Shore Financial Planning (Plymouth) Limited
- Company number
- 08415092
- Status
- Dissolved
- Type
- Ltd
- Incorporated
- 22 Feb 2013
- Dissolved
- 29 Jul 2026
- Nature of business
- Activities of insurance agents and brokers
- Corporate group
- Atomos Financial Planning Holdings Limited (5 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| TREHARNE, Alison Rachel | Director | 1 Apr 2013 | 1 Feb 2015 |
| YEARSLEY, Benjamin Terence | Director | 13 Jul 2015 | 26 Jan 2021 |
| TREHARNE, Alison Rachel | Director | 22 Feb 2013 | 12 Aug 2021 |
| TREHARNE, Jon | Director | 13 Apr 2017 | 8 Dec 2023 |
| TREHARNE, Jon | Secretary | 13 Jul 2015 | 8 Dec 2023 |
| SILK, Elliott | Director | 8 Dec 2023 | 6 Feb 2024 |
| TREHARNE, Jon | Director | 23 Jan 2024 | |
| KRAFT, Christopher | Director | 8 Dec 2023 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Jon Treharne | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 | 8 Dec 2023 |
| Mrs Alison Rachel Treharne | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 | 8 Dec 2023 |
| Atomos Financial Planning Holdings Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
8 Dec 2023 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2024 | £494,786 | £521,606 | 9 |
| 31 Mar 2023 | £415,280 | £299,537 | 9 |
| 31 Mar 2022 | £377,966 | £112,765 | 8 |
| 31 Mar 2021 | £339,811 | £143,128 | 10 |
| 31 Mar 2020 | £281,540 | £159,166 | 11 |
| 31 Mar 2019 | £224,022 | £86,201 | - |
| 31 Mar 2018 | £177,971 | £86,715 | - |
| 31 Mar 2017 | - | £86,165 | - |
| 31 Mar 2016 | £17,743 | £35,262 | - |
| 31 Mar 2015 | £20,115 | £40,173 | - |
| 31 Mar 2014 | £5,288 | £20,803 | - |
Connections
Owned by
Shore Financial Planning (Plymouth) Limited → Atomos Financial Planning Holdings Limited
Directors’ other companies
- KRAFT, Christopher - Director at Equanimity Independent Financial Advisers Limited
- KRAFT, Christopher - Director at Define Financial Planning Limited