---
title: "SHORE FINANCIAL PLANNING (PLYMOUTH) LIMITED — Ownership Dossier"
canonical: https://whiteintel.dev/entity/97d6b56a-3ff4-5b0f-9c9b-e12874f5bd7e
json: https://whiteintel.dev/api/public/dossier/97d6b56a-3ff4-5b0f-9c9b-e12874f5bd7e
identifier: oo:GB-COH-08415092
jurisdiction: GB
risk: Low
source: WhiteIntel corporate-ownership graph
---

# SHORE FINANCIAL PLANNING (PLYMOUTH) LIMITED

**Type:** Company  
**Jurisdiction:** [GB](https://whiteintel.dev/jurisdictions/gb)  
**Identifier:** `oo:GB-COH-08415092`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/97d6b56a-3ff4-5b0f-9c9b-e12874f5bd7e  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/97d6b56a-3ff4-5b0f-9c9b-e12874f5bd7e  

## Ownership & control

### Owners / controllers

- **ATOMOS FINANCIAL PLANNING HOLDINGS LIMITED** (beneficial owner) — 100% — https://whiteintel.dev/entity/4ebd8e8e-977b-53e1-91cf-26fd59036eb1
- **Mrs Alison Rachel Treharne** (beneficial owner) — 50% — https://whiteintel.dev/entity/ca5f2266-682f-5a5f-93a6-a469372ce2a1
- **Mr Jon Treharne** (beneficial owner) — 50% — https://whiteintel.dev/entity/965d9816-a4f5-5849-88cd-70a42d1f5f1f
- **ATOMOS FINANCIAL PLANNING HOLDINGS LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/4ebd8e8e-977b-53e1-91cf-26fd59036eb1
- **Mr Jon Treharne** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/a22274a4-d9f0-4dd9-b898-ca22b709a065
- **Mrs Alison Rachel Treharne** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/008c991b-366b-4eb8-930d-3ea943ea827b

### UBO chain (walk to the ultimate owner)

A **15-step** ownership/control chain to the ultimate beneficial owner is resolved for this entity. The full cited chain unlocks with a paid API key or a one-off dossier — https://whiteintel.dev/pricing.

## Company profile (live · UK Companies House)

- **Company number:** `08415092`
- **Status:** dissolved
- **Type:** ltd
- **Incorporated:** 2013-02-22
- **Registered office:** C/O Grant Thornton Uk Advisory & Tax Llp, 11th Floor, St Peter's Square 1 Oxford St, Manchester, M1 4PB
- **SIC:** 66220

### Officers

- KRAFT, Christopher — director · German · appointed 2023-12-08
- TREHARNE, Jon — director · British · appointed 2024-01-23
- TREHARNE, Jon — secretary · appointed 2015-07-13 · resigned 2023-12-08
- SILK, Elliott — director · British · appointed 2023-12-08 · resigned 2024-02-06
- TREHARNE, Alison Rachel — director · British · appointed 2013-04-01 · resigned 2015-02-01
- TREHARNE, Alison Rachel — director · British · appointed 2013-02-22 · resigned 2021-08-12
- TREHARNE, Jon — director · British · appointed 2017-04-13 · resigned 2023-12-08
- YEARSLEY, Benjamin Terence — director · British · appointed 2015-07-13 · resigned 2021-01-26

### Beneficial owners (Persons with Significant Control)

- [Atomos Financial Planning Holdings Limited](https://whiteintel.dev/entity/4ebd8e8e-977b-53e1-91cf-26fd59036eb1) — 75–100% shares · corporate PSC · United Kingdom — since 2023-12-08
- Mrs Alison Rachel Treharne — 25–50% shares · individual PSC · England — ceased 2023-12-08
- Mr Jon Treharne — 25–50% shares · individual PSC · England — ceased 2023-12-08

## Provenance

- OpenOwnership — https://find-and-update.company-information.service.gov.uk/company/08415092
- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/08415092

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **SHORE FINANCIAL PLANNING (PLYMOUTH) LIMITED**. Human view: https://whiteintel.dev/entity/97d6b56a-3ff4-5b0f-9c9b-e12874f5bd7e · Structured JSON: https://whiteintel.dev/api/public/dossier/97d6b56a-3ff4-5b0f-9c9b-e12874f5bd7e._

_Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership. Every claim carries a source; an absent edge means "not yet observed in current sources", not "does not exist"._