BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD
Active Company number 03806002
BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD (company number 03806002) is a private limited company incorporated on 13 July 1999. Its status on the Companies House register is Active. Its registered office is in Milton Keynes, MK9 2AD. Its nature of business (SIC 2007) is dormant Company (99999). Its latest accounts we hold, for the period ending 31 January 2022, report net assets of £54k.
Source: Companies House register, as at 29 September 2026. How to cite this page
Information only, not advice. Register details and accounts figures are the company's own filings, shown as filed: CompanyStack does not audit or verify them and accepts no responsibility for decisions made on them. Check important facts at Companies House.
Company Report on BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD (PDF)
The register, the accounts and the people behind the company in one PDF, for your own business use.
- Summary and Health Score, with the reasons behind the score
- Red flags and what changed in the last 12 months
- Key figures against the year before, and filing deadlines
- Financials ledger: up to 10 years of filed accounts
- Who runs and owns it: directors, secretaries and PSCs
- Charges, filing history and methodology
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Company details
- Company number
- 03806002
- Status
- Active
- Company type
- Private Limited Company
- Incorporated
- 13 July 1999
- Country of origin
- United Kingdom
- Registered office
- C/O FREETHS LLP 3RD FLOOR, NORTHGATE HOUSE
450-500 SILBURY BOULEVARD
MILTON KEYNES
MK9 2AD
ENGLAND
Nature of business (SIC 2007)
Accounts and confirmation statement
- Accounting reference date
- 30 June
- Accounts category
- AUDIT EXEMPTION SUBSIDIARY
- Accounts last made up to
- 30 June 2025
- Next accounts due
- 31 March 2027
- Confirmation statement last made up to
- 15 July 2026
- Next confirmation statement due
- 29 July 2027
Financial summary
| Period ending | 31 January 2022 | 31 January 2021 | 31 January 2020 | 31 January 2019 | 31 January 2018 | 31 January 2017 | 31 January 2016 | 31 January 2015 | 31 January 2014 | 31 January 2013 | 31 January 2012 | 31 January 2011 | 31 January 2010 | 31 January 2009 | 31 January 2008 | 31 January 2007 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total assets | £94k | £91k | £46k | £38k | £36k | £31k | £21k | £24k | £13k | £17k | £20k | £15k | £24k | £26k | £42k | £40k |
| Cash at bank | — | — | — | — | — | £13k | £14k | £9,828 | £0 | £6,327 | £5,528 | £10k | £10k | £23k | £22k | £13k |
| Current liabilities | £40k | £29k | £27k | £25k | £25k | £28k | £17k | £21k | £12k | £13k | £16k | £14k | £22k | £25k | £32k | £30k |
| Net current assets | £54k | £61k | £18k | £12k | £10k | £1,529 | £3,406 | £2,904 | £462 | £4,536 | £3,126 | £244 | £1,123 | £297 | £9,969 | £8,242 |
| Total liabilities | — | — | — | £25k | £25k | — | — | — | — | — | — | — | — | — | — | — |
| Net assets | £54k | £62k | £19k | £13k | £11k | £3,156 | £3,434 | £2,962 | £562 | £4,692 | £3,356 | £572 | £1,583 | £934 | £11k | £9,391 |
| Employees | 3 | 3 | 3 | — | — | — | — | — | — | — | — | — | — | — | — | — |
—: no figure read from the filing.
Figures read from filings at Companies House (ixbrl) and checked; see how we read them. Small-company accounts often omit turnover and profit. Spotted an error? Tell us.
Control, officers and charges
- Persons with significant control
- 1 current (3 including ceased)
- Corporate controllers
- Fa92 Wealth Group Ltd
Previous names
- BEAUFORT PLANNING (WEST MIDLANDS) LTD (changed 26 November 2013)
- IFS (PROFESSIONAL CONNECTIONS) LTD (changed 5 November 2013)
- INDEPENDENT FINANCIAL SERVICES (PROFESSIONAL CONNECTIONS) LTD (changed 29 July 2011)
- HARLEQUINS INDEPENDENT FINANCIAL ADVISERS LIMITED (changed 2 October 2006)
Questions about BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD
Is BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD active?
Yes. The Companies House register shows the company's status as “Active”. (Companies House register, as at 29 September 2026.)
When was BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD incorporated?
BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD was incorporated on 13 July 1999, according to the Companies House register. (Companies House register, as at 29 September 2026.)
Where is BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD registered?
Its registered office is in Milton Keynes, MK9 2AD. (Companies House register, as at 29 September 2026.)
Who controls BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD?
The register lists 1 current person with significant control (3 including those who have ceased). Corporate controllers named on the register: Fa92 Wealth Group Ltd. The register shows control, not a list of shareholders. Individuals are named at https://find-and-update.company-information.service.gov.uk/company/03806002/persons-with-significant-control. (Companies House register, as at 29 September 2026.) Who owns a UK limited company: shareholders, PSCs and what the register shows
When are BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD's next accounts due?
The register shows the next accounts as due by 31 March 2027. Its latest accounts on the register were made up to 30 June 2025. (Companies House register, as at 29 September 2026.)
Does BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD file dormant accounts?
Not in its latest accounts. The register gives their category as “Audit-exempt subsidiary accounts”, made up to 30 June 2025. (Companies House register, as at 29 September 2026.) What a dormant company is and what it must file
Is BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD on a sanctions list?
No match for this company's name on the sanctions lists CompanyStack screens (UK, EU, OFAC SDN, OFAC non-SDN, Canada, Australia, New Zealand, Japan, France, US CSL) as at 6 October 2026. A name screen is not legal clearance.
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Industry overview: 96,493 active companies in SIC 99999
Other active companies registered at MK9 2AD
Related guides
Companies with similar names
Other companies, LLPs and partnerships on the Companies House register whose names begin “BEAUFORT FINANCIAL”. Each is a separate legal entity from BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD: check the registered number before relying on a name. Register data as at 29 September 2026.
- BEAUFORT FINANCIAL (FORTH VALLEY) LTD (Company, Active, Falkirk; SC651182)
- BEAUFORT FINANCIAL (PEMBS) LIMITED (Company, Active, Tenby; 12603695)
- BEAUFORT FINANCIAL PLANNING (MANSFIELD) LIMITED (Company, Active, Mansfield; 06395163)
- BEAUFORT FINANCIAL PLANNING (NORTH WEST) LIMITED (Company, Active, Milton Keynes; 05403514)
- BEAUFORT FINANCIAL PLANNING (THREE COUNTIES) LTD (Company, Active, Milton Keynes; 11250029)
- BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED (Company, Active, Leeds; 07047747)
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Official register entry: BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD on Companies House.
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