Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
DFP Wealth Management Ltd
- Incorporated
- 12 February 2007
- Previously known as
- Direct Financial Planning Solutions Limited (until 31 March 2014)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owners at dissolution
- Accounts type
- Total exemption full
- Region
- South West
- Address
- Brook House Manor DriveClyst St. MaryExeterEX5 1GD
Officers
Not loaded yet. See them on Companies House
Ownership 1 at dissolution
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 February 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 07882873
Former controllers (3)
1 February 2024
Ceased DFP Health & Wealth Management Limited — Owns 25–50% of shares
1 February 2024
Ceased Glynne Adrian Dunn — Owns 25–50% of shares
8 October 2021
Ceased Peter Leonard Lee — Owns 25–50% of shares
Group structure 16 shown
Ownership group derived from the Companies House PSC register
Cutter & Co Financial Planning Limited Owns 75–100% of shares
Destination Financial Planning Limited Owns 75–100% of shares
DFP Wealth Management Ltd This company DissolvedOwns 75–100% of shares
Flowers McEwan Limited Owns 75–100% of shares
Law Society (NI) Financial Advice Limited Owns 75–100% of shares
Lee Strathy Limited Owns 75–100% of shares
London Wall Partners LLP Holds 75–100% of voting rights
Navigator Financial Planning Limited Owns 75–100% of shares
Succession Employee Benefit Solutions Limited Owns 75–100% of shares
Tag Financial Planning Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 January 2024 · total exemption full accounts
- Net Assets
- (£33,983)
- Employees
- 1
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £370,480 | £385,701 | £423,054 | £460,705 | £499,166 | £535,323 |
| Current Assets | £14,160 | £12,082 | £30,746 | £19,846 | ||
| Debtors | £3,320 | £3,319 | £7,268 | |||
| Cash | £8,719 | £14,160 | £8,762 | £27,427 | £12,578 | |
| Creditors (< 1 year) | £404,430 | £411,290 | £235,984 | £211,019 | £234,510 | £261,593 |
| Creditors (> 1 year) | £214,775 | £265,437 | £282,461 | £276,718 | ||
| Net Current Assets | (£404,430) | (£402,571) | (£221,824) | (£198,937) | (£203,764) | (£241,747) |
| Net Assets | (£33,983) | (£16,912) | (£13,965) | (£4,050) | £12,280 | £16,119 |
| Shareholder Funds | (£13,965) | (£4,050) | £12,280 | £16,119 |
Filings
Filing history not loaded yet. See it on Companies House
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