Filing status
- Last accounts
- 30 June 2025
- Last conf. stmt
- 12 February 2026
Beaufort Financial Planning Limited
- Incorporated
- 8 December 2011
- Industry
- Financial intermediation not elsewhere classified (64999)
- Accounts type
- Audit exemption subsidiary
- Region
- South East
- Address
- Brennan HouseFarnborough Aerospace Centre Business ParkFarnboroughGU14 6XR
Charges
- Total
- 3
- Outstanding
- 3
- Part satisfied
- 0
- Satisfied
- 0
Officers
Current officers not loaded yet. See them on Companies House
Officer details are public data from the Companies House register.
Officer history (1 former)
1 March 2024
27 January 2021
Ownership 1 on record
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 11 December 2019
Owns 75–100% of shares
Private Limited Company
Reg. no. 07902965
Former controllers (4)
11 December 2019
Ceased Derrick William Dunne — Has significant influence or control
11 December 2019
Ceased Andrew John Bennett — Has significant influence or control
11 December 2019
Ceased Clive Simon Goldthorpe — Has significant influence or control
11 December 2019
Ceased Jacqueline Jardine — Has significant influence or control
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 Owns 75–100% of shares
Finli Limited Owns 75–100% of shares
Beaufort Financial Planning Limited This company Status not confirmedOwns 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
- £1,184,974
- up £669,104 (130%)
- Cash
- £2,021,842
- up £1,076,656 (114%)
- Employees
- 14
- Debt Ratio
- 43%
- Current Ratio
- 2.4x
Trend
Net Assets
Balance sheet detail
| 2022 | 2021 | |
|---|---|---|
| Fixed Assets | £7,557 | £3,861 |
| Current Assets | £2,085,546 | £1,004,593 |
| Debtors | £63,704 | £59,407 |
| Cash | £2,021,842 | £945,186 |
| Creditors (< 1 year) | £871,183 | £467,746 |
| Net Current Assets | £1,214,363 | £536,847 |
| Net Assets | £1,184,974 | £515,870 |
| Shareholder Funds | £1,184,974 | £515,870 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 14 July 2026 | First Gazette notice for voluntary strike-off | |||
| 30 June 2026 | Application to strike the company off the register | |||
| 22 June 2026 | Insolvency filing | |||
| 22 June 2026 | Share capital filing | |||
| 22 June 2026 | Statement of capital |
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