# Beaufort Financial Planning (West Midlands) Ltd

## Details

- **Company number:** [03806002](https://find-and-update.company-information.service.gov.uk/company/03806002)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 13 Jul 1999
- **Registered office:** C/O FREETHS LLP 3RD FLOOR, NORTHGATE HOUSE, 450-500 SILBURY BOULEVARD, MILTON KEYNES, MK9 2AD
- **Nature of business:** [99999](/sic/99999) Dormant Company
- **Corporate group:** [Fa92 Wealth Group Ltd](/group/36116) (7 companies)


## 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 |
|---|---|---|---|
| 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 | - |



## Owned by

Beaufort Financial Planning (West Midlands) Ltd → [Fa92 Wealth Group Ltd](/company/03970051)




## Directors' other companies

- [BRYCE, James Robert](/person/5610030) - director at [IAN O'brien Limited](/company/05342523)
- [BRYCE, James Robert](/person/5610030) - director at [JDA Wealth Ltd](/company/10303015)
- [BRYCE, James Robert](/person/5610030) - director at [Fa92 Group Limited](/company/09718866)
- [SHARKEY, Darren William John](/person/5433918) - director at [Fa92 Wealth Group Ltd](/company/03970051)
- [SHARKEY, Darren William John](/person/5433918) - director at [Four Oaks Financial Planning Limited](/company/06231400)
- [SHARKEY, Darren William John](/person/5433918) - director at [Finli (Orkney) Limited](/company/SC271575)
- [SHARKEY, Darren William John](/person/5433918) - director at [Finli (Flp) Holdings Ltd](/company/12398542)
- [SHARKEY, Darren William John](/person/5433918) - director at [Ashley Phillips Limited](/company/06069565)
- [SHARKEY, Darren William John](/person/5433918) - director at [IAN O'brien Limited](/company/05342523)
- [SHARKEY, Darren William John](/person/5433918) - director at [Beaufort Financial Planning Limited](/company/07876189)



## Companies at the same address

- [88mph Limited](/company/13001599) (13001599)
- [A Day's March Shirts & Staples Limited](/company/11103837) (11103837)
- [Airfins Ltd](/company/06787687) (06787687)
- [Arun Rockall Holdings Limited](/company/10930087) (10930087)
- [Ashley Phillips Limited](/company/06069565) (06069565)
- [Autonymy UK Ltd](/company/17153296) (17153296)
- [Bakers + Baristas UK Limited](/company/06989678) (06989678)
- [Beaufort Financial Planning (North West) Limited](/company/05403514) (05403514)
- [Beaufort Financial Planning (Three Counties) Ltd](/company/11250029) (11250029)
- [Bolt6 Limited](/company/13237187) (13237187)