Website & contact details
- Website
Finli (FLP) Ltd
- Incorporated
- 4 July 2012 (14 years)
- Previously known as
- Milestone Financial Planning Limited (until 22 July 2024)
- Industry
- Financial intermediation not elsewhere classified (64999)
- 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
- 15 July 2027
- Last conf. stmt
- 1 July 2026
Charges
- Total
- 3
- Outstanding
- 3
- Part satisfied
- 0
- Satisfied
- 0
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 16 October 2026
British
Born June 1969 (57)
Director · Appointed 8 February 2023
Irish
Born July 1970 (56)
Director · Appointed 8 February 2023
British
Born November 1968
Braidford, Steven Roger
Director · Appointed 1 April 2021
British
Born September 1966 (60)
Officer history (6 former)
16 October 2026
17 March 2026
8 February 2023
8 February 2023
20 January 2023
29 March 2022
5 November 2021
1 November 2021
21 September 2021
26 July 2021
Resigned Knott, Richard Phillip as Director
26 July 2021
Resigned Knott, Jacqueline Susan as Secretary
1 April 2021
1 April 2021
1 April 2021
Appointed Braidford, Steven Roger as Director
8 July 2012
Appointed Knott, Jacqueline Susan as Secretary
4 July 2012
Appointed Knott, Richard Phillip as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Limited Company
Reg. no. 12398542
Former controllers (1)
26 July 2021
Ceased Richard Phillip Knott — Owns 75–100% of shares
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 This company 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 2022 accounts. Newer accounts, made up to 30 June 2025, are filed but not read yet. See them on Companies House
- Cash
- £273,743
- Employees
- 16
- Current Ratio
- 1.6x
Trend
Shareholder Funds
Balance sheet detail
| 2022 | 2021 | 2020 | |
|---|---|---|---|
| Fixed Assets | £10,043 | £68 | £93 |
| Current Assets | £346,645 | ||
| Debtors | £72,902 | ||
| Cash | £273,743 | £34,801 | £29,047 |
| Creditors (< 1 year) | £214,762 | £4,216 | £2,138 |
| Net Current Assets | £131,883 | £30,585 | £26,909 |
| Shareholder Funds | £141,926 | £30,653 | £27,002 |
Filings 60
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 16 October 2026 | Appointment of a director | |||
| 8 July 2026 | Director's details changed | |||
| 8 July 2026 | Confirmation statement with updates | 1 July 2026 | ||
| 7 July 2026 | Director's details changed | |||
| 4 July 2026 | Change of details for a person with significant control |
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