Website & contact details
- Website
Finli (Thames Valley) Ltd
- Incorporated
- 12 January 2010 (16 years)
- Previously known as
- Beaufort Asset Management Limited (until 25 June 2024)
- Industry
- Financial intermediation not elsewhere classified (64999) Life insurance (65110)
- Owned by
- Accounts type
- Full
- Region
- South East
- Address
- C/o Freeths LLP 3rd FloorNorthgate House450-500 Silbury BoulevardMilton KeynesMK9 2AD
Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 14 April 2027
- Last conf. stmt
- 31 March 2026
Charges
- Total
- 3
- Outstanding
- 3
- Part satisfied
- 0
- Satisfied
- 0
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 16 October 2026
British
Born June 1969 (57)
Director · Appointed 31 May 2023
Irish
Born July 1970 (56)
Director · Appointed 31 May 2023
British
Born November 1968
Officer history (6 former)
16 October 2026
28 July 2026
Resigned Shaw, Christopher as Director
28 July 2026
28 July 2026
Resigned Dolby, Mark as Director
31 May 2023
31 May 2023
31 May 2023
31 July 2022
12 July 2017
20 December 2012
Appointed Dolby, Mark as Director
9 December 2012
Appointed Shaw, Christopher as Director
1 January 2012
Resigned Goldthorpe, Yolanda as Director
16 June 2010
12 January 2010
Appointed Goldthorpe, Yolanda as Director
12 January 2010
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 31 May 2023
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 (5)
31 May 2023
31 May 2023
31 May 2023
Ceased Christopher Shaw — Has significant influence or control
31 May 2023
Ceased Mark Dolby — Has significant influence or control
31 July 2022
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 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 This company Owns 75–100% of shares
Finli Limited Owns 75–100% of shares
Ian O'Brien 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
- £751,091
- Cash
- £834,403
- Employees
- 27
- Debt Ratio
- 49%
- Current Ratio
- 1.7x
Trend
Net Assets
Balance sheet detail
| 2022 | 2021 | 2020 | |
|---|---|---|---|
| Fixed Assets | £373,345 | £375,140 | £376,952 |
| Current Assets | £1,093,094 | £752,551 | £453,444 |
| Debtors | £224,593 | £108,550 | £76,659 |
| Cash | £834,403 | £587,482 | £244,076 |
| Creditors (< 1 year) | £624,714 | £599,373 | £438,369 |
| Creditors (> 1 year) | £32,387 | £41,294 | |
| Net Current Assets | £468,380 | £153,178 | £15,075 |
| Net Assets | £751,091 | £466,956 | £371,639 |
| Shareholder Funds | £751,091 | £466,956 | £371,639 |
Filings 114
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 16 October 2026 | Appointment of a director | |||
| 13 August 2026 | Termination of appointment of a director | |||
| 13 August 2026 | Termination of appointment of a director | |||
| 13 August 2026 | Termination of appointment of a director | |||
| 13 August 2026 | Change of details for a person with significant control |
Some other companies at this address
Other companies in this industry
London
Manchester
Manchester
London
London
By trade and location
Explore the largest companies
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →