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Shepherd Financial Guidance Limited

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No. 09583699/Inc. 11 May 2015/SIC 66190 · Activities auxiliary to financial services/ New Milton, South West
Activities auxiliary to financial services

Shepherd Financial Guidance Limited is an active private limited company incorporated on 11 May 2015 (11 years ago), with its registered office in New Milton, South West. The company operates in Financial services.

Scored for
Scoring, signals and actions re-weight
Other — not listedThis session
Financial services industry South West market
In shortfor any sellerA long-standing financial services business in South West, in a market growing 7.4% a year and growing faster here than nationally.Read the full summary
Lens · General opportunity|Confidence high

The score, the reasons behind it, and what to do next.

Opportunity scoreConfidence high
68out of 100
Strong commercial fit

Active, reachable and in a growing market

Weakest point · what to do about it
Reachability · 20% weight

A registered office is on file; phone and web are checked on Pro.

→ Check: search the name and town before you call.
What we checked · weightSelect a row for why
Financial services formations up 7.4% a year nationally.
→ Ask: is trade up for them this year?

Companies House · ONS · Nomis · General opportunity model · 100% of the model measurable

Filed accounts · enrichment

Financials

Decliningmicro-entity accounts
Turnover—
Net worth£-2k
-494%
Cash—
Employees2

From Shepherd Financial Guidance Limited's filed accounts at Companies House, period ending 2025-12-31. Change vs the prior year (to 2024-12-31). As-filed figures — a signal, not an audited verdict. Dashes are not tagged in the accounts.

Company briefFor General opportunity

A long-standing financial services business in South West, in a market growing 7.4% a year and growing faster here than nationally. Every signal in the model was measurable for this company.

01
Market opportunity
Sector up 7.4% nationally, +7.8% in South West — a regional tailwind.
02
Reachability
A registered office is on file; phone and web are checked on Pro.
03
Competitive risk
37,204 comparable companies in South West; five-year survival across the sector is 47.2%.
Interpretation, not advice
Key factsRegister & sector
Industry growth+7.4%More demand each year
Annual filingCurrentUp to date with Companies House
Company age11 yrsPast the riskiest first five years
Local competitionVery highMany rivals nearby
How it compares · against 37,204 similar companiesEach box is an index, 0–100 · select one

CompetitionRead this one the other way round: a high number means a crowded market, where differentiation matters more than timing.

What to do nextFor any seller
Step 1Keep this company on the radarYou'll hear when it files or its status changes.Add to a watchlist Step 2See how South West comparesRegional growth and density put this company in context.Open the market Step 3Build a list from 37,204 comparable companiesSame industry, same region.Open the sector
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CompaniesIQ presents evidence drawn from Companies House and ONS. Figures marked as modelled are derived from population and sector data. Scores are indicative, re-weight with the lens you choose, and are not financial, credit or legal advice.

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