Founded in 2005, Dfp Health & Wealth Management, classified under reg no. 05355454 is an active company. Currently registered at The Old Bank Chambers PL3 4DH, Stoke the company has been in the business for nineteen years. Its financial year was closed on Sat, 31st Aug and its latest financial statement was filed on 2022-08-31. Since 2018-10-31 Dfp Health & Wealth Management Limited is no longer carrying the name Financial Partnership (plymouth).
The company has 2 directors, namely Stephen W., Glynne D.. Of them, Glynne D. has been with the company the longest, being appointed on 7 February 2005 and Stephen W. has been with the company for the least time - from 1 February 2024. At the moment there are several former directors listed by the company. In addition, the company lists several former secretaries. The full list of both former directors and former secretaries might be found in the box below.
| Office Address | The Old Bank Chambers |
| Office Address2 | 46-48 Devonport Road |
| Town | Stoke |
| Post code | PL3 4DH |
| Country of origin | United Kingdom |
| Registration Number | 05355454 |
| Date of Incorporation | Mon, 7th Feb 2005 |
| Industry | Financial intermediation not elsewhere classified |
| End of financial Year | 31st August |
| Company age | 19 years old |
| Account next due date | Fri, 31st May 2024 (34 days left) |
| Account last made up date | Wed, 31st Aug 2022 |
| Next confirmation statement due date | Wed, 21st Feb 2024 (2024-02-21) |
| Last confirmation statement dated | Tue, 7th Feb 2023 |
Position: Director
Appointed: 01 February 2024
Position: Corporate Secretary
Appointed: 01 February 2024
Position: Director
Appointed: 07 February 2005
The register of PSCs that own or control the company includes 3 names. As BizStats found, there is Succession Group Ltd from Plymouth, England. This PSC is categorised as "a private company limited by shares", has 75,01-100% voting rights and has 75,01-100% shares. This PSC has 75,01-100% voting rights and has 75,01-100% shares. Another one in the PSC register is Kerry D. This PSC owns 25-50% shares and has 25-50% voting rights. Then there is Glynne D., who also fulfils the Companies House requirements to be categorised as a PSC. This PSC owns 50,01-75% shares and has 50,01-75% voting rights.
Succession Group Ltd
The Apex Derriford Business Park, Derriford, Plymouth, PL6 5FL, England
| Legal authority | Companies Act 2006 |
| Legal form | Private Company Limited By Shares |
| Country registered | England |
| Place registered | England And Wales |
| Registration number | 07882873 |
| Notified on | 1 February 2024 |
| Nature of control: |
75,01-100% shares 75,01-100% voting rights right to appoint and remove directors |
Kerry D.
| Notified on | 29 August 2023 |
| Ceased on | 1 February 2024 |
| Nature of control: |
25-50% voting rights 25-50% shares |
Glynne D.
| Notified on | 6 April 2016 |
| Ceased on | 1 February 2024 |
| Nature of control: |
50,01-75% shares 50,01-75% voting rights right to appoint and remove directors |
| Financial Partnership (plymouth) | October 31, 2018 |
| Profit & Loss | |||||||
|---|---|---|---|---|---|---|---|
| Accounts Information Date | 2016-12-31 | 2017-12-31 | 2018-12-31 | 2019-08-31 | 2020-08-31 | 2021-08-31 | 2022-08-31 |
| Balance Sheet | |||||||
| Cash Bank On Hand | 138 | 1 644 | 38 453 | 60 578 | 73 858 | 57 066 | |
| Current Assets | 6 521 | 1 644 | 50 406 | 155 706 | 180 118 | 285 064 | |
| Debtors | 6 383 | 11 953 | 95 128 | 106 260 | 227 998 | ||
| Net Assets Liabilities | -54 743 | -40 973 | -40 627 | 7 401 | 98 608 | 190 473 | 331 424 |
| Other Debtors | 11 953 | 95 128 | 106 260 | 227 998 | |||
| Property Plant Equipment | 1 506 | 51 525 | 47 021 | ||||
| Other | |||||||
| Accrued Liabilities Deferred Income | 1 872 | 1 722 | 6 189 | ||||
| Accumulated Amortisation Impairment Intangible Assets | 7 188 | 26 877 | 46 565 | 94 339 | |||
| Accumulated Depreciation Impairment Property Plant Equipment | 13 766 | 13 766 | 13 766 | 13 766 | 14 178 | 17 149 | 23 745 |
| Average Number Employees During Period | 1 | 1 | 1 | 2 | 13 | ||
| Bank Borrowings Overdrafts | 30 781 | 23 887 | 17 109 | 11 308 | 7 800 | 12 817 | 92 678 |
| Corporation Tax Payable | 764 | ||||||
| Creditors | 30 781 | 23 887 | 17 109 | 211 798 | 167 343 | 119 008 | 482 116 |
| Dividends Paid On Shares | 222 835 | ||||||
| Fixed Assets | 222 835 | 289 652 | 319 983 | 866 843 | |||
| Increase From Amortisation Charge For Year Intangible Assets | 7 188 | 19 689 | 19 688 | 47 774 | |||
| Increase From Depreciation Charge For Year Property Plant Equipment | 412 | 2 971 | 6 596 | ||||
| Intangible Assets | 222 835 | 288 146 | 268 458 | 819 822 | |||
| Intangible Assets Gross Cost | 230 023 | 315 023 | 315 023 | 914 161 | |||
| Net Current Assets Liabilities | -23 962 | -17 086 | -23 518 | -3 636 | -11 637 | 61 110 | -197 052 |
| Number Shares Issued Fully Paid | 1 001 | ||||||
| Other Creditors | 20 875 | 11 081 | 10 306 | 200 490 | 175 242 | 139 985 | 286 567 |
| Other Taxation Social Security Payable | 764 | 764 | 10 138 | 40 990 | |||
| Par Value Share | 1 | ||||||
| Property Plant Equipment Gross Cost | 13 766 | 13 766 | 13 766 | 13 766 | 15 684 | 68 674 | 70 766 |
| Provisions For Liabilities Balance Sheet Subtotal | 8 968 | 11 800 | |||||
| Total Additions Including From Business Combinations Property Plant Equipment | 1 918 | 52 990 | 2 092 | ||||
| Total Assets Less Current Liabilities | -23 518 | 219 199 | 278 015 | 381 093 | 669 791 | ||
| Trade Debtors Trade Receivables | 6 383 | ||||||
| Advances Credits Directors | 7 463 | 11 953 | 1 059 | 19 089 | |||
| Advances Credits Made In Period Directors | 1 059 | ||||||
| Employees Total | 1 | 1 | |||||
| Type | Category | Free download | |
|---|---|---|---|
| SH01 |
Statement of Capital on 2024-02-01: 551286.00 GBP filed on: 13th, February 2024 |
capital | Free Download (3 pages) |
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