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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 2
  • 1
    Nicholls, Sarah
    Born in March 1964
    Individual (2 offsprings)
    Officer
    icon of calendar 2023-03-15 ~ now
    OF - Director → CIF 0
  • 2
    Smith, David James Lewis
    Born in October 1967
    Individual (4 offsprings)
    Officer
    icon of calendar 2019-11-20 ~ now
    OF - Director → CIF 0
    Mr David James Lewis Smith
    Born in October 1967
    Individual (4 offsprings)
    Person with significant control
    icon of calendar 2020-01-27 ~ now
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
Ceased 3
  • 1
    Rees, Benjamin James
    Financial Adviser born in March 1982
    Individual (51 offsprings)
    Officer
    icon of calendar 2018-07-24 ~ 2025-10-03
    OF - Director → CIF 0
    Mr Benjamin James Rees
    Born in March 1982
    Individual (51 offsprings)
    Person with significant control
    icon of calendar 2018-07-24 ~ 2020-01-27
    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
  • 2
    Montgomery, Jonathan Ian
    Financial Adviser born in December 1978
    Individual
    Officer
    icon of calendar 2018-07-24 ~ 2019-11-09
    OF - Director → CIF 0
    Mr Jonathan Ian Montgomery
    Born in December 1978
    Individual
    Person with significant control
    icon of calendar 2020-01-27 ~ 2021-03-31
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 3
    Nicholls, Sarah
    Practice Manager born in March 1964
    Individual (2 offsprings)
    Officer
    icon of calendar 2019-11-20 ~ 2020-11-01
    OF - Director → CIF 0
parent relation
Company in focus

DFM FINANCIAL PLANNING LIMITED

Standard Industrial Classification
70221 - Financial Management
Brief company account
Intangible Assets
13,412 GBP2025-07-31
18,010 GBP2024-07-31
Property, Plant & Equipment
9,488 GBP2025-07-31
12,354 GBP2024-07-31
Fixed Assets
22,900 GBP2025-07-31
30,364 GBP2024-07-31
Cash at bank and in hand
13,689 GBP2025-07-31
23,817 GBP2024-07-31
Creditors
Current, Amounts falling due within one year
-26,400 GBP2025-07-31
-24,737 GBP2024-07-31
Net Current Assets/Liabilities
-12,711 GBP2025-07-31
-920 GBP2024-07-31
Total Assets Less Current Liabilities
10,189 GBP2025-07-31
29,444 GBP2024-07-31
Net Assets/Liabilities
5,817 GBP2025-07-31
-645 GBP2024-07-31
Average Number of Employees
52024-08-01 ~ 2025-07-31
42023-08-01 ~ 2024-07-31
Property, Plant & Equipment - Gross Cost
Tools/Equipment for furniture and fittings
6,617 GBP2025-07-31
6,617 GBP2024-07-31
Motor vehicles
25,000 GBP2025-07-31
25,000 GBP2024-07-31
Property, Plant & Equipment - Gross Cost
31,617 GBP2025-07-31
31,617 GBP2024-07-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Tools/Equipment for furniture and fittings
3,062 GBP2025-07-31
2,173 GBP2024-07-31
Motor vehicles
19,067 GBP2025-07-31
17,090 GBP2024-07-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
22,129 GBP2025-07-31
19,263 GBP2024-07-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Tools/Equipment for furniture and fittings
889 GBP2024-08-01 ~ 2025-07-31
Motor vehicles
1,977 GBP2024-08-01 ~ 2025-07-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
2,866 GBP2024-08-01 ~ 2025-07-31
Property, Plant & Equipment
Tools/Equipment for furniture and fittings
3,555 GBP2025-07-31
4,444 GBP2024-07-31
Motor vehicles
5,933 GBP2025-07-31
7,910 GBP2024-07-31

  • DFM FINANCIAL PLANNING LIMITED
    Info
    Registered number 11480293
    icon of address7 Arden Court, Arden Road, Alcester, Warwickshire B49 6HN
    PRIVATE LIMITED COMPANY incorporated on 2018-07-24 (7 years 5 months). The company status is Active.
    The last date of confirmation statement was made at 2025-07-23
    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.