Dfp Health & Wealth Management Limited
05355454
Details
Compliance
Last accounts
31/01/2024
total exemption full
Next accounts due
31/10/2025
Confirmation statement
Last: 14/02/2025
Due 28/02/2026
Industry
Officers
director · Since 01/02/2024
CHARTERED ACCOUNTANT
BRITISH · ENGLAND · Age 46
Also on 39 other boards
Persons with Significant Control
Succession Group Ltd
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
NATIONAL WESTMINSTER BANK PLC
NATIONAL WESTMINSTER BANK PLC
Insolvency History1 case
Malcolm Rhodes (practitioner) · Luke Venner (practitioner)
CompanyRankvs 15+ SIC 64999 peers26
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2024 | 0.54 | +£26k |
| 2023 | 0.47 | +£60k |
| 2022 | 0.59 | +£141k |
| 2021 | 1.51 | +£92k |
| 2020 | 0.93 | +£91k |
| 2019 | 0.93 | +£48k |
Derived from filed accounts. Not audited figures.