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Companies/06098373

Dfp Wealth Management Ltd

Company profile · Exeter

DissolvedUnited KingdomIncorporated 2007
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Ownership evidence

Reported ownership and control rights in this business, with source dates.

Reported ownership & control

1 without an end date · 3 ceased
Succession Group LtdCorporate
Shares: over 75%, up to 100%Voting rights: over 75%, up to 100%Right to appoint or remove directors

Notified 2024-02-01 · No cessation recorded

Source record 130298937
Show 3 ceased records
Dfp Health & Wealth Management LimitedCorporate
Shares: over 25%, up to 50%Voting rights: over 25%, up to 50%

Notified 2021-10-08 · Ceased 2024-02-01

Source record 134109539
GD
Mr Glynne Adrian DunnIndividual
Shares: over 25%, up to 50%Voting rights: over 25%, up to 50%

Notified 2016-04-06 · Ceased 2024-02-01

Source record 122906001
PL
Peter Leonard LeeIndividual
Shares: over 25%, up to 50%Voting rights: over 25%, up to 50%

Notified 2016-04-06 · Ceased 2021-10-08

Source record 122906002

People behind the business

Current appointments and the wider business interests of each person.

Appointments

3 current · 3 historical
CorpMichelmores Secretaries LimitedCurrent secretary
Appointed 2024-02-01 · 2 yrs
+296 others
SW
Stephen WillisCurrent director
Appointed 2024-02-01 · 2 yrs · Chartered Accountant
+39 others
SP
Susan PuddephattCurrent director
Appointed 2024-02-01 · 2 yrs · Chief Risk Officer
+23 others
Show 3 historical appointments
PL
Peter LeeResigned directorResigned secretary
Resigned 2007-02-12 · 14 yrs · Ifa/Benefits Consultant
GD
Glynne DunnResigned director
Resigned 2007-02-12 · 17 yrs · Financial Advisor

Board profile

People with appointments
3
Directors assessed
—
Median age
—
Under 35
—
65 and over
—
Disqualified match
None active