The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 4
  • 1
    Willis, Stephen David
    Chartered Accountant born in February 1980
    Individual (42 offsprings)
    Officer
    2024-02-01 ~ now
    OF - Director → CIF 0
  • 2
    Puddephatt, Susan Marie
    Chief Risk Officer born in October 1962
    Individual (40 offsprings)
    Officer
    2024-02-01 ~ now
    OF - Director → CIF 0
  • 3
    SUCCESSION WEALTH HOLDINGS LIMITED - 2012-07-27
    The Apex, Derriford Business Park, Derriford, Plymouth, England
    Active Corporate (8 parents, 53 offsprings)
    Person with significant control
    2024-02-01 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
  • 4
    MICHCO 183 LIMITED - 2000-02-18
    Woodwater House, Pynes Hill, Exeter, England
    Active Corporate (14 parents, 322 offsprings)
    Equity (Company account)
    2 GBP2023-12-31
    Officer
    2024-02-01 ~ now
    OF - Secretary → CIF 0
Ceased 6
  • 1
    Dunn, Glynne Adrian
    Financial Advisor born in March 1967
    Individual (1 offspring)
    Officer
    2005-02-07 ~ 2024-08-01
    OF - Director → CIF 0
    Dunn, Glynne Adrian
    Individual (1 offspring)
    Officer
    2005-02-07 ~ 2005-03-09
    OF - Secretary → CIF 0
    Mr Glynne Adrian Dunn
    Born in March 1967
    Individual (1 offspring)
    Person with significant control
    2016-04-06 ~ 2024-02-01
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
    PE - Ownership of voting rights - More than 50% but less than 75%CIF 0
    PE - Right to appoint or remove directorsCIF 0
  • 2
    James, Brian Paul
    Chartered Financial Planner & Wealth Manager born in August 1958
    Individual
    Officer
    2021-03-15 ~ 2023-12-19
    OF - Director → CIF 0
  • 3
    Dunn, Kerry Jane
    Teacher
    Individual
    Officer
    2005-03-09 ~ 2024-02-01
    OF - Secretary → CIF 0
    Kerry Jane Dunn
    Born in July 1969
    Individual
    Person with significant control
    2023-08-29 ~ 2024-02-01
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
  • 4
    Lark, Tristan Bernard James
    Financial Adviser born in February 1982
    Individual
    Officer
    2020-03-17 ~ 2020-12-20
    OF - Director → CIF 0
  • 5
    INTERLINK TRADE LIMITED - now
    4th Floor, 3 Tenterden Street, Hanover Square, London
    Dissolved Corporate (1 parent, 2 offsprings)
    Equity (Company account)
    1 GBP2022-12-31
    Officer
    2005-02-07 ~ 2005-02-07
    PE - Nominee Director → CIF 0
  • 6
    4th Floor, 3 Tenterden Street, Hanover Square, London
    Active Corporate (1 parent, 207 offsprings)
    Equity (Company account)
    1 GBP2023-12-31
    Officer
    2005-02-07 ~ 2005-02-07
    PE - Nominee Secretary → CIF 0
parent relation
Company in focus

DFP HEALTH & WEALTH MANAGEMENT LIMITED

Previous name
FINANCIAL PARTNERSHIP (PLYMOUTH) LIMITED - 2018-10-31
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
738,880 GBP2024-01-31
762,687 GBP2023-08-31
Property, Plant & Equipment
1,154 GBP2024-01-31
40,862 GBP2023-08-31
Fixed Assets
740,034 GBP2024-01-31
803,549 GBP2023-08-31
Debtors
Current
375,420 GBP2024-01-31
279,137 GBP2023-08-31
Cash at bank and in hand
5 GBP2024-01-31
70,558 GBP2023-08-31
Current Assets
375,425 GBP2024-01-31
349,695 GBP2023-08-31
Net Current Assets/Liabilities
-321,376 GBP2024-01-31
-401,391 GBP2023-08-31
Total Assets Less Current Liabilities
418,658 GBP2024-01-31
402,158 GBP2023-08-31
Net Assets/Liabilities
417,971 GBP2024-01-31
391,803 GBP2023-08-31
Average Number of Employees
112023-09-01 ~ 2024-01-31
142022-09-01 ~ 2023-08-31
Intangible Assets - Gross Cost
Goodwill
914,161 GBP2024-01-31
914,161 GBP2023-08-31
Intangible Assets - Gross Cost
914,161 GBP2024-01-31
914,161 GBP2023-08-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
175,281 GBP2024-01-31
151,474 GBP2023-08-31
Intangible Assets - Accumulated Amortisation & Impairment
175,281 GBP2024-01-31
151,474 GBP2023-08-31
Intangible Assets - Increase From Amortisation Charge for Year
Goodwill
23,807 GBP2023-09-01 ~ 2024-01-31
Intangible Assets - Increase From Amortisation Charge for Year
23,807 GBP2023-09-01 ~ 2024-01-31
Intangible Assets
Goodwill
738,880 GBP2024-01-31
762,687 GBP2023-08-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
21,016 GBP2024-01-31
21,016 GBP2023-08-31
Plant and equipment
50,000 GBP2023-08-31
Property, Plant & Equipment - Gross Cost
21,016 GBP2024-01-31
71,016 GBP2023-08-31
Property, Plant & Equipment - Disposals
Plant and equipment
-50,000 GBP2023-09-01 ~ 2024-01-31
Property, Plant & Equipment - Disposals
-50,000 GBP2023-09-01 ~ 2024-01-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
19,862 GBP2024-01-31
19,099 GBP2023-08-31
Plant and equipment
11,055 GBP2023-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
19,862 GBP2024-01-31
30,154 GBP2023-08-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
763 GBP2023-09-01 ~ 2024-01-31
Plant and equipment
1,623 GBP2023-09-01 ~ 2024-01-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
2,386 GBP2023-09-01 ~ 2024-01-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Plant and equipment
-12,678 GBP2023-09-01 ~ 2024-01-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-12,678 GBP2023-09-01 ~ 2024-01-31
Property, Plant & Equipment
Furniture and fittings
1,154 GBP2024-01-31
1,917 GBP2023-08-31
Plant and equipment
38,945 GBP2023-08-31
Amounts Owed By Related Parties
279,239 GBP2024-01-31
200,670 GBP2023-08-31
Other Debtors
96,162 GBP2024-01-31
51,143 GBP2023-08-31
Prepayments
19 GBP2024-01-31
4,439 GBP2023-08-31
Debtors
Current, Amounts falling due within one year
375,420 GBP2024-01-31
279,137 GBP2023-08-31
Total Borrowings
Current, Amounts falling due within one year
259,999 GBP2024-01-31
354,689 GBP2023-08-31
Bank Borrowings
Current
252,900 GBP2024-01-31
354,689 GBP2023-08-31
Bank Overdrafts
Current
7,099 GBP2024-01-31
Total Borrowings
Current
259,999 GBP2024-01-31
354,689 GBP2023-08-31

Related profiles found in government register
  • DFP HEALTH & WEALTH MANAGEMENT LIMITED
    Info
    FINANCIAL PARTNERSHIP (PLYMOUTH) LIMITED - 2018-10-31
    Registered number 05355454
    The Apex Derriford Business Park, Derriford, Plymouth PL6 5FL
    Private Limited Company incorporated on 2005-02-07 (20 years 5 months). The company status is Active.
    The last date of confirmation statement was made at 2025-02-14
    CIF 0
  • DFP HEALTH & WEALTH MANAGEMENT LIMITED
    S
    Registered number missing
    The Old Bank Chambers, 46-48 Devonport Road, Stoke, Plymouth, England, PL3 4DH
    Limited Company
    CIF 1
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
Ceased 1
  • DIRECT FINANCIAL PLANNING SOLUTIONS LIMITED - 2014-03-31
    The Apex Derriford Business Park, Derriford, Plymouth, England
    Active Corporate (4 parents)
    Net Assets/Liabilities (Company account)
    -16,912 GBP2023-08-31
    Person with significant control
    2021-10-08 ~ 2024-02-01
    CIF 1 - Ownership of shares – More than 25% but not more than 50% OE
    CIF 1 - Ownership of voting rights - More than 25% but not more than 50% OE
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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.