Holdshare Management Services Limited

Reference number: 309760

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When holdshare.co.uk first appeared online, and whether it can receive email
  • What kind of line 01275 879068 is
  • Who else gives the postcode BS21 6UA
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
02271705
Company status
Active
Company type
Private limited company
Incorporated
27 June 1988 (38 years old)
Registered office
2 Westfield Business Park Barns Ground, Kenn, Clevedon, BS21 6UA, England
Nature of business
  • Management of real estate on a fee or contract basis (SIC 68320)

Directors and company secretaries

Name Role Born Appointed Other companies
Timothy Mark Williams Director Apr 1968 1 Apr 2003 16 other companies
Sarah Jane Kingsbury Director Sep 1972 9 Oct 2019 1 other company
Helen Claire Williams Director Oct 1958 9 Oct 2019 2 other companies

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
17
still active
17
run together
1

In the full report: all 17 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 3 directors run together
  • All 6 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£705k

+6.9% from £659k

Cash at bank

£572k

+11% from £518k

Employees (average)

14

Same as 14

Owed within a year

£79.5k

−17% from £95.9k

No turnover or profit for the year to 31 March 2026: the accounts print them but do not tag them. The last tagged figures are £691k turnover and £80.5k profit, for the year to 31 March 2024.

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 02271705. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Holdshare Management Services’s history from the FCA register and Companies House, newest first.

Key events (10) All events (20)

2024

5 December 2024

  • Colin Cecil Williams gave up control
  • Helen Claire Williams became the majority owner (50–75% of shares)
  • Timothy Mark Williams became a part-owner (25–50% of shares)

Companies House

2019

9 October 2019

  • Colin Cecil Williams gave up control

Companies House

2016

6 April 2016

  • Colin Cecil Williams took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

14 January 2005

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1997

1 March 1997

  • Board replaced: its only director left and a new director took over

Companies House

1988

27 June 1988

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (10 shown here)
  • Every director appointment and resignation: 8
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Firms like Holdshare Management Services

Other firms of the same type (insurance broker), nearest first.

In Clevedon

Wellness Healthcare LtdClevedonAuthorisedMr Bryan John DickinsonClevedonAppointed representativeIwant2know LtdClevedonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Holdshare Management Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 17 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 20 events in its history

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Frequently asked questions about this firm

Is Holdshare Management Services Limited FCA authorised?
Yes, Holdshare Management Services Limited (FRN 309760) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2005 and works as an insurance broker. The FCA has placed no limits on its permissions.
What is Holdshare Management Services’ phone number and website?
The FCA register lists the phone number 01275 879068 and the website holdshare.co.uk for Holdshare Management Services. If you were given different contact details, use these to check with the firm before going any further.
Is Holdshare Management Services a scam or clone?
Holdshare Management Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Holdshare Management Services?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Holdshare Management Services to the Financial Ombudsman Service, free of charge.
Who owns Holdshare Management Services?
Companies House lists 2 people with significant control of Holdshare Management Services: Ms Helen Claire Williams (50–75% of shares) and Mr Timothy Mark Williams (25–50% of shares). Before that, it was controlled by Mr Colin Cecil Williams.
Who runs Holdshare Management Services?
Companies House lists 3 directors of Holdshare Management Services: Timothy Mark Williams, Sarah Jane Kingsbury and Helen Claire Williams.
How long has Holdshare Management Services been in business?
The company was formed on 27 June 1988, and has held its current FCA authorisation since January 2005.
What do Holdshare Management Services’ latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £705k (+6.9% from £659k) and cash at bank of £572k (+11% from £518k).

Sources and links

The full report on Holdshare Management Services Limited

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