Beaumont Financial Planners Limited in Oswestry, SY11 2NR

Description

Data updated on: 01-11-2023

Beaumont Financial Planners Limited,registered as Private Limited Company, located in 21 Salop Road in Oswestry. The located in SY11 2NR. This company operates since September 26, 2013. The business registration number is 08707394. This firm's classified under the NACE and SIC code 64999 which stands for Financial intermediation not elsewhere classified. Beaumont Financial Planners Ltd reported its latest accounts for the period up to Thursday 31st March 2022. The business most recent confirmation statement was filed on Monday 25th September 2023.

Having two job announcements since Wednesday 30th July 2014, Beaumont Financial Planners has been a rather active employer on the labour market. On Tuesday 5th August 2014, it was looking for job candidates for a full time Financial Administrator post in Oswestry, and on Wednesday 30th July 2014, for the vacant post of a full time Financial Planner in Oswestry.

Regarding this limited company, a variety of director's assignments have so far been carried out by Mark E. who was selected to lead the company in 2013 in September. The limited company had been supervised by Thomas P. until December 4, 2019. What is more another director, specifically Matthew H. resigned in May 2022.

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	10 000	152 868	74 557

Balance Sheet
Cash Bank On Hand				8 217	94 558	101 029	109 372	295 921	202 108	182 596
Current Assets				352 257	650 670	697 436	884 533	1 075 476	951 569	926 753
Debtors		234 208	241 136	344 040	556 112	596 407	775 161	779 555	749 461	744 157
Net Assets Liabilities				247 009	329 733	221 588	285 521	247 518	207 499	240 466
Other Debtors				284 040	476 112	475 953	663 261	660 740	623 461	614 845
Property Plant Equipment				12 482	36 768	34 982	43 243	39 990	33 440	31 093
Cash Bank In Hand	10 000
Net Assets Liabilities Including Pension Asset Liability	10 000
Tangible Fixed Assets			5 500

Capital & Reserves
Called Up Share Capital	10 000	10 000	10 000
Profit Loss Account Reserve		142 868	64 557
Shareholder Funds	10 000	152 868	74 557

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment				5 688	16 851	32 347	46 147	67 857	88 971	71 416
Additions Other Than Through Business Combinations Property Plant Equipment					35 449	13 710	25 832	18 457	14 564	18 565
Amounts Owed To Group Undertakings Participating Interests								1	2	3
Average Number Employees During Period				9	18	24	23	21	22	17
Balances Amounts Owed To Related Parties							6 000	1	8 500
Bank Borrowings Overdrafts					53 957	110 687	142 004	161 950	203 556	222 033
Corporation Tax Payable				103 843	159 067	151 657	182 865	232 823	139 597
Creditors				117 730	238 401	299 415	392 061	442 987	408 087	485 854
Depreciation Rate Used For Property Plant Equipment					15	15	15	15	15	15
Disposals Decrease In Depreciation Impairment Property Plant Equipment							2 263			38 466
Disposals Property Plant Equipment							3 771			38 467
Future Minimum Lease Payments Under Non-cancellable Operating Leases					90 303	142 522	104 712	128 923	184 129	126 424
Increase From Depreciation Charge For Year Property Plant Equipment					11 163	15 496	16 063	21 710	21 114	20 911
Net Current Assets Liabilities	10 000	152 868	69 057	234 527	412 269	398 021	492 472	632 489	543 482	440 899
Number Shares Issued Fully Paid				10 000	10 000	10 000	10 000	10 000	10 000	10 000
Other Creditors				4 507	9 852	13 989	21 197	27 282	170 146	227 828
Other Taxation Social Security Payable				8 836	15 525	22 766	38 437	20 931	28 799	33 973
Par Value Share	1	1	1		1	1	1	1	1	1
Payments To Related Parties								488 279	211 900
Property Plant Equipment Gross Cost				18 170	53 619	67 329	89 390	107 847	122 411	102 509
Total Assets Less Current Liabilities	10 000	152 868	74 557	247 009	449 037	433 003	535 715	672 479	576 922	471 992
Trade Creditors Trade Payables				544		316	7 558		5 584	2 017
Trade Debtors Trade Receivables				60 000	80 000	120 454	111 900	118 815	126 000	129 312
Advances Credits Directors			191 307	223 622	368 996	369 003	499 299	501 344	472 344	467 022
Advances Credits Made In Period Directors				32 315	145 374	7	130 296	2 045
Advances Credits Repaid In Period Directors									29 000
Cash Bank	10 000	22 649	2 366
Creditors Due Within One Year		103 989	174 445
Number Shares Allotted	10 000	10 000	10 000
Share Capital Allotted Called Up Paid	-10 000	-10 000	-10 000
Tangible Fixed Assets Additions			6 769
Tangible Fixed Assets Cost Or Valuation			6 769
Tangible Fixed Assets Depreciation			1 269
Tangible Fixed Assets Depreciation Charged In Period			1 269
Value Shares Allotted	10 000	10 000

Company staff

Mark E.

Role: Director

Appointed: 26 September 2013

Latest update: 9 February 2024

People with significant control

The companies with significant control over this firm are as follows: Ja & Ow Holding Co Limited owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Oswestry at Salop Road, SY11 2NR, Shropshire and was registered as a PSC under the reg no 12481350.

Ja & Ow Holding Co Limited

Address: 21 Salop Road, Oswestry, Shropshire, SY11 2NR, United Kingdom

Legal authority Companies Act 2006

Legal form Private Company Limited By Shares

Country registered United Kingdom

Place registered England And Wales

Registration number 12481350

Notified on 16 November 2020

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Mark E.

Notified on 6 April 2016

Ceased on 16 November 2020

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Accounts Documents

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

Annual Accounts 11 May 2015
Start Date For Period Covered By Report	2013-09-26
End Date For Period Covered By Report	2014-03-31
Date Approval Accounts	11 May 2015
Annual Accounts 4 December 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	4 December 2015
Annual Accounts 9 December 2016
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	9 December 2016
Annual Accounts
Start Date For Period Covered By Report	2017-04-01
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	2018-04-01
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	2020-04-01
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	2021-04-01
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	2022-04-01
End Date For Period Covered By Report	31 March 2023

Financial Administrator in Oswestry, posted on Tuesday 5th August 2014
Region / City	Midlands, Oswestry
Industry	Finance industry
Salary	From £15000.00 to £17000.00 per year
Job type	full time


Financial Planner in Oswestry, posted on Wednesday 30th July 2014
Region / City	Midlands, Oswestry
Industry	Financial sector
Salary	£20000.00 per year
Job type	full time
Career level	higher education students and graduates
Education level	an A level or its equivalent

Financial Administrator in Oswestry, posted on Tuesday 5th August 2014

Region / City

Midlands, Oswestry

Industry

Finance industry

Salary

From £15000.00 to £17000.00 per year

Job type

full time

Financial Planner in Oswestry, posted on Wednesday 30th July 2014

Region / City

Midlands, Oswestry

Industry

Financial sector

Salary

£20000.00 per year

Job type

full time

Career level

higher education students and graduates

Education level

an A level or its equivalent

Beaumont Financial Planners Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Mark E.

Thomas P.

Matthew H.

People with significant control

Ja & Ow Holding Co Limited

Mark E.

Accounts Documents

Jobs and Vacancies at Beaumont Financial Planners Ltd

Company filings

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