Financial AdviserProfile

DGM Financial Planning Ltd

Public-record profile
8 Hatlex Drive, Hest Bank, Lancaster, LA2 6HA
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

DGM Financial Planning Ltd is listed as a FCA appointed representative in the LA2 6HA area. Registered at Companies House in 2015. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2015
Type
FCA appointed representative
Company No.
09774489
SIC
64999
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

DGM FINANCIAL PLANNING LTD is active and was incorporated on 14 September 2015.

Nature of business: 64999 - Financial intermediation not elsewhere classified, 66190 - Activities auxiliary to financial intermediation n.e.c., 66290 - Other activities auxiliary to insurance and pension funding

Registered office: 8 Hatlex Drive, Hest Bank, Lancaster, Lancashire, LA2 6HA, England

Authorisations

FCAactive
Reference: 586412
Type: FCA appointed representative
Company no.: 09774489
Verified:
View public register

Company Snapshot

Industry
Accounting & Tax Services
Data Freshness
Outdated (< 1 year)
Accounts last made up to
30 September 2025
Accounts next due
30 June 2027
Accounts type
Micro Entity
Employees
2
Equity
£17,321
Fixed assets
£2,315
Current assets
£52,415
Net current assets/liabilities
£18,182
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

MAKIN, David Graham
Appointed 14 September 2015
DOB: 4/1978
MAKIN, Nicola
Appointed 1 March 2017
DOB: 11/1973

Persons with significant control

Mrs Nicola Makin
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 11/1973
Mr David Graham Makin
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent
DOB: 4/1978

Recent Filings

27 November 2025
AA
accounts with accounts type micro entity
24 September 2025
CS01
confirmation statement with no updates
4 February 2025
AA
accounts with accounts type micro entity
10 October 2024
CS01
confirmation statement with no updates
22 December 2023
AA
accounts with accounts type micro entity
12 October 2023
CS01
confirmation statement with no updates

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.