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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers who have significant controls over the individuals in focus are always inapplicable. The offspring entities and appointments are those entities that the individuals in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Inapplicable
parent relation
Individuals in focus

Roberts, Carl

    Related profiles found in government register
  • Roberts, Carl

    Registered addresses and corresponding companies
    • icon of address 17, Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire, MK4 1GA

      IIF 1 IIF 2 IIF 3
    • icon of address 17 Shirwell Crescent, Furzton, Milton Keynes, MK4 1GA, England

      IIF 4
    • icon of address 21 Fosters Lane, Bradwell, Milton Keynes, MK13 9HZ, England

      IIF 5 IIF 6
    • icon of address Wealth & Tax Management, 17 Shirwell Crescent, Milton Keynes, MK4 1GA, England

      IIF 7
  • Roberts, Carl
    British chartered financial planner born in June 1983

    Resident in England

    Registered addresses and corresponding companies
    • icon of address 17a Shirwell Crescent, Furzton, Milton Keynes, MK4 1GA, England

      IIF 8
    • icon of address 21 Fosters Lane, Bradwell, Milton Keynes, MK13 9HZ, England

      IIF 9
  • Roberts, Carl
    British director born in June 1983

    Resident in England

    Registered addresses and corresponding companies
    • icon of address 17, Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire, MK4 1GA

      IIF 10
    • icon of address 17 Shirwell Crescent, Furzton, Milton Keynes, MK4 1GA, England

      IIF 11
  • Roberts, Carl
    English financial adviser born in June 1983

    Resident in England

    Registered addresses and corresponding companies
    • icon of address 21 Fosters Lane, Bradwell, Milton Keynes, MK13 9HZ, England

      IIF 12
  • Roberts, Carl
    British financial adviser born in June 1983

    Resident in United Kingdom

    Registered addresses and corresponding companies
    • icon of address 7, Newcombe Street, Hanslope, Milton Keynes, Buckinghamshire, MK19 7FY, United Kingdom

      IIF 13
  • Mr Carl Roberts
    English born in June 1983

    Resident in England

    Registered addresses and corresponding companies
    • icon of address 17 Shirwell Crescent, Furzton, Milton Keynes, MK4 1GA, England

      IIF 14
    • icon of address 21 Fosters Lane, Bradwell, Milton Keynes, MK13 9HZ, England

      IIF 15
    • icon of address 7, 7 Newcome Street, Hanslope, Milton Keynes, MK19 7FY, England

      IIF 16
  • Mr Carl Roberts
    British born in June 1983

    Resident in United Kingdom

    Registered addresses and corresponding companies
    • icon of address 7, Newcombe Street, Hanslope, Milton Keynes, MK19 7FY, United Kingdom

      IIF 17
child relation
Offspring entities and appointments
Active 4
  • 1
    INTELLIGENT WEALTH FUND MANAGERS LIMITED - 2017-08-30
    icon of address 17a Shirwell Crescent Furzton, Milton Keynes, England
    Active Corporate (3 parents)
    Equity (Company account)
    Retained earnings (accumulated losses)
    31,255 GBP2024-12-31
    Officer
    icon of calendar 2019-06-01 ~ now
    IIF 8 - Director → ME
  • 2
    icon of address 7 7 Newcome Street, Hanslope, Milton Keynes, England
    Active Corporate (1 parent)
    Equity (Company account)
    1 GBP2025-02-28
    Officer
    icon of calendar 2016-02-02 ~ now
    IIF 9 - Director → ME
    icon of calendar 2016-02-02 ~ now
    IIF 5 - Secretary → ME
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    IIF 16 - Ownership of shares – 75% or moreOE
  • 3
    icon of address 7 Newcome Street, Hanslope, Milton Keynes, England
    Active Corporate (2 parents)
    Officer
    icon of calendar 2025-01-14 ~ now
    IIF 13 - Director → ME
    Person with significant control
    icon of calendar 2025-01-14 ~ now
    IIF 17 - Ownership of shares – More than 25% but not more than 50%OE
    IIF 17 - Ownership of voting rights - More than 25% but not more than 50%OE
    IIF 17 - Right to appoint or remove directorsOE
  • 4
    icon of address The Pinnacle, 170 Midsummer Boulevard, Milton Keynes, England
    Active Corporate (2 parents)
    Equity (Company account)
    77,585 GBP2024-03-31
    Officer
    icon of calendar 2017-02-14 ~ now
    IIF 12 - Director → ME
    icon of calendar 2017-02-14 ~ now
    IIF 6 - Secretary → ME
    Person with significant control
    icon of calendar 2017-02-14 ~ now
    IIF 15 - Has significant influence or controlOE
Ceased 5
  • 1
    WEALTH AND TAX MANAGEMENT LIMITED - 2015-10-01
    BYRNE WILLIAMS INDEPENDENT FINANCIAL ADVISERS LIMITED - 2003-12-10
    icon of address 17 Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire
    Active Corporate (3 parents)
    Equity (Company account)
    Retained earnings (accumulated losses)
    140,176 GBP2024-12-31
    Officer
    icon of calendar 2015-07-30 ~ 2017-10-06
    IIF 3 - Secretary → ME
  • 2
    icon of address Wealth & Tax Management, 17 Shirwell Crescent, Milton Keynes, England
    Active Corporate (2 parents)
    Equity (Company account)
    Retained earnings (accumulated losses)
    -1,982 GBP2024-12-31
    Officer
    icon of calendar 2015-09-01 ~ 2017-10-06
    IIF 7 - Secretary → ME
  • 3
    INTELLIGENT WEALTH FUND MANAGERS LIMITED - 2017-08-30
    icon of address 17a Shirwell Crescent Furzton, Milton Keynes, England
    Active Corporate (3 parents)
    Equity (Company account)
    Retained earnings (accumulated losses)
    31,255 GBP2024-12-31
    Officer
    icon of calendar 2016-09-20 ~ 2017-10-06
    IIF 11 - Director → ME
    icon of calendar 2016-04-19 ~ 2017-10-06
    IIF 4 - Secretary → ME
    Person with significant control
    icon of calendar 2016-06-30 ~ 2017-09-01
    IIF 14 - Has significant influence or control OE
  • 4
    A.B. FINANCIAL AND CONSULTANCY SERVICES LIMITED - 1989-10-24
    BYRNE WILLIAMS LTD. - 2015-10-01
    A.B. FINANCIAL PLANNING SERVICES LIMITED - 1994-11-29
    icon of address 17 Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire
    Active Corporate (3 parents)
    Equity (Company account)
    Retained earnings (accumulated losses)
    84,092 GBP2024-12-31
    Officer
    icon of calendar 2016-01-01 ~ 2017-10-06
    IIF 10 - Director → ME
    icon of calendar 2015-07-30 ~ 2017-10-06
    IIF 1 - Secretary → ME
  • 5
    icon of address 17 Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire
    Active Corporate (3 parents)
    Equity (Company account)
    Retained earnings (accumulated losses)
    108,063 GBP2024-12-31
    Officer
    icon of calendar 2015-07-30 ~ 2017-10-06
    IIF 2 - Secretary → ME

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Contains public sector information retrieved at 16 October 2025 and licensed under the Open Government Licence v3.0.