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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
    Born in March 1980
    Individual (42 offsprings)
    Officer
    icon of calendar 2024-02-01 ~ now
    OF - Director → CIF 0
  • 2
    Puddephatt, Susan Marie
    Born in October 1962
    Individual (40 offsprings)
    Officer
    icon of calendar 2024-02-01 ~ now
    OF - Director → CIF 0
  • 3
    SUCCESSION WEALTH HOLDINGS LIMITED - 2012-07-27
    icon of addressThe Apex, Derriford Business Park, Derriford, Plymouth, England
    Active Corporate (8 parents, 53 offsprings)
    Person with significant control
    icon of calendar 2024-02-01 ~ now
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
  • 4
    MICHCO 183 LIMITED - 2000-02-18
    icon of addressWoodwater House, Pynes Hill, Exeter, England
    Active Corporate (14 parents, 330 offsprings)
    Equity (Company account)
    2 GBP2023-12-31
    Officer
    icon of calendar 2024-02-01 ~ now
    OF - Secretary → CIF 0
Ceased 3
  • 1
    Lee, Peter Leonard
    Born in August 1955
    Individual
    Officer
    icon of calendar 2007-02-12 ~ 2021-10-08
    OF - Director → CIF 0
    Lee, Peter Leonard
    Individual
    Officer
    icon of calendar 2007-02-12 ~ 2021-10-08
    OF - Secretary → CIF 0
    Peter Leonard Lee
    Born in August 1955
    Individual
    Person with significant control
    icon of calendar 2016-04-06 ~ 2021-10-08
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 2
    Dunn, Glynne Adrian
    Born in March 1967
    Individual (1 offspring)
    Officer
    icon of calendar 2007-02-12 ~ 2024-08-01
    OF - Director → CIF 0
    Mr Glynne Adrian Dunn
    Born in March 1967
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2016-04-06 ~ 2024-02-01
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 3
    FINANCIAL PARTNERSHIP (PLYMOUTH) LIMITED - 2018-10-31
    icon of addressThe Old Bank Chambers, 46-48 Devonport Road, Stoke, Plymouth, England
    Active Corporate (4 parents)
    Net Assets/Liabilities (Company account)
    391,803 GBP2023-08-31
    Person with significant control
    2021-10-08 ~ 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
parent relation
Company in focus

DFP WEALTH MANAGEMENT LTD

Previous name
DIRECT FINANCIAL PLANNING SOLUTIONS LIMITED - 2014-03-31
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
370,303 GBP2024-01-31
385,480 GBP2023-08-31
Property, Plant & Equipment
177 GBP2024-01-31
221 GBP2023-08-31
Fixed Assets
370,480 GBP2024-01-31
385,701 GBP2023-08-31
Cash at bank and in hand
8,719 GBP2023-08-31
Net Current Assets/Liabilities
-404,430 GBP2024-01-31
-402,571 GBP2023-08-31
Total Assets Less Current Liabilities
-33,950 GBP2024-01-31
-16,870 GBP2023-08-31
Net Assets/Liabilities
-33,983 GBP2024-01-31
-16,912 GBP2023-08-31
Average Number of Employees
12023-09-01 ~ 2024-01-31
12022-09-01 ~ 2023-08-31
Intangible Assets - Gross Cost
Goodwill
582,773 GBP2024-01-31
582,773 GBP2023-08-31
Intangible Assets - Gross Cost
582,773 GBP2024-01-31
582,773 GBP2023-08-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
212,470 GBP2024-01-31
197,293 GBP2023-08-31
Intangible Assets - Accumulated Amortisation & Impairment
212,470 GBP2024-01-31
197,293 GBP2023-08-31
Intangible Assets - Increase From Amortisation Charge for Year
Goodwill
15,177 GBP2023-09-01 ~ 2024-01-31
Intangible Assets - Increase From Amortisation Charge for Year
15,177 GBP2023-09-01 ~ 2024-01-31
Intangible Assets
Goodwill
370,303 GBP2024-01-31
385,480 GBP2023-08-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
1,250 GBP2024-01-31
1,250 GBP2023-08-31
Plant and equipment
17,548 GBP2024-01-31
17,548 GBP2023-08-31
Property, Plant & Equipment - Gross Cost
18,798 GBP2024-01-31
18,798 GBP2023-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
1,073 GBP2024-01-31
1,029 GBP2023-08-31
Plant and equipment
17,548 GBP2024-01-31
17,548 GBP2023-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
18,621 GBP2024-01-31
18,577 GBP2023-08-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
44 GBP2023-09-01 ~ 2024-01-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
44 GBP2023-09-01 ~ 2024-01-31
Property, Plant & Equipment
Furniture and fittings
177 GBP2024-01-31
221 GBP2023-08-31
Total Borrowings
Current, Amounts falling due within one year
113,867 GBP2024-01-31
Bank Borrowings
Current
113,860 GBP2024-01-31
200,555 GBP2023-08-31
Bank Overdrafts
Current
7 GBP2024-01-31
Total Borrowings
Current
113,867 GBP2024-01-31
200,555 GBP2023-08-31

  • DFP WEALTH MANAGEMENT LTD
    Info
    DIRECT FINANCIAL PLANNING SOLUTIONS LIMITED - 2014-03-31
    Registered number 06098373
    icon of addressThe Apex Derriford Business Park, Derriford, Plymouth PL6 5FL
    PRIVATE LIMITED COMPANY incorporated on 2007-02-12 (18 years 11 months). The company status is Active.
    The last date of confirmation statement was made at 2025-02-15
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.