Finli (Westerham) LLP

ActiveOC353366 Limited liability partnership

Incorporated: 18 March 2010 (16 years)
Previously known as: Beaufort Financial Planning (Westerham) LLP (until 2 December 2024)
Minotaur Wealth LLP (until 12 November 2013)
This list may be incomplete. See all names on Companies House
Industry: None Supplied (None Supplied)
Owned by: Finli (Kent) Limited
H H Wealth Limited
Accounts type: Audit exemption subsidiary
Region: South East
Address: C/o Freeths LLP 3rd Floor
Northgate House
450-500 Silbury Boulevard
Milton Keynes
MK9 2AD

Filing status

Accounts due: 31 March 2027
Last accounts: 30 June 2025
Conf. stmt due: 25 October 2027
Last conf. stmt: 11 October 2026

Charges

Total: 1
Outstanding: 1
Part satisfied: 0
Satisfied: 0

Officers 3 active

Officer details are public data from the Companies House register.

Finli (Kent) Limited

Corporate LLP Member · Appointed 29 January 2026

Goat's Garden Limited

Corporate LLP Designated Member · Appointed 1 January 2016

H H Wealth Ltd

Corporate LLP Designated Member · Appointed 14 August 2013

Officer history (16 former)

29 January 2026

Resigned Finli Advice Holdings Limited as Corporate LLP Member

29 January 2026

Appointed Finli (Kent) Limited as Corporate LLP Member

18 October 2024

Resigned Whitechurch Financial Planning Ltd as Corporate LLP Member

18 October 2024

Resigned Wallis Dolphin Ltd as Corporate LLP Member

16 November 2022

Appointed Finli Advice Holdings Limited as Corporate LLP Member

16 November 2022

Resigned Euphony Limited as Corporate LLP Member

16 November 2022

Resigned Tbm Financial Solutions Ltd as Corporate LLP Member

1 April 2019

Appointed Euphony Limited as Corporate LLP Member

31 January 2019

Resigned Bennett, Andrew John as LLP Designated Member

31 January 2019

Resigned Balkham, Shane Michael as LLP Designated Member

16 May 2018

Resigned O'Donoghue, Gerard as LLP Member

15 May 2018

Resigned Tbm Financial Solutions Ltd as Corporate LLP Member

15 May 2018

Resigned Whitechurch Financial Planning Ltd as Corporate LLP Member

1 May 2018

Resigned Croft, Bernard Henry as LLP Member

1 January 2016

Appointed Goat's Garden Limited as Corporate LLP Designated Member

1 January 2014

Appointed Tbm Financial Solutions Ltd as Corporate LLP Member

1 January 2014

Resigned Cole, Felix Dolphin Wallis as LLP Member

1 January 2014

Appointed Wallis Dolphin Ltd as Corporate LLP Member

1 January 2014

Resigned Mcgrath, Thomas Brendan as LLP Member

24 September 2013

Appointed Whitechurch Financial Planning Ltd as Corporate LLP Member

24 September 2013

Resigned Whitechurch, Iain James as LLP Member

14 August 2013

Resigned Bd Financial Services Ltd as Corporate LLP Member

14 August 2013

Appointed H H Wealth Ltd as Corporate LLP Designated Member

1 May 2012

Appointed Whitechurch Financial Planning Ltd as Corporate LLP Member

1 June 2011

Appointed Tbm Financial Solutions Ltd as Corporate LLP Member

23 July 2010

Appointed Bd Financial Services Ltd as Corporate LLP Member

23 July 2010

Resigned Davies, Brian John as LLP Member

18 March 2010

Appointed Mcgrath, Thomas Brendan as LLP Member

18 March 2010

Appointed Croft, Bernard Henry as LLP Member

18 March 2010

Appointed Cole, Felix Dolphin Wallis as LLP Member

18 March 2010

Appointed O'Donoghue, Gerard as LLP Member

18 March 2010

Appointed Whitechurch, Iain James as LLP Member

18 March 2010

Appointed Balkham, Shane Michael as LLP Designated Member

18 March 2010

Appointed Bennett, Andrew John as LLP Designated Member

18 March 2010

Appointed Davies, Brian John as LLP Member

Ownership 2 active

People and entities with significant control, from the Companies House PSC register

Finli (Kent) Limited

Corporate entity · Notified 29 January 2026

Holds 50–75% of voting rights

Right to 50–75% of surplus assets

Private Limited Company

Reg. no. 16950457

H H Wealth Limited

Corporate entity · Notified 1 August 2024

Right to 25–50% of surplus assets

Lilited Liability Company

Reg. no. 08410270

Former controllers (1)

29 January 2026

Ceased Finli Advice Holdings Limited — Holds 50–75% of voting rights

Group structure 28 shown

Ownership group derived from the Companies House PSC register

Finli Advice Holdings Limited

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 This company 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 Status not confirmedOwns 75–100% of shares

Beaufort Financial Plus Ltd DissolvedOwns 75–100% of shares

Hartley Hepworth Financial Planning Limited DissolvedOwns 75–100% of shares

Ian O'Brien Limited Owns 75–100% of shares

And 4 more

Filings

Recent filings only. See the full history on Companies House

Date	Description	Made Up To
23 April 2026	Other filing
23 April 2026	Other filing
23 April 2026	Accounts filing
23 April 2026	Audit exemption subsidiary accounts	30 June 2025
22 April 2026	Other filing