Beaufort Financial Planning (north West) Limited in Merseyside, WA10 1DB

Description

Data updated on: 01-11-2023

This enterprise is known under the name of Beaufort Financial Planning (north West) Limited. This firm was started 19 years ago and was registered under 05403514 as the registration number. This particular headquarters of the firm is located in Merseyside. You may visit them at 17 George Street, St Helens. Its name is Beaufort Financial Planning (north West) Limited. This enterprise's previous associates may remember this firm as Ls Wealth Management, which was in use up till 2013/10/24. This enterprise's registered with SIC code 66190 which means Activities auxiliary to financial intermediation n.e.c.. The most recent accounts were submitted for the period up to Thu, 30th Jun 2022 and the most recent annual confirmation statement was submitted on Fri, 24th Mar 2023.

The knowledge we have about the following firm's executives implies there are six directors: David H., James P., Andrew M. and 3 remaining, listed below who became a part of the team on 2006/10/31, 2006/01/31 and 2005/03/24. Moreover, the director's tasks are helped with by a secretary - Jean M., who was appointed by this specific limited company in March 2005.

Previous company's names
Beaufort Financial Planning (north West) Limited 2013-10-24
Ls Wealth Management Limited 2005-03-24

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-06-30	2012-06-30	2013-06-30	2014-06-30	2015-06-30	2016-06-30	2017-06-30	2018-06-30	2019-06-30	2020-06-30	2021-06-30	2022-06-30	2023-06-30
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	28 816	26 628	54 834	41 004	16 579	3 534

Balance Sheet
Cash Bank In Hand	38 363	69 320	37 791	54 587	49 091	36 039
Current Assets	72 130	108 365	118 799	86 735	81 046	67 064	109 671	132 059	130 369	135 966	128 112	131 996	148 609
Debtors	33 767	39 045	81 008	32 148	31 955	31 025
Tangible Fixed Assets	872	742	1 008	3 362	2 125	1 092

Capital & Reserves
Called Up Share Capital	100	100	100	100	100	100
Profit Loss Account Reserve	28 716	26 528	54 734	40 904	16 479	3 434
Shareholder Funds	28 816	26 628	54 834	41 004	16 579	3 534

Other Financial Data
Average Number Employees During Period							6	7	6	6	6	6	6
Creditors						64 622	80 365	106 114	96 622	104 969	100 814	100 404	98 173
Creditors Due Within One Year	44 186	82 479	64 973	49 093	66 592	64 622
Fixed Assets						1 092	614	427	312	454	411	2 038	1 470
Net Current Assets Liabilities	27 944	25 886	53 826	37 642	14 454	2 442	29 565	26 253	34 089	31 296	27 653	31 680	50 549
Number Shares Allotted		60	60	60	60	60
Par Value Share		1	1	1	1	1
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal							259	308	342	299	355	88	113
Share Capital Allotted Called Up Paid	100	100	100	100	100	100
Tangible Fixed Assets Additions			452	3 019		155
Tangible Fixed Assets Cost Or Valuation	8 568	8 568	9 020	5 177	5 177	5 332
Tangible Fixed Assets Depreciation	7 696	7 826	8 012	1 815	3 052	4 240
Tangible Fixed Assets Depreciation Charged In Period		130	186	665	1 237	1 188
Tangible Fixed Assets Depreciation Decrease Increase On Disposals				6 862
Tangible Fixed Assets Disposals				6 862
Total Assets Less Current Liabilities	28 816	26 628	54 834	41 004	16 579	3 534	30 179	26 680	34 401	31 750	28 064	33 718	52 019

Resigned: 31 October 2006

Latest update: 7 March 2024

Swift Incorporations Limited

Role: Corporate Nominee Secretary

Appointed: 24 March 2005

Resigned: 24 March 2005

Address: London, NW8 8EP

Latest update: 7 March 2024

Neil B.

Role: Director

Appointed: 24 March 2005

Resigned: 31 October 2006

Latest update: 7 March 2024

Brian T. is the individual who controls this firm, owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Brian T.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	31 March 2024
Account last made up date	30 June 2022
Confirmation statement next due date	07 April 2024
Confirmation statement last made up date	24 March 2023

Annual Accounts
Start Date For Period Covered By Report	01 July 2012
Annual Accounts 30th September 2014
Start Date For Period Covered By Report	01 July 2013
End Date For Period Covered By Report	30 June 2014
Date Approval Accounts	30th September 2014
Annual Accounts 27th September 2015
Start Date For Period Covered By Report	01 July 2014
End Date For Period Covered By Report	30 June 2015
Date Approval Accounts	27th September 2015
Annual Accounts 13th September 2016
Start Date For Period Covered By Report	01 July 2015
End Date For Period Covered By Report	30 June 2016
Date Approval Accounts	13th September 2016
Annual Accounts
Start Date For Period Covered By Report	01 July 2016
End Date For Period Covered By Report	30 June 2017
Annual Accounts
Start Date For Period Covered By Report	01 July 2017
End Date For Period Covered By Report	30 June 2018
Annual Accounts
Start Date For Period Covered By Report	01 July 2018
End Date For Period Covered By Report	30 June 2019
Annual Accounts
Start Date For Period Covered By Report	01 July 2019
End Date For Period Covered By Report	30 June 2020
Annual Accounts
Start Date For Period Covered By Report	01 July 2020
End Date For Period Covered By Report	30 June 2021
Annual Accounts
Start Date For Period Covered By Report	01 July 2021
End Date For Period Covered By Report	30 June 2022
Annual Accounts
Start Date For Period Covered By Report	01 July 2022
End Date For Period Covered By Report	30 June 2023
Annual Accounts 29th August 2012
End Date For Period Covered By Report	30 June 2012
Date Approval Accounts	29th August 2012
Annual Accounts 31st December 2013
End Date For Period Covered By Report	30 June 2013
Date Approval Accounts	31st December 2013

Beaufort Financial Planning (north West) Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

David H.

James P.

Andrew M.

Jean M.

Alan B.

Brian T.

Jean M.

James D.

Swift Incorporations Limited

Neil B.

Harold J.

Instant Companies Limited

Swift Incorporations Limited

People with significant control

Brian T.

Accounts Documents

Company filings

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