# Beals Mortgage And Financial Services Limited

## Details

- **Company number:** [08286166](https://find-and-update.company-information.service.gov.uk/company/08286166)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 8 Nov 2012
- **Registered office:** UNIT 1 FULCRUM 2 SOLENT WAY, WHITELEY, FAREHAM, PO15 7FN
- **Nature of business:** Financial intermediation not elsewhere classified, Activities of insurance agents and brokers, Other activities auxiliary to insurance and pension funding
- **Corporate group:** [Quilter PLC](/group/4625) (44 companies)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Paul Alexis Janes | ownership-of-shares-25-to-50-percent | 6 Apr 2016 | 28 Jan 2022 |
| Quilter Financial Planning Limited | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 29 Oct 2024 |  |
| Mr Anthony John Beal | ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 28 Mar 2025 | - | £7,432,541 | 0 |
| 28 Mar 2024 | - | £5,398,178 | 24 |
| 28 Mar 2023 | - | £4,362,167 | 10 |
| 28 Mar 2022 | - | £4,836,160 | 2 |
| 28 Mar 2021 | - | £1,934,690 | 46 |
| 29 Mar 2020 | - | £1,216,146 | 46 |
| 29 Mar 2019 | £3,351,103 | £378,628 | 46 |
| 30 Mar 2018 | £2,397,795 | £120,839 | 0 |
| 30 Mar 2017 | £1,588,677 | £377,615 | - |
| 30 Mar 2016 | £1,003,152 | £72,162 | - |
| 31 Mar 2015 | £579,179 | £27,325 | - |
| 31 Mar 2014 | £353,569 | £41,177 | - |



## Owned by

Beals Mortgage And Financial Services Limited → [Quilter Financial Planning Limited](/company/05372217) → [Quilter Holdings Limited](/company/01606702) → [Quilter PLC](/company/06404270)



## Controls

- [Clinton Kennard Associates Ltd](/company/06931625) (06931625)




## Companies at the same address

- [Clinton Kennard Associates Ltd](/company/06931625) (06931625)
- [Kensington Homes (Iow) Limited](/company/04979431) (04979431)
- [Kensington Homes Limited](/company/04149475) (04149475)