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DFP WEALTH MANAGEMENT LTD

Company
DFP WEALTH MANAGEMENT LTD (06098373)

DFP WEALTH MANAGEMENT

Phone: 01752 500 909
B⁺ rating

ABOUT DFP WEALTH MANAGEMENT LTD

DFP Wealth Management Ltd

DFP Wealth Management Ltd is an established financial advisory firm founded by its Directors, Glynne Dunn and Peter Lee. The company has evolved, formerly trading as DFP Solutions and Direct Financial Planning.

Based in the South West, we provide bespoke services to private clients and businesses. To cater for different clients' needs we offer both a fully Independent Whole of Market Service and also a Restricted Mortgage and Life Service to choose from.

As Appointed Representatives of Positive Solutions, part of the Intrinsic Old Mutual Group, this gives us more time to spend with you face to face. We can deliver a more responsive service with more focus on advice, and more tailored solutions, with more products to choose from. Essentially, it means we can offer you literally more of what you are looking for - irreproachable advice and impeccable personal service.

At DFP Wealth Management Ltd, we believe our duty is to help our clients understand, protect and increase their assets. Our business philosophy is of absolute integrity, dedication to the client's interests, and an ongoing commitment to provide professional excellence in every aspect of our advisory role.

The purpose of this first meeting is to determine if we are the right people to advice you, and whether our service would be of benefit to you. This initial meeting is offered to you without any charge to you, or any obligation on your part. Usually this will lead to a second meeting, at which time we will provide you with our recommendations.

These are set out in our 'Client Agreement' document which is provided and discussed during the initial meeting.

On receiving an enquiry, we will arrange an initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this, and no obligation on either side.

KEY FINANCES

Year
2016
Assets
£43.27k ▲ £3.49k (8.78 %)
Cash
£27.8k ▲ £0.88k (3.27 %)
Liabilities
£44.47k ▲ £3.59k (8.78 %)
Net Worth
£-1.2k ▲ £-0.1k (8.88 %)

REGISTRATION INFO

Company name
DFP WEALTH MANAGEMENT LTD
Company number
06098373
Status
Active
Categroy
Private Limited Company
Date of Incorporation
12 Feb 2007
Age - 16 years
Home Country
United Kingdom

CONTACTS

Website
dfpsolutions.co.uk
Phones
01752 500 909
Registered Address
51 NORTH HILL,
PLYMOUTH,
DEVON,
PL4 8HZ

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified

LAST EVENTS

15 Feb 2017
Confirmation statement made on 15 February 2017 with updates
13 Feb 2017
Confirmation statement made on 12 February 2017 with updates
23 Mar 2016
Total exemption small company accounts made up to 31 August 2015

See Also


Last update 2018

DFP WEALTH MANAGEMENT LTD DIRECTORS

Peter Leonard Lee

  Acting
Appointed
12 February 2007
Role
Secretary
Address
51 North Hill, Plymouth, Devon, United Kingdom, PL4 8HZ
Name
LEE, Peter Leonard

Glynne Adrian Dunn

  Acting PSC
Appointed
12 February 2007
Occupation
Financial Advisor
Role
Director
Age
56
Nationality
British
Address
51 North Hill, Plymouth, Devon, United Kingdom, PL4 8HZ
Country Of Residence
United Kingdom
Name
DUNN, Glynne Adrian
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Peter Leonard Lee

  Acting PSC
Appointed
12 February 2007
Occupation
Ifa/Benefits Consultant
Role
Director
Age
68
Nationality
British
Address
51 North Hill, Plymouth, Devon, United Kingdom, PL4 8HZ
Name
LEE, Peter Leonard
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

REVIEWS


Check The Company
Very good according to the company’s financial health.