BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD
C/O FREETHS LLP, ROUTECO OFFICE PARK DAVY AVENUE, KNOWLHILL, MILTON KEYNES MK5 8HJ- Active
- Private Limited Company
- Company No. 03806002
- Last Updated: 01 Mar 2024
Company Profile
BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD was incorporated on Tuesday, July 13, 1999 as a Private Limited Company with registered address in MILTON KEYNES. BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD has the status: Active and it's listed in the following category: Activities auxiliary to financial intermediation n.e.c.. This Private Limited Company has been operating for 25 years 3 months and 26 days.
| Name | BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD |
|---|---|
| Company number | 03806002 |
| Company type | Private Limited Company |
| Incorporation date | 13 Jul 1999 |
| Status | Active |
| Industry (SIC 2007) |
Address
| Registered Address |
C/O FREETHS LLP, ROUTECO OFFICE PARK DAVY AVENUE KNOWLHILL MILTON KEYNES MK5 8HJ |
|---|---|
| Country Of Origin | ENGLAND |
Map based on PostCode
Ownership Information
Individuals and organizations with significant control over the business either by owning at least 25% shares or by virtue of significant influence over the business.
| Name | Nature of Control |
|---|---|
| Fa92 Wealth Group Ltd Barford Road, Sherbourne, CV35 8AA |
Dates: Wednesday, December 21, 2022 - present
ownership of shares 75 to 100 percent
voting rights 75 to 100 percent
right to appoint and remove directors
|
| Mrs Lorraine Marianne Gorman Nationality: British |
Dates: Monday, August 1, 2016 - Wednesday, December 21, 2022
ownership of shares 25 to 50 percent
voting rights 25 to 50 percent
|
| Mr Paul Alan Gorman Nationality: British |
Dates: Friday, July 1, 2016 - Wednesday, December 21, 2022
ownership of shares 50 to 75 percent
voting rights 50 to 75 percent
right to appoint and remove directors
|
Accounts and Confirmation
| Type of accounts | MICRO ENTITY |
|---|---|
| End of financial Year | 30 June |
| Next annual accounts due | 31 March 2024, (-222 days left) |
| Latest accounts | 31 January 2022 |
| Next confirmation statement due | 10 August 2016 |
| Last confirmation statement dated | 13 July 2015 |
Mortgages
No mortgages have been registered against BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD.
Previous Names
| Name | Change Date |
|---|---|
| BEAUFORT FINANCIAL PLANNING (WEST MIDLANDS) LTD | 13 Jul 1999 |
| HARLEQUINS INDEPENDENT FINANCIAL ADVISERS LIMITED | 02 Oct 2006 |
| INDEPENDENT FINANCIAL SERVICES (PROFESSIONAL CONNECTIONS) LTD | 29 Jul 2011 |
| IFS (PROFESSIONAL CONNECTIONS) LTD | 05 Nov 2013 |
| BEAUFORT PLANNING (WEST MIDLANDS) LTD | 26 Nov 2013 |