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Dgm Financial Planning Ltd

09774489

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

8 HATLEX DRIVE, LANCASTER, LA2 6HA
Incorporated 14/09/2015

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities
66190
Other activities auxiliary to financial services
66290
Other activities auxiliary to insurance and pension funding

Officers

Mr David Graham Makin

director · Since 14/09/2015

FINANCIAL ADVICE

BRITISH · ENGLAND · Age 48

Mrs Nicola Makin

director · Since 01/03/2017

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 52

Persons with Significant Control

Mr David Graham Makin

75–100% shares

British · England · Age 48

8, Hatlex Drive, Lancaster, LA2 6HA

Notified 06/04/2016

Mrs Nicola Makin

25–50% shares
25–50% votes

British · England · Age 52

8, Hatlex Drive, Lancaster, LA2 6HA

Notified 05/06/2017

CompanyRankvs 7392+ SIC 64999 peers
64

Financial strength62th percentile among SIC peers · 16/25
Employees64th percentile among SIC peers · 10/15
LiquidityCurrent ratio 1.38× · 12/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength16/25 pts

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

Employees10/15 pts

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

Liquidity12/20 pts

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

Longevity11/15 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.

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

Key FinancialsYear ending 30/09/2025

Net Worth

£17k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£18k

Working capital

Current Assets

£52k

Current Liabilities

£38k

Fixed Assets

£2k

2avg. employees

Balance Sheet

Assets less current liabilities£20k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20251.38-£7k
20241.45+£12k
20231.34
20221.64
20211.57

Derived from filed accounts. Not audited figures.