Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 12 May 2027
- Last conf. stmt
- 28 April 2026
Davidsons Independent Financial Advisers Limited
- Incorporated
- 30 May 2002 (24 years)
- Industry
- Other business support service activities n.e.c. (82990)
- Owned by
- Accounts type
- Full
- Region
- South East
- Address
- 18 Hart StreetHart StreetHenley-On-ThamesRG9 2AU
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 12 August 2021
British
Born May 1957 (69)
Director · Appointed