---
title: "CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD — Ownership Dossier"
canonical: https://whiteintel.dev/entity/cf695fef-20d4-55ce-879e-50c3e0f2ff25
json: https://whiteintel.dev/api/public/dossier/cf695fef-20d4-55ce-879e-50c3e0f2ff25
identifier: oo:GB-COH-06308841
jurisdiction: SE
risk: Low
source: WhiteIntel corporate-ownership graph
---

# CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD

**Type:** Company  
**Jurisdiction:** SE  
**Identifier:** `oo:GB-COH-06308841`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/cf695fef-20d4-55ce-879e-50c3e0f2ff25  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/cf695fef-20d4-55ce-879e-50c3e0f2ff25  

## Cross-source identity

The same real-world entity, resolved across sources:

- **CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD** — GLEIF · `lei:213800HPW7BMYZWD9H40` — https://whiteintel.dev/entity/7d090ffe-c0ca-5f2b-8998-0c1f5e71d77b

## Ownership & control

### Owners / controllers

- **Mr Mark Jason Stanley** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/dcf21248-11e7-486d-bf59-5700c54bb783
- **Mr Christian Lee Heeley** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/8cc9cd8b-819f-428a-a765-abaf23847fe0
- **Mrs Ellen June Heeley** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/e04c874f-066d-4540-aecd-fb94c40badb4
- **Söderberg & Partners Wealth Management Ab** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/7ea14b54-f6e3-44ea-93f4-a8e7a8d5a5d4
- **CHELTENHAM INDEPENDENT FINANCIAL ADVISERS (EOT) LTD** (beneficial owner) — 62.5% — https://whiteintel.dev/entity/7fad9f16-6728-5dc0-bd44-a3eb9091ddbe

### Holdings / subsidiaries

- **IVES & CO FINANCIAL SERVICES LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/953351e4-9c5d-54dd-95f5-19f418452c16

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

A **9-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.

## Financials (Companies House accounts)

| Figure | 2026-03-31 |
|---|---:|
| Net assets | £1,220,101 |
| Cash | £1,547,428 |
| Shareholder funds | £1,571 |
| Fixed assets | £678,596 |
| Current assets | £1,576,111 |
| Employees | 17 |

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

## Provenance

- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/06308841
- OpenOwnership — https://find-and-update.company-information.service.gov.uk/company/06308841
- companies_house_accounts — https://find-and-update.company-information.service.gov.uk/company/06308841/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 **CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD** — https://whiteintel.dev/entity/cf695fef-20d4-55ce-879e-50c3e0f2ff25 · pricing https://whiteintel.dev/pricing.

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **CHELTENHAM INDEPENDENT FINANCIAL ADVISERS LTD**. Human view: https://whiteintel.dev/entity/cf695fef-20d4-55ce-879e-50c3e0f2ff25 · Structured JSON: https://whiteintel.dev/api/public/dossier/cf695fef-20d4-55ce-879e-50c3e0f2ff25._

_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"._