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

Mr Carl Roberts

    Related profiles found in government register
  • Mr Carl Roberts
    English born in June 1983

    Resident in England

    Registered addresses and corresponding companies

    • 17 Shirwell Crescent, Furzton, Milton Keynes, MK4 1GA, England

      IIF 1

    • 21 Fosters Lane, Bradwell, Milton Keynes, MK13 9HZ, England

      IIF 2

    • 7, 7 Newcome Street, Hanslope, Milton Keynes, MK19 7FY, England

      IIF 3
  • Roberts, Carl
    English financial adviser born in June 1983

    Resident in England

    Registered addresses and corresponding companies

    • 21 Fosters Lane, Bradwell, Milton Keynes, MK13 9HZ, England

      IIF 4
  • Mr Carl Roberts
    British born in June 1983

    Resident in United Kingdom

    Registered addresses and corresponding companies

    • 7, Newcombe Street, Hanslope, Milton Keynes, MK19 7FY, United Kingdom

      IIF 5
  • Roberts, Carl
    British chartered financial planner born in June 1983

    Resident in England

    Registered addresses and corresponding companies

    • 17a Shirwell Crescent, Furzton, Milton Keynes, MK4 1GA, England

      IIF 6

    • 21 Fosters Lane, Bradwell, Milton Keynes, MK13 9HZ, England

      IIF 7
  • Roberts, Carl
    British director born in June 1983

    Resident in England

    Registered addresses and corresponding companies

    • 17, Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire, MK4 1GA

      IIF 8

    • 17 Shirwell Crescent, Furzton, Milton Keynes, MK4 1GA, England

      IIF 9
  • Roberts, Carl
    British financial adviser born in June 1983

    Resident in United Kingdom

    Registered addresses and corresponding companies

    • 7, Newcombe Street, Hanslope, Milton Keynes, Buckinghamshire, MK19 7FY, United Kingdom

      IIF 10
  • Roberts, Carl

    Registered addresses and corresponding companies

    • 17, Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire, MK4 1GA

      IIF 11 IIF 12 IIF 13

    • 17 Shirwell Crescent, Furzton, Milton Keynes, MK4 1GA, England

      IIF 14

    • 21 Fosters Lane, Bradwell, Milton Keynes, MK13 9HZ, England

      IIF 15 IIF 16

    • Wealth & Tax Management, 17 Shirwell Crescent, Milton Keynes, MK4 1GA, England

      IIF 17
child relation
Offspring entities and appointments
Active 4
  • 1
    INTELLIGENT WEALTH FUND MANAGERS LIMITED - 2017-08-30
    17a Shirwell Crescent Furzton, Milton Keynes, England
    Corporate (3 parents)
    Net Assets/Liabilities (Company account)
    131,773 GBP2023-12-31
    Officer
    2019-06-01 ~ now
    IIF 6 - director → ME
  • 2
    7 7 Newcome Street, Hanslope, Milton Keynes, England
    Corporate (1 parent)
    Equity (Company account)
    1 GBP2024-02-29
    Officer
    2016-02-02 ~ now
    IIF 7 - director → ME
    2016-02-02 ~ now
    IIF 15 - secretary → ME
    Person with significant control
    2016-04-06 ~ now
    IIF 3 - Ownership of shares – 75% or more → OE
  • 3
    7 Newcome Street, Hanslope, Milton Keynes, England
    Corporate (2 parents)
    Officer
    2025-01-14 ~ now
    IIF 10 - director → ME
    Person with significant control
    2025-01-14 ~ now
    IIF 5 - Ownership of shares – More than 25% but not more than 50% → OE
    IIF 5 - Ownership of voting rights - More than 25% but not more than 50% → OE
    IIF 5 - Right to appoint or remove directors → OE
  • 4
    The Pinnacle, 170 Midsummer Boulevard, Milton Keynes, England
    Corporate (2 parents)
    Equity (Company account)
    77,585 GBP2024-03-31
    Officer
    2017-02-14 ~ now
    IIF 4 - director → ME
    2017-02-14 ~ now
    IIF 16 - secretary → ME
    Person with significant control
    2017-02-14 ~ now
    IIF 2 - Has significant influence or control → OE
Ceased 5
  • 1
    WEALTH AND TAX MANAGEMENT LIMITED - 2015-10-01
    BYRNE WILLIAMS INDEPENDENT FINANCIAL ADVISERS LIMITED - 2003-12-10
    17 Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire
    Corporate (3 parents)
    Equity (Company account)
    51,866 GBP2023-12-31
    Officer
    2015-07-30 ~ 2017-10-06
    IIF 13 - secretary → ME
  • 2
    Wealth & Tax Management, 17 Shirwell Crescent, Milton Keynes, England
    Corporate (2 parents)
    Equity (Company account)
    Retained earnings (accumulated losses)
    -3,157 GBP2023-12-31
    Officer
    2015-09-01 ~ 2017-10-06
    IIF 17 - secretary → ME
  • 3
    INTELLIGENT WEALTH FUND MANAGERS LIMITED - 2017-08-30
    17a Shirwell Crescent Furzton, Milton Keynes, England
    Corporate (3 parents)
    Net Assets/Liabilities (Company account)
    131,773 GBP2023-12-31
    Officer
    2016-09-20 ~ 2017-10-06
    IIF 9 - director → ME
    2016-04-19 ~ 2017-10-06
    IIF 14 - secretary → ME
    Person with significant control
    2016-06-30 ~ 2017-09-01
    IIF 1 - Has significant influence or control → OE
  • 4
    BYRNE WILLIAMS LTD. - 2015-10-01
    A.B. FINANCIAL PLANNING SERVICES LIMITED - 1994-11-29
    A.B. FINANCIAL AND CONSULTANCY SERVICES LIMITED - 1989-10-24
    17 Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire
    Corporate (3 parents)
    Net Assets/Liabilities (Company account)
    135,038 GBP2023-12-31
    Officer
    2016-01-01 ~ 2017-10-06
    IIF 8 - director → ME
    2015-07-30 ~ 2017-10-06
    IIF 11 - secretary → ME
  • 5
    17 Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire
    Corporate (3 parents)
    Net Assets/Liabilities (Company account)
    73,991 GBP2023-12-31
    Officer
    2015-07-30 ~ 2017-10-06
    IIF 12 - secretary → ME

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.