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Beaufort Financial Planning (Yorkshire) Limited

07047747

active
ltd
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, Boston Spa, Leeds, LS23 6AD
Incorporated 17/10/2009

Previously known as

Fortuna Financial Solutions Limited · until 26/04/2013

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 56

Also on 3 other boards

Mrs Sarah Eleanor Elson

director · Since 17/10/2009

PRACTICE MANAGER

BRITISH · UNITED KINGDOM · Age 51

Also on 2 other boards

Andrew David Elson

director · Since 17/10/2009

British · United Kingdom · Age 56

Sarah Eleanor Elson

director · Since 17/10/2009

British · United Kingdom · Age 51

Persons with Significant Control

Mr Andrew David Elson

50–75% shares

British · United Kingdom · Age 56

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

Notified 01/07/2016

Mrs Sarah Eleanor Elson

25–50% shares

British · United Kingdom · Age 51

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

Notified 01/07/2016

Change History

status → active
2026-08-20

Active

type → ltd
2026-08-20

Private Limited Company

address line1 → Boston House 214 High Street
2026-08-20

BOSTON HOUSE 214 HIGH STREET

post town → Leeds
2026-08-20

LEEDS

officer appointed → ELSON, Andrew David
2026-08-20
officer appointed → ELSON, Sarah Eleanor
2026-08-20

CompanyRankvs 7710+ SIC 64999 peers
62

Financial strength38th 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
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7710Beaufort 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 Ratio
202511.91
20243.38
20233.81

Derived from filed accounts. Not audited figures.