Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 7 April 2027
- Last conf. stmt
- 24 March 2026
Beaufort Financial Planning (North West) Limited
- Incorporated
- 24 March 2005 (21 years)
- Previously known as
- LS Wealth Management Limited (until 24 October 2013)
- Industry
- Dormant Company (99999)
- Directors
- Steve Braidford
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- South East
- Address
- C/o Freeths LLP 3rd FloorNorthgate House450-500 Silbury BoulevardMilton KeynesMK9 2AD
Officers 4 active
Officer details are public data from the Companies House register.
Braidford, Steve
Director · Appointed 5 August 2024
British
Born September 1966 (60)
British
Born January 1988 (38)
Director · Appointed 19 July 2024
Irish
Born July 1970 (56)
Thompson, Andrew
Director · Appointed 19 July 2024
British
Born November 1968
Officer history (13 former)
5 August 2024
Appointed Braidford, Steve as Director
5 August 2024
19 July 2024
19 July 2024
Appointed Thompson, Andrew as Director
19 July 2024
19 July 2024
19 July 2024
19 July 2024
19 July 2024
19 July 2024
19 July 2024
31 October 2006
31 October 2006
31 October 2006
31 October 2006
31 October 2006
31 January 2006
1 April 2005
24 March 2005
24 March 2005
24 March 2005
24 March 2005
24 March 2005
24 March 2005
24 March 2005
24 March 2005
24 March 2005
24 March 2005
24 March 2005
24 March 2005
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 19 July 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 13787580
Former controllers (1)
19 July 2024
Group structure 28 shown
Ownership group derived from the Companies House PSC register
Ashley Phillips Limited Owns 75–100% of shares
Beaufort Financial (Forth Valley) Ltd Owns 75–100% of shares
Beaufort Financial Planning (North West) Limited This company Owns 75–100% of shares
Beaufort Financial Planning (Three Counties) Ltd Owns 75–100% of shares
David Pinder Wealth Management Limited Owns 75–100% of shares
Finli (Client Assets) Limited Owns 75–100% of shares
Finli (FLP) Holdings Ltd Owns 75–100% of shares
Finli (FLP) Ltd Owns 75–100% of shares
Finli (GPH) Ltd Owns 75–100% of shares
Finli (GPC) Ltd Owns 75–100% of shares
Finli (GPGFS) Ltd Owns 75–100% of shares
Finli (G&P) Ltd Owns 75–100% of shares
Finli (Gpherts) Ltd Owns 75–100% of shares
Finli (GPS) Ltd Owns 75–100% of shares
Finli (Kent) Limited Owns 75–100% of shares
Finli (Westerham) LLP Holds 50–75% of voting rights
Goat's Garden Limited Owns 75–100% of shares
H H Wealth Limited Owns 75–100% of shares
Finli (PDB) Ltd Owns 75–100% of shares
Finli (Scotland) Limited Has significant influence or control
Finli (Orkney) Limited Owns 75–100% of shares
Finli (Thames Valley) Ltd Owns 75–100% of shares
Finli Limited Owns 75–100% of shares
Ian O'Brien Limited Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 30 June 2025, are filed but not read yet. See them on Companies House
- Employees
- 5
- Current Ratio
- 1.2x
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £614 | £1,470 | £2,038 | £411 | £454 | £312 |
| Current Assets | £138,361 | £148,609 | £131,996 | £128,112 | £135,966 | £130,369 |
| Creditors (< 1 year) | £110,859 | £98,173 | £100,404 | £100,814 | £104,969 | £96,622 |
| Net Current Assets | £38,986 | £50,549 | £31,680 | £27,653 | £31,296 | £34,089 |
| Shareholder Funds | £39,600 | £52,019 | £33,718 | £28,064 | £31,750 | £34,401 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 26 March 2026 | Confirmation statement with no updates | 24 March 2026 | ||
| 24 March 2026 | Change of details for a person with significant control | |||
| 18 March 2026 | Other filing | |||
| 18 March 2026 | Other filing | |||
| 18 March 2026 | Accounts filing |
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