DFM Financial Planning Limited

Company 11480293 Active

Connected board network

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Board DNA

How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.

directors on the board

5y median 5y

average tenure

6.7y

longest tenure

directors past 6 years

2 vs 0 portfolio

first-time directors

also govern a charity

left in the last 12 months

Company details

Number	11480293
Status	Active
Type	Private Limited Company
Incorporated	24/07/2018
Address	7 ARDEN COURT, ARDEN ROAD, ALCESTER, WARWICKSHIRE, B49 6HN
Accounts next due	30/04/2027
Accounts last made up	31/07/2025

Industry (SIC)

70221 - Financial management

Ownership - persons with significant control (3)

Mr David James Lewis Smith British
ownership of shares 25-50%
Mr Benjamin James Rees ceased British
ownership of shares 25-50% voting rights 25-50%
Mr Jonathan Ian Montgomery ceased British
ownership of shares 25-50%

Officers (4)

Nicholls, Sarah Director · appointed 2023
Smith, David James Lewis Director · appointed 2019
Rees, Benjamin James Former Director · appointed 2018 · resigned 2025
Montgomery, Jonathan Ian Former Director · appointed 2018 · resigned 2019

Directors and officers on the Companies House record, current and former.

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