: British
    Phillips, Matthew David London, England Status: Active Notified: 27/10/2014 Date of Birth: 11/1971 Occupation: Director Role: Director Country of Residence: United Kingdom Nationality: British
    Stratford, Duncan Muir London, England Status: Active Notified: 20/05/2020 Date of Birth: 02/1971 Occupation: Head Of Uk Front Office Role: Director Country of Residence: England Nationality: British
    Balfour, Michael Warren London, England Status: Ceased Notified: 01/12/2014 Ceased: 01/02/2016 Occupation: Chief Executive Role: Director Country of Residence: United Kingdom Nationality: British
    Herberts, Andrew John David London, England Status: Ceased Notified: 01/12/2014 Ceased: 05/09/2019 Occupation: Director Role: Director Country of Residence: Scotland Nationality: British

    Companies Controlled by This Company (1)

    gb-flag GB Punter Southall Wealth Limited Status: Active Notified: 01/04/2023 Companies House Number: 05374633 Nature of Control
  • Ownership of shares – More than 25% but not more than 50%