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Beaufort Financial (Forth Valley) Ltd
Beaufort Financial (Forth Valley) Ltd is an active company incorporated on 10 January 2020 with the registered office located in Falkirk, Stirling and Falkirk. Beaufort Financial (Forth Valley) Ltd was registered 5 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
SC651182
Private limited company
Scottish Company
Age
5 years
Incorporated
10 January 2020
Size
Micro
Turnover is under
£1M
Balance sheet is under
£500,000
Under
10 employees
Confirmation
Submitted
Dated
9 January 2025
(8 months ago)
Next confirmation dated
9 January 2026
Due by
23 January 2026
(4 months remaining)
Last change occurred
7 months ago
Accounts
Submitted
For period
1 Apr
⟶
30 Jun 2024
(1 year 3 months)
Accounts type is
Audit Exemption Subsidiary
Next accounts for period
30 June 2025
Due by
31 March 2026
(6 months remaining)
Learn more about Beaufort Financial (Forth Valley) Ltd
Contact
Address
20 Meeks Road
Falkirk
Stirlingshire
FK2 7ES
Scotland
Same address since
incorporation
Companies in FK2 7ES
Telephone
01324 882551
Email
Unreported
Website
Unreported
See All Contacts
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Mr Andrew Bernard Thompson
Director • British • Lives in UK • Born in Nov 1968
Darren William John Sharkey
Director • Irish • Lives in England • Born in Jul 1970
Finli Advice Holdings Limited
PSC
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
Finli Buyerco Limited
Darren William John Sharkey and Mr Andrew Bernard Thompson are mutual people.
Active
Finli Midco Limited
Darren William John Sharkey and Mr Andrew Bernard Thompson are mutual people.
Active
Finli (G&P) Ltd
Darren William John Sharkey is a mutual person.
Active
Finli (GPGFS) Ltd
Darren William John Sharkey is a mutual person.
Active
Beaufort Financial Planning (West Midlands) Ltd
Darren William John Sharkey is a mutual person.
Active
Fa92 Wealth Group Ltd
Darren William John Sharkey is a mutual person.
Active
Finli (Fa92) Limited
Darren William John Sharkey is a mutual person.
Active
Hartley Hepworth Financial Planning Limited
Darren William John Sharkey is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2021–2024)
Period Ended
30 Jun 2024
For period
30 Mar
⟶
30 Jun 2024
Traded for
15 months
Cash in Bank
£131.43K
Decreased by £274.3K (-68%)
Turnover
£845.43K
Increased by £845.43K (%)
Employees
8
Same as previous period
Total Assets
£580.37K
Increased by £165.74K (+40%)
Total Liabilities
-£162.72K
Increased by £104.23K (+178%)
Net Assets
£417.65K
Increased by £61.51K (+17%)
Debt Ratio (%)
28%
Increased by 13.93% (+99%)
See 10 Year Full Financials
Latest Activity
Subsidiary Accounts Submitted
4 Months Ago on 22 Apr 2025
Confirmation Submitted
7 Months Ago on 30 Jan 2025
Accounting Period Extended
1 Year 4 Months Ago on 12 Apr 2024
Thomas Douglas Harley (PSC) Resigned
1 Year 7 Months Ago on 9 Feb 2024
Mr Andrew Bernard Thompson Appointed
1 Year 7 Months Ago on 9 Feb 2024
Tracey Nancy Harley (PSC) Resigned
1 Year 7 Months Ago on 9 Feb 2024
Thomas Douglas Harley Resigned
1 Year 7 Months Ago on 9 Feb 2024
Tracey Nancy Harley Resigned
1 Year 7 Months Ago on 9 Feb 2024
Mr Darren William John Sharkey Appointed
1 Year 7 Months Ago on 9 Feb 2024
Finli Advice Holdings Limited (PSC) Appointed
1 Year 7 Months Ago on 9 Feb 2024
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Get Credit Report
Discover Beaufort Financial (Forth Valley) Ltd's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Notice of agreement to exemption from audit of accounts for period ending 30/06/24
Submitted on 22 Apr 2025
Audit exemption subsidiary accounts made up to 30 June 2024
Submitted on 22 Apr 2025
Audit exemption statement of guarantee by parent company for period ending 30/06/24
Submitted on 22 Apr 2025
Consolidated accounts of parent company for subsidiary company period ending 30/06/24
Submitted on 26 Mar 2025
Confirmation statement made on 9 January 2025 with updates
Submitted on 30 Jan 2025
Current accounting period extended from 31 March 2024 to 30 June 2024
Submitted on 12 Apr 2024
Notification of Finli Advice Holdings Limited as a person with significant control on 9 February 2024
Submitted on 13 Feb 2024
Appointment of Mr Darren William John Sharkey as a director on 9 February 2024
Submitted on 13 Feb 2024
Termination of appointment of Tracey Nancy Harley as a director on 9 February 2024
Submitted on 13 Feb 2024
Termination of appointment of Thomas Douglas Harley as a director on 9 February 2024
Submitted on 13 Feb 2024
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Repayment History
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