# Beaufort Financial Planning (South West) Limited

## Details

- **Company number:** [08529290](https://find-and-update.company-information.service.gov.uk/company/08529290)
- **Status:** dissolved
- **Type:** ltd
- **Incorporated:** 14 May 2013
- **Dissolved:** 4 Aug 2026
- **Registered office:** FIRST FLOOR, 51-52 HIGH STREET, TAUNTON, TA1 3PR
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| COOPER, Mark James Knight | director | 14 May 2013 | 24 Jun 2013 |
| COOPER, Mark James Knight | director | 5 Nov 2014 |  |
| COOPER, Vanessa | secretary | 14 May 2013 |  |
| CREASEY, Jonathan Leonard | director | 14 May 2013 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Vanessa Cooper | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 14 Jun 2017 | 30 Aug 2024 |
| Mrs Jane Louise Creasey | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 14 Jun 2017 | 30 Aug 2024 |
| Mr Mark James Knight Cooper | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 14 Jun 2017 |  |
| Mr Jonathan Leonard Creasey | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 14 Jun 2017 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Sep 2025 | -£6,635 | £2,025 | 9 |
| 31 Mar 2024 | £5,574 | £22,725 | 9 |
| 31 Mar 2023 | £8,318 | £53,372 | 12 |
| 31 Mar 2022 | -£3,133 | £14,812 | 7 |
| 31 Mar 2021 | £4,330 | £66,371 | 6 |
| 31 Mar 2020 | - | £17,960 | 5 |
| 31 Mar 2019 | - | £13,435 | 4 |
| 31 Mar 2018 | £8,834 | £20,207 | 3 |
| 31 Mar 2017 | £5,947 | £14,228 | 3 |
| 31 Mar 2016 | £7,263 | £12,013 | - |
| 31 Mar 2015 | £3,853 | £9,540 | - |
| 31 Mar 2014 | £5,686 | £12,267 | - |





## Directors' other companies

- [COOPER, Mark James Knight](/person/6562876) - director at [Grosvenor Financial Services (South West) Limited](/company/06776916)
- [COOPER, Mark James Knight](/person/6562876) - director at [First Chapter Consultancy (Taunton) Limited](/company/07930368)




