# Shore Financial Planning (Plymouth) Limited

## Details

- **Company number:** [08415092](https://find-and-update.company-information.service.gov.uk/company/08415092)
- **Status:** dissolved
- **Type:** ltd
- **Incorporated:** 22 Feb 2013
- **Dissolved:** 29 Jul 2026
- **Registered office:** C/O GRANT THORNTON UK ADVISORY & TAX LLP, 11TH FLOOR, ST PETER'S SQUARE 1 OXFORD ST, MANCHESTER, M1 4PB
- **Nature of business:** [66220](/sic/66220) Activities of insurance agents and brokers
- **Corporate group:** [Atomos Financial Planning Holdings Limited](/group/23568) (5 companies)



## 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 | - |



## Owned by

Shore Financial Planning (Plymouth) Limited → [Atomos Financial Planning Holdings Limited](/company/03882013)




## Directors' other companies

- [KRAFT, Christopher](/person/6594903) - director at [Equanimity Independent Financial Advisers Limited](/company/05064603)
- [KRAFT, Christopher](/person/6594903) - director at [Define Financial Planning Limited](/company/06547507)
- [KRAFT, Christopher](/person/6594903) - director at [Thrive Capital Partners Limited](/company/16641431)