---
title: "GRESHAM WEALTH MANAGEMENT (FS) LIMITED — Ownership Dossier"
canonical: https://whiteintel.dev/entity/6885afee-2c86-5013-89fa-5b0fbf84f4f4
json: https://whiteintel.dev/api/public/dossier/6885afee-2c86-5013-89fa-5b0fbf84f4f4
identifier: oo:GB-COH-08924444
jurisdiction: GB
risk: Low
source: WhiteIntel corporate-ownership graph
---

# GRESHAM WEALTH MANAGEMENT (FS) LIMITED

**Type:** Company  
**Jurisdiction:** [GB](https://whiteintel.dev/jurisdictions/gb)  
**Identifier:** `oo:GB-COH-08924444`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/6885afee-2c86-5013-89fa-5b0fbf84f4f4  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/6885afee-2c86-5013-89fa-5b0fbf84f4f4  

## Cross-source identity

The same real-world entity, resolved across sources:

- **GRESHAM WEALTH MANAGEMENT (FS) LIMITED** — GLEIF · `lei:2138009QQCI18PROTX96` — https://whiteintel.dev/entity/cdbe4f27-4b86-590c-8666-eda3510eadb2

## Ownership & control

### Owners / controllers

- **Ms Morven Elizabeth Millar** (beneficial owner) — 50% — https://whiteintel.dev/entity/b9147d19-5730-5cb8-be9a-042bb35a7256
- **Mr Jonathan James Young** (beneficial owner) — https://whiteintel.dev/entity/9958bf63-49ea-5618-90cd-20878de5c5f1
- **Ms Morven Elizabeth Millar** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/1ee6cecf-ce5f-4bc2-ad07-5abe39272b50
- **Mr Jonathan James Young** (beneficial owner) — https://whiteintel.dev/entity/88bf91c4-48c9-4a9c-902f-4b628adf4db4

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

A **4-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:** `08924444`
- **Status:** active
- **Type:** ltd
- **Incorporated:** 2014-03-05
- **Registered office:** Cecil Court 28-36 Cecil Road, Hale, Altrincham, Cheshire, WA15 9PB
- **SIC:** 70221

## Financials (Companies House accounts)

| Figure | 2026-03-31 |
|---|---:|
| Net assets | £1,156,167 |
| Cash | £336,980 |
| Shareholder funds | £30,000 |
| Fixed assets | £7,118 |
| Current assets | £1,422,135 |
| Employees | 13 |

_Latest filed period. Full 2-year history unlocks with a paid dossier — https://whiteintel.dev/pricing. As filed at Companies House._

### Officers

- MILLAR, Morven Elizabeth — director · British · appointed 2014-03-05
- MILLAR, Elizabeth White — secretary · appointed 2021-05-01 · resigned 2026-07-31
- YOUNG, Emma — secretary · appointed 2017-04-01 · resigned 2026-07-31
- YOUNG, Jonathan James — director · British · appointed 2014-03-05 · resigned 2026-07-31

### Beneficial owners (Persons with Significant Control)

- [Equilibrium Financial Planning Holdco Ltd](https://whiteintel.dev/entity/eef03dd7-a7e5-49b8-a74c-239577aa2617) — 75–100% shares · corporate PSC · United Kingdom — since 2026-07-31
- Ms Morven Elizabeth Millar — 25–50% shares · individual PSC — ceased 2026-07-31
- Mr Jonathan James Young — significant influence or control · individual PSC — ceased 2026-07-31

## Provenance

- OpenOwnership — https://find-and-update.company-information.service.gov.uk/company/08924444
- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/08924444
- companies_house_accounts — https://find-and-update.company-information.service.gov.uk/company/08924444/filing-history

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **GRESHAM WEALTH MANAGEMENT (FS) LIMITED**. Human view: https://whiteintel.dev/entity/6885afee-2c86-5013-89fa-5b0fbf84f4f4 · Structured JSON: https://whiteintel.dev/api/public/dossier/6885afee-2c86-5013-89fa-5b0fbf84f4f4._

_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"._