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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 1
  • 1
    Shears, Kathryn
    Born in August 1986
    Individual (3 offsprings)
    Officer
    2022-09-26 ~ now
    OF - Director → CIF 0
    Mrs Kathryn Shears
    Born in August 1986
    Individual (3 offsprings)
    Person with significant control
    2022-09-26 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
parent relation
Company in focus

KATHRYN SHEARS FINANCIAL PLANNING LIMITED

Period: 2023-09-23 ~ now
Company number: 14376403
Registered names
KATHRYN SHEARS FINANCIAL PLANNING LIMITED - now
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Fixed Assets
4,560 GBP2024-09-30
6,080 GBP2023-09-30
Current Assets
525 GBP2024-09-30
450 GBP2023-09-30
Creditors
Amounts falling due within one year
-1,799 GBP2024-09-30
-2,955 GBP2023-09-30
Net Current Assets/Liabilities
-1,274 GBP2024-09-30
-2,505 GBP2023-09-30
Total Assets Less Current Liabilities
3,286 GBP2024-09-30
3,575 GBP2023-09-30
Net Assets/Liabilities
2,811 GBP2024-09-30
3,125 GBP2023-09-30
Equity
2,811 GBP2024-09-30
3,125 GBP2023-09-30
Average Number of Employees
12023-10-01 ~ 2024-09-30
12022-09-26 ~ 2023-09-30

  • KATHRYN SHEARS FINANCIAL PLANNING LIMITED
    Info
    SOCAL WEALTH MANAGEMENT LIMITED - 2023-09-23
    Registered number 14376403
    15-16 Neptune Court Vanguard Way, Cardiff CF24 5PJ
    PRIVATE LIMITED COMPANY incorporated on 2022-09-26 (3 years 6 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-09-25
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 22 March 2026 and licensed under the Open Government Licence v3.0.