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Dfp Wealth Management Ltd

06098373

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

Details

BROOK HOUSE MANOR DRIVE, EXETER, EX5 1GD
Incorporated 12/02/2007

Compliance

Last accounts

31/01/2024

total exemption full

Next accounts due

31/10/2025

Overdue

Confirmation statement

Last: 15/02/2025

Due 01/03/2026

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

Peter Leonard Lee

Ceased 08/10/2021

Dfp Health & Wealth Management Limited

Ceased 01/02/2024

Charges0 outstanding

Charge
satisfied

THE TRUSTEES OF THE FINANCIAL PARTNERSHIP PENSION SCHEME

Created 03/01/2020Registered 09/01/2020Satisfied 02/06/2023

Insolvency History1 case

members voluntary liquidation28/10/2025

Luke Venner (practitioner) · Malcolm Rhodes (practitioner)

CompanyRankvs 205390+ SIC 64999 peers
27

Financial strength5th percentile among SIC peers · 1/25
Employees39th percentile among SIC peers · 6/15
LiquidityNo balance sheet data · 0/20
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 strength1/25 pts

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

Employees6/15 pts

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

Liquidity0/20 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

-£34k

Balance sheet strength

Cash

£9k

Cash in the bank

Net Current Assets

-£404k

Working capital

Current Assets

Current Liabilities

£404k

Fixed Assets

£370k

1avg. employees

Balance Sheet

Intangible assets£370k
Bank loans & overdrafts£114k
Assets less current liabilities-£34k
Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
2024-£17k
2023-£3k
20220.06-£10k
20210.06-£16k
20200.13-£4k
20190.08+£1k
20180.28

Derived from filed accounts. Not audited figures.