BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED

Key Data

Status

Active

Company No.

08529290

Incorporation date

14/05/2013

Size

Total Exemption Full

Classification

Financial intermediation not elsewhere classified (64.99/9 - SIC 2007);

Contacts

Registered address

See on map

Latest events (Record since 23/04/2026)

23/04/2026

Total exemption full accounts made up to 2025-09-30

View PDF (9 pages)

2023

0 % *

* during past year

Total Assets

£0.00

2023

-3 *

* during past year

Number of employees

2023

+260.33 % *

* during past year

Cash in Bank

£53,372.00

Business linkages

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Confirmation

Last made up date

31/03/2024

Next confirmation date

25/06/2026

Last change occurred

31/03/2024

Accounts

Total Exemption Full

Last made up date

31/03/2024

Next account date

30/09/2025

Next due on

30/06/2026

See more events →

Financial Ratios

Indicator
Employees
Net Assets(GBP)
Total Assets(GBP)
Turnover(GBP)
Cash in Bank(GBP)
Total Liabilities(GBP)

2021
7
4.33K
-
0.00
66.37K
-

2022
12
3.13K
-
0.00
14.81K
-

2023
9
8.32K
-
0.00
53.37K
-

2023
9
8.32K
-
0.00
53.37K
-

Employees

2023

Employees

9 -25 % *

Net Assets(GBP)

8.32K £165.50 % *

Total Assets(GBP)

Turnover(GBP)

0.00 £- *

Cash in Bank(GBP)

53.37K £260.33 % *

Total Liabilities(GBP)

*over the last year starting selected period

People

Officers

Person	Title	Period	Connections
Cooper, Mark James Knight	Director	05/11/2014 - Present	8
Creasey, Jonathan Leonard	Director	14/05/2013 - Present	7

Persons with Significant Control

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Description

About BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED

BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED is an(a) Active company incorporated on 14/05/2013 with the registered office located at First Floor, 51-52 High Street, Taunton, Somerset TA1 3PR. There are currently 2 active directors according to the latest confirmation statement. Number of employees 9 according to last financial statements.

Frequently Asked Questions

What is the current status of BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED?

BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED is currently Active. It was registered on 14/05/2013 .

Where is BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED located?

BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED is registered at First Floor, 51-52 High Street, Taunton, Somerset TA1 3PR.

What does BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED do?

BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED operates in the Financial intermediation not elsewhere classified (64.99/9 - SIC 2007) sector.

How many employees does BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED have?

BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED had 9 employees in 2023.

What is the latest filing for BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED?

The latest filing was on 23/04/2026: Total exemption full accounts made up to 2025-09-30.