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Beaufort Financial Planning (South West) Limited

08529290

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Negative net worth (-10)

Details

FIRST FLOOR, TAUNTON, TA1 3PR
Incorporated 14/05/2013

Compliance

Last accounts

30/09/2025

total exemption full

Next accounts due

30/06/2027

On track

Confirmation statement

Last: 25/06/2025

Due 09/07/2026

On track

Industry

64999
Other financial service activities

Officers

Mrs Vanessa Cooper

secretary · Since 14/05/2013

Mr Jonathan Leonard Creasey

director · Since 14/05/2013

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 57

Also on 5 other boards

Mr Mark James Knight Cooper

director · Since 05/11/2014

INDEPENDENT FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 60

Persons with Significant Control

Mr Jonathan Leonard Creasey

25–50% shares
25–50% votes

British · England · Age 57

5 Rookery Grange, Swanwick, Southampton, SO31 1DR

Notified 14/06/2017

Mr Mark James Knight Cooper

25–50% shares
25–50% votes

British · England · Age 60

First Floor, 51-52 High Street, Taunton, TA1 3PR

Notified 14/06/2017

Former PSCs

Mrs Jane Louise Creasey

Ceased 30/08/2024

Mrs Vanessa Cooper

Ceased 30/08/2024

CompanyRankvs 13665+ SIC 64999 peers
46

Financial strength9th percentile among SIC peers · 2/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.38× · 2/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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13665Beaufort Financial Planning (South West) Limited
46
How is this score calculated?
Financial strength2/25 pts

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

Employees14/15 pts

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

Liquidity2/20 pts

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

Longevity13/15 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 30/09/2025

Net Worth

-£7k

Balance sheet strength

Cash

£2k

Cash in the bank

Net Current Assets

-£7k

Working capital

Current Assets

£4k

Current Liabilities

£11k

Debtors

£2k

9avg. employees

Balance Sheet

Assets less current liabilities-£7k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.38-£12k
20241.14-£3k
20231.17+£11k
20220.84-£7k
20212.81—
20201.30—
20191.74—

Derived from filed accounts. Not audited figures.