£549k
+6%vs Mar 2024Active08091311Private limited companyPoole
SHORE FINANCIAL PLANNING LTD
Significant control: Lisa Anne Connolly (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Other activities auxiliary to insurance and pension funding (SIC 66290). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
SHORE FINANCIAL PLANNING LTD is an active private limited company (company number 08091311) incorporated on 31 May 2012, registered in Poole. Its registered activity is other activities auxiliary to insurance and pension funding (SIC 66290). Latest small accounts cover the period ending 31 March 2025, showing net assets of £549k and cash of £545k, with 2 employees on average. Net assets rose 6% on the prior period (£520k).
Peer position · net assets
By net assets it sits in the top quarter of 443 comparable companies in Other (median £100, upper quartile £31k).
02
Ownership and control
- Mrs Lisa Anne Connolly
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 31 May 201214 yrs ago
- Next accounts due
- 31 December 2026in 64 days
- Confirmation statement due
- 14 June 2027in 229 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66290
- Other activities auxiliary to insurance and pension funding
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£545k
+12%vs Mar 2024Not reported
2
No changevs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £549k | £545k | £884 | — | — | — | 2 |
| 31 March 2024 | £520k | £488k | £1,257 | — | — | — | 2 |
Cash per employee£273kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £548,894 at 31 March 2025
- Cash at bank of £50,000 or moreCash £545,253
- Incorporated five or more years agoIncorporated 31 May 2012
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Confirmation statement duein 229 days
- Next accounts duein 64 days
- Accounts period endNet assets £549k · small accounts
- Accounts period endNet assets £520k · small accounts
- Incorporated
08
Similar companies in the UK
- LEGACY PLANNING SOLUTIONS LIMITEDFalkirk · inc. May 2012
- PETER EWART (WEALTH MANAGEMENT) LIMITEDSaxmundham · inc. Jun 2012
- RICHARD WATSON FINANCIAL SERVICES LTDYork · inc. May 2012
- CH PROPERTY TRUSTEE DIXO0002 LIMITEDSalisbury · inc. Jun 2012
- FIONA KILBURN FINANCIAL ADVISOR LIMITEDTelford · inc. Jun 2012
- INSURE GROUP LIMITEDPoole · inc. Jun 2012
All companies incorporated on 31 May 2012 · in May 2012.
09
Reminders for SHORE FINANCIAL PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.