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DFM Financial Planning Limited

DFM Financial Planning Limited is an active company incorporated on 24 July 2018 with the registered office located in Alcester, Warwickshire. DFM Financial Planning Limited was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11480293
Private limited company
Age
7 years
Incorporated 24 July 2018
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 23 July 2025 (3 months ago)
Next confirmation dated 23 July 2026
Due by 6 August 2026 (9 months remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Aug ⟶ 31 Jul 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 July 2026
Due by 30 April 2027 (1 year 6 months remaining)
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Contact Update Details
Address
7 Arden Court
Arden Road
Alcester
Warwickshire
B49 6HN
England
Same address since incorporation
Telephone
0121 3544034
Email
Unreported
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People
Officers
3
Shareholders
4
Controllers (PSC)
1
Mr David James Lewis Smith
Director • PSC • Independent Financial Adviser • British • Lives in England • Born in Oct 1967
Mrs Sarah Nicholls
Director • Operations Manager • British • Lives in England • Born in Mar 1964
Benjamin James Rees
Director • Financial Adviser • British • Lives in UK • Born in Mar 1982
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Mutual Companies
The Rebuild Group
Benjamin James Rees is a mutual person.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2019–2025)
Period Ended
31 Jul 2025
For period 31 Jul ⟶ 31 Jul 2025
Traded for 12 months
Cash in Bank
£13.69K
Increased by £13.69K (%)
Turnover
Unreported
Same as previous period
Employees
5
Increased by 1 (+25%)
Total Assets
£36.59K
Decreased by £17.59K (-32%)
Total Liabilities
-£30.77K
Decreased by £24.05K (-44%)
Net Assets
£5.82K
Increased by £6.46K (-1002%)
Debt Ratio (%)
84%
Decreased by 17.09% (-17%)
See 10 Year Full Financials
Latest Activity
Benjamin James Rees Resigned
25 Days Ago on 3 Oct 2025
Full Accounts Submitted
1 Month Ago on 28 Sep 2025
Confirmation Submitted
3 Months Ago on 29 Jul 2025
Micro Accounts Submitted
7 Months Ago on 22 Mar 2025
Confirmation Submitted
1 Year 3 Months Ago on 29 Jul 2024
Micro Accounts Submitted
1 Year 7 Months Ago on 9 Mar 2024
Confirmation Submitted
2 Years 2 Months Ago on 4 Aug 2023
Mrs Sarah Nicholls Appointed
2 Years 7 Months Ago on 15 Mar 2023
Abridged Accounts Submitted
2 Years 8 Months Ago on 22 Feb 2023
Confirmation Submitted
3 Years Ago on 5 Aug 2022
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Documents
Termination of appointment of Benjamin James Rees as a director on 3 October 2025
Submitted on 3 Oct 2025
Total exemption full accounts made up to 31 July 2025
Submitted on 28 Sep 2025
Confirmation statement made on 23 July 2025 with no updates
Submitted on 29 Jul 2025
Micro company accounts made up to 31 July 2024
Submitted on 22 Mar 2025
Confirmation statement made on 23 July 2024 with no updates
Submitted on 29 Jul 2024
Micro company accounts made up to 31 July 2023
Submitted on 9 Mar 2024
Confirmation statement made on 23 July 2023 with no updates
Submitted on 4 Aug 2023
Appointment of Mrs Sarah Nicholls as a director on 15 March 2023
Submitted on 15 Mar 2023
Unaudited abridged accounts made up to 31 July 2022
Submitted on 22 Feb 2023
Confirmation statement made on 23 July 2022 with no updates
Submitted on 5 Aug 2022
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Repayment History
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