SHORE FINANCIAL PLANNING LTD

	Page
Balance Sheet	1—2
Notes to the Financial Statements	3—6

Registered number: 8091311

		2025		2024
	Notes	£	£	£	£
FIXED ASSETS
Tangible Assets	5		27,854		42,448

			27,854		42,448
CURRENT ASSETS
Debtors	6	884		1,257
Cash at bank and in hand		545,253		488,314

		546,137		489,571
Creditors: Amounts Falling Due Within One Year	7	(18,133 )		(1,588 )

NET CURRENT ASSETS (LIABILITIES)			528,004		487,983

TOTAL ASSETS LESS CURRENT LIABILITIES			555,858		530,431

PROVISIONS FOR LIABILITIES
Deferred Taxation	8		(6,964 )		(10,612 )

NET ASSETS			548,894		519,819

CAPITAL AND RESERVES
Called up share capital	9		1		1
Profit and Loss Account			548,893		519,818

SHAREHOLDERS' FUNDS			548,894		519,819

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SHORE FINANCIAL PLANNING LTD

Balance Sheet (continued)

As At 31 March 2025

For the year ending 31 March 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The director acknowledges her responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

The company has taken advantage of section 444(1) of the Companies Act 2006 and opted not to deliver to the registrar a copy of the company's Profit and Loss Account.

On behalf of the board

Ms Lisa Holton

Director

23rd December 2025

The notes on pages 3 to 6 form part of these financial statements.

1. General Information

SHORE FINANCIAL PLANNING LTD Registered number 8091311 is a limited by shares company incorporated in England & Wales. The Registered Office is 21 Plemont Close, Poole, Dorset, BH12 4JP.

2. Accounting Policies

2.1. Basis of Preparation of Financial Statements

The financial statements are prepared under the historical cost convention and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008).

2.2. Turnover

Turnover comprises the invoiced value of services supplied by the company, net of Value Added Tax.

2.3. Intangible Fixed Assets and Amortisation - Goodwill

Goodwill is the difference between amounts paid on the acquisition of a business and the fair value of the separable net assets. It is amortised to profit and loss account over its estimated economic life of 5 years.

2.4. Tangible Fixed Assets and Depreciation

Tangible fixed assets are stated at cost less depreciation. Depreciation is provided at rates calculated to write off the cost of the fixed assets, less their estimated residual value, over their expected useful lives on the following bases:

Leasehold	100% of cost
Plant & Machinery	25% of cost
Motor Vehicles	25% of cost
Fixtures & Fittings	25% of cost
Computer Equipment	33% Straight Line

2.5. Taxation

The charge for taxation takes into account taxation deferred as a result of timing differences between the treatment of certain items for taxation and accounting purposes. In general, deferred taxation is recognised in respect of timing differences that have originated but not reversed at the balance sheet date. However, deferred tax assets are recognised only to the extent that the directors consider that it is more likely than not that there will be suitable taxable profits from which the future reversal of the underlying timing differences can be deducted. Deferred taxation is measured on a non-discounted basis at the tax rates that are expected to apply in periods in which the timing differences reverse, based on tax rates and the law enacted or substantively enacted at the balance sheet date.

3. Average Number of Employees

Average number of employees, including directors, during the year was:

	2025	2024
Office and administration	1	1
Sales, marketing and distribution	1	1

	2	2

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SHORE FINANCIAL PLANNING LTD

Notes to the Financial Statements (continued)

For The Year Ended 31 March 2025

4. Intangible Assets

	Goodwill
	£
Cost
As at 1 April 2024	200,000

As at 31 March 2025	200,000

Amortisation
As at 1 April 2024	200,000

As at 31 March 2025	200,000

Net Book Value
As at 31 March 2025	-

As at 1 April 2024	-

5. Tangible Assets

	Land & Property
	Leasehold	Plant & Machinery	Motor Vehicles	Fixtures & Fittings
	£	£	£	£
Cost
As at 1 April 2024	1,151	12,341	55,709	1,133

As at 31 March 2025	1,151	12,341	55,709	1,133

Depreciation
As at 1 April 2024	1,151	12,341	13,927	1,133
Provided during the period	-	-	13,928	-

As at 31 March 2025	1,151	12,341	27,855	1,133

Net Book Value
As at 31 March 2025	-	-	27,854	-

As at 1 April 2024	-	-	41,782	-


	Computer Equipment	Total
	£	£
Cost
As at 1 April 2024	3,564	73,898

As at 31 March 2025	3,564	73,898

...CONTINUED

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SHORE FINANCIAL PLANNING LTD

Notes to the Financial Statements (continued)

For The Year Ended 31 March 2025

Depreciation
As at 1 April 2024	2,898	31,450
Provided during the period	666	14,594

As at 31 March 2025	3,564	46,044

Net Book Value
As at 31 March 2025	-	27,854

As at 1 April 2024	666	42,448

6. Debtors

	2025	2024
	£	£
Due within one year
Other taxes and social security	884	1,257

7. Creditors: Amounts Falling Due Within One Year

	2025	2024
	£	£
Trade creditors	(2 )	(118 )
Corporation tax	17,460	1,052
Accruals and deferred income	675	654

	18,133	1,588

8. Deferred Taxation

The provision for deferred taxation is made up of accelerated capital allowances.

	2025	2024
	£	£
Other timing differences	6,964	10,612

9. Share Capital

	2025	2024
	£	£
Allotted, Called up and fully paid	1	1

10. Directors Advances, Credits and Guarantees

Dividends paid to directors

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SHORE FINANCIAL PLANNING LTD

Notes to the Financial Statements (continued)

For The Year Ended 31 March 2025

11. Dividends

	2025	2024
	£	£
On equity shares:
Final dividend paid	22,507	11,478

12. Ultimate Controlling Party

The company's ultimate controlling party is Mrs. Lisa Connolly by virtue of her ownership of 100% of the issued share capital in the company.