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KATHRYN SHEARS FINANCIAL PLANNING LIMITED

Active
14376403·incorporated 2022-09-26

KATHRYN SHEARS FINANCIAL PLANNING LIMITED is an active UK private limited company, incorporated on 26 September 2022 at Companies House (number 14376403; OpenRegistry canonical ID GB-14376403-kathryn-shears-financial-planning-limited). Sophymarine's OpenRegistry classifies it under SIC 64999 (Financial intermediation not elsewhere classified), one of 30,997 active UK entities in that code and one of 53,283 active companies registered in Cardiff (postcode CF24). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2022-09-26
Registered Address
15-16 NEPTUNE COURT, VANGUARD WAY, CARDIFF, CF24 5PJ, WALES
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

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Accounts

Last filed accounts made up to 2024-09-30. Next accounts due 2026-06-30. Financial year-end: 30/09. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2025-09-25. Next confirmation statement due 2026-10-09.

Persons with significant control

KATHRYN SHEARS FINANCIAL PLANNING LIMITED has 1 person with significant control on file:

  • Mrs Kathryn Shears born 1986 resident in United Kingdom, British national. Notified 2022-09-26.
    • Owns 75% or more of shares
    • Holds 75% or more of voting rights
    • Has the right to appoint and remove directors

Previous names

KATHRYN SHEARS FINANCIAL PLANNING LIMITED has previously traded as:

  • SOCAL WEALTH MANAGEMENT LIMITED (until 2023-09-23)

Similar UK companies

Other companies registered under SIC 64999 (Financial intermediation not elsewhere classified):

Other companies registered in Cardiff:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/14376403.

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