Filing status
- Last accounts
- 31 March 2024
- Last conf. stmt
- 22 February 2025
Shore Financial Planning (Plymouth) Limited
- Incorporated
- 22 February 2013
- Industry
- Activities of insurance agents and brokers (66220)
- Accounts type
- Small
- Region
- North West
- Address
- C/o Grant Thornton UK Advisory & Tax LLP11th FloorSt Peter's Square 1 Oxford StManchesterM1 4PB
Officers
Not loaded yet. See them on Companies House
Ownership 1 on record
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 8 December 2023
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares Incorporated And Registered In England And Wales
Reg. no. 03882013
Former controllers (2)
8 December 2023
Ceased Alison Rachel Treharne — Owns 25–50% of shares
8 December 2023
Ceased Jon Treharne — Owns 25–50% of shares
Group structure 7 companies
Ownership group derived from the Companies House PSC register
Atomos Financial Planning Limited Owns 75–100% of shares
Mwa Financial Advice Ltd Owns 75–100% of shares
Shore Financial Planning (Plymouth) Limited This company Status not confirmedOwns 75–100% of shares
Financials
Balance sheet as at 31 March 2024 · small accounts
- Net Assets
- £494,786
- Cash
- £521,606
- Employees
- 10
- Debt Ratio
- 8%
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £2,524 | £19,864 | £51,348 | £55,369 | £50,635 |
| Current Assets | £533,405 | ||||
| Debtors | £11,799 | £113,115 | £200,707 | £160,047 | £113,937 |
| Cash | £521,606 | £299,537 | £112,765 | £143,128 | £159,166 |
| Creditors (< 1 year) | £40,408 | £58,594 | £89,263 | £55,273 | |
| Net Current Assets | £492,262 | £395,416 | £329,878 | £288,912 | £232,830 |
| Net Assets | £494,786 | £415,280 | £377,966 | £339,811 | £281,540 |
| Shareholder Funds | £415,280 | £377,966 | £339,811 | £281,540 |
Filings
Filing history not loaded yet. See it on Companies House
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