Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 23 January 2027
- Last conf. stmt
- 9 January 2026
Beaufort Financial (Forth Valley) Ltd
- Incorporated
- 10 January 2020 (6 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- Scotland
- Address
- 20 Meeks RoadFalkirkFK2 7ES
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 9 February 2024
Irish
Born July 1970 (56)
British
Born November 1968
Officer history (2 former)
9 February 2024
9 February 2024
9 February 2024
Resigned Harley, Thomas Douglas as Director
9 February 2024
Resigned Harley, Tracey Nancy as Director
10 January 2020
Appointed Harley, Thomas Douglas as Director
10 January 2020
Appointed Harley, Tracey Nancy as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 9 February 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 13787580
Former controllers (2)
9 February 2024
Ceased Thomas Douglas Harley — Owns 25–50% of shares
9 February 2024
Ceased Tracey Nancy Harley — Owns 25–50% 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 This company 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
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
- £356,140
- Cash
- £405,733
- Employees
- 8
- Debt Ratio
- 14%
Trend
Net Assets
Balance sheet detail
| 2023 | 2022 | 2021 | |
|---|---|---|---|
| Fixed Assets | £7,777 | £9,261 | |
| Current Assets | £406,853 | £356,947 | £267,795 |
| Debtors | £1,120 | £622 | £1,299 |
| Cash | £405,733 | £356,325 | £266,496 |
| Net Current Assets | £349,841 | £272,917 | £205,269 |
| Net Assets | £356,140 | £282,178 | £205,269 |
Filings
Filing history not loaded yet. See it on Companies House
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