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Home > England & Wales Companies > BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED
Company Information for

BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED

BOSTON HOUSE 214 HIGH STREET, BOSTON SPA, LEEDS, WEST YORKSHIRE, LS23 6AD,
Company Registration Number
07047747
Private Limited Company
Active

Company Overview

About Beaufort Financial Planning (yorkshire) Ltd
BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED was founded on 2009-10-17 and has its registered office in Leeds. The organisation's status is listed as "Active". Beaufort Financial Planning (yorkshire) Limited is a Private Limited Company registered in with Companies House and the accounts submission requirement is categorised as TOTAL EXEMPTION FULL
  • Company qualifies as a small company
  • Company has filed full accounts
  • Company is exempt from audit
  • Annual turnover is less than £6.5 million
  • The balance sheet total is less than £ 3.26 million
  • Employs less than 50 employees
Key Data
Company Name
BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED
 
Legal Registered Office
BOSTON HOUSE 214 HIGH STREET
BOSTON SPA
LEEDS
WEST YORKSHIRE
LS23 6AD
Other companies in LS23
 
Previous Names
FORTUNA FINANCIAL SOLUTIONS LIMITED26/04/2013
Filing Information
Company Number 07047747
Company ID Number 07047747
Date formed 2009-10-17
Country 
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/03/2024
Account next due 31/12/2025
Latest return 17/10/2015
Return next due 14/11/2016
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2025-01-05 07:33:11
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED
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Company Officers of BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED

Current Directors
Officer Role Date Appointed
ANDREW DAVID ELSON
 Director 2009-10-17
SARAH ELEANOR ELSON
 Director 2009-10-17

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
ANDREW DAVID ELSON BERRY & OAK FINANCIAL LIMITED Director 2017-05-03 CURRENT 2017-05-03 Active
ANDREW DAVID ELSON BERRY & OAK LIMITED Director 2016-01-07 CURRENT 2016-01-07 Active
SARAH ELEANOR ELSON BERRY & OAK FINANCIAL LIMITED Director 2017-05-03 CURRENT 2017-05-03 Active
SARAH ELEANOR ELSON BERRY & OAK LIMITED Director 2016-01-07 CURRENT 2016-01-07 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2024-12-1831/03/24 ACCOUNTS TOTAL EXEMPTION FULL
2024-11-18CONFIRMATION STATEMENT MADE ON 17/10/24, WITH NO UPDATES
2022-11-02CS01CONFIRMATION STATEMENT MADE ON 17/10/22, WITH NO UPDATES
2021-10-20CS01CONFIRMATION STATEMENT MADE ON 17/10/21, WITH NO UPDATES
2021-06-09AA31/03/21 ACCOUNTS TOTAL EXEMPTION FULL
2020-12-04AA31/03/20 ACCOUNTS TOTAL EXEMPTION FULL
2020-11-23CS01CONFIRMATION STATEMENT MADE ON 17/10/20, WITH NO UPDATES
2019-11-01AA31/03/19 ACCOUNTS TOTAL EXEMPTION FULL
2019-10-29CS01CONFIRMATION STATEMENT MADE ON 17/10/19, WITH NO UPDATES
2018-11-22AA31/03/18 ACCOUNTS TOTAL EXEMPTION FULL
2018-10-17CS01CONFIRMATION STATEMENT MADE ON 17/10/18, WITH NO UPDATES
2017-12-05AA31/03/17 ACCOUNTS TOTAL EXEMPTION FULL
2017-10-23CS01CONFIRMATION STATEMENT MADE ON 17/10/17, WITH NO UPDATES
2016-12-08AA31/03/16 ACCOUNTS TOTAL EXEMPTION SMALL
2016-10-17LATEST SOC17/10/16 STATEMENT OF CAPITAL;GBP 200
2016-10-17CS01CONFIRMATION STATEMENT MADE ON 17/10/16, WITH UPDATES
2015-12-02AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/15
2015-11-11LATEST SOC11/11/15 STATEMENT OF CAPITAL;GBP 200
2015-11-11AR0117/10/15 ANNUAL RETURN FULL LIST
2014-12-16AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/14
2014-10-28LATEST SOC28/10/14 STATEMENT OF CAPITAL;GBP 200
2014-10-28AR0117/10/14 ANNUAL RETURN FULL LIST
2013-10-28AA31/03/13 ACCOUNTS TOTAL EXEMPTION SMALL
2013-10-18AR0117/10/13 ANNUAL RETURN FULL LIST
2013-10-18CH01DIRECTOR'S CHANGE OF PARTICULARS / SARAH ELEANOR ELSON / 30/04/2013
2013-10-18CH01DIRECTOR'S CHANGE OF PARTICULARS / ANDREW DAVID ELSON / 30/04/2013
2013-09-20AA01Previous accounting period shortened from 31/10/13 TO 31/03/13
2013-04-30RES10Resolutions passed:
  • Resolution of allotment of securities
2013-04-30AD01REGISTERED OFFICE CHANGED ON 30/04/13 FROM Convention House St. Mary's Street Leeds West Yorkshire LS9 7DP United Kingdom
2013-04-30SH0112/04/13 STATEMENT OF CAPITAL GBP 100.00
2013-04-26RES15CHANGE OF NAME 19/04/2013
2013-04-26CERTNMCompany name changed fortuna financial solutions LIMITED\certificate issued on 26/04/13
2013-04-26CONNOTNOTICE OF CHANGE OF NAME NM01 - RESOLUTION
2013-04-22AA31/10/12 ACCOUNTS TOTAL EXEMPTION SMALL
2012-10-22AR0117/10/12 ANNUAL RETURN FULL LIST
2012-06-28AA31/10/11 ACCOUNTS TOTAL EXEMPTION SMALL
2011-11-14AR0117/10/11 ANNUAL RETURN FULL LIST
2011-06-27AA31/10/10 ACCOUNTS TOTAL EXEMPTION SMALL
2010-10-21AR0117/10/10 FULL LIST
2009-10-17NEWINCCERTIFICATE OF INCORPORATION GENERAL COMPANY DETAILS & STATEMENTS OF; OFFICERS, CAPITAL & SHAREHOLDINGS, GUARANTEE, COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
64 - Financial service activities, except insurance and pension funding
649 - Other financial service activities, except insurance and pension funding
64999 - Financial intermediation not elsewhere classified




