DFP WEALTH MANAGEMENT LTD

Dissolved Exeter

Financial intermediation not elsewhere classified

1 employees website.com
Financial intermediation not elsewhere classified
D

DFP WEALTH MANAGEMENT LTD

Financial intermediation not elsewhere classified

Founded 12 Feb 2007 Dissolved Exeter, United Kingdom 1 employees website.com
Financial intermediation not elsewhere classified

Previous Company Names

DIRECT FINANCIAL PLANNING SOLUTIONS LIMITED 12 Feb 2007 — 31 Mar 2014
DIRECT FINANCIAL PLANNING SOLUTIONS LIMITED 12 Feb 2007 — 31 Mar 2014
Accounts Due 31 Oct 2025 6 months overdue
Confirmation Submitted 17 Feb 2025 Next due 1 Mar 2026 2 months overdue
Net assets £-34K £20K 2023 year on year
Total assets £370K £67K 2023 year on year
Total Liabilities £404K £47K 2023 year on year
Charges 1
1 satisfied

Contact & Details

Contact

Registered Address

Brook House Manor Drive Clyst St. Mary Exeter EX5 1GD

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for DFP WEALTH MANAGEMENT LTD (06098373), a dissolved company based in Exeter, United Kingdom. Incorporated 12 Feb 2007. Financial intermediation not elsewhere classified. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Jan → 31 Dec 2023
Type Total Exemption Full
Next accounts 31 December 2024
Due by 30 September 2025 9 months

Net Assets, Total Assets & Total Liabilities (2015–2023)

Cash in Bank

N/A

Decreased by £14.16k (-100%)

Net Assets

-£33.98k

Decreased by £20.02k (-143%)

Total Liabilities

£404.46k

Decreased by £46.72k (-10%)

Turnover

N/A

Employees

1

Decreased by 1 (-50%)

Debt Ratio

109%

Increased by 6 (+6%)

Financial History

Revenue, profit, EBITDA and key financial figures

2023
Dec Year End
2022
Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share Capital

Share allotments and capital structure

1 Allotment 112,259 Shares £112k Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
1 Feb 2024112,259£112k£1

Officers

Officers

2 active 1 resigned
Status
Michelmores Secretaries LimitedCorporate-secretaryUnknownUnknown1 Feb 2024Active
Willis, Stephen DavidDirectorBritishEngland461 Feb 2024Active

Shareholders

Shareholders (3)

Succession Group Ltd
100.0%
1
Glynne Adrian Dunn
0.0%
0

Persons with Significant Control

Persons with Significant Control (1)

1 Active 3 Ceased

Succession Group Ltd

United Kingdom

Active
Notified 1 Feb 2024
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Glynne Adrian Dunn

Ceased 1 Feb 2024

Ceased

Peter Leonard Lee

Ceased 8 Oct 2021

Ceased
Ceased

Group Structure

Group Structure

AVIVA PLC united kingdom
SUCCESSION GROUP LTD united kingdom
DFP WEALTH MANAGEMENT LTD Current Company

Charges

Charges

1 satisfied

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
5 Mar 2026InsolvencyLiquidation Voluntary Members Return Of Final Meeting
12 Nov 2025InsolvencyLiquidation Voluntary Declaration Of Solvency
5 Nov 2025AddressChange Registered Office Address Company With Date Old Address New Address
3 Nov 2025InsolvencyLiquidation Voluntary Appointment Of Liquidator
3 Nov 2025ResolutionResolutions
5 Mar 2026 Insolvency

Liquidation Voluntary Members Return Of Final Meeting

12 Nov 2025 Insolvency

Liquidation Voluntary Declaration Of Solvency

5 Nov 2025 Address

Change Registered Office Address Company With Date Old Address New Address

3 Nov 2025 Insolvency

Liquidation Voluntary Appointment Of Liquidator

3 Nov 2025 Resolution

Resolutions

Recent Activity

Latest Activity

Liquidation Voluntary Members Return Of Final Meeting

1 months ago on 5 Mar 2026

Liquidation Voluntary Declaration Of Solvency

5 months ago on 12 Nov 2025

Change Registered Office Address Company With Date Old Address New Address

5 months ago on 5 Nov 2025

Liquidation Voluntary Appointment Of Liquidator

5 months ago on 3 Nov 2025

Resolutions

5 months ago on 3 Nov 2025