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Dfp Wealth Management Ltd, Plymouth

Dfp Wealth Management Ltd is a private limited company. Formerly, it was called Direct Financial Planning Solutions Limited (it was changed on 2014-03-31). Located at Plym House 3 Longbridge Road, Marsh Mills, Plymouth PL6 8LT, this 17 years old business was incorporated on 2007-02-12 and is classified as "financial intermediation not elsewhere classified" (SIC code: 64999).
3 directors can be found in this enterprise: Susan P. (appointed on 01 February 2024), Stephen W. (appointed on 01 February 2024), Glynne D. (appointed on 12 February 2007).
About
Name: Dfp Wealth Management Ltd
Number: 06098373
Incorporation date: 2007-02-12
End of financial year: 31 August
 
Address: Plym House 3 Longbridge Road
Marsh Mills
Plymouth
PL6 8LT
SIC code: 64999 - Financial intermediation not elsewhere classified
Company staff
People with significant control
Succession Group Ltd
1 February 2024
Address The Apex Derriford Business Park, Derriford, Plymouth, PL6 5FL, England
Legal authority Companies Act 2006
Legal form Private Company Limited By Shares
Country registered England
Place registered England And Wales
Registration number 07882873
Nature of control: 75,01-100% shares
75,01-100% voting rights
right to appoint and remove directors
Dfp Health & Wealth Management Limited
8 October 2021 - 1 February 2024
Address The Old Bank Chambers 46-48 Devonport Road, Stoke, Plymouth, PL3 4DH, England
Legal authority Companies Act 2006
Legal form Limited Company
Nature of control: 25-50% voting rights
25-50% shares
Glynne D.
6 April 2016 - 1 February 2024
Nature of control: 25-50% voting rights
25-50% shares
Peter L.
6 April 2016 - 8 October 2021
Nature of control: 25-50% voting rights
25-50% shares
Financial data
Date of Accounts 2012-02-29 2013-02-28 2015-08-31 2016-08-31 2017-08-31 2018-08-31 2019-08-31 2020-08-31 2021-08-31 2022-08-31
Current Assets 33,920 44,118 39,776 43,267 48,588 20,938 19,846 30,746 12,082 14,160
Fixed Assets 11,883 1,060 2,952 3,029 - 570,023 535,323 499,166 460,705 423,054
Total Assets Less Current Liabilities 7,663 4,907 1,849 1,828 892 515,884 293,576 295,402 261,768 201,230
Number Shares Allotted - 2 - 10 - - - - - -
Shareholder Funds 7,663 4,907 1,849 1,828 - - - - - -
Tangible Fixed Assets 1,883 1,060 2,952 3,029 - - - - - -

The date for Dfp Wealth Management Ltd confirmation statement filing is 2024-02-29. The previous one was sent on 2023-02-15. The date for a subsequent annual accounts filing is 31 May 2024. Most current accounts filing was sent for the time up to 31 August 2022.

4 persons of significant control are listed in the official register, namely: Succession Group Ltd owns over 3/4 of shares, 3/4 to full of voting rights. This corporate PSC can be reached at Derriford Business Park, Derriford, PL6 5FL Plymouth. Dfp Health & Wealth Management Limited owns 1/2 or less of shares, 1/2 or less of voting rights. This corporate PSC can be reached at 46-48 Devonport Road, Stoke, PL3 4DH Plymouth. Glynne D. who owns 1/2 or less of shares, 1/2 or less of voting rights.

Company filing
Filter filings by category:
Accounts Address Annual return Capital Change of name Confirmation statement Incorporation Mortgage Officers Persons with significant control Resolution
On Thu, 1st Feb 2024 new director was appointed.
filed on: 13th, February 2024 | officers 		Free Download (2 pages)

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