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PATTISON JAMES ASSOCIATES FINANCIAL PLANNING LTD

Active
08743284·incorporated 2013-10-22

PATTISON JAMES ASSOCIATES FINANCIAL PLANNING LTD is an active UK private limited company, incorporated on 22 October 2013 at Companies House (number 08743284; OpenRegistry canonical ID GB-08743284-pattison-james-associates-financial-planning-ltd). Sophymarine's OpenRegistry classifies it under SIC 66190 (Activities auxiliary to financial intermediation n.e.c.), one of 7,799 active UK entities in that code and one of 5,993 active companies registered in Camberley, Surrey (postcode GU15). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2013-10-22
Registered Address
7 PORTESBERY ROAD, CAMBERLEY, SURREY, GU15 3TA, ENGLAND
SIC
66190 — Activities auxiliary to financial intermediation n.e.c.
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

Check filing history of PATTISON JAMES ASSOCIATES FINANCIAL PLANNING LTD

Accounts

Last filed accounts made up to 2024-10-31. Next accounts due 2026-07-31. Financial year-end: 31/10. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2026-04-30. Next confirmation statement due 2027-05-14.

Persons with significant control

PATTISON JAMES ASSOCIATES FINANCIAL PLANNING LTD has 1 person with significant control on file:

  • Mr James Peter Shannon born 1979 resident in England, British national. Notified 2016-04-06.
    • Owns 25–50% of shares

3 historical PSC records have ceased:

  • Miss Nicole Pattison born 1982 resident in England, British national. Notified 2016-11-01. Ceased 2019-04-18.
    • Owns 25–50% of shares
  • Miss Nicole Janine Patterson born 1982 resident in England, British national. Notified 2016-04-06. Ceased 2016-11-01.
    • Owns 25–50% of shares
  • Mrs Nicole Janine Shannon born 1982 resident in England, British national. Notified 2021-11-01. Ceased 2024-04-30.
    • Owns 25–50% of shares

Previous names

PATTISON JAMES ASSOCIATES FINANCIAL PLANNING LTD has previously traded as:

  • PATTISON JAMES ASSOCIATES WEALTH MANAGEMENT LTD (until 2024-11-04)
  • BANK HOUSE WEALTH LIMITED (until 2024-09-23)
  • PATTISON JAMES ASSOCIATES FINANCIAL SERVICES LTD (until 2020-11-10)

Similar UK companies

Other companies registered under SIC 66190 (Activities auxiliary to financial intermediation n.e.c.):

Other companies registered in Camberley:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/08743284.

Source: Companies House Free Company Data, refreshed 2026-06-06. Official record: find-and-update.company-information.service.gov.uk.