Licences & Regulatory approval
We could not find any licences issued to BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED does not have any mortgage charges so there is no mortgagee data available

  Average Max
MortgagesNumMortCharges1.5099
MortgagesNumMortOutstanding0.9593
MortgagesNumMortPartSatisfied0.007
MortgagesNumMortSatisfied0.5496

This shows the max and average number of mortgages for companies with the same SIC code of 64999 - Financial intermediation not elsewhere classified

Filed Financial Reports
Annual Accounts
2014-03-31
Annual Accounts
2015-03-31
Annual Accounts
2016-03-31
Annual Accounts
2017-03-31
Annual Accounts
2018-03-31
Annual Accounts
2018-03-31
Annual Accounts
2018-03-31
Annual Accounts
2018-03-31
Annual Accounts
2018-03-31
Annual Accounts
2018-03-31
Annual Accounts
2018-03-31
Annual Accounts
2019-03-31
Annual Accounts
2020-03-31
Annual Accounts
2021-03-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED

Intangible Assets
Patents
We have not found any records of BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED
Trademarks
We have not found any records of BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (64999 - Financial intermediation not elsewhere classified) as BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED are:

ABBEY NATIONAL INVESTMENTS HOLDINGS LIMITED £ 5,053,043
ABRDN FUND MANAGERS LIMITED £ 3,017,531
PICTET ASSET MANAGEMENT LIMITED £ 647,110
DORSET HOUSE LTD £ 572,427
ALLPAY LIMITED £ 461,876
ARLINGCLOSE LIMITED £ 227,102
FIL PENSIONS MANAGEMENT £ 105,751
ASSET ADVANTAGE GROUP LIMITED £ 92,418
CLOSE INVOICE FINANCE LIMITED £ 61,134
3C PAYMENT UK LTD £ 37,584
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
Outgoings
Business Rates/Property Tax
No properties were found where BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded BEAUFORT FINANCIAL PLANNING (YORKSHIRE) LIMITED any grants or awards.
Ownership
    We could not find any group structure information
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    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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    Other companies at postcode LS23 6AD