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Companies House/Alcester/Company profile

DFM FINANCIAL PLANNING LIMITED

Active
11480293·incorporated 2018-07-24

DFM FINANCIAL PLANNING LIMITED is an active UK private limited company, incorporated on 24 July 2018 at Companies House (number 11480293; OpenRegistry canonical ID GB-11480293-dfm-financial-planning-limited). Sophymarine's OpenRegistry classifies it under SIC 70221 (Financial management), one of 16,244 active UK entities in that code and one of 1,588 active companies registered in Alcester, Warwickshire (postcode B49). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2018-07-24
Registered Address
7 ARDEN COURT, ARDEN ROAD, ALCESTER, WARWICKSHIRE, B49 6HN, ENGLAND
SIC
70221 — Financial management
Country of origin
United Kingdom

Directors

Search directors of DFM FINANCIAL PLANNING LIMITED

Shareholders

Look up shareholders of DFM FINANCIAL PLANNING LIMITED

Financials

Check financials of DFM FINANCIAL PLANNING LIMITED

Filings

Check filing history of DFM FINANCIAL PLANNING LIMITED

Accounts

Last filed accounts made up to 2025-07-31. Next accounts due 2027-04-30. Financial year-end: 31/07. Filing class: TOTAL EXEMPTION FULL.

Confirmation statement

Last confirmation statement made up to 2025-07-23. Next confirmation statement due 2026-08-06.

Persons with significant control

DFM FINANCIAL PLANNING LIMITED has 1 person with significant control on file:

  • Mr David James Lewis Smith born 1967 resident in England, British national. Notified 2020-01-27.
    • Owns 25–50% of shares

2 historical PSC records have ceased:

  • Mr Jonathan Ian Montgomery born 1978 resident in England, British national. Notified 2020-01-27. Ceased 2021-03-31.
    • Owns 25–50% of shares
  • Mr Benjamin James Rees born 1982 resident in England, British national. Notified 2018-07-24. Ceased 2020-01-27.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights

Similar UK companies

Other companies registered under SIC 70221 (Financial management):

Other companies registered in Alcester:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/11480293.

Source: Companies House Free Company Data, refreshed 2026-05-01. Official record: find-and-update.company-information.service.gov.uk.