Atomos Financial Planning Holdings Limited
- Company number
- 03882013
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 24 Nov 1999
- Nature of business
- Activities of financial services holding companies
Registered office
Previous names
- Buckles Holdings Limited (until 18 Apr 2011)
- Sanlam Private Wealth Holdings UK Limited (until 14 Jul 2014)
- Sanlam Wealth Planning Holdings UK Limited (until 21 Sep 2022)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| FRASER, Nicola Jane | Director | 5 May 2020 | |
| JAGGERS, Thomas Andrew | Director | 19 Dec 2024 | 1 Oct 2026 |
| WHITE, John David | Director | 21 Dec 2016 | 27 Jul 2021 |
| DYER, Clare Louise | Secretary | 3 Aug 2009 | 16 Aug 2012 |
| DYER, Clare Louise | Director | 20 Nov 2008 | 16 Aug 2011 |
| DYER, Clare Louise | Director | 1 Apr 2006 | 4 Apr 2008 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Brookfield Asset Management Ltd | Ownership Of Shares 50 To 75 Percent Voting Rights 50 To 75 Percent Right To Appoint And Remove Directors |
31 Jul 2026 | |
| Oaktree Capital Group Llc | Significant Influence Or Control | 6 May 2022 | 31 Jul 2026 |
| Sanlam Uk Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
6 Apr 2016 | 6 May 2022 |
Accounts
Connections
Controls
- Atomos Financial Planning Limited (03879955)
- Define Financial Planning Limited (06547507)
- Equanimity Independent Financial Advisers Limited (05064603)
- Mccallan Financial Ltd (11818022)
- MWA Financial Advice Ltd (05254380)
- Scott's Wealth Management Limited (11530508)
- Shore Financial Planning (Plymouth) Limited (08415092)
Directors’ other companies
- FRASER, Nicola Jane - Director at Atomos Investments Limited
- FRASER, Nicola Jane - Director at MWA Financial Advice Ltd
- FRASER, Nicola Jane - Director at Atomos Investments Holdings Limited
- FRASER, Nicola Jane - Director at Atomos Financial Planning Limited
Companies at the same address
- Atomos Financial Planning Limited (03879955)
- Atomos Investments Holdings Limited (14194507)
- Atomos Investments Limited (02041819)