The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 3
  • 1
    Treharne, Jon
    Director born in May 1966
    Individual (2 offsprings)
    Officer
    2024-01-23 ~ now
    OF - Director → CIF 0
  • 2
    Kraft, Christopher
    Director born in February 1980
    Individual (4 offsprings)
    Officer
    2023-12-08 ~ now
    OF - Director → CIF 0
  • 3
    SANLAM WEALTH PLANNING HOLDINGS UK LIMITED - 2022-09-21
    SANLAM PRIVATE WEALTH HOLDINGS UK LIMITED - 2014-07-14
    BUCKLES HOLDINGS LIMITED - 2011-04-18
    2nd Floor, 2nd Floor, 5 Hatfields (alto), London, London, United Kingdom
    Active Corporate (7 parents, 14 offsprings)
    Person with significant control
    2023-12-08 ~ now
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
Ceased 4
  • 1
    Silk, Elliott
    Director born in July 1971
    Individual (9 offsprings)
    Officer
    2023-12-08 ~ 2024-02-06
    OF - Director → CIF 0
  • 2
    Treharne, Jon
    Business Executive born in May 1966
    Individual (2 offsprings)
    Officer
    2017-04-13 ~ 2023-12-08
    OF - Director → CIF 0
    Treharne, Jon
    Individual (2 offsprings)
    Officer
    2015-07-13 ~ 2023-12-08
    OF - Secretary → CIF 0
    Mr Jon Treharne
    Born in May 1966
    Individual (2 offsprings)
    Person with significant control
    2016-04-06 ~ 2023-12-08
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
  • 3
    Yearsley, Benjamin Terence
    Financial Consultant born in June 1976
    Individual (3 offsprings)
    Officer
    2015-07-13 ~ 2021-01-26
    OF - Director → CIF 0
  • 4
    Treharne, Alison Rachel
    Independent Financial Adviser born in December 1969
    Individual
    Officer
    2013-04-01 ~ 2015-02-01
    OF - Director → CIF 0
    Treharne, Alison Rachel
    Financial Planning born in December 1969
    Individual
    2013-02-22 ~ 2021-08-12
    OF - Director → CIF 0
    Mrs Alison Rachel Treharne
    Born in December 1969
    Individual
    Person with significant control
    2016-04-06 ~ 2023-12-08
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
parent relation
Company in focus

SHORE FINANCIAL PLANNING (PLYMOUTH) LIMITED

Standard Industrial Classification
66220 - Activities Of Insurance Agents And Brokers
Brief company account
Property, Plant & Equipment
2,524 GBP2024-03-31
19,864 GBP2023-03-31
Fixed Assets
2,524 GBP2024-03-31
19,864 GBP2023-03-31
Debtors
11,799 GBP2024-03-31
113,115 GBP2023-03-31
Current assets - Investments
23,172 GBP2023-03-31
Cash at bank and in hand
521,606 GBP2024-03-31
299,537 GBP2023-03-31
Current Assets
533,405 GBP2024-03-31
435,824 GBP2023-03-31
Net Current Assets/Liabilities
492,262 GBP2024-03-31
395,416 GBP2023-03-31
Total Assets Less Current Liabilities
494,786 GBP2024-03-31
415,280 GBP2023-03-31
Net Assets/Liabilities
494,786 GBP2024-03-31
415,280 GBP2023-03-31
Equity
Called up share capital
103 GBP2024-03-31
103 GBP2023-03-31
Retained earnings (accumulated losses)
494,683 GBP2024-03-31
415,177 GBP2023-03-31
Average Number of Employees
102023-04-01 ~ 2024-03-31
92022-04-01 ~ 2023-03-31
Intangible Assets - Gross Cost
Net goodwill
135,000 GBP2024-03-31
135,000 GBP2023-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
135,000 GBP2024-03-31
135,000 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
Land and buildings, Under hire purchased contracts or finance leases
39,175 GBP2024-03-31
39,175 GBP2023-03-31
Plant and equipment
28,217 GBP2023-03-31
Motor vehicles
16,817 GBP2024-03-31
16,817 GBP2023-03-31
Furniture and fittings
22,404 GBP2024-03-31
22,404 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
78,396 GBP2024-03-31
106,613 GBP2023-03-31
Property, Plant & Equipment - Disposals
Plant and equipment
-28,217 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Disposals
-28,217 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Land and buildings, Under hire purchased contracts or finance leases
37,779 GBP2024-03-31
33,596 GBP2023-03-31
Plant and equipment
18,442 GBP2023-03-31
Motor vehicles
15,765 GBP2024-03-31
12,612 GBP2023-03-31
Furniture and fittings
22,328 GBP2024-03-31
22,099 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
75,872 GBP2024-03-31
86,749 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Land and buildings, Under hire purchased contracts or finance leases
4,183 GBP2023-04-01 ~ 2024-03-31
Plant and equipment
1,833 GBP2023-04-01 ~ 2024-03-31
Motor vehicles
3,153 GBP2023-04-01 ~ 2024-03-31
Furniture and fittings
229 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
9,398 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Plant and equipment
-20,275 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-20,275 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Land and buildings, Under hire purchased contracts or finance leases
1,396 GBP2024-03-31
5,579 GBP2023-03-31
Motor vehicles
1,052 GBP2024-03-31
4,205 GBP2023-03-31
Furniture and fittings
76 GBP2024-03-31
305 GBP2023-03-31
Plant and equipment
9,775 GBP2023-03-31
Trade Debtors/Trade Receivables
Current
86,896 GBP2023-03-31
Trade Creditors/Trade Payables
Current
-101 GBP2024-03-31
Other Taxation & Social Security Payable
Current
27,523 GBP2024-03-31
36,837 GBP2023-03-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
Amounts falling due within one year
22,942 GBP2024-03-31
26,500 GBP2023-03-31
Between one and five year
22,942 GBP2023-03-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
22,942 GBP2024-03-31
49,442 GBP2023-03-31
  • SHORE FINANCIAL PLANNING (PLYMOUTH) LIMITED
    Info
    Registered number 08415092
    2nd Floor, 5 Hatfields 5 Hatfields (alto), London SE1 9PG
    Private Limited Company incorporated on 2013-02-22 (12 years 4 months). The company status is Active.
    The last date of confirmation statement was made at 2025-02-22
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.