Hold the calendar
Missed filings strike companies off.
What a holding company is for
Holding shares, keeping records, and being clear about what it does not do.
How we work
The boundary is the point
A holding company sitting above financial services subsidiaries attracts enquiries it must refuse: people wanting to invest, wanting advice, assuming the parent is authorised because something beneath it is. Stating the boundary plainly is not caution, it is the correct answer.
Regulated activity belongs to the company holding the permission. A subsidiary with FCA permissions carries on its business in its own name and is accountable for it; the parent holding its shares is not thereby authorised and must not behave as though it were.
What is left is unglamorous and genuinely useful. One record of who owns what, one reporting rhythm every subsidiary works to, one calendar so Companies House never strikes anything off, and capital allocated once a year on purpose rather than by habit.
Our principles
Three beliefs behind the method
One reporting rhythm
Otherwise nothing can be compared.
No regulated activity
Permissions sit with the subsidiary.
Looking for the right contact?
Send an enquiry and we will point you to the correct company.