---
title: "JULIA WILLIAMS FINANCIAL PLANNING LTD — Ownership Dossier"
canonical: https://whiteintel.dev/entity/61541d5f-ff71-54bc-b654-57429cd15e5e
json: https://whiteintel.dev/api/public/dossier/61541d5f-ff71-54bc-b654-57429cd15e5e
identifier: oo:GB-COH-SC730411
jurisdiction: GB
risk: Low
source: WhiteIntel corporate-ownership graph
---

# JULIA WILLIAMS FINANCIAL PLANNING LTD

**Type:** Company  
**Jurisdiction:** [GB](https://whiteintel.dev/jurisdictions/gb)  
**Identifier:** `oo:GB-COH-SC730411`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/61541d5f-ff71-54bc-b654-57429cd15e5e  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/61541d5f-ff71-54bc-b654-57429cd15e5e  

## Ownership & control

### Owners / controllers

- **CM BIDCO LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/968db779-f30b-5a94-9de6-785d9e3753c7
- **Mrs Julia Barclay Williams** (beneficial owner) — 100% — https://whiteintel.dev/entity/9acc121a-3a6c-5174-8924-dce971df4550
- **Mrs Julia Barclay Williams** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/cc4a7386-5912-4620-af55-411d13248bcf
- **CM BIDCO LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/968db779-f30b-5a94-9de6-785d9e3753c7

### 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:** `SC730411`
- **Status:** active
- **Type:** ltd
- **Incorporated:** 2022-04-25
- **Registered office:** 2-4 Fife Street Dufftown, Keith, AB55 4AL, United Kingdom
- **SIC:** 64999

### Officers

- DAVIDSON, Ross William — director · British · appointed 2023-11-30
- LOCK, Euan Halliday — director · British · appointed 2024-06-12
- MCCONACHIE, David Alexander — director · British · appointed 2023-11-30
- WILLIAMS, Julia Barclay — director · British · appointed 2022-04-25 · resigned 2023-11-30

### Beneficial owners (Persons with Significant Control)

- [Cm Bidco Limited](https://whiteintel.dev/entity/968db779-f30b-5a94-9de6-785d9e3753c7) — 75–100% shares · corporate PSC · England — since 2023-11-30
- Mrs Julia Barclay Williams — 75–100% shares · individual PSC · United Kingdom — ceased 2023-11-30

## Provenance

- OpenOwnership — https://find-and-update.company-information.service.gov.uk/company/SC730411
- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/SC730411

## Get the full, resolved dossier (agent-callable)

The above is the free teaser. The resolved **multi-hop UBO chain**, ownership **%**, full **financial history**, itemised **assets** and the hop-by-hop **exposure path** are the paid depth — callable as tools from your agent:

```bash
npx -y @whiteintel/mcp-server   # then: get_dossier · trace_ownership_path · check_offshore_exposure
```

Or unlock a one-off cited dossier for **JULIA WILLIAMS FINANCIAL PLANNING LTD** — https://whiteintel.dev/entity/61541d5f-ff71-54bc-b654-57429cd15e5e · pricing https://whiteintel.dev/pricing.

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **JULIA WILLIAMS FINANCIAL PLANNING LTD**. Human view: https://whiteintel.dev/entity/61541d5f-ff71-54bc-b654-57429cd15e5e · Structured JSON: https://whiteintel.dev/api/public/dossier/61541d5f-ff71-54bc-b654-57429cd15e5e._

_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"._