The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 3
  • 1
    Cooper, Vanessa
    Individual (5 offsprings)
    Officer
    2013-05-14 ~ now
    OF - Secretary → CIF 0
  • 2
    Creasey, Jonathan Leonard
    Financial Advisor born in July 1968
    Individual (6 offsprings)
    Officer
    2013-05-14 ~ now
    OF - Director → CIF 0
    Mr Jonathan Leonard Creasey
    Born in July 1968
    Individual (6 offsprings)
    Person with significant control
    2017-06-14 ~ now
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
  • 3
    Cooper, Mark James Knight
    Independent Financial Advisor born in September 1965
    Individual (6 offsprings)
    Officer
    2014-11-05 ~ now
    OF - Director → CIF 0
    Mr Mark James Knight Cooper
    Born in September 1965
    Individual (6 offsprings)
    Person with significant control
    2017-06-14 ~ now
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
Ceased 3
  • 1
    Mrs Vanessa Cooper
    Born in May 1965
    Individual (5 offsprings)
    Person with significant control
    2017-06-14 ~ 2024-08-30
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
  • 2
    Mrs Jane Louise Creasey
    Born in March 1976
    Individual (3 offsprings)
    Person with significant control
    2017-06-14 ~ 2024-08-30
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
  • 3
    Cooper, Mark James Knight
    Financial Advisor born in September 1965
    Individual (6 offsprings)
    Officer
    2013-05-14 ~ 2013-06-24
    OF - Director → CIF 0
parent relation
Company in focus

BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
300 GBP2024-03-31
400 GBP2023-03-31
Fixed Assets
300 GBP2024-03-31
400 GBP2023-03-31
Debtors
21,061 GBP2024-03-31
925 GBP2023-03-31
Cash at bank and in hand
22,725 GBP2024-03-31
53,372 GBP2023-03-31
Current Assets
43,786 GBP2024-03-31
54,297 GBP2023-03-31
Creditors
Current
38,455 GBP2024-03-31
46,303 GBP2023-03-31
Net Current Assets/Liabilities
5,331 GBP2024-03-31
7,994 GBP2023-03-31
Total Assets Less Current Liabilities
5,631 GBP2024-03-31
8,394 GBP2023-03-31
Net Assets/Liabilities
5,574 GBP2024-03-31
8,318 GBP2023-03-31
Equity
Called up share capital
10 GBP2024-03-31
10 GBP2023-03-31
Retained earnings (accumulated losses)
5,564 GBP2024-03-31
8,308 GBP2023-03-31
Equity
5,574 GBP2024-03-31
8,318 GBP2023-03-31
Average Number of Employees
92023-04-01 ~ 2024-03-31
92022-04-01 ~ 2023-03-31
Intangible Assets - Gross Cost
Computer software
4,380 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
500 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
200 GBP2024-03-31
100 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
100 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Furniture and fittings
300 GBP2024-03-31
400 GBP2023-03-31
Other Debtors
Current, Amounts falling due within one year
21,061 GBP2024-03-31
925 GBP2023-03-31
Trade Creditors/Trade Payables
Current
4,049 GBP2024-03-31
4,256 GBP2023-03-31
Other Taxation & Social Security Payable
Current
1,782 GBP2024-03-31
9,027 GBP2023-03-31
Other Creditors
Current
32,624 GBP2024-03-31
33,020 GBP2023-03-31

  • BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED
    Info
    Registered number 08529290
    First Floor, 51-52 High Street, Taunton, Somerset TA1 3PR
    Private Limited Company incorporated on 2013-05-14 (12 years 1 month). The company status is Active.
    The last date of confirmation statement was made at 2024-06-25
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.