# Pattison James Associates Financial Planning Ltd

## Details

- **Company number:** [08743284](https://find-and-update.company-information.service.gov.uk/company/08743284)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 22 Oct 2013
- **Registered office:** 7 PORTESBERY ROAD, CAMBERLEY, GU15 3TA
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c., [66220](/sic/66220) Activities of insurance agents and brokers


## 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 | - |






## Companies at the same address

- [Bank House Law Ltd](/company/16781761) (16781761)
- [Cloudcom UK Ltd](/company/07500564) (07500564)
- [Pattison James Associates Ltd](/company/08695533) (08695533)
- [Portesbery Road Ltd](/company/15160043) (15160043)
- [Safeguard Legal Support Service Ltd](/company/06768288) (06768288)
- [Sirch Ltd](/company/13513129) (13513129)