# Beaufort Financial Planning Limited

## Details

- **Company number:** [07876189](https://find-and-update.company-information.service.gov.uk/company/07876189)
- **Status:** Active - Proposal to Strike off
- **Type:** Private Limited Company
- **Incorporated:** 8 Dec 2011
- **Registered office:** BRENNAN HOUSE, FARNBOROUGH AEROSPACE CENTRE BUSINESS PARK, FARNBOROUGH, GU14 6XR
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [Unicorn Topco Limited](/group/96916) (47 companies)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| GOLDTHORPE, Simon Timothy | director | 8 Dec 2011 | 28 Feb 2012 |
| CHARD, Nicola Ruth | secretary | 28 Feb 2012 | 30 Aug 2012 |
| JARDINE, Jacqueline | secretary | 31 Aug 2012 | 18 Sep 2013 |
| JARDINE, Jacqueline | director | 27 Mar 2012 | 18 Sep 2013 |
| EASTER, Alan James | director | 27 Mar 2012 | 27 Sep 2013 |
| BALKHAM, Shane Michael | director | 27 Mar 2012 | 26 Feb 2014 |
| SNASHFOLD, Sandra Lee | director | 18 Sep 2013 | 1 Mar 2016 |
| SNASHFOLD, Sandra Lee | secretary | 18 Sep 2013 | 1 Mar 2016 |
| GOLDTHORPE, Clive Simon | director | 28 Feb 2012 | 31 Mar 2021 |
| JARDINE, Jacqueline | director | 1 Mar 2016 | 30 Apr 2021 |
| DUNNE, Derrick William | director | 17 Dec 2018 | 28 Jun 2023 |
| BENNETT, Andrew John | director | 27 Mar 2012 | 17 Jul 2023 |
| SWANSTON, Jade Marie | director | 27 Jan 2021 | 1 Mar 2024 |
| SHARKEY, Darren William John | director | 3 Aug 2022 |  |
| THOMPSON, Andy | director | 3 Aug 2022 |  |
| POULTON, Steven Craig | director | 27 Jan 2021 |  |
| GOLDTHORPE, Simon Timothy | director | 30 Aug 2018 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Derrick William Dunne | significant-influence-or-control | 17 Dec 2018 | 11 Dec 2019 |
| Mr Andrew John Bennett | significant-influence-or-control | 6 Apr 2016 | 11 Dec 2019 |
| Mrs Jacqueline Jardine | significant-influence-or-control | 6 Apr 2016 | 11 Dec 2019 |
| Mr Clive Simon Goldthorpe | significant-influence-or-control | 6 Apr 2016 | 11 Dec 2019 |
| The Beaufort Group Of Companies Limited | ownership-of-shares-75-to-100-percent | 11 Dec 2019 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2022 | £1,184,974 | £2,021,842 | 14 |
| 31 Mar 2021 | £515,870 | £945,186 | 19 |



## Owned by

Beaufort Financial Planning Limited → [Finli Limited](/company/07902965) → [Finli Advice Holdings Limited](/company/13787580)




## Directors' other companies

- [POULTON, Steven Craig](/person/5433931) - director at [You Asset Management Limited](/company/06150317)
- [SHARKEY, Darren William John](/person/5433918) - director at [Fa92 Wealth Group Ltd](/company/03970051)
- [SHARKEY, Darren William John](/person/5433918) - director at [Ashley Phillips Limited](/company/06069565)
- [SHARKEY, Darren William John](/person/5433918) - director at [Finli (Scotland) Limited](/company/SC270367)
- [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 [Finli (Flp) Ltd](/company/08130634)
- [SHARKEY, Darren William John](/person/5433918) - director at [IAN O&#x27;brien Limited](/company/05342523)
- [SHARKEY, Darren William John](/person/5433918) - director at [Beaufort Financial Planning (West Midlands) Ltd](/company/03806002)



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