# DFM Financial Planning Limited

## Details

- **Company number:** [11480293](https://find-and-update.company-information.service.gov.uk/company/11480293)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 24 Jul 2018
- **Registered office:** 7 ARDEN COURT, ARDEN ROAD, ALCESTER, B49 6HN
- **Nature of business:** [70221](/sic/70221) Financial management



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| NICHOLLS, Sarah | director | 15 Mar 2023 |  |
| SMITH, David James Lewis | director | 20 Nov 2019 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Benjamin James Rees | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 24 Jul 2018 | 27 Jan 2020 |
| Mr Jonathan Ian Montgomery | ownership-of-shares-25-to-50-percent | 27 Jan 2020 | 31 Mar 2021 |
| Mr David James Lewis Smith | ownership-of-shares-25-to-50-percent | 27 Jan 2020 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Jul 2025 | £5,817 | £13,689 | 4 |
| 31 Jul 2024 | -£645 | - | 4 |
| 31 Jul 2023 | £9,746 | - | 6 |
| 31 Jul 2022 | £5,012 | £23,847 | 6 |
| 31 Jul 2021 | £9,627 | £27,137 | 8 |
| 31 Jul 2020 | £72,206 | £65,703 | 8 |
| 31 Jul 2019 | £38,405 | £87,973 | - |