Beaufort Financial Planning (south West) Limited in Taunton, TA1 3PR

Description

Data updated on: 01-11-2023

This enterprise called Beaufort Financial Planning (south West) was created on 2013-05-14 as a Private Limited Company. This enterprise's head office can be gotten hold of in Taunton on First Floor, 51-52 High Street. When you have to contact the business by mail, the postal code is TA1 3PR. The office registration number for Beaufort Financial Planning (south West) Limited is 08529290. This enterprise's SIC and NACE codes are 64999 meaning Financial intermediation not elsewhere classified. March 31, 2022 is the last time the company accounts were filed.

Within the following company, many of director's obligations have so far been done by Mark C. and Jonathan C.. As for these two managers, Jonathan C. has been with the company the longest, having been one of the many members of the Management Board since 2013. To help the directors in their tasks, the abovementioned company has been utilizing the skills of Vanessa C. as a secretary since the appointment on 2013-05-14.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency
Net Worth	5 686	3 853	7 263

Balance Sheet
Cash Bank In Hand	12 267	9 540	12 013
Cash Bank On Hand			12 013	14 228	20 207	13 435	17 960	66 371	14 812	53 372
Current Assets	14 624	11 900	18 601	14 639	22 046	34 610	23 475	70 093	15 878	54 297
Debtors	2 357	2 360	6 588	411	1 839	21 175	5 515	3 722	1 066	925
Intangible Fixed Assets	566	328	2 543
Net Assets Liabilities			7 263	5 947	8 834		4 826	4 330	-3 133	8 318
Net Assets Liabilities Including Pension Asset Liability	5 686	3 853	7 263
Other Debtors			6 588	411	1 839	21 175	5 515	3 722	1 066	925
Property Plant Equipment										400

Capital & Reserves
Called Up Share Capital	10	10	10
Profit Loss Account Reserve	5 676	3 843	7 253
Shareholder Funds	5 686	3 853	7 263

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets			1 837	3 136	4 380	4 380	4 380	4 380	4 380
Average Number Employees During Period				3	4	5	6	7	12	9
Creditors			13 372	9 154	13 212	19 946	18 111	40 833	19 011	46 303
Creditors Due Within One Year	9 391	8 309	13 372
Increase From Amortisation Charge For Year Intangible Assets				1 299	1 244
Intangible Assets			2 543	1 244
Intangible Assets Gross Cost			4 380	4 380	4 380	4 380	4 380	4 380	4 380
Intangible Fixed Assets Additions	720		3 660
Intangible Fixed Assets Aggregate Amortisation Impairment	154	392	1 837
Intangible Fixed Assets Amortisation Charged In Period	154	238	1 445
Intangible Fixed Assets Cost Or Valuation	720	720	4 380
Net Current Assets Liabilities	5 233	3 591	5 229	5 485	8 834	14 664	5 364	45 163	-3 133	7 994
Other Creditors			11 561	8 499	10 344	14 911	13 128	11 894	12 204	33 020
Other Taxation Social Security Payable			449	65	1 080	3 037	3 690	3 561	5 459	9 027
Provisions For Liabilities Balance Sheet Subtotal			509	782						76
Provisions For Liabilities Charges	113	66	509
Total Assets Less Current Liabilities	5 799	3 919	7 772	6 729	8 834	14 664	4 826	45 163	-3 133	8 394
Trade Creditors Trade Payables			1 362	590	1 788	1 998	1 293	308	1 348	4 256
Accumulated Depreciation Impairment Property Plant Equipment										100
Bank Borrowings Overdrafts								40 833
Fixed Assets										400
Increase From Depreciation Charge For Year Property Plant Equipment										100
Property Plant Equipment Gross Cost										500
Total Additions Including From Business Combinations Property Plant Equipment										500

Company staff

Mark C.

Role: Director

Appointed: 05 November 2014

Latest update: 27 March 2024

Jonathan C.

Role: Director

Appointed: 14 May 2013

Latest update: 27 March 2024

Vanessa C.

Role: Secretary

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	09 July 2024
Confirmation statement last made up date	25 June 2023

Annual Accounts 19 December 2014
Start Date For Period Covered By Report	14 May 2013
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	19 December 2014
Annual Accounts 21 September 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	21 September 2015
Annual Accounts 27 September 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	27 September 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2016
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2019
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	01 April 2020
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	01 April 2021
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	01 April 2022
End Date For Period Covered By Report	31 March 2023

Beaufort Financial Planning (south West) Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Mark C.

Jonathan C.

Vanessa C.

Mark C.

People with significant control

Mark C.

Jonathan C.

Jane C.

Vanessa C.

Accounts Documents

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