Ltd Facts The UK company register, as filed

Register entry · No. 08091311

SHORE FINANCIAL PLANNING LTD

Active Private Limited Company Incorporated 31 May 2012

Checks

No warning signs 10 clear · 4 can't tell yet

What was checked
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    Insolvency

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    Filing history
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    Strike-off notices

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    Filing history (The Gazette notices) · What this means
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    The filing history can't be read just now.

    Filing history (form AA01)
  • Can't tell
    Office moves

    The filing history can't be read just now.

    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 31 Dec 2026.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 3 Jun 2027.

    Companies House register
  • Clear
    Disqualified directors

    None of the 1 current officer checked is disqualified.

    Companies House disqualified directors register · See it
  • Clear
    Directors

    1 current director.

    Officers on the register · See it
  • Clear
    Owners

    1 owner on file.

    People with significant control · See it
  • Clear
    Last filed accounts

    Net assets £548,894.

    Accounts to 31 Mar 2025 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 31 May 2012 (14 years ago).

    Companies House register
  • Clear
    Name changes

    Never renamed.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 2 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    OAKMEDE, 21 PLEMONT CLOSE, POOLE, DORSET, BH12 4JP

    As filed with Companies House.

  2. Nature of business

    • 66290 Other activities auxiliary to insurance and pension funding

  3. Accounts

    Next due
    31 Dec 2026
    Last made up to
    31 Mar 2025
    Type
    TOTAL EXEMPTION FULL

  4. Confirmation statement

    Next due
    3 Jun 2027
    Last made up to
    20 May 2026

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. SHORE FINANCIAL PLANNING LTD current

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Mar 2025 not published not published £545,253 £548,894 2
31 Mar 2024 not published not published £488,314 £519,819 2
31 Mar 2023 not published not published £505,278 £491,936 4
31 Mar 2022 not published not published £480,227 £456,747 4
31 Mar 2021 not published not published £373,816 £338,508 4
31 Mar 2020 * not published not published £360,216 £307,791 3

* From the following year's accounts (prior-year figures).

People

Officers All 2, with past →

NameRoleAppointedResignedBornNationality · lives in
Lisa Anne Connolly Director 14 Dec 2022 — December 1978 British · United Kingdom

Owners and controllers All 1, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mrs Lisa Anne Connolly Ownership of shares 75 to 100 percent; Voting rights 75 to 100 percent; Right to appoint and remove directors 6 Apr 2016 — December 1978 British · United Kingdom

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

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Questions

Is SHORE FINANCIAL PLANNING LTD still trading?

The register shows SHORE FINANCIAL PLANNING LTD as active.

What does SHORE FINANCIAL PLANNING LTD do?

It files the industry code 66290 (Other activities auxiliary to insurance and pension funding).

When was SHORE FINANCIAL PLANNING LTD set up?

It was incorporated on 31 May 2012.

When are SHORE FINANCIAL PLANNING LTD's accounts due?

Next accounts are due by 31 December 2026. The last accounts were made up to 31 March 2025.

When is SHORE FINANCIAL PLANNING LTD's next confirmation statement due?

By 3 June 2027.

Who runs SHORE FINANCIAL PLANNING LTD?

SHORE FINANCIAL PLANNING LTD has 1 current director. They're listed under People on this page.

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Same industry code (66290), active, set up around the same time. More in this industry →

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  2. 08538737 ASTUTE MONEY FINANCIAL PLANNING LTD Active Private Limited Company Inc. 21 May 2013 66190 · Activities auxiliary to financial intermediation n.e.c.
  3. SC450460 DALBEATH FINANCIAL PLANNING LTD Active Private Limited Company Inc. 21 May 2013 66290 · Other activities auxiliary to insurance and pension funding
  4. NI618482 BRIAN KELLY CONSULTING LTD Active Private Limited Company Inc. 20 May 2013 66290 · Other activities auxiliary to insurance and pension funding
  5. 08536909 RMB INSURANCE CONSULTANTS LIMITED Active Private Limited Company Inc. 20 May 2013 66290 · Other activities auxiliary to insurance and pension funding

The file

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Source: Companies House, data file of 2026-10-01 and its live updates. View on Companies House