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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.
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 Sep31 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)
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
Telephone
01752500909
Email
Unreported
People
Officers
4
Shareholders
1
Controllers (PSC)
1
Director • Chartered Accountant • British • Lives in England • Born in Feb 1980
Director • Financial Advisor • British • Lives in UK • Born in Mar 1967
Director • Chief Risk Officer • British • Lives in England • Born in Oct 1962
Succession Group Ltd
PSC
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
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
31 Jan 2024
For period 31 Aug31 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%)
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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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
Repayment History
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