ContactCredit ReportFinancialsPeopleOwnershipLatest ActivityMutual CompaniesDocumentsRepayment History

DFP Wealth Management Ltd

DFP Wealth Management Ltd is a liquidation company incorporated on 12 February 2007 with the registered office located in . DFP Wealth Management Ltd was registered 18 years ago.
Status
Liquidation
In voluntary liquidation since 1 month ago
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 (9 months ago)
Next confirmation dated 15 February 2026
Due by 1 March 2026 (2 months remaining)
Last change occurred 9 months ago
Accounts
Overdue
Accounts overdue by 37 days
For period 1 Sep31 Jan 2024 (5 months)
Accounts type is Total Exemption Full
Next accounts for period 31 January 2025
Was due on 31 October 2025 (1 month ago)
Address
Brook House Manor Drive
Clyst St. Mary
Exeter
EX5 1GD
Address changed on 5 Nov 2025 (1 month ago)
Previous address was The Apex Derriford Business Park Derriford Plymouth PL6 5FL England
Telephone
01752500909
Email
Unreported
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • Chief Risk Officer • British • Lives in England • Born in Oct 1962
Director • Chartered Accountant • British • Lives in England • Born in Feb 1980
Succession Group Ltd
PSC
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
Mutual Companies
Succession Financial Management Limited
Michelmores Secretaries Limited, Susan Marie Puddephatt, and 1 more are mutual people.
Active
Veracity Asset Transformation Service Limited
Stephen David Willis, Susan Marie Puddephatt, and 1 more are mutual people.
Active
True Wealth Management Limited
Stephen David Willis, Susan Marie Puddephatt, and 1 more are mutual people.
Active
Succession Wealth Management Limited
Stephen David Willis, Susan Marie Puddephatt, and 1 more are mutual people.
Active
Succession Group Ltd
Stephen David Willis, Susan Marie Puddephatt, and 1 more are mutual people.
Active
Succession Employee Benefit Solutions Limited
Stephen David Willis, Susan Marie Puddephatt, and 1 more are mutual people.
Active
Lee Strathy Limited
Michelmores Secretaries Limited, Stephen David Willis, and 1 more are mutual people.
Active
True Wealth Planning Solutions 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
Declaration of Solvency
25 Days Ago on 12 Nov 2025
Registered Address Changed
1 Month Ago on 5 Nov 2025
Voluntary Liquidator Appointed
1 Month Ago on 3 Nov 2025
Confirmation Submitted
9 Months Ago on 17 Feb 2025
Ms Susan Marie Puddephatt Details Changed
12 Months Ago on 12 Dec 2024
Glynne Adrian Dunn Resigned
1 Year 4 Months Ago on 1 Aug 2024
Full Accounts Submitted
1 Year 6 Months Ago on 24 May 2024
Accounting Period Shortened
1 Year 6 Months Ago on 24 May 2024
Full Accounts Submitted
1 Year 6 Months Ago on 22 May 2024
Confirmation Submitted
1 Year 9 Months Ago on 15 Feb 2024
Get Credit Report
Discover DFP Wealth Management Ltd's Credit Score, how much credit you can offer them, and how likely they are to repay you
Documents
Declaration of solvency
Submitted on 12 Nov 2025
Registered office address changed from The Apex Derriford Business Park Derriford Plymouth PL6 5FL England to Brook House Manor Drive Clyst St. Mary Exeter EX5 1GD on 5 November 2025
Submitted on 5 Nov 2025
Appointment of a voluntary liquidator
Submitted on 3 Nov 2025
Resolutions
Submitted on 3 Nov 2025
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
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year