---
title: "GRESHAM WEALTH MANAGEMENT HOLDINGS LIMITED — Ownership Dossier"
canonical: https://whiteintel.dev/entity/84d4ec9e-5772-5fdb-8980-8d880e83d68d
json: https://whiteintel.dev/api/public/dossier/84d4ec9e-5772-5fdb-8980-8d880e83d68d
identifier: oo:GB-COH-08922717
jurisdiction: GB
risk: Low
source: WhiteIntel corporate-ownership graph
---

# GRESHAM WEALTH MANAGEMENT HOLDINGS LIMITED

**Type:** Company  
**Jurisdiction:** [GB](https://whiteintel.dev/jurisdictions/gb)  
**Identifier:** `oo:GB-COH-08922717`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/84d4ec9e-5772-5fdb-8980-8d880e83d68d  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/84d4ec9e-5772-5fdb-8980-8d880e83d68d  

## Ownership & control

### Owners / controllers

- **Ms Morven Elizabeth Millar** (beneficial owner) — 50% — https://whiteintel.dev/entity/e9fe5912-721a-5b29-b130-de7a0bcecc17
- **Mr Jonathan James Young** (beneficial owner) — https://whiteintel.dev/entity/d511155f-c5fc-5c81-81f2-8ba129259e26
- **Mr Jonathan James Young** (beneficial owner) — https://whiteintel.dev/entity/6f6fd9ca-0f50-4060-a95f-2ab12dd32fe7
- **Ms Morven Elizabeth Millar** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/82c13e64-85c6-4b4d-8871-47d8a7865b53

### 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:** `08922717`
- **Status:** active
- **Type:** ltd
- **Incorporated:** 2014-03-05
- **Registered office:** Cecil Court 28-36 Cecil Road, Hale, Altrincham, Cheshire, WA15 9PB
- **SIC:** 64205

## Financials (Companies House accounts)

| Figure | 2026-03-31 |
|---|---:|
| Net assets | £19,491 |
| Shareholder funds | £200 |
| Fixed assets | £183,486 |
| Current assets | £869,084 |
| Employees | 3 |

_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
- YOUNG, Jonathan James — director · British · appointed 2014-03-05
- YOUNG, Emma — secretary · appointed 2017-04-01 · resigned 2026-07-31

### Beneficial owners (Persons with Significant Control)

- [Equilibrium Financial Planning Holdco L Td](https://whiteintel.dev/entity/eef03dd7-a7e5-49b8-a74c-239577aa2617) — 75–100% votes · corporate PSC · England — 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/08922717
- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/08922717
- companies_house_accounts — https://find-and-update.company-information.service.gov.uk/company/08922717/filing-history

## 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 **GRESHAM WEALTH MANAGEMENT HOLDINGS LIMITED** — https://whiteintel.dev/entity/84d4ec9e-5772-5fdb-8980-8d880e83d68d · pricing https://whiteintel.dev/pricing.

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **GRESHAM WEALTH MANAGEMENT HOLDINGS LIMITED**. Human view: https://whiteintel.dev/entity/84d4ec9e-5772-5fdb-8980-8d880e83d68d · Structured JSON: https://whiteintel.dev/api/public/dossier/84d4ec9e-5772-5fdb-8980-8d880e83d68d._

_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"._