Shore Financial Planning Ltd in Poole, BH12 4JP

Description

Data updated on: 01-11-2023

Shore Financial Planning is a company with it's headquarters at BH12 4JP Poole at Oakmede. This company has been in existence since 2012 and is registered under the registration number 08091311. This company has been on the UK market for twelve years now and company official status is active. The enterprise's SIC code is 66290 and their NACE code stands for Other activities auxiliary to insurance and pension funding. Shore Financial Planning Limited filed its latest accounts for the period up to 31st March 2022. Its latest annual confirmation statement was released on 20th May 2023.

At the moment, we have a single managing director in the company: Lisa H. (since 2022-12-14). The following firm had been overseen by Lisa H. until 2022.

Lisa H. is the individual who controls this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-03-31	2014-03-31	2015-03-31
Currency	GBP	GBP	GBP
Net Worth	36 802	56 316	84 231

Balance Sheet
Cash Bank In Hand	67 925	76 092	146 791
Current Assets	67 925	76 092	146 791
Intangible Fixed Assets	166 666	126 667	86 667
Net Assets Liabilities Including Pension Asset Liability	36 802	56 316	84 231
Tangible Fixed Assets	513	4 847	6 193

Capital & Reserves
Called Up Share Capital	1	1	1
Profit Loss Account Reserve	36 801	56 315	84 230
Shareholder Funds	36 802	56 316	84 231

Other Financial Data
Director Remuneration Benefits Including Payments To Third Parties			3 600
Accruals Deferred Income Within One Year	5 662	420
Creditors Due After One Year		139 866	139 866
Creditors Due Within One Year	186 528	420	14 315
Fixed Assets	167 179	131 514
Intangible Fixed Assets Aggregate Amortisation Impairment	33 334	73 334
Intangible Fixed Assets Amortisation Charged In Period		40 000
Intangible Fixed Assets Cost Or Valuation	200 000	200 000
Loans From Directors After One Year		139 866	139 866
Net Current Assets Liabilities	-118 603	65 638	132 476
Number Shares Allotted	1	1	1
Other Creditors After One Year		139 866
Other Creditors Due Within One Year	180 866
Par Value Share	1	1
Provisions For Liabilities Charges	11 774	11 003	1 239
Share Capital Allotted Called Up Paid	1	1	1
Tangible Fixed Assets Additions		4 680	2 836
Tangible Fixed Assets Cost Or Valuation	600	5 280	8 116
Tangible Fixed Assets Depreciation	87	433	1 923
Tangible Fixed Assets Depreciation Charged In Period		345	1 490
Total Assets Less Current Liabilities	48 576	207 185	225 336
Trade Creditors Within One Year	5 662
Value Shares Allotted			1

Company staff

Lisa H.

Role: Director

Appointed: 14 December 2022

Latest update: 18 April 2024

People with significant control

Lisa H.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	03 June 2024
Confirmation statement last made up date	20 May 2023

Annual Accounts 16 December 2013
Start Date For Period Covered By Report	2012-05-31
End Date For Period Covered By Report	2013-03-31
Date Approval Accounts	16 December 2013
Annual Accounts 23 June 2014
Start Date For Period Covered By Report	2013-04-01
End Date For Period Covered By Report	2014-03-31
Date Approval Accounts	23 June 2014
Annual Accounts
Start Date For Period Covered By Report	1 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
Start Date For Period Covered By Report	1 April 2016
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	1 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	1 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	1 April 2019
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	1 April 2020
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	1 April 2021
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	1 April 2022
End Date For Period Covered By Report	31 March 2023
Annual Accounts 20th August 2015
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	20th August 2015

Shore Financial Planning Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Lisa H.

Lisa H.

People with significant control

Lisa H.

Accounts Documents

Company filings

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