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Pattison James Associates Financial Planning Ltd

Pattison James Associates Financial Planning Ltd is an active company incorporated on 22 October 2013 with the registered office located in Camberley, Surrey. Pattison James Associates Financial Planning Ltd was registered 11 years ago.
Status
Active
Active since incorporation
Company No
08743284
Private limited company
Age
11 years
Incorporated 22 October 2013
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 30 April 2025 (4 months ago)
Next confirmation dated 30 April 2026
Due by 14 May 2026 (8 months remaining)
Last change occurred 1 year 4 months ago
Accounts
Submitted
For period 1 Nov31 Oct 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 October 2025
Due by 31 July 2026 (10 months remaining)
Contact
Address
7 Portesbery Road
Camberley
Surrey
GU15 3TA
England
Same address for the past 9 years
Telephone
01483361063
Email
Unreported
People
Officers
1
Shareholders
1
Controllers (PSC)
1
Director • PSC • British • Lives in England • Born in Mar 1979
Shareholders, PSCs & Group Structure
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Mutual Companies
Safeguard Legal Support Service Ltd
Mr James Peter Shannon is a mutual person.
Active
Cloudcom UK Ltd
Mr James Peter Shannon is a mutual person.
Active
Pattison James Associates Ltd
Mr James Peter Shannon is a mutual person.
Active
Portesbery Road Ltd
Mr James Peter Shannon is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Oct 2024
For period 31 Oct31 Oct 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Increased by 2 (%)
Total Assets
£163.5K
Increased by £35.95K (+28%)
Total Liabilities
-£75.2K
Decreased by £8.48K (-10%)
Net Assets
£88.29K
Increased by £44.43K (+101%)
Debt Ratio (%)
46%
Decreased by 19.61% (-30%)
Latest Activity
Micro Accounts Submitted
1 Month Ago on 18 Jul 2025
Confirmation Submitted
4 Months Ago on 14 May 2025
Micro Accounts Submitted
1 Year 1 Month Ago on 31 Jul 2024
Confirmation Submitted
1 Year 4 Months Ago on 30 Apr 2024
Nicole Janine Shannon (PSC) Resigned
1 Year 4 Months Ago on 30 Apr 2024
Confirmation Submitted
1 Year 11 Months Ago on 24 Sep 2023
Micro Accounts Submitted
2 Years 1 Month Ago on 31 Jul 2023
Confirmation Submitted
2 Years 11 Months Ago on 21 Sep 2022
Micro Accounts Submitted
3 Years Ago on 30 Jul 2022
Nicole Janine Shannon (PSC) Appointed
3 Years Ago on 1 Nov 2021
Name changed from Pattison James Associates Wealth Management Ltd
11 Months Ago on 23 Sep 2024
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Documents
Micro company accounts made up to 31 October 2024
Submitted on 18 Jul 2025
Confirmation statement made on 30 April 2025 with no updates
Submitted on 14 May 2025
Certificate of change of name
Submitted on 4 Nov 2024
Certificate of change of name
Submitted on 23 Sep 2024
Micro company accounts made up to 31 October 2023
Submitted on 31 Jul 2024
Cessation of Nicole Janine Shannon as a person with significant control on 30 April 2024
Submitted on 30 Apr 2024
Confirmation statement made on 30 April 2024 with updates
Submitted on 30 Apr 2024
Confirmation statement made on 22 August 2023 with no updates
Submitted on 24 Sep 2023
Micro company accounts made up to 31 October 2022
Submitted on 31 Jul 2023
Confirmation statement made on 22 August 2022 with updates
Submitted on 21 Sep 2022
Repayment History
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