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Pattison James Associates Financial Planning Ltd

08743284

active
ltd
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

7 Portesbery Road, Camberley, GU15 3TA
Incorporated 22/10/2013

Previously known as

Pattison James Associates Wealth Management Ltd · until 04/11/2024
Bank House Wealth Limited · until 23/09/2024
Pattison James Associates Financial Services Ltd · until 10/11/2020

Compliance

Last accounts

31/10/2025

micro entity

Next accounts due

31/07/2027

On track

Confirmation statement

Last: 30/04/2026

Due 14/05/2027

On track

Industry

66190
Other activities auxiliary to financial services
66220
Activities of insurance agents and brokers

Officers

Mr James Peter Shannon

director · Since 22/10/2013

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 47

Also on 4 other boards

James Peter Shannon

director · Since 22/10/2013

British · England · Age 47

Former

Nicole Janine Pattison

director · Resigned 01/11/2015

Persons with Significant Control

Mr James Peter Shannon

25–50% shares

British · England · Age 47

7, Portesbery Road, Camberley, GU15 3TA

Notified 06/04/2016

Former PSCs

Miss Nicole Janine Patterson

Ceased 01/11/2016

Miss Nicole Pattison

Ceased 18/04/2019

Mrs Nicole Janine Shannon

Ceased 30/04/2024

Change History

statusactive
2026-08-24

Active

typeltd
2026-08-24

Private Limited Company

address line17 Portesbery Road
2026-08-24

7 PORTESBERY ROAD

post townCamberley
2026-08-24

CAMBERLEY

officer appointedSHANNON, James Peter
2026-08-24

CompanyRankvs 699+ SIC 66190 peers
78

Financial strength82th percentile among SIC peers · 21/25
Employees63th percentile among SIC peers · 9/15
LiquidityCurrent ratio 4.9× · 20/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength21/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees9/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity13/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/10/2025

Net Worth

£112k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£138k

Working capital

Current Assets

£174k

Current Liabilities

£35k

2avg. employees

Balance Sheet

Assets less current liabilities£138k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20254.90+£24k
20243.60+£44k
20232.64

Derived from filed accounts. Not audited figures.