Back to search

Beaufort Financial Planning (Yorkshire) Limited

07047747

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

BOSTON HOUSE 214 HIGH STREET, LEEDS, LS23 6AD
Incorporated 17/10/2009

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 17/10/2025

Due 31/10/2026

On track

Industry

64999
Other financial service activities

Officers

Mr Andrew David Elson

director · Since 17/10/2009

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 55

Also on 3 other boards

Mrs Sarah Eleanor Elson

director · Since 17/10/2009

PRACTICE MANAGER

BRITISH · UNITED KINGDOM · Age 50

Also on 2 other boards

Persons with Significant Control

Mr Andrew David Elson

50–75% shares

British · United Kingdom · Age 55

Boston House, 214 High Street, Leeds, LS23 6AD

Notified 01/07/2016

Mrs Sarah Eleanor Elson

25–50% shares

British · United Kingdom · Age 50

Boston House, 214 High Street, Leeds, LS23 6AD

Notified 01/07/2016

CompanyRankvs 7787+ SIC 64999 peers
62

Financial strength39th percentile among SIC peers · 10/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 11.91× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Mileshield Commercial Funding Limited
90
8Yfm Private Equity Limited
90
9Dentons Pension Management Limited
90
10South West Investment Group Limited
90
7787Beaufort Financial Planning (Yorkshire) Limited
62
How is this score calculated?
Financial strength10/25 pts

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

Employees2/15 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 31/03/2025

Net Worth

£200

Balance sheet strength

Cash

£5k

Cash in the bank

Net Current Assets

£216k

Working capital

Current Assets

£236k

Current Liabilities

£20k

Debtors

£230k

0avg. employees

Tax at Year End

Corp tax£18k

Balance Sheet

Intangible assets£0
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
202511.91—
20243.38—
20233.81—
20223.00—
20212.27+£15k
20207.41+£11k
20193.44—

Derived from filed accounts. Not audited figures.