---
title: "ASCOT LLOYD FINANCIAL PLANNING LIMITED — Ownership Dossier"
canonical: https://whiteintel.dev/entity/16dfee4d-9e09-54e8-921c-4e8e33c51485
json: https://whiteintel.dev/api/public/dossier/16dfee4d-9e09-54e8-921c-4e8e33c51485
identifier: oo:GB-COH-01447544
jurisdiction: GB
risk: Low
source: WhiteIntel corporate-ownership graph
---

# ASCOT LLOYD FINANCIAL PLANNING LIMITED

**Type:** Company  
**Jurisdiction:** [GB](https://whiteintel.dev/jurisdictions/gb)  
**Identifier:** `oo:GB-COH-01447544`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/16dfee4d-9e09-54e8-921c-4e8e33c51485  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/16dfee4d-9e09-54e8-921c-4e8e33c51485  

## Cross-source identity

The same real-world entity, resolved across sources:

- **ASCOT LLOYD FINANCIAL PLANNING LIMITED** — GLEIF · `lei:2138001NW8B8JMOWV358` — https://whiteintel.dev/entity/b5d6a246-c3f8-5996-a35e-e5873c8a97a9

## Ownership & control

### Owners / controllers

- **ABRDN FINANCIAL PLANNING LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/cc8a5958-c2b5-5d93-9acc-ba24d662d52d
- **INTERACTIVE INVESTOR LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/6732e4c7-ba22-5f77-a8e6-4423cc4f57db
- **Abrdn Financial Planning Limited** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/04343fe6-596f-430b-9c42-aee15b4a088b
- **ABERDEEN GROUP PLC** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/76f02e46-2947-5402-a986-7e054c634e5c
- **INTERACTIVE INVESTOR LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/6732e4c7-ba22-5f77-a8e6-4423cc4f57db

### Holdings / subsidiaries

- **NORTH EAST TRUSTEES LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/9697ce24-acb7-530b-9e1e-f50a90b8fd62
- **PEARSON JONES & COMPANY (TRUSTEES) LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/2842c97a-8ad3-5c85-b101-b946ce2e1e39
- **PEARSON JONES NOMINEES LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/e2ea8331-75e2-5c75-a756-3604cda9bde6
- **NORTH EAST TRUSTEES LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/9697ce24-acb7-530b-9e1e-f50a90b8fd62
- **PEARSON JONES & COMPANY (TRUSTEES) LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/2842c97a-8ad3-5c85-b101-b946ce2e1e39
- **PEARSON JONES NOMINEES LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/e2ea8331-75e2-5c75-a756-3604cda9bde6
- **Parnell Fisher Child Holdings Limited ** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/1099ee17-2f03-4989-83e8-fa4fa0efde67
- **Parnell Fisher Child Holdings Limited ** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/1099ee17-2f03-4989-83e8-fa4fa0efde67

### UBO chain (walk to the ultimate owner)

A **26-step** ownership/control chain to the ultimate beneficial owner is resolved for this entity. The full cited chain unlocks with a paid API key or a one-off dossier — https://whiteintel.dev/pricing.

## Company profile (live · UK Companies House)

- **Company number:** `01447544`
- **Status:** active
- **Type:** ltd
- **Incorporated:** 1979-09-07
- **Registered office:** 45 Church Street, Birmingham, B3 2RT, United Kingdom
- **SIC:** 64999, 66190

### Officers

- ALLEN, Christiaan Thomas — director · British · appointed 2026-04-27
- JACKSON, Francis Joseph — director · British · appointed 2026-01-30
- REA, Felice — director · British · appointed 2026-01-30
- SCRIVENGER, Eden Claire — director · British · appointed 2026-01-30
- VELLA, Simon Pietro — director · British · appointed 2026-01-30
- WATERHOUSE, Benjamin Peter — director · British · appointed 2026-01-30
- BURDETT, Susan Jean — secretary · British · appointed 1999-10-12 · resigned 2001-06-15
- DAVIDSON, Gillian Mary — secretary · British · appointed 2006-10-01 · resigned 2011-02-08
- DAWSON, John William — secretary · British · appointed 2003-03-07 · resigned 2006-09-30
- DUNNE, Jeremy Robert — secretary · British · appointed 2002-03-21 · resigned 2003-03-07
- GIBSON, John Joseph — secretary · British · appointed 2011-02-08 · resigned 2015-05-11
- JONES, Trevor — secretary · British · resigned 1999-10-12
- MCKENNA, Paul Bernard — secretary · appointed 2015-05-11 · resigned 2020-04-15
- PEARSON, Andrew — secretary · British · appointed 2001-06-15 · resigned 2002-03-21
- [ABRDN CORPORATE SECRETARY LIMITED](https://whiteintel.dev/entity/2cd5bfb2-46eb-5c94-b9db-6c8a9a82e0d7) — corporate secretary · appointed 2020-04-15 · resigned 2024-04-09
- BUCKLE, David Martin — director · British · appointed 1995-09-01 · resigned 2003-03-07
- BUTWELL, Noel Thomas — director · British · appointed 2019-11-21 · resigned 2021-11-02
- BYARD, Deborah — director · British · appointed 2024-07-08 · resigned 2026-01-30
- CLEWS, Karen Louise — director · British · appointed 2021-03-09 · resigned 2023-02-17
- CONNELLAN, Caroline Mary — director · British · appointed 2021-11-02 · resigned 2022-08-01

### Beneficial owners (Persons with Significant Control)

- [Interactive Investor Limited](https://whiteintel.dev/entity/6732e4c7-ba22-5f77-a8e6-4423cc4f57db) — 75–100% shares · corporate PSC · England — ceased 2026-01-30
- [Abrdn Financial Planning Limited](https://whiteintel.dev/entity/04343fe6-596f-430b-9c42-aee15b4a088b) — 75–100% shares · corporate PSC · United Kingdom — ceased 2024-01-01
- [Standard Life Plc](https://whiteintel.dev/entity/76f02e46-2947-5402-a986-7e054c634e5c) — 75–100% shares · corporate PSC · Scotland — ceased 2016-12-14

## Provenance

- OpenOwnership — https://find-and-update.company-information.service.gov.uk/company/01447544
- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/01447544

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **ASCOT LLOYD FINANCIAL PLANNING LIMITED**. Human view: https://whiteintel.dev/entity/16dfee4d-9e09-54e8-921c-4e8e33c51485 · Structured JSON: https://whiteintel.dev/api/public/dossier/16dfee4d-9e09-54e8-921c-4e8e33c51485._

_Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership. Every claim carries a source; an absent edge means "not yet observed in current sources", not "does not exist"._