Finli (Thames Valley) Ltd
Reference number: 564038
Instant download
Authorisation being cancelled
This firm has asked the FCA to cancel its authorisation. It is still in force until the FCA processes the application, so existing business keeps its protection, but its regulated work is winding down.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
The Middle Barn, Bryants Farm, Kiln Road, Dunsden, Reading, Oxfordshire, RG4 9PB, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When finli.co.uk first appeared online, and whether it can receive email
- What kind of line 0118 987 9400 is
- Who else gives the postcode RG4 9PB
Other names (5)
If you were contacted under any of these names, it is this firm.
- Beaufort Financial Trading name: A name it trades under now.
- Beaufort Financial (Reading) Trading name: A name it trades under now.
- Finli Trading name: A name it trades under now.
- Beaufort Asset Management Limited Former name: A name it was registered under before.
- Specialists4Protection Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages · Arrange equity release FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (14 permissions)
- Acting as a CBTL advisor
- Advising on a home reversion plan
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) a home reversion plan
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to a home reversion plan
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 07122971 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 12 January 2010 (16 years old)
- Registered office
- C/O Freeths Llp 3rd Floor, Northgate House, 450-500 Silbury Boulevard, Milton Keynes, MK9 2AD, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
- Life insurance (SIC 65110)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Darren William John Sharkey | Director | Jul 1970 | 31 May 2023 | 114 other companies |
| Andy Thompson | Director | Nov 1968 | 31 May 2023 | 18 other companies |
| Calum Mark Brewster | Director | Jun 1969 | 16 Oct 2026 | 4 other companies |
Other companies run by these 3 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 114
- closed down
- 55
- went insolvent
- 7
In the full report: all 114 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- The 7 that went into liquidation or administration
- The 22 on the FCA register, including 3 no longer authorised
- The 21 companies these 3 directors run together
- All 9 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£751k
+61% from £467k
Cash at bank
£834k
+42% from £587k
Employees (average)
27
+8% from 25
Owed within a year
£625k
+4.2% from £599k
Assets and liabilities
In the full report: all 4 years of accounts
- Every year from 2019 to 2022
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 07122971. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Finli (Thames Valley)’s history from the FCA register and Companies House, newest first.
2024
26 June 2024
- Changed its registered name from "Beaufort Asset Management Limited"
FCA register
2023
31 May 2023
- Christopher Shaw no longer has significant control
- Clive Simon Goldthorpe no longer has significant control
- Finli Advice Holdings Limited took control (75–100% of shares)
- Mark Dolby no longer has significant control
- Simon Timothy Goldthorpe stopped being the majority owner
Companies House
2022
31 July 2022
- Graeme James Bone no longer has significant control
Companies House
2017
1 September 2017
- Graeme James Bone gained significant control
Companies House
2016
6 April 2016
- Christopher Shaw gained significant control
- Clive Simon Goldthorpe gained significant control
- Mark Dolby gained significant control
- Simon Timothy Goldthorpe became the majority owner (50–75% of shares)
Companies House
2012
22 February 2012
- Regulated by the FCA from this date
- Applied to cancel its FCA authorisation
FCA register
2010
12 January 2010
- Incorporated at Companies House
Companies House
In the full report: all 37 events
- All 37 events in its history (15 shown here)
- Every director appointment and resignation: 15
Firms connected to Finli (Thames Valley)
Other FCA-listed firms that share a director, phone number or address with Finli (Thames Valley). A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 3
- share a director
- 3
- past link
- 1
In the full report: all 3 connected firms, named
- How each is linked: shared directors (3)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Firms like Finli (Thames Valley)
Other firms of the same type (financial adviser), nearest first.
In Reading
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Finli (Thames Valley)
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 114 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 4 years of accounts, charted
- All 37 events in its history
- 3 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk