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Dfp Health & Wealth Management Limited

05355454

liquidation
Private Limited Company
england wales
Companies House
Insolvency history
Health Score
N/A

Details

BROOK HOUSE MANOR DRIVE, EXETER, EX5 1GD
Incorporated 07/02/2005

Compliance

Last accounts

31/01/2024

total exemption full

Next accounts due

31/10/2025

Overdue

Confirmation statement

Last: 14/02/2025

Due 28/02/2026

Overdue

Industry

64999
Other financial service activities

Officers

Michelmores Secretaries Limited

secretary · Since 01/02/2024

BRITISH

Also on 343 other boards

Ms Susan Marie Puddephatt

director · Since 01/02/2024

CHIEF RISK OFFICER

BRITISH · ENGLAND · Age 63

Mr Stephen David Willis

director · Since 01/02/2024

CHARTERED ACCOUNTANT

BRITISH · ENGLAND · Age 46

Also on 39 other boards

Persons with Significant Control

Succession Group Ltd

75–100% shares
75–100% votes
Appoint directors

The Apex, Derriford Business Park, Plymouth, PL6 5FL

Reg: 07882873 · England And Wales · Private Company Limited By Shares

Notified 01/02/2024

Former PSCs

Mr Glynne Adrian Dunn

Ceased 01/02/2024

Kerry Jane Dunn

Ceased 01/02/2024

Charges0 outstanding

charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 05/02/2008Registered 14/02/2008Satisfied 02/10/2023
charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 28/01/2008Registered 13/02/2008Satisfied 02/10/2023

Insolvency History1 case

members voluntary liquidation28/10/2025

Malcolm Rhodes (practitioner) · Luke Venner (practitioner)

CompanyRankvs 15+ SIC 64999 peers
26

Financial strengthNo net worth data · 0/25
EmployeesNo employee data · 0/15
LiquidityCurrent ratio 0.54× · 6/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Insolvency history -10
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How is this score calculated?
Financial strength0/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees0/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity6/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Insolvency history: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/01/2024

Net Worth

£418k

Balance sheet strength

Cash

£5

Cash in the bank

Net Current Assets

-£321k

Working capital

Current Assets

£375k

Current Liabilities

£697k

Fixed Assets

£740k

Debtors

£375k

11avg. employees-3

Balance Sheet

Intangible assets£739k
Bank loans & overdrafts£253k
Assets less current liabilities£419k
Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20240.54+£26k
20230.47+£60k
20220.59+£141k
20211.51+£92k
20200.93+£91k
20190.93+£48k

Derived from filed accounts. Not audited figures.