DIRECT FINANCIAL PLANNING (UK) LIMITED
Active Company number 04709132
DIRECT FINANCIAL PLANNING (UK) LIMITED (company number 04709132) is a private limited company incorporated on 24 March 2003. Its status on the Companies House register is Active. Its registered office is in Rochester, ME2 4GX. Its nature of business (SIC 2007) is activities of insurance agents and brokers (66220). Its latest accounts we hold, for the period ending 31 March 2026, report net assets of £1.1m.
Source: Companies House register, as at 2 October 2026. How to cite this page
Information only, not advice. Register details and accounts figures are the company's own filings, shown as filed: CompanyStack does not audit or verify them and accepts no responsibility for decisions made on them. Check important facts at Companies House.
Company Report on DIRECT FINANCIAL PLANNING (UK) LIMITED (PDF)
The register, the accounts and the people behind the company in one PDF, for your own business use.
- Summary and Health Score, with the reasons behind the score
- Red flags and what changed in the last 12 months
- Key figures against the year before, and filing deadlines
- Financials ledger: up to 10 years of filed accounts
- Who runs and owns it: directors, secretaries and PSCs
- Charges, filing history and methodology
Buy this report for £9 See a sample
One-off payment for business use, no subscription. Emailed as a download link straight after payment. Included with Pro and Team.
Company details
- Company number
- 04709132
- Status
- Active
- Company type
- Private Limited Company
- Incorporated
- 24 March 2003
- Country of origin
- United Kingdom
- Registered office
- 2A GALLEON WAY
LOWER UPNOR
ROCHESTER
KENT
ME2 4GX
Nature of business (SIC 2007)
Accounts and confirmation statement
- Accounting reference date
- 31 March
- Accounts category
- TOTAL EXEMPTION FULL
- Accounts last made up to
- 31 March 2026
- Next accounts due
- 31 December 2027
- Confirmation statement last made up to
- 2 February 2026
- Next confirmation statement due
- 16 February 2027
Financial summary
| Period ending | 31 March 2026 Check: our two readings differ | 31 March 2025 Check: our two readings differ | 31 March 2024 Check: our two readings differ | 31 March 2023 | 31 March 2022 | 31 March 2021 | 31 March 2020 | 31 March 2019 | 31 March 2018 | 31 March 2017 | 31 March 2016 | 5 April 2015 | 5 April 2014 | 5 April 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total assets | £1.3m | £1.2m | £1.0m | £872k | £752k | £619k | £544k | £363k | £299k | £182k | £66k | £51k | £51k | — |
| Cash at bank | £499k | £479k | £233k | £376k | £219k | £287k | £505k | £316k | £255k | £143k | £45k | £14k | £12k | — |
| Current liabilities | £214k | £254k | £240k | £229k | £124k | £175k | £141k | £98k | £94k | £75k | £44k | £41k | £36k | — |
| Net current assets | £847k | £575k | £432k | £422k | £403k | £284k | £384k | £241k | £180k | £89k | £20k | £8,425 | £13k | — |
| Total liabilities | — | — | — | — | — | — | — | £103k | £109k | £86k | £51k | — | — | — |
| Net assets | £1.1m | £866k | £729k | £635k | £618k | £438k | £399k | £260k | £190k | £97k | £15k | £3,461 | £7,796 | — |
| Employees | 4 | 4 | 4 | 4 | 4 | 4 | 4 | — | — | 4 | 4 | — | — | — |
—: no figure read from the filing.
- Year to 31 March 2026: Check: our two readings differ on fixed assets. These figures are being checked against the filing.
- Year to 31 March 2025: Check: our two readings differ on fixed assets. These figures are being checked against the filing.
- Year to 31 March 2024: Check: our two readings differ on fixed assets. These figures are being checked against the filing.
Figures read from filings at Companies House (ixbrl) and checked; see how we read them. Small-company accounts often omit turnover and profit. Spotted an error? Tell us.
Control, officers and charges
- Persons with significant control
- 2 current (3 including ceased)
Questions about DIRECT FINANCIAL PLANNING (UK) LIMITED
Is DIRECT FINANCIAL PLANNING (UK) LIMITED active?
Yes. The Companies House register shows the company's status as “Active”. (Companies House register, as at 2 October 2026.)
