DFP WEALTH MANAGEMENT LTD

THE APEX DERRIFORD BUSINESS PARK, DERRIFORD, PLYMOUTH  PL6 5FL
  • Active
  • Private Limited Company
  • Company No. 06098373
  • Last Updated: 01 Mar 2024

Company Profile

DFP WEALTH MANAGEMENT LTD was incorporated on Monday, February 12, 2007 as a Private Limited Company with registered address in PLYMOUTH. DFP WEALTH MANAGEMENT LTD has the status: Active and it's listed in the following category: Financial intermediation not elsewhere classified. This Private Limited Company has been operating for 17 years 8 months and 26 days.

Name DFP WEALTH MANAGEMENT LTD
Company number 06098373
Company type Private Limited Company
Incorporation date 12 Feb 2007
Status Active
Industry (SIC 2007)

Address

Registered Address THE APEX DERRIFORD BUSINESS PARK
DERRIFORD
PLYMOUTH
PL6 5FL
Country Of Origin ENGLAND

Map based on PostCode

Ownership Information

Individuals and organizations with significant control over the business either by owning at least 25% shares or by virtue of significant influence over the business.

Name Nature of Control
Succession Group Ltd Derriford Business Park, Derriford, PL6 5FL Dates: Thursday, February 1, 2024 - present
ownership of shares 75 to 100 percent
voting rights 75 to 100 percent
right to appoint and remove directors
Dfp Health & Wealth Management Limited 46-48 Devonport Road, Stoke, PL3 4DH Dates: Friday, October 8, 2021 - Thursday, February 1, 2024
ownership of shares 25 to 50 percent
voting rights 25 to 50 percent
Mr Glynne Adrian Dunn Nationality: British Dates: Wednesday, April 6, 2016 - Thursday, February 1, 2024
ownership of shares 25 to 50 percent
voting rights 25 to 50 percent
Peter Leonard Lee Nationality: British Dates: Wednesday, April 6, 2016 - Friday, October 8, 2021
ownership of shares 25 to 50 percent
voting rights 25 to 50 percent

Accounts and Confirmation

Type of accounts TOTAL EXEMPTION FULL
End of financial Year 31 August
Next annual accounts due 31 May 2024, (-163 days left)
Latest accounts 31 August 2022
Next confirmation statement due 12 March 2017
Last confirmation statement dated 12 February 2016

Mortgages

Total of Mortgages 1
Mortgages Outstanding 0
Mortgages Partially Satisfied 0
Mortgages Satisfied/Paid 1

Previous Names

Name Change Date
DFP WEALTH MANAGEMENT LTD 12 Feb 2007
DIRECT FINANCIAL PLANNING SOLUTIONS LIMITED 31 Mar 2014