Corient Wealth Planning Limited
Financial intermediation not elsewhere classified · London
ActiveUnited KingdomIncorporated 2008Private Limited Company
Ownership evidence
Reported ownership and control rights in this business, with source dates.
Reported ownership & control
1 without an end date · 1 ceasedShares: over 75%, up to 100%Voting rights: over 75%, up to 100%Right to appoint or remove directors
Notified 2026-06-04 · No cessation recorded
Source record 124215214Show 1 ceased record
Ci Financial Holdings LimitedCorporate
Shares: over 75%, up to 100%Voting rights: over 75%, up to 100%Right to appoint or remove directors
Notified 2026-06-01 · Ceased 2026-06-04
Source record 124211187People behind the business
Current appointments and the wider business interests of each person.
Appointments
5 current · 13 historicalMB
Matthew BrownCurrent director
Appointed 2023-10-20 · 2 yrs · Director
Show 13 historical appointments
SB
Simon BoadleResigned director
Resigned 2020-05-01 · 1 yr · Company Director
AG
Adrian GardnerResigned director
Resigned 2020-04-06 · 5 yrs · Company Director
CM
Christopher MerryResigned director
Resigned 2019-12-09 · 3 yrs · Chief Executive
JS
Jeremy ShacklockResigned secretary
Resigned 2017-05-09 · 3 yrs
AS
Anton SternbergResigned director
Resigned 2016-09-20 · 3 yrs · Managing Director
MD
Mark DaviesResigned director
Resigned 2015-11-05 · 4 yrs · Director
MF
Matthew FlemingResigned director
Resigned 2011-02-23 · 4 yrs · Director
DF
David FletcherResigned director
Resigned 2011-02-23 · 8 yrs · Chartered Accountant
AM
Alison MaltonResigned director
Resigned 2011-02-23 · 5 yrs · Chief Operating Officer
DN
David Naylor LeylandResigned director
Resigned 2009-10-05 · 6 yrs · None
CB
Charles BedfordResigned director
Resigned 2009-10-05 · 6 yrs · None
GM
Gemma MooreResigned director
Resigned 2008-04-25 · Company Director
RB
Richard BertinResigned director
Resigned 2008-04-25 · 10 yrs · Company Director
Board profile
- People with appointments
- 5
- Directors assessed
- 4
- Median age
- 54
- Under 35
- 0
- 65 and over
- 0
- Disqualified match
- None active