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Companies House/Taunton/Company profile

BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED

Active - Proposal to Strike off
08529290·incorporated 2013-05-14

BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED is an active UK private limited company, incorporated on 14 May 2013 at Companies House (number 08529290; OpenRegistry canonical ID GB-08529290-beaufort-financial-planning-south-west-limited). Sophymarine's OpenRegistry classifies it under SIC 64999 (Financial intermediation not elsewhere classified), one of 31,237 active UK entities in that code and one of 7,842 active companies registered in Taunton, Somerset (postcode TA1). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active - Proposal to Strike off
Type
Private Limited Company
Incorporated
2013-05-14
Registered Address
FIRST FLOOR, 51-52 HIGH STREET, TAUNTON, SOMERSET, TA1 3PR
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

Look up shareholders of BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED

Financials

Check financials of BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED

Filings

Check filing history of BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED

Accounts

Last filed accounts made up to 2025-09-30. Next accounts due 2027-06-30. Financial year-end: 30/09. Filing class: TOTAL EXEMPTION FULL.

Confirmation statement

Last confirmation statement made up to 2025-06-25. Next confirmation statement due 2026-07-09.

Persons with significant control

BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED has 2 persons with significant control on file:

  • Mr Jonathan Leonard Creasey born 1968 resident in England, British national. Notified 2017-06-14.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights
  • Mr Mark James Knight Cooper born 1965 resident in England, British national. Notified 2017-06-14.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights

2 historical PSC records have ceased:

  • Mrs Jane Louise Creasey born 1976 resident in England, British national. Notified 2017-06-14. Ceased 2024-08-30.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights
  • Mrs Vanessa Cooper born 1965 resident in United Kingdom, British national. Notified 2017-06-14. Ceased 2024-08-30.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights

Similar UK companies

Other companies registered under SIC 64999 (Financial intermediation not elsewhere classified):

Other companies registered in Taunton:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/08529290.

Source: Companies House Free Company Data, refreshed 2026-06-06. Official record: find-and-update.company-information.service.gov.uk.