---
title: "LLOYD & CO. FINANCIAL PLANNING LTD — Ownership Dossier"
canonical: https://whiteintel.dev/entity/f9cc6208-aa95-52b4-bae5-e5f6d66ef3cf
json: https://whiteintel.dev/api/public/dossier/f9cc6208-aa95-52b4-bae5-e5f6d66ef3cf
identifier: oo:GB-COH-07096647
jurisdiction: GB
risk: Low
source: WhiteIntel corporate-ownership graph
---

# LLOYD & CO. FINANCIAL PLANNING LTD

**Type:** Company  
**Jurisdiction:** GB  
**Identifier:** `oo:GB-COH-07096647`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/f9cc6208-aa95-52b4-bae5-e5f6d66ef3cf  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/f9cc6208-aa95-52b4-bae5-e5f6d66ef3cf  

## Ownership & control

### Owners / controllers

- **Mr David Lloyd** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/7006c091-07cc-459a-ac42-74cd7e5752ed
- **Mrs Emma Louise Lloyd** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/045fe94c-42c8-4cb0-9e46-33ab16e98614

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

1. **Mr David Lloyd** — beneficial owner 37.5% → *LLOYD & CO. FINANCIAL PLANNING LTD*
1. **Mrs Emma Louise Lloyd** — beneficial owner 37.5% → *LLOYD & CO. FINANCIAL PLANNING LTD*

## Company profile (live · UK Companies House)

- **Company number:** `07096647`
- **Status:** active
- **Type:** ltd
- **Incorporated:** 2009-12-05
- **Registered office:** 26 Hoghton Street, Southport, PR9 0PA, England
- **SIC:** 65110, 66190

### Officers

- LLOYD, David — director · British · appointed 2009-12-05
- LLOYD, Emma — secretary · appointed 2009-12-05 · resigned 2025-10-24
- LLOYD, Emma Louise — director · British · appointed 2017-01-17 · resigned 2025-10-24
- LLOYD, Emma Louise — director · British · appointed 2009-12-05 · resigned 2011-04-05
- STEWARD, Vikki — director · British · appointed 2009-12-05 · resigned 2009-12-05

### Beneficial owners (Persons with Significant Control)

- Mr David Lloyd — 25–50% shares · individual PSC · England — since 2016-04-06
- Mrs Emma Louise Lloyd — 25–50% shares · individual PSC · England — ceased 2025-10-24

## Provenance

- OpenOwnership — https://find-and-update.company-information.service.gov.uk/company/07096647
- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/07096647

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **LLOYD & CO. FINANCIAL PLANNING LTD**. Human view: https://whiteintel.dev/entity/f9cc6208-aa95-52b4-bae5-e5f6d66ef3cf · Structured JSON: https://whiteintel.dev/api/public/dossier/f9cc6208-aa95-52b4-bae5-e5f6d66ef3cf._

_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"._