Beaufort Financial Planning (North West) Limited
Registered name: BEAUFORT FINANCIAL PLANNING (NORTH WEST) LIMITED
Part of Finli Advice Holdings Limited groupBeaufort Financial Planning (North West) Limited does not publish its revenue or profit. Its accounts to 30 Jun 2024 show net assets of £39.6k and 5 employees.
Beaufort Financial Planning (North West) Limited did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 30 Jun 2024 showed net assets of £39.6k and 5 employees. The company is classified under “dormant company” and is based in Milton Keynes; we hold 3 years of its filed accounts.
- Status
- Active
- Location
- Milton Keynes, South East
- Age
- 21 yrs · since 2005
- Type
- Private Limited Company
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Revenue not disclosed
Beaufort Financial Planning (North West) Limited’s accounts for the year to 30 Jun 2024 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.
We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.
- Employees
- 5
- Net assets
- £39.6k
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 30 Jun 2022 | 30 Jun 2023 | 30 Jun 2024 |
|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L |
| Profit & loss | |||
| Revenue (turnover) | — | — | — |
| Profit (best available) | — | — | — |
| Employees (average) | 6 | 6 | 5 |
| Ratios | |||
| Profit margin | — | — | — |
| Growth (year on year) | |||
| Headcount growth | — | 0% | ▼16.7% |
| Balance sheet — indirect signals, not revenue | |||
| Net assets | £33.7k | £52k | £39.6k |
| Fixed assets | £2k | £1.5k | £614 |
| Current assets | £132k | £149k | £138k |
| Source | Accounts · bulk data Feb 2024 | Accounts · bulk data Feb 2024 | FullAccounts · bulk data Sep 2024 |
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- ▼24%
- Now £39.6k
- Cash at bank
- —
- Now —
- Headcount
- ▼17%
- Now 5
- Deferred income
- —
- Now —
- Fixed assets
- ▼58%
- Now £614
Group structure
Ownership chain
- Finli Advice Holdings Limitedultimate parent75–100%
- Beaufort Financial Planning (North West) Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (16)
- Ashley Phillips LimitedFigures not disclosed
- Beaufort Financial (Forth Valley) LtdFigures not disclosed
- Beaufort Financial Planning (Three Counties) LtdFigures not disclosed
- David Pinder Wealth Management LimitedFigures not disclosed
- Finli (Client Assets) LimitedFigures not disclosed
- Finli (FLP) Holdings LtdFigures not disclosed
- Finli (GPH) LtdFigures not disclosed
- Finli (Kent) LimitedFigures not disclosed
- Finli (PDB) LtdFigures not disclosed
- Finli (Thames Valley) LtdFigures not disclosed
- Finli LimitedFigures not disclosed
- Ian O'Brien LimitedFigures not disclosed
- Lifestyle Financial Choices LimitedFigures not disclosed
- Prosperity Associates (UK) LimitedRev. — · Profit £1.5m
- Wallis Dolphin LtdFigures not disclosed
- Whitechurch Financial Planning LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 30 Jun 2024, from the Companies House accounts bulk data published Sep 2024. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.