Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 29 July 2027
- Last conf. stmt
- 15 July 2026
Beaufort Financial Planning (West Midlands) Ltd
- Incorporated
- 13 July 1999 (27 years)
- Previously known as
- Beaufort Planning (West Midlands) Ltd (until 26 November 2013)Ifs (Professional Connections) Ltd (until 5 November 2013)Independent Financial Services (Professional Connections) Ltd (until 29 July 2011)Earlier: Harlequins Independent Financial Advisers Limited
- Industry
- Dormant Company (99999)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- South East
- Address
- C/o Freeths LLP 3rd FloorNorthgate House450-500 Silbury BoulevardMilton KeynesMK9 2AD
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 9 March 2023
British
Born February 1970 (56)
Director · Appointed 21 December 2022
Irish
Born July 1970 (56)
Director · Appointed 21 December 2022
British
Born November 1968
Officer history (6 former)
9 March 2023
21 December 2022
21 December 2022
21 December 2022
Resigned Gorman, Lorraine Marianne as Director
21 December 2022
21 December 2022
Resigned Gorman, Lorraine Marianne as Secretary
1 July 2016
Appointed Gorman, Lorraine Marianne as Director
5 January 2010
Resigned Wallace, Gavin John as Director
5 January 2010
13 July 1999
13 July 1999
Appointed Wallace, Gavin John as Director
13 July 1999
Appointed Gorman, Lorraine Marianne as Secretary
13 July 1999
13 July 1999
13 July 1999
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 21 December 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 03970051
Former controllers (2)
21 December 2022
Ceased Lorraine Marianne Gorman — Owns 25–50% of shares
21 December 2022
Group structure 8 companies
Ownership group derived from the Companies House PSC register
Beaufort Financial Planning (West Midlands) Ltd This company Owns 75–100% of shares
FA Wealth Ltd Owns 75–100% of shares
FA92 Group Limited Owns 75–100% of shares
Jda Wealth Ltd Owns 75–100% of shares
Mellor Wealth Ltd Owns 50–75% of shares (as a firm)
Finli (FA92) Limited Owns 75–100% of shares
Four Oaks Financial Planning Limited Owns 75–100% of shares
Financials
Figures from 2022 accounts. Newer accounts, made up to 30 June 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £54,494
- down £7,408 (12%)
- Employees
- 3
- no change
- Debt Ratio
- 42%
- Current Ratio
- 2.4x
Trend
Net Assets
Balance sheet detail
| 2022 | 2021 | 2020 | |
|---|---|---|---|
| Fixed Assets | £404 | £538 | £718 |
| Current Assets | £93,878 | £90,129 | £45,298 |
| Creditors (< 1 year) | £39,713 | £28,690 | £27,424 |
| Net Current Assets | £54,165 | £61,439 | £17,874 |
| Net Assets | £54,494 | £61,902 | £18,517 |
| Shareholder Funds | £54,494 | £61,902 | £18,517 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 22 July 2026 | Confirmation statement with no updates | 15 July 2026 | ||
| 6 July 2026 | Other filing | |||
| 6 July 2026 | Other filing | |||
| 6 July 2026 | Accounts filing | |||
| 6 July 2026 | Audit exemption subsidiary accounts | 30 June 2025 |
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