When was DIRECT FINANCIAL PLANNING (UK) LIMITED incorporated?
DIRECT FINANCIAL PLANNING (UK) LIMITED was incorporated on 24 March 2003, according to the Companies House register. (Companies House register, as at 2 October 2026.)
Where is DIRECT FINANCIAL PLANNING (UK) LIMITED registered?
Its registered office is in Rochester, ME2 4GX. (Companies House register, as at 2 October 2026.)
Who controls DIRECT FINANCIAL PLANNING (UK) LIMITED?
The register lists 2 current persons with significant control (3 including those who have ceased). The register shows control, not a list of shareholders. Individuals are named at https://find-and-update.company-information.service.gov.uk/company/04709132/persons-with-significant-control. (Companies House register, as at 2 October 2026.) Who owns a UK limited company: shareholders, PSCs and what the register shows
When are DIRECT FINANCIAL PLANNING (UK) LIMITED's next accounts due?
The register shows the next accounts as due by 31 December 2027. Its latest accounts on the register were made up to 31 March 2026. (Companies House register, as at 2 October 2026.)
Does DIRECT FINANCIAL PLANNING (UK) LIMITED file dormant accounts?
Not in its latest accounts. The register gives their category as “Total exemption accounts”, made up to 31 March 2026. (Companies House register, as at 2 October 2026.) What a dormant company is and what it must file
Is DIRECT FINANCIAL PLANNING (UK) LIMITED on a sanctions list?
No match for this company's name on the sanctions lists CompanyStack screens (UK, EU, OFAC SDN, OFAC non-SDN, Canada, Australia, New Zealand, Japan, France, US CSL) as at 7 October 2026. A name screen is not legal clearance.
Related companies
More activities of insurance agents and brokers companies
- PIB GROUP LIMITED
- FIRST CENTRAL INSURANCE MANAGEMENT LIMITED
- ONE CALL INSURANCE SERVICES LIMITED
- COUNTRYWIDE LEGAL INDEMNITIES LIMITED
- AUTOGUARD WARRANTIES LTD
- MOMENTUM BROKER SOLUTIONS LTD
- SPECTRUM INSURANCE SERVICES LIMITED
- CARAVAN GUARD LIMITED
Industry overview: 5,882 active companies in SIC 66220
Other active companies registered at ME2 4GX
Related guides
Companies with similar names
Other companies, LLPs and partnerships on the Companies House register whose names begin “DIRECT FINANCIAL”. Each is a separate legal entity from DIRECT FINANCIAL PLANNING (UK) LIMITED: check the registered number before relying on a name. Register data as at 2 October 2026.
- DIRECT FINANCIAL & PAYROLL SERVICES LIMITED (Company, Active, Rochdale; 16726977)
- DIRECT FINANCIAL LTD (Company, Active, Stanmore; 17309779)
- DIRECT FINANCIAL MANAGEMENT UK LTD (Company, Active, Bonnyrigg; SC524172)
- DIRECT FINANCIAL PLANNING LTD (Company, Active, Plymouth; 04505057)
- DIRECT FINANCIAL RECLAIM LTD (Company, Active, Stanmore; 07098641)
About CompanyStack
CompanyStack turns Companies House records into answers you can act on: who a company is, who runs and owns it, whether it keeps up with its filings and how its finances are moving. Every figure traces back to a public record, and we say when a record is missing.
Sources for company pages: Companies House (register, accounts, officers, PSCs, charges and filings), The Gazette (company insolvency notices only), the ONS Postcode Directory, official sanctions lists, including those of the UK (with UN designations), the EU, the US, Canada, Australia, New Zealand and France, and copies taken in April 2026 of the ICO register, the Charity Commission, CQC, Ofsted, Food Standards Agency and Environment Agency registers. Contains public sector information licensed under the Open Government Licence v3.0. CompanyStack is not affiliated with or endorsed by Companies House.
How we work and keep data safe · Every data source we use · Sample reports
Use this data
Official register entry: DIRECT FINANCIAL PLANNING (UK) LIMITED on Companies House.
Developers can fetch this profile as JSON with GET https://api.companystack.co.uk/company/04709132 — see the API documentation and pricing.