Website & contact details
- Website
Beaufort Wealth Management Limited
- Incorporated
- 4 June 2007 (19 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- 7B Tournament CourtEdgehill DriveWarwickCV34 6LG
Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 3 July 2027
- Last conf. stmt
- 19 June 2026
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 3 active
Officer details are public data from the Companies House register.
Secretary · Appointed 2 January 2008
British
Director · Appointed 2 January 2008
British
Born January 1979 (47)
Director · Appointed 2 January 2008
British
Born July 1975 (51)
Officer history (4 former)
4 November 2024
2 January 2008
2 January 2008
2 January 2008
2 January 2008
Resigned Fox, Nicola Jane as Secretary
4 June 2007
4 June 2007
4 June 2007
4 June 2007
4 June 2007
Appointed Fox, Nicola Jane as Secretary
4 June 2007
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 4 June 2023
Owns 75–100% of shares
Holds 75–100% of voting rights
Limited Company
Reg. no. 13439135
Former controllers (3)
9 January 2025
9 January 2025
4 November 2024
Group structure 4 companies
Ownership group derived from the Companies House PSC register
Beaufort Wealth Management Limited This company Owns 75–100% of shares
Coventry Money Centre Limited Owns 75–100% of shares
The Hammond Group Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 August 2025 · total exemption full accounts
- Net Assets
- £998,129
- Cash
- £221,667
- Profit
- £787,235
- Employees
- 17
- Debt Ratio
- 43%
- Current Ratio
- 0.5x
- Return on Equity
- 79%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £1,499,353 | £1,566,389 | £1,653,283 | £1,769,771 | £1,722,300 | £705,112 | |
| Current Assets | £262,105 | £247,266 | £642,629 | £417,863 | £343,290 | £441,941 | |
| Debtors | £40,438 | £15,176 | £388,329 | £102,809 | £25,923 | £118,853 | |
| Cash | £221,667 | £232,090 | £254,300 | £315,054 | £317,367 | £323,088 | |
| Creditors (< 1 year) | £532,959 | £954,619 | £911,678 | £713,592 | £833,404 | £820,346 | £483,982 |
| Creditors (> 1 year) | £170,198 | £131,649 | £61,438 | £223,543 | £320,174 | £528,920 | £104,451 |
| Net Current Assets | (£270,854) | (£707,353) | (£70,963) | (£415,541) | (£477,056) | (£42,041) | |
| Net Assets | £998,129 | £666,634 | £1,311,193 | £987,557 | £692,590 | £525,852 | |
| Shareholder Funds | £998,129 | £666,634 | £1,311,193 | £987,557 | £692,590 | £525,852 |
What Beaufort Wealth Management say about themselves
“Expert independent advice, tailored to you. Beaufort Wealth Management is a company of Independent Financial Advisers based in Warwickshire.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 25 June 2026 | Confirmation statement with no updates | 19 June 2026 | ||
| 26 May 2026 | Total exemption full accounts | 31 August 2025 | ||
| 20 June 2025 | Confirmation statement with no updates | 19 June 2025 | ||
| 29 May 2025 | Total exemption full accounts | 31 August 2024 | ||
| 13 January 2025 | Change of details for a person with significant control |
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