CompanyCore
UK company intelligence
Company profile report
Prepared 15 July 2026

BEALS MORTGAGE AND FINANCIAL SERVICES LIMITED

08286166 · ltd · incorporated 2012-11-08

1. Company facts

Status
active
Lifecycle
🌳 Mature — Long-running with flat or slow growth. Steady cash, limited upside.
Jurisdiction
england-wales
Registered office
Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN, England
SIC codes
64999 — Financial intermediation not elsewhere classified; 66220 — Activities of insurance agents and brokers; 66290 — Other activities auxiliary to insurance and pension funding
Accounts next due
2026-12-28
Confirmation statement next due
2026-10-07

2. Directors (3 active)

BEAL, Anthony John
director · appointed 2012-11-08 · born 4/1963 (age 63)
JANES, Paul Alexis
director · appointed 2012-11-08 · born 9/1962 (age 64)
VAN ROOY, Willem
director · appointed 2024-10-29 · born 10/1982 (age 44)

3. Shareholders (2 active)

Mr Anthony John Beal
50-75% shares · 50-75% voting · board control
Quilter Financial Planning Limited
25-50% shares · 25-50% voting

4. Group structure

Quilter Financial Planning Limited holds 25-50% — a significant corporate investor but not a controlling parent.

Quilter Financial Planning Limited
Corporate parent · 25-50%

Headline verdict

Opportunity score
79/100 (Strong)
Owner dependency
high — 73/100
Red flags
0 high · 0 medium · 0 low