--- title: "IWP FINANCIAL PLANNING LIMITED — Ownership Dossier" canonical: https://whiteintel.dev/entity/975e442d-9ddf-595a-8be7-7b863fbea8d2 json: https://whiteintel.dev/api/public/dossier/975e442d-9ddf-595a-8be7-7b863fbea8d2 identifier: oo:GB-COH-04138186 jurisdiction: GB risk: Low source: WhiteIntel corporate-ownership graph --- # IWP FINANCIAL PLANNING LIMITED **Type:** Company **Jurisdiction:** [GB](https://whiteintel.dev/jurisdictions/gb) **Identifier:** `oo:GB-COH-04138186` **Risk level:** Low **Canonical dossier:** https://whiteintel.dev/entity/975e442d-9ddf-595a-8be7-7b863fbea8d2 **Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/975e442d-9ddf-595a-8be7-7b863fbea8d2 ## Cross-source identity The same real-world entity, resolved across sources: - **IWP FINANCIAL PLANNING LIMITED** — GLEIF · `lei:213800LAM36O5KUC1W82` — https://whiteintel.dev/entity/76f0bd91-9fad-5b3a-aceb-0d91ba1c59f5 ## Ownership & control ### Owners / controllers - **INDEPENDENT WEALTH PLANNERS UK LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/a2ad7a57-a457-5970-8d7b-b24207fb2613 - **IWP ADVISORY GROUP LIMITED** (beneficial owner) — https://whiteintel.dev/entity/7622c19b-ca75-5ebf-9537-c7a1c497d513 - **Mr Neil Alan Padget** (beneficial owner) — 50% — https://whiteintel.dev/entity/817bd1a0-34d6-5996-a1c0-9d110af86980 - **Mr Robert David King** (beneficial owner) — 50% — https://whiteintel.dev/entity/5bde69ef-775b-5bbe-b2ad-5a0d01012b8e - **ARES MANAGEMENT LIMITED** (beneficial owner) — https://whiteintel.dev/entity/d313ee00-2012-591b-86bb-4a7bc033600f - **BARONSMEAD VENTURE TRUST PLC** (beneficial owner) — https://whiteintel.dev/entity/ae784718-62e8-536f-ba75-03b478a82bf6 - **GRESHAM HOUSE (NOMINEES) LIMITED** (beneficial owner) — https://whiteintel.dev/entity/f0cefac9-8e6b-548b-a383-d9cb216aaaee - **ARES MANAGEMENT UK LIMITED** (beneficial owner) — https://whiteintel.dev/entity/a8c80ff1-f2ab-5b4a-be3a-2e637b48adbe - **BARONSMEAD SECOND VENTURE TRUST PLC** (beneficial owner) — https://whiteintel.dev/entity/d73c1aec-7835-5883-bcc9-557317c54f8e - **IWP ADVISORY GROUP LIMITED** (beneficial owner) — https://whiteintel.dev/entity/7622c19b-ca75-5ebf-9537-c7a1c497d513 - **Mr Robert David King** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/89d35637-8ae5-4d94-93bd-e034e1671c35 - **Mr Neil Alan Padget** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/b06dbaec-1ec4-475b-8394-a5dfd7ddbabd - **TITAN ADVISORY HOLDINGS LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/3d371df0-484c-5b76-abdc-f08bf212c36e - **INDEPENDENT WEALTH PLANNERS UK LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/a2ad7a57-a457-5970-8d7b-b24207fb2613 - **ARES MANAGEMENT LIMITED** (beneficial owner) — https://whiteintel.dev/entity/d313ee00-2012-591b-86bb-4a7bc033600f - **BARONSMEAD VENTURE TRUST PLC** (beneficial owner) — https://whiteintel.dev/entity/ae784718-62e8-536f-ba75-03b478a82bf6 - **ARES MANAGEMENT UK LIMITED** (beneficial owner) — https://whiteintel.dev/entity/a8c80ff1-f2ab-5b4a-be3a-2e637b48adbe - **BARONSMEAD SECOND VENTURE TRUST PLC** (beneficial owner) — https://whiteintel.dev/entity/d73c1aec-7835-5883-bcc9-557317c54f8e - **GRESHAM HOUSE (NOMINEES) LIMITED** (beneficial owner) — https://whiteintel.dev/entity/f0cefac9-8e6b-548b-a383-d9cb216aaaee ### Holdings / subsidiaries - **IWP NEWCO 1 LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/a257972d-f562-524d-a9cb-7c15907cf65c - **IWP NEWCO 1 LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/a257972d-f562-524d-a9cb-7c15907cf65c - **AG BIDCO LIMITED** (beneficial owner) — https://whiteintel.dev/entity/34ad07fa-dd61-5d5f-8c9f-e62222482b5e ### UBO chain (walk to the ultimate owner) A **61-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:** `04138186` - **Status:** active - **Type:** ltd - **Incorporated:** 2001-01-10 - **Registered office:** 101 Wigmore Street, London, W1U 1QU, United Kingdom - **SIC:** 64999 ### Officers - BIRCH, Christopher Richard — director · British · appointed 2024-02-22 - BULLOCK, Tony Alan — director · British · appointed 2024-02-22 - ROWLANDS, Todd Lewis — director · British · appointed 2026-01-30 - WILSON, Mark Ronald Archibald — director · British · appointed 2026-01-30 - HAMILTON, Iain Alexander — secretary · appointed 2026-01-30 · resigned 2026-02-10 - KING, Robert David — secretary · British · appointed 2001-09-27 · resigned 2024-08-21 - ROBERTS, Stephen John — secretary · appointed 2024-10-03 · resigned 2026-01-30 - CFL SECRETARIES LIMITED — corporate nominee secretary · appointed 2001-01-10 · resigned 2001-09-27 - ALLEN, Robert Charles — director · British · appointed 2024-02-22 · resigned 2025-04-30 - COVENEY, Ken — director · Irish · appointed 2026-01-30 · resigned 2026-08-24 - EASTON, Alexander John Dominic — director · British · appointed 2022-12-05 · resigned 2026-01-30 - FEARON, Andrew Jason — director · British · appointed 2026-01-30 · resigned 2026-08-24 - KING, Robert David — director · British · appointed 2001-03-20 · resigned 2024-02-22 - PADGET, Jacqueline Fiona — director · British · appointed 2001-01-10 · resigned 2001-03-20 - PADGET, Neil Alan — director · British · appointed 2001-03-20 · resigned 2026-08-24 - ROBINSON, Neil Stenner — director · British · appointed 2005-04-06 · resigned 2012-01-21 - SHARP, Damian Paul — director · British · appointed 2026-01-30 · resigned 2026-08-24 - SPAIN, Anthony William John — director · British · appointed 2019-12-10 · resigned 2024-01-31 - THORNTON, Helen Michele — director · British · appointed 2025-03-06 · resigned 2026-01-30 - WINTIE, Jason Peter — director · British · appointed 2019-12-10 · resigned 2021-01-13 ### Beneficial owners (Persons with Significant Control) - [Titan Advisory Holdings Limited](https://whiteintel.dev/entity/3d371df0-484c-5b76-abdc-f08bf212c36e) — 75–100% shares · corporate PSC · England — since 2026-02-10 - [Iwp Advisory Group Limited](https://whiteintel.dev/entity/7622c19b-ca75-5ebf-9537-c7a1c497d513) — significant influence or control as firm · corporate PSC · England — ceased 2026-02-10 - [Ares Management Uk Limited](https://whiteintel.dev/entity/a8c80ff1-f2ab-5b4a-be3a-2e637b48adbe) — significant influence or control · corporate PSC · England — ceased 2022-11-15 - [Ares Management Limited](https://whiteintel.dev/entity/d313ee00-2012-591b-86bb-4a7bc033600f) — significant influence or control · corporate PSC · England — ceased 2020-11-10 - [Baronsmead Venture Trust Plc](https://whiteintel.dev/entity/ae784718-62e8-536f-ba75-03b478a82bf6) — significant influence or control · corporate PSC · England — ceased 2020-11-10 - [Baronsmead Second Venture Trust Plc](https://whiteintel.dev/entity/d73c1aec-7835-5883-bcc9-557317c54f8e) — significant influence or control · corporate PSC · England — ceased 2020-11-10 - [Gresham House (Nominees) Limited](https://whiteintel.dev/entity/f0cefac9-8e6b-548b-a383-d9cb216aaaee) — significant influence or control · corporate PSC · England — ceased 2020-11-10 - [Independent Wealth Planners Uk Limited](https://whiteintel.dev/entity/a2ad7a57-a457-5970-8d7b-b24207fb2613) — 75–100% shares · corporate PSC · United Kingdom — ceased 2020-11-10 - Mr Neil Alan Padget — 25–50% shares · individual PSC — ceased 2019-07-29 - Mr Robert David King — 25–50% shares · individual PSC — ceased 2019-07-29 ## Provenance - OpenOwnership — https://find-and-update.company-information.service.gov.uk/company/04138186 - companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/04138186 ## 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 **IWP FINANCIAL PLANNING LIMITED** — https://whiteintel.dev/entity/975e442d-9ddf-595a-8be7-7b863fbea8d2 · pricing https://whiteintel.dev/pricing. --- _This is the markdown-for-agents view of the WhiteIntel dossier for **IWP FINANCIAL PLANNING LIMITED**. Human view: https://whiteintel.dev/entity/975e442d-9ddf-595a-8be7-7b863fbea8d2 · Structured JSON: https://whiteintel.dev/api/public/dossier/975e442d-9ddf-595a-8be7-7b863fbea8d2._ _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"._