BEAUFORT FINANCIAL PLANNING (THREE COUNTIES) LTD
🏛️Establishedactive
11250029 · ltd · incorporated 2018-03-12
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: SIC 99999
Sector: Extraterritorial bodies
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 77/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
Data confidence
Overall: medium (61/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
4 officers (2 active, 4 linked, 4 with DOB)
90
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
19 connected companies via shared directors
90
Filing history
38 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
- 2025-09-03📄change-person-director-company-with-change-dateofficers · CH01
- 2025-09-02📄change-person-director-company-with-change-dateofficers · CH01
- 2025-07-15📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-04-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-04-03📄legacyaccounts · PARENT_ACC
- 2025-04-03📄legacyother · GUARANTEE2
- 2025-04-03📄legacyother · AGREEMENT2
- 2024-04-15📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-04-15📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2024-04-15📄change-account-reference-date-company-current-extendedaccounts · AA01
- 2024-04-09📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-04-09📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-04-09📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-04-09📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-04-04➕SHARKEY, Darren William John appointeddirector
- 2024-04-04➕THOMPSON, Andy appointeddirector
- 2024-04-04➖BOLTON, Jason James resigneddirector
- 2023-12-08📄capital-name-of-class-of-sharescapital · SH08
- 2023-11-29📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-08-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-09-05📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2021-07-28📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2019-09-30➖DAVIS, Mark John resigneddirector
- 2018-05-14➕BOLTON, Jason James appointeddirector
- 2018-03-12🏢Company incorporatedAs BEAUFORT FINANCIAL PLANNING (THREE COUNTIES) LTD
- 2018-03-12➕DAVIS, Mark John appointeddirector
Owner dependency
66/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Senior director age: Director aged approximately 58 — approaching natural succession window.
Succession & seller-readiness
46/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 58. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Group structure
Finli Advice Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Finli Advice Holdings Limited
Corporate parent · holds 75-100% shares · board control
⬇
BEAUFORT FINANCIAL PLANNING (THREE COUNTIES) LTD
This company · 11250029
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Finli Advice Holdings Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 04/04/2024 |
2 historic (ceased) PSCs
- Mr Jason James Boltonceased 04/04/2024· 75-100% shares · 75-100% voting · board control
- Mark Davisceased 30/09/2019· board control
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
🔒Co-director network graph
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
See pricing →Similar companies
Active · Other · MK postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BEARINGS (U.K.) LIMITED→ 15529377 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| BEAUFORT FINANCIAL PLANNING (NORTH WEST) LIMITED→ 05403514 · est 2005 · no financials extracted | — | — | — | — | 21y | — | — |
| BEDFORD MOTOR SERVICES LIMITED→ 05609120 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
| BEDFORDIA PLANT LIMITED→ 00582718 · est 1957 · no financials extracted | — | — | — | — | 68y | — | — |
| BEDFORDIA PROPERTIES LIMITED→ 00796101 · est 1964 · no financials extracted | — | — | — | — | 62y | — | — |
| BEDFORDSHIRE AND LUTON COMMUNITY FOUNDATION→ 04141953 · est 2001 · no financials extracted | — | — | — | — | 25y | — | — |
| BEDFORDSHIRE INNOVATORS LIMITED→ 08588638 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| BEDFORDSHIRE WASTE REMOVALS LTD→ 13057422 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| BEINGPURPLE LTD→ 13187350 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| BELLE TANKER HIRE LIMITED→ 05498249 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
| BEN’S BITES CAPITAL MANAGEMENT LLP→ OC447699 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| BENTHILL FARMING LIMITED→ 07836301 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.
Available from the Pro tier upwards.
See pricing →🔒Advanced scoring suite
Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.
Available from the Pro tier upwards.
See pricing →Company details
Statusactive
Typeltd
Incorporated2018-03-12
Jurisdictionengland-wales
Primary SIC99999 — SIC 99999
Registered office
C/O Freeths Llp 3rd Floor, Northgate House
450-500 Silbury Boulevard
Milton Keynes
MK9 2AD
England
Filing status
Accounts
Next due: 2026-06-30
Last made up to: 2024-06-30
Confirmation statement
Next due: 2026-09-06
Last: 2025-08-23
Officers (2 active · 2 resigned)
SHARKEY, Darren William John→
Activedirector · ~56y · appointed 2024-04-04
View their other companies + combined net worth →
THOMPSON, Andy→
Activedirector · ~58y · appointed 2024-04-04
View their other companies + combined net worth →
BOLTON, Jason James→
Resigneddirector · ~61y · appointed 2018-05-14 · resigned 2024-04-04
DAVIS, Mark John→
Resigneddirector · ~60y · appointed 2018-03-12 · resigned 2019-09-30
Click a director name to see their full track record across all companies.
Recent filings (38 total)
change-person-director-company-with-change-date
officers · CH01
2025-09-03
confirmation-statement-with-updates
confirmation-statement · CS01
2025-09-02
change-person-director-company-with-change-date
officers · CH01
2025-09-02
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-07-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-04-03
legacy
accounts · PARENT_ACC
2025-04-03
legacy
other · GUARANTEE2
2025-04-03
legacy
other · AGREEMENT2
2025-04-03
confirmation-statement-with-updates
confirmation-statement · CS01
2024-09-26
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-04-15
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-04-15
change-account-reference-date-company-current-extended
accounts · AA01
2024-04-15
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-04-09
termination-director-company-with-name-termination-date
officers · TM01
2024-04-09
appoint-person-director-company-with-name-date
officers · AP01
2024-04-09