Beaumont Financial Planners Limited
Beaumont Financial Planners Limited is an active company incorporated on 26 September 2013 with the registered office located in Oswestry, Shropshire. Beaumont Financial Planners Limited was registered 12 years ago.
Status
Active
Active since 10 years ago
Company No
08707394
Private limited company
Age
12 years
Incorporated 26 September 2013
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 25 September 2025 (1 month ago)
Next confirmation dated 25 September 2026
Due by 9 October 2026 (11 months remaining)
Last change occurred 27 days ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (1 month remaining)
Shareholders, PSCs & Group Structure
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Brands
Beaumont Wealth is a firm of independent financial advisers with over 23 years of experience in wealth planning.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Mar 2023
For period 31 Mar ⟶ 31 Mar 2023
Traded for 12 months
Cash in Bank
£182.6K
Decreased by £19.51K (-10%)
Turnover
Unreported
Same as previous period
Employees
17
Decreased by 5 (-23%)
Total Assets
£957.85K
Decreased by £27.16K (-3%)
Total Liabilities
-£717.38K
Decreased by £60.13K (-8%)
Net Assets
£240.47K
Increased by £32.97K (+16%)
Debt Ratio (%)
75%
Decreased by 4.04% (-5%)
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Repayment History
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