Beaufort Financial Planning (West Midlands) Ltd
- Company number
- 03806002
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 13 Jul 1999
- Nature of business
- Dormant Company
- Corporate group
- Fa92 Wealth Group Ltd (7 companies)
Registered office
Previous names
- Beaufort Planning (West Midlands) Ltd (until 26 Nov 2013)
- Harlequins Independent Financial Advisers Limited (until 2 Oct 2006)
- IFS (Professional Connections) Ltd (until 5 Nov 2013)
- Independent Financial Services (Professional Connections) Ltd (until 29 Jul 2011)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BRYCE, James Robert | Director | 9 Mar 2023 | |
| SHARKEY, Darren William John | Director | 21 Dec 2022 | |
| THOMPSON, Andy | Director | 21 Dec 2022 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Lorraine Marianne Gorman | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
1 Aug 2016 | 21 Dec 2022 |
| Mr Paul Alan Gorman | Ownership Of Shares 50 To 75 Percent Voting Rights 50 To 75 Percent Right To Appoint And Remove Directors |
1 Jul 2016 | 21 Dec 2022 |
| Fa92 Wealth Group Ltd | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
21 Dec 2022 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Jun 2025 | - | - | - |
| 30 Jun 2024 | - | - | - |
| 30 Jun 2023 | - | - | - |
| 31 Jan 2022 | £54,494 | - | 3 |
| 31 Jan 2021 | £61,902 | - | 3 |
| 31 Jan 2020 | £18,517 | - | 3 |
| 31 Jan 2019 | £13,175 | - | - |
| 31 Jan 2018 | £11,367 | - | - |
| 31 Jan 2017 | £3,156 | £12,639 | - |
| 31 Jan 2016 | £3,434 | £14,052 | - |
| 31 Jan 2015 | £2,962 | £9,828 | - |
| 31 Jan 2014 | £562 | - | - |
| 31 Jan 2013 | £4,692 | £6,327 | - |
| 31 Jan 2012 | £3,356 | £5,528 | - |
| 31 Jan 2011 | £572 | £10,478 | - |
| 31 Jan 2010 | £1,583 | £10,078 | - |
| 31 Jan 2009 | £934 | £22,786 | - |
| 31 Jan 2008 | £10,841 | £22,474 | - |
| 31 Jan 2007 | - | - | - |
| 31 Jul 2005 | - | - | - |
| 31 Jul 2004 | - | - | - |
| 31 Jul 2003 | - | - | - |
| 31 Jul 2002 | - | - | - |
| 31 Jul 2001 | - | - | - |
| 31 Jul 2000 | - | - | - |
Connections
Owned by
Beaufort Financial Planning (West Midlands) Ltd → Fa92 Wealth Group Ltd
Directors’ other companies
- BRYCE, James Robert - Director at IAN O'brien Limited
- BRYCE, James Robert - Director at JDA Wealth Ltd
- SHARKEY, Darren William John - Director at Ashley Phillips Limited
- SHARKEY, Darren William John - Director at Beaufort Financial Planning Limited
- SHARKEY, Darren William John - Director at Beaufort Financial Planning (Three Counties) Ltd
- SHARKEY, Darren William John - Director at Finli (Flp) Ltd
- SHARKEY, Darren William John - Director at Finli (Flp) Holdings Ltd
- SHARKEY, Darren William John - Director at Finli (Scotland) Limited
- SHARKEY, Darren William John - Director at Wallis Dolphin Ltd
- SHARKEY, Darren William John - Director at IAN O'brien Limited
Companies at the same address
- 88mph Limited (13001599)
- A Day's March Shirts & Staples Limited (11103837)
- Airfins Ltd (06787687)
- Arun Rockall Holdings Limited (10930087)
- Ashley Phillips Limited (06069565)
- Autonymy UK Ltd (17153296)
- Bakers + Baristas UK Limited (06989678)
- Beaufort Financial Planning (North West) Limited (05403514)
- Beaufort Financial Planning (Three Counties) Ltd (11250029)
- Bolt6 Limited (13237187)