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Beaufort Financial Planning (West Midlands) Ltd

03806002

active
ltd
england wales
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

C/O Freeths Llp 3rd Floor, Northgate House, 450-500 Silbury Boulevard, Milton Keynes, MK9 2AD
Incorporated 13/07/1999

Previously known as

Beaufort Planning (West Midlands) Ltd · until 26/11/2013
Ifs (Professional Connections) Ltd · until 05/11/2013
Independent Financial Services (Professional Connections) Ltd · until 29/07/2011
Harlequins Independent Financial Advisers Limited · until 02/10/2006

Compliance

Last accounts

30/06/2025

audit exemption subsidiary

Next accounts due

31/03/2027

On track

Confirmation statement

Last: 15/07/2026

Due 29/07/2027

On track

Industry

99999
Dormant company

Officers

Mr Darren William John Sharkey

director · Since 21/12/2022

CFO

IRISH · ENGLAND · Age 56

Also on 48 other boards

Mr Andy Thompson

director · Since 21/12/2022

DIRECTOR

BRITISH · UNITED KINGDOM · Age 57

Also on 16 other boards

Mr James Robert Bryce

director · Since 09/03/2023

CEO

BRITISH · ENGLAND · Age 56

Also on 9 other boards

Andy Thompson

director · Since 21/12/2022

British · United Kingdom · Age 57

Darren William John Sharkey

director · Since 21/12/2022

Irish · England · Age 56

James Robert Bryce

director · Since 09/03/2023

British · England · Age 56

Former

Swift Incorporations Limited

corporate nominee secretary · Resigned 13/07/1999

Gavin John Wallace

director · Resigned 05/01/2010

Ian Christopher Hanson

director · Resigned 05/01/2010

Paul Alan Gorman

director · Resigned 21/12/2022

Lorraine Marianne Gorman

secretary · Resigned 21/12/2022

Lorraine Marianne Gorman

director · Resigned 21/12/2022

Persons with Significant Control

Fa92 Wealth Group Ltd

75–100% shares
75–100% votes
Appoint directors

The Old Barn, Barford Road, Warwick, CV35 8AA

Reg: 03970051 · Companies House (Uk) · Private Limited Company

Notified 21/12/2022

Former PSCs

Mr Paul Alan Gorman

Ceased 21/12/2022

Mrs Lorraine Marianne Gorman

Ceased 21/12/2022

Change History

statusactive
2026-08-20

Active

typeltd
2026-08-20

Private Limited Company

address line1C/O Freeths Llp 3rd Floor, Northgate House
2026-08-20

C/O FREETHS LLP 3RD FLOOR, NORTHGATE HOUSE

post townMilton Keynes
2026-08-20

MILTON KEYNES

officer appointedBRYCE, James Robert
2026-08-20
officer appointedSHARKEY, Darren William John
2026-08-20
officer appointedTHOMPSON, Andy
2026-08-20

CompanyRankvs 75+ SIC 99999 peers
89

Financial strength95th percentile among SIC peers · 24/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 2.36× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength24/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/01/2022

Net Worth

£54k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£54k

Working capital

Current Assets

£94k

Current Liabilities

£40k

Fixed Assets

£404

3avg. employees

Balance Sheet

Assets less current liabilities£55k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20222.36-£7k
20213.14

Derived from filed accounts. Not audited figures.