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Morgan Lloyd Sipp Trustees Ltd investment portfolio

Morgan Lloyd Sipp Trustees Ltd has made numerous investments in companies such as Fintegrate Financial Solutions, Value Insight, and Utilities4less (Southampton) within the Software & IT sector.

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Portfolio
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Team
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Ownership Chain

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Portfolio (8)

CompanySectorCitySourceLast confirmed on
Anglian Bespoke Holdings Ltd—NorwichConfirmed2025-10-14
Fintegrate Financial Solutions Limited
Fintegrate Financial Solutions Ltd delivers a digital platform that equips financial advisory firms with tools for risk profiling, policy analysis, portfolio construction, cost‑disclosure aggregation, performance modelling and integrated reporting, linking directly to CRM and other advisory systems. Its services are aimed at professional advisers seeking to automate and enhance client‑focused financial planning and investment analysis.
Software & ITChorleyConfirmed2026-02-20

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Shareholding changes (2)

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