Pattison James Associates Financial Planning Ltd
- Company number
- 08743284
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 22 Oct 2013
- Nature of business
- Activities auxiliary to financial intermediation n.e.c.
Activities of insurance agents and brokers
Registered office
Previous names
- Bank House Wealth Limited (until 23 Sep 2024)
- Pattison James Associates Financial Services Ltd (until 10 Nov 2020)
- Pattison James Associates Wealth Management Ltd (until 4 Nov 2024)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr James Peter Shannon | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 | |
| Mrs Nicole Janine Shannon | Ownership Of Shares 25 To 50 Percent | 1 Nov 2021 | 30 Apr 2024 |
| Miss Nicole Pattison | Ownership Of Shares 25 To 50 Percent | 1 Nov 2016 | 18 Apr 2019 |
| Miss Nicole Janine Patterson | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 | 1 Nov 2016 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Oct 2025 | £112,125 | - | 2 |
| 31 Oct 2024 | £88,292 | - | 2 |
| 31 Oct 2023 | £43,867 | - | 0 |
| 31 Oct 2022 | £33,973 | - | 2 |
| 31 Oct 2021 | £45,228 | - | 0 |
| 31 Oct 2020 | - | £4,685 | 0 |
| 31 Oct 2019 | - | £23,064 | 0 |
| 31 Oct 2018 | - | £6,053 | - |
| 31 Oct 2017 | - | £14,098 | 1 |
| 31 Oct 2016 | - | £2,655 | - |
| 31 Oct 2015 | £5,584 | £5,916 | - |
| 31 Oct 2014 | £14,720 | £18,689 | - |
Connections
Companies at the same address
- Bank House Law Ltd (16781761)
- Cloudcom UK Ltd (07500564)
- Pattison James Associates Ltd (08695533)
- Portesbery Road Ltd (15160043)
- Safeguard Legal Support Service Ltd (06768288)
- Sirch Ltd (13513129)