# DGM FINANCIAL PLANNING LTD (09774489)

> DGM FINANCIAL PLANNING LTD is an active private limited company (company number 09774489) incorporated on 14 September 2015, registered in Lancaster. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 30 September 2025, showing net assets of £17k, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 30% on the prior period (£25k).

- Status: Active
- Incorporated: 2015-09-14
- Registered office: Lancaster, LA2 6HA
- SIC 64999: Financial intermediation not elsewhere classified
- SIC 66190: Activities auxiliary to financial intermediation n.e.c.
- SIC 66290: Other activities auxiliary to insurance and pension funding
- Next accounts due: 2027-06-30
- Confirmation statement due: 2027-09-28
- Accounts type: MICRO ENTITY

By net assets it sits in the upper half of 321 comparable companies in Lancashire (median £11k, upper quartile £81k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-09-30 | £17k | — | — | £38k | — | — | 2 |
| 2024-09-30 | £25k | — | — | £37k | — | — | 2 |

current ratio 1.38; size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net assets £17,321 at 30 September 2025
- Net assets down 25% or more on the prior period: -29.7% vs prior period
- Incorporated five or more years ago: Incorporated 14 September 2015

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Mr David Graham Makin — owns 75–100% of shares, since 2016-04-06
- Mrs Nicola Makin — owns 25–50% of shares; holds 25–50% of voting rights, since 2017-06-05

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/09774489
HTML: https://firmoscan.com/company/09774489-dgm-financial-planning-ltd