---
title: "ADVOCATE FINANCIAL PLANNING LTD — Ownership Dossier"
canonical: https://whiteintel.dev/entity/2f5c8bc0-eac8-5d64-ac40-456e0edcaeba
json: https://whiteintel.dev/api/public/dossier/2f5c8bc0-eac8-5d64-ac40-456e0edcaeba
identifier: oo:GB-COH-09297280
jurisdiction: GB
risk: Low
source: WhiteIntel corporate-ownership graph
---

# ADVOCATE FINANCIAL PLANNING LTD

**Type:** Company  
**Jurisdiction:** GB  
**Identifier:** `oo:GB-COH-09297280`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/2f5c8bc0-eac8-5d64-ac40-456e0edcaeba  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/2f5c8bc0-eac8-5d64-ac40-456e0edcaeba  

## Ownership & control

### Owners / controllers

- **Mr Gareth Roberts** (beneficial owner) — 75% — https://whiteintel.dev/entity/e71a32c6-1016-5a69-adfa-fb95b7ca4687
- **Miss Joanne Holley** (beneficial owner) — 50% — https://whiteintel.dev/entity/520b8490-03fc-5e8e-a4a7-cb8b1f4aa39d

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

1. **Mr Gareth Roberts** — beneficial owner 75% → *ADVOCATE FINANCIAL PLANNING LTD*
1. **Miss Joanne Holley** — beneficial owner 50% → *ADVOCATE FINANCIAL PLANNING LTD*

## Company profile (live · UK Companies House)

- **Company number:** `09297280`
- **Status:** active
- **Type:** ltd
- **Incorporated:** 2014-11-05
- **Registered office:** Tudor Cottage, Allt Goch, St. Asaph, Denbighshire, LL17 0BW
- **SIC:** 64999

### Officers

- HOLLEY, Joanne — director · British · appointed 2014-11-05
- ROBERTS, Gareth — director · British · appointed 2014-11-05

### Beneficial owners (Persons with Significant Control)

- Mr Gareth Roberts — 50–75% shares · individual PSC — since 2016-04-06
- Miss Joanne Holley — 25–50% shares · individual PSC — since 2016-04-06

## Provenance

- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/09297280
- OpenOwnership — https://find-and-update.company-information.service.gov.uk/company/09297280

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **ADVOCATE FINANCIAL PLANNING LTD**. Human view: https://whiteintel.dev/entity/2f5c8bc0-eac8-5d64-ac40-456e0edcaeba · Structured JSON: https://whiteintel.dev/api/public/dossier/2f5c8bc0-eac8-5d64-ac40-456e0edcaeba._

_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"._