Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 6 September 2027
- Last conf. stmt
- 23 August 2026
Beaufort Financial Planning (Three Counties) Ltd
- Incorporated
- 12 March 2018 (8 years)
- Industry
- Dormant Company (99999)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- South East
- Address
- C/o Freeths LLP 3rd FloorNorthgate House450-500 Silbury BoulevardMilton KeynesMK9 2AD
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 4 April 2024
British
Born November 1968
Director · Appointed 4 April 2024
Irish
Born July 1970 (56)
Officer history (2 former)
4 April 2024
4 April 2024
4 April 2024
Resigned Bolton, Jason James as Director
30 September 2019
Resigned Davis, Mark John as Director
14 May 2018
Appointed Bolton, Jason James as Director
12 March 2018
Appointed Davis, Mark John as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 4 April 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 (2)
4 April 2024
Ceased Jason James Bolton — Owns 75–100% of shares
30 September 2019
Ceased Mark Davis — Right to appoint and remove directors
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 This company 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 2023 accounts. Newer accounts, made up to 30 June 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £84,395
- Cash
- £105,452
- Employees
- 3
- Debt Ratio
- 21%
- Current Ratio
- 4.8x
Trend
Net Assets
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|
| Fixed Assets | £238 | £2,263 | £4,489 | £5,483 |
| Current Assets | £106,485 | £87,183 | £181,868 | £120,571 |
| Debtors | £1,033 | £1,107 | £76,403 | £2,994 |
| Cash | £105,452 | £86,076 | £105,465 | £117,577 |
| Creditors (< 1 year) | £22,328 | £23,273 | £23,186 | £40,403 |
| Net Current Assets | £84,157 | £63,910 | £158,682 | £80,168 |
| Net Assets | £84,395 | £66,173 | £163,171 | |
| Shareholder Funds | £84,395 | £66,173 | £163,171 | £85,651 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 1 September 2026 | Confirmation statement with no updates | 23 August 2026 | ||
| 24 August 2026 | Change of details for a person with significant control | |||
| 8 July 2026 | Other filing | |||
| 8 July 2026 | Other filing | |||
| 8 July 2026 | Accounts filing |
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