Skip to contentClarengateINTELLIGENCE
Coverage & freshness About Clarengate
Companies/08284862

Cg Wealth Planning Limited

Financial intermediation not elsewhere classified · London

ActiveUnited KingdomIncorporated 2012Private Limited Company
Register Ask analyst

Ownership evidence

Reported ownership and control rights in this business, with source dates.

Reported ownership & control

1 without an end date · 0 ceased
Canaccord Genuity Wealth Group LimitedCorporate
Shares: over 75%, up to 100%Voting rights: over 75%, up to 100%

Notified 2020-03-24 · No cessation recorded

Source record 170793018

People behind the business

Current appointments and the wider business interests of each person.

Appointments

6 current · 21 historical
DE
David EsfandiCurrent director
Appointed 2024-04-01 · 2 yrs · Chief Executive
+11 others
GH
Gemma HarleCurrent director
Appointed 2023-10-09 · 3 yrs · Non Executive Director
+2 others
DS
Duncan StratfordCurrent director
Appointed 2020-05-20 · 6 yrs · Head Of UK Front Office
+1 other
JM
Jill McaleenanCurrent director
Appointed 2019-12-05 · 6 yrs · Non-Executive Director
+8 others
SM
Stephen MasseyCurrent director
Appointed 2019-09-05 · 7 yrs · Non-Executive Director
+29 others
MP
Matthew PhillipsCurrent director
Appointed 2014-10-27 · 11 yrs · Director
+1 other
Show 21 historical appointments
DE
David EsfandiResigned director
Resigned 2019-09-05 · 2 yrs · Director
HT
Hugh TitcombResigned director
Resigned 2016-02-10 · 3 yrs · Director
JG
Jonathan GoldthorpeResigned director
Resigned 2015-12-03 · 3 yrs · Director
BE
Bruce Ely JohnstonResigned director
Resigned 2015-10-15 · Investments
TR
Tom RichardsResigned director
Resigned 2014-12-01 · 4 yrs · Director
AT
Andrew TaylorResigned director
Resigned 2014-12-01 · Compliance Officer
ML
Matthew LonsdaleResigned director
Resigned 2014-12-01 · Head Of Intermediary Business Developmen
KH
Kieran HalpennyResigned secretary
Resigned 2014-12-01 · 4 yrs
AH
Andrew HerbertsResigned director
Resigned 2014-12-01 · 4 yrs · Director
BO
Brian O SullivanResigned director
Resigned 2014-12-01 · 4 yrs · Director
SE
Simon EllenResigned director
Resigned 2014-12-01 · 3 yrs · Non-Executive Director
MB
Michael BalfourResigned director
Resigned 2014-12-01 · 1 yr · Chief Executive
BK
Bruce KestertonResigned director
Resigned 2014-12-01 · 4 yrs · Director
FS
Fiona StockwellResigned secretary
Resigned 2013-12-06
JR
Jane RobertsonResigned director
Resigned 2013-08-13 · 1 yr · Deputy Managing Director
PE
Paula EdderyResigned director
Resigned 2013-08-07 · 2 yrs · Investment Manager
RK
Robert KeelerResigned secretary
Resigned 2012-11-21 · 1 yr
DT
David TillResigned director
Resigned 2012-11-21 · 2 yrs · Chartered Accountant
FS
Fiona StockwellResigned director
Resigned 2012-11-07 · 2 yrs · Director Of Legal, Compliance And Risk
MH
Mark HowlettResigned director
Resigned 2012-11-07 · 3 yrs · Chief Executive Officer
RK
Robert KeelerResigned director
Resigned 2012-11-07 · 1 yr · Chief Financial Officer

Board profile

People with appointments
6
Directors assessed
6
Median age
59
Under 35
0
65 and over
2
Disqualified match
None active