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Registration number: 11480293

DFM Financial Planning Limited

Unaudited Filleted Financial Statements

for the Year Ended 31 July 2024

 

DFM Financial Planning Limited

Contents

Company Information

1

Balance Sheet

2 to 3

Notes to the Unaudited Financial Statements

2

 

DFM Financial Planning Limited

Company Information

Directors

Mr David James Lewis Smith

Mr Benjamin James Rees

Mrs Sarah Nicholls

Registered office

7 Arden Court
Arden Road
Alcester
Warwickshire
B49 6HN

Accountants

McIntosh Accountants Limited 263A Werrington Road
Bucknall
Stoke-on-Trent
ST2 9AS

 

DFM Financial Planning Limited

(Registration number: 11480293)
Balance Sheet as at 31 July 2024

2024
£

2023
£

Fixed assets

30,364

34,270

Current assets

23,817

26,921

Creditors: Amounts falling due within one year

(24,737)

(21,509)

Net current (liabilities)/assets

(920)

5,412

Total assets less current liabilities

29,444

39,682

Creditors: Amounts falling due after more than one year

(25,000)

(25,000)

Provisions for liabilities

(3,089)

(2,936)

Accruals and deferred income

(2,000)

(2,000)

 

(645)

9,746

Capital and reserves

(645)

9,746

1

General information

The company is a private company limited by share capital, incorporated in England and Wales.

The address of its registered office is:
7 Arden Court
Arden Road
Alcester
Warwickshire
B49 6HN
England

These financial statements were authorised for issue by the Board on 16 February 2025.

2

Staff numbers

The average number of persons employed by the company (including directors) during the year, was 4 (2023 - 4).

For the financial year ending 31 July 2024 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476; and

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

 

DFM Financial Planning Limited

(Registration number: 11480293)
Balance Sheet as at 31 July 2024

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the micro entities regime and delivered in accordance with the provisions applicable to companies subject to the small companies regime. As permitted by section 444 (5A) of the Companies Act 2006, the directors have not delivered to the registrar a copy of the Profit and Loss Account.

Approved and authorised by the Board on 16 February 2025 and signed on its behalf by:
 

.........................................
Mr David James Lewis Smith
Director