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Company profile
BEAUFORT FINANCIAL PLANNING (SOUTH WEST) LIMITED
active • ltd • First Floor, 51-52 High Street, Taunton, Somerset, TA1 3PR
Company no.08529290Officers4Documents20
Key company facts
Core operating details surfaced from the public profile endpoint.
- Company Number
- 08529290
- Company Status
- active
- Type
- ltd
- Date Of Creation
- 2013-05-14
- Registered Office
- First Floor, 51-52 High Street, Taunton, Somerset, TA1 3PR
- Sic Codes
- financial intermediation not elsewhere classified
Financials
A cleaner view of the latest filing, balance sheet movement, and multi-year trend.
Total assets
£4,109
Equity
-£6,635
Total liabilities
£10,744
Cash in bank
£2,025
Year-on-year movement
Quick comparison from the latest filed period.
2025-09-30
Equity
-£12.21k
-219.03%Cash in bank
-£20.70k
-91.09%Total assets
-£39.98k
-90.68%Total liabilities
+£27.77k
+72.10%Financial trend
Multi-year view of the main balance sheet lines.
Net Assets
Total Assets
Total Liabilities
£54,697£4,159-£46,379
2022202320242025
Latest snapshot
Financial year2025
Statement date2025-09-30
Trade debtors£2,084
Trade creditors£108
Fixed assets£0
Current assets£4,109
| Year | Net Assets | Total Assets | Total Liabilities |
|---|---|---|---|
| 2022 | -£3,133 | £15,878 | -£19,011 |
| 2023 | £8,318 | £54,697 | -£46,379 |
| 2024 | £5,574 | £44,086 | -£38,512 |
| 2025 | -£6,635 | £4,109 | -£10,744 |
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Latest activity
Recent company and officer updates, reshaped from the watchlist activity source for public profile use.
| Update | Date | Recency |
|---|---|---|
| Change of Company Status Detail | 13 May 2026 | 29 Days |
| Accounts Submitted | 23 Apr 2026 | 1 Month |
| Accounts Submitted | 3 Jul 2025 | 11 Months |
| Confirmation Statement Submitted | 25 Jun 2025 | 11 Months |
| Accounts Submitted | 3 Oct 2024 | 1 Year |
| Accounts Submitted | 25 Jun 2024 | 1 Year |
| Confirmation Statement Submitted | 25 Jun 2024 | 1 Year |
| Change of Date Of Creation | 25 Jun 2024 | 1 Year |
| Change of Jurisdiction | 25 Jun 2024 | 1 Year |
| Change of Last Full Members List Date | 25 Jun 2024 | 1 Year |
| Change of Registered Office Address | 25 Jun 2024 | 1 Year |
| Change of Type | 25 Jun 2024 | 1 Year |
Documents
Public filing documents and direct PDF links where available.
| Description | Date | Document |
|---|---|---|
| gazette-notice-voluntary | 2026-05-19 | Open PDF |
| dissolution-application-strike-off-company | 2026-05-12 | Open PDF |
| accounts-with-accounts-type-total-exemption-full | 2026-04-23 | Open PDF |
| change-account-reference-date-company-current-extended | 2025-07-03 | Open PDF |
| confirmation-statement-with-updates | 2025-06-25 | Open PDF |
| accounts-with-accounts-type-total-exemption-full | 2024-10-03 | Open PDF |
| cessation-of-a-person-with-significant-control | 2024-08-30 | Open PDF |
| cessation-of-a-person-with-significant-control | 2024-08-30 | Open PDF |
| confirmation-statement-with-updates | 2024-06-25 | Open PDF |
| accounts-with-accounts-type-total-exemption-full | 2023-12-20 | Open PDF |
| confirmation-statement-with-no-updates | 2023-06-26 | Open PDF |
| accounts-with-accounts-type-total-exemption-full | 2022-11-21 | Open PDF |