KATHRYN SHEARS FINANCIAL PLANNING LIMITED
Company details
- Registered name
- KATHRYN SHEARS FINANCIAL PLANNING LIMITED
- Company number
- 14376403
- Registered office
- 15-16 NEPTUNE COURT, VANGUARD WAY, CARDIFF, CF24 5PJ, WALES · 473 other companies at this postcode
- Company type
- Private Limited Company
- Incorporated on
- 26 September 2022
- Status
- Active
- Age
- 3 years
- Previous names
- SOCAL WEALTH MANAGEMENT LIMITED (to 23 Sept 2023)
- Nature of business (SIC)
- 64999 — Financial intermediation not elsewhere classified
- Accounts — next due
- 30 Sept 2026
- Accounts — last made up to
- 30 Sept 2024
- Confirmation statement — next due
- 09 Oct 2026
- Confirmation statement — last
- 25 Sept 2025
What the register says
Facts from the register, with the dates they are filed under. Not a score: what they mean is for you to judge, and every line can be checked against Companies House itself.
- A person with significant control here also controls 2 other companies.
Companies House register snapshot, read 02/09/2026.
People with significant control
Beneficial owners holding over 25% of shares, voting rights or the right to appoint directors
Corporate structure
Who controls this company, and who they control in turn
Connections
Change history
Reconstructed from the dated records Companies House publishes
| Date | Change | Was | Now |
|---|---|---|---|
| 23/09/2023 | Registered name changed | SOCAL WEALTH MANAGEMENT LIMITED | KATHRYN SHEARS FINANCIAL PLANNING LIMITED |
| 26/09/2022 | Person with significant control added | — | Mrs Kathryn Shears |
Financial highlights
Parsed from the filed statutory accounts (£ thousands, except employees)
| Metric | FY2024 | FY2023 |
|---|---|---|
| Total assets less current liabilities | 3 ▼ 8.1% | 4 |
| Net assets | 3 ▼ 10.0% | 3 |
| Employees (avg) | 1 | 1 |
Documents for KATHRYN SHEARS FINANCIAL PLANNING LIMITED
Need this one company on file? Buy the document on its own — no plan required.
The full registration record as held today — name, number, status, registered office, company type, previous names, officers, PSC and SIC codes, timestamped for your file.
Every figure the company’s own accounts state, across each filed period, with year-on-year movement. Most UK companies file small or micro-entity accounts — a balance sheet and a headcount, no turnover or profit.
Who controls the company: persons with significant control, the nature of that control, the ownership graph and every other company those controllers hold.
Data protection register
Registered with the Information Commissioner's Office as a data protection fee payer.
The ICO publishes no company number, so this is matched on the registered name and confirmed by the postcode. Check the ICO entry before relying on it.
Get this company via API
Every field on this page is available as structured JSON behind one endpoint and one API key.
GET /v1/company/gb/14376403
X-Api-Key: $OPENDATA_KEYFrequently asked questions
What is the company number of KATHRYN SHEARS FINANCIAL PLANNING LIMITED?▾
Where is KATHRYN SHEARS FINANCIAL PLANNING LIMITED registered?▾
What is the SIC code of KATHRYN SHEARS FINANCIAL PLANNING LIMITED?▾
Who controls KATHRYN SHEARS FINANCIAL PLANNING LIMITED?▾
When are the next accounts of KATHRYN SHEARS FINANCIAL PLANNING LIMITED due?▾
About KATHRYN SHEARS FINANCIAL PLANNING LIMITED (14376403)
KATHRYN SHEARS FINANCIAL PLANNING LIMITED is a private limited company incorporated on 26 September 2022 and registered in the United Kingdom under company number 14376403. Its registered office is at 15-16 NEPTUNE COURT, VANGUARD WAY, CARDIFF, CF24 5PJ, WALES. The recorded nature of business is financial intermediation not elsewhere classified (SIC 64999). The company is currently active , with statutory accounts last made up to 30 September 2024. , and the person with significant control is Mrs Kathryn Shears. This profile is provided by opendata.bot by Noetikos, aggregating official data from Companies House bulk data , last refreshed 2 September 2026.
Financial intermediation not elsewhere classified across UK registers
The same sector and the same company, seen through every register we hold
Explore by sector
Every UK company records what it does as a SIC code — browse the sectors around this one.