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DFP Wealth Management Ltd
DFP Wealth Management Ltd is an active company incorporated on 12 February 2007 with the registered office located in Plymouth, Devon. DFP Wealth Management Ltd was registered 18 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
06098373
Private limited company
Age
18 years
Incorporated
12 February 2007
Size
Micro
Turnover is under
£1M
Balance sheet is under
£500,000
Under
10 employees
Confirmation
Submitted
Dated
15 February 2025
(6 months ago)
Next confirmation dated
15 February 2026
Due by
1 March 2026
(5 months remaining)
Last change occurred
6 months ago
Accounts
Submitted
For period
1 Sep
⟶
31 Jan 2024
(5 months)
Accounts type is
Total Exemption Full
Next accounts for period
31 January 2025
Due by
31 October 2025
(1 month remaining)
Learn more about DFP Wealth Management Ltd
Contact
Address
The Apex Derriford Business Park
Derriford
Plymouth
PL6 5FL
England
Address changed on
12 Feb 2024
(1 year 6 months ago)
Previous address was
Companies in PL6 5FL
Telephone
01752500909
Email
Unreported
Website
Dfpsolutions.co.uk
See All Contacts
People
Officers
4
Shareholders
1
Controllers (PSC)
1
Stephen David Willis
Director • Chartered Accountant • British • Lives in England • Born in Feb 1980
Glynne Adrian Dunn
Director • Financial Advisor • British • Lives in UK • Born in Mar 1967
Susan Marie Puddephatt
Director • Chief Risk Officer • British • Lives in England • Born in Oct 1962
Michelmores Secretaries Limited
Secretary
Succession Group Ltd
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
DFP Health & Wealth Management Limited
Glynne Adrian Dunn, Stephen David Willis, and 2 more are mutual people.
Active
Succession Financial Management Limited
Stephen David Willis, Michelmores Secretaries Limited, and 1 more are mutual people.
Active
Veracity Asset Transformation Service Limited
Stephen David Willis, Michelmores Secretaries Limited, and 1 more are mutual people.
Active
True Wealth Management Limited
Stephen David Willis, Michelmores Secretaries Limited, and 1 more are mutual people.
Active
Succession Wealth Management Limited
Stephen David Willis, Michelmores Secretaries Limited, and 1 more are mutual people.
Active
Succession Group Ltd
Stephen David Willis, Michelmores Secretaries Limited, and 1 more are mutual people.
Active
Succession Employee Benefit Solutions Limited
Stephen David Willis, Michelmores Secretaries Limited, and 1 more are mutual people.
Active
Lee Strathy Limited
Stephen David Willis, Michelmores Secretaries Limited, and 1 more are mutual people.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
31 Jan 2024
For period
31 Aug
⟶
31 Jan 2024
Traded for
5 months
Cash in Bank
Unreported
Decreased by £14.16K (-100%)
Turnover
Unreported
Same as previous period
Employees
1
Decreased by 1 (-50%)
Total Assets
£370.48K
Decreased by £66.73K (-15%)
Total Liabilities
-£404.46K
Decreased by £46.72K (-10%)
Net Assets
-£33.98K
Decreased by £20.02K (+143%)
Debt Ratio (%)
109%
Increased by 5.98% (+6%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
6 Months Ago on 17 Feb 2025
Ms Susan Marie Puddephatt Details Changed
8 Months Ago on 12 Dec 2024
Glynne Adrian Dunn Resigned
1 Year 1 Month Ago on 1 Aug 2024
Full Accounts Submitted
1 Year 3 Months Ago on 24 May 2024
Accounting Period Shortened
1 Year 3 Months Ago on 24 May 2024
Full Accounts Submitted
1 Year 3 Months Ago on 22 May 2024
Confirmation Submitted
1 Year 6 Months Ago on 15 Feb 2024
Succession Group Ltd (PSC) Details Changed
1 Year 7 Months Ago on 1 Feb 2024
Dfp Health & Wealth Management Limited (PSC) Resigned
1 Year 7 Months Ago on 1 Feb 2024
Ms Susan Marie Puddephatt Appointed
1 Year 7 Months Ago on 1 Feb 2024
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Get Credit Report
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See All Credit Score & Limits
Documents
Confirmation statement made on 15 February 2025 with updates
Submitted on 17 Feb 2025
Director's details changed for Ms Susan Marie Puddephatt on 12 December 2024
Submitted on 16 Dec 2024
Solvency Statement dated 27/11/24
Submitted on 11 Dec 2024
Statement by Directors
Submitted on 11 Dec 2024
Statement of capital on 11 December 2024
Submitted on 11 Dec 2024
Resolutions
Submitted on 11 Dec 2024
Termination of appointment of Glynne Adrian Dunn as a director on 1 August 2024
Submitted on 1 Aug 2024
Previous accounting period shortened from 31 August 2024 to 31 January 2024
Submitted on 24 May 2024
Total exemption full accounts made up to 31 January 2024
Submitted on 24 May 2024
Total exemption full accounts made up to 31 August 2023
Submitted on 22 May 2024
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Repayment History
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