Filing status
- Accounts due
- 31 July 2027
- Last accounts
- 31 October 2025
- Conf. stmt due
- 14 May 2027
- Last conf. stmt
- 30 April 2026
Pattison James Associates Financial Planning Ltd
- Incorporated
- 22 October 2013 (13 years)
- Previously known as
- Pattison James Associates Wealth Management Ltd (until 4 November 2024)Bank House Wealth Limited (until 23 September 2024)Pattison James Associates Financial Services Ltd (until 10 November 2020)This list may be incomplete. See all names on Companies House
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190) Activities of insurance agents and brokers (66220)
- Directors
- Owned by
- James Peter Shannon
- Accounts type
- Micro entity
- Region
- South East
- Address
- 7 Portesbery RoadCamberleyGU15 3TA
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 22 October 2013
British
Born March 1979 (47)
Officer history (1 former)
1 November 2015
22 October 2013
22 October 2013
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
British
Born March 1979 (47)
Former controllers (3)
30 April 2024
Ceased Nicole Janine Shannon — Owns 25–50% of shares
18 April 2019
Ceased Nicole Pattison — Owns 25–50% of shares
1 November 2016
Ceased Nicole Janine Patterson — Owns 25–50% of shares
Financials
Balance sheet as at 31 October 2025 · micro entity accounts
- Net Assets
- £112,125
- Employees
- 2
- Current Ratio
- 4.9x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £5,303 | £10,607 | £13,480 | |||
| Current Assets | £173,843 | £163,496 | £127,548 | £124,743 | £113,280 | £93,885 | |
| Debtors | £89,200 | ||||||
| Cash | £4,685 | £23,064 | |||||
| Creditors (< 1 year) | £35,492 | £45,397 | £48,307 | £48,928 | £24,793 | £69,215 | £18,468 |
| Creditors (> 1 year) | £25,926 | £29,507 | £35,024 | £41,592 | £48,299 | ||
| Net Current Assets | £138,351 | £118,099 | £79,241 | £75,815 | £88,487 | £24,670 | £4,596 |
| Net Assets | £112,125 | £88,292 | £43,867 | £33,973 | £45,228 | ||
| Shareholder Funds | £112,125 | £88,292 | £43,867 | £33,973 | £45,228 | £35,277 | £18,076 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 31 July 2026 | Micro company accounts | 31 October 2025 | ||
| 13 May 2026 | Confirmation statement with no updates | 30 April 2026 | ||
| 18 July 2025 | Micro company accounts | 31 October 2024 | ||
| 14 May 2025 | Confirmation statement with no updates | 30 April 2025 | ||
| 4 November 2024 | Certificate of change of name |
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