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Beaufort Financial Planning Limited

Beaufort Financial Planning Limited is an active company incorporated on 8 December 2011 with the registered office located in Farnborough, Hampshire. Beaufort Financial Planning Limited was registered 13 years ago.
Status
Active
Active since incorporation
Company No
07876189
Private limited company
Age
13 years
Incorporated 8 December 2011
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Confirmation
Submitted
Dated 12 February 2025 (8 months ago)
Next confirmation dated 12 February 2026
Due by 26 February 2026 (4 months remaining)
Last change occurred 1 year 8 months ago
Accounts
Submitted
For period 1 Jul ⟶ 30 Jun 2024 (1 year)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 30 June 2025
Due by 31 March 2026 (5 months remaining)
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Contact Update Details
Address
Brennan House
Farnborough Aerospace Centre Business Park
Farnborough
GU14 6XR
United Kingdom
Address changed on 22 Feb 2024 (1 year 8 months ago)
Previous address was Building 2 Riverside Way Camberley GU15 3YL England
Telephone
03542415347
Email
Available in Endole App
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People
Officers
4
Shareholders
1
Controllers (PSC)
1
Mr Steven Craig Poulton
Director • British • Lives in England • Born in Sep 1986
Simon Timothy Goldthorpe
Director • British • Lives in England • Born in Aug 1958
Andy Thompson
Director • British • Lives in England • Born in Nov 1968
Darren William John Sharkey
Director • Chief Financial Officer • Irish • Lives in England • Born in Jul 1970
The Beaufort Group Of Companies Limited
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
Finli (Thames Valley) Ltd
Simon Timothy Goldthorpe, Darren William John Sharkey, and 1 more are mutual people.
Active
The Beaufort Group Of Companies Limited
Simon Timothy Goldthorpe, Darren William John Sharkey, and 1 more are mutual people.
Active
Beaufort Financial Planning (West Midlands) Ltd
Darren William John Sharkey and Andy Thompson are mutual people.
Active
Fa92 Wealth Group Ltd
Darren William John Sharkey and Andy Thompson are mutual people.
Active
Hartley Hepworth Financial Planning Limited
Darren William John Sharkey and Andy Thompson are mutual people.
Active
Ian O'Brien Limited
Darren William John Sharkey and Andy Thompson are mutual people.
Active
You Asset Management Limited
Mr Steven Craig Poulton and Darren William John Sharkey are mutual people.
Active
Four Oaks Financial Planning Limited
Darren William John Sharkey and Andy Thompson are mutual people.
Active
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Brands
Beaufort Financial
Beaufort Financial is a partnership of Independent Financial Advisers (IFAs) providing financial advice to private companies and individual clients.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Jun 2024
For period 30 Jun ⟶ 30 Jun 2024
Traded for 12 months
Cash in Bank
£312.63K
Decreased by £564.93K (-64%)
Turnover
£1.91M
Decreased by £371.35K (-16%)
Employees
Unreported
Same as previous period
Total Assets
£1.61M
Decreased by £21.98K (-1%)
Total Liabilities
-£891.1K
Decreased by £90.09K (-9%)
Net Assets
£723.43K
Increased by £68.11K (+10%)
Debt Ratio (%)
55%
Decreased by 4.76% (-8%)
See 10 Year Full Financials
Latest Activity
New Charge Registered
9 Days Ago on 13 Oct 2025
Subsidiary Accounts Submitted
6 Months Ago on 27 Mar 2025
Confirmation Submitted
8 Months Ago on 19 Feb 2025
New Charge Registered
10 Months Ago on 29 Nov 2024
Subsidiary Accounts Submitted
1 Year 3 Months Ago on 10 Jul 2024
Jade Marie Swanston Resigned
1 Year 7 Months Ago on 1 Mar 2024
Inspection Address Changed
1 Year 8 Months Ago on 22 Feb 2024
Confirmation Submitted
1 Year 8 Months Ago on 21 Feb 2024
Mr Simon Timothy Goldthorpe Details Changed
1 Year 9 Months Ago on 26 Jan 2024
New Charge Registered
1 Year 10 Months Ago on 20 Dec 2023
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Documents
Registration of charge 078761890003, created on 13 October 2025
Submitted on 16 Oct 2025
Consolidated accounts of parent company for subsidiary company period ending 30/06/24
Submitted on 27 Mar 2025
Audit exemption statement of guarantee by parent company for period ending 30/06/24
Submitted on 27 Mar 2025
Audit exemption subsidiary accounts made up to 30 June 2024
Submitted on 27 Mar 2025
Notice of agreement to exemption from audit of accounts for period ending 30/06/24
Submitted on 27 Mar 2025
Consolidated accounts of parent company for subsidiary company period ending 30/06/24
Submitted on 24 Mar 2025
Notice of agreement to exemption from audit of accounts for period ending 30/06/24
Submitted on 24 Mar 2025
Audit exemption statement of guarantee by parent company for period ending 30/06/24
Submitted on 24 Mar 2025
Confirmation statement made on 12 February 2025 with no updates
Submitted on 19 Feb 2025
Registration of charge 078761890002, created on 29 November 2024
Submitted on 2 Dec 2024
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Repayment History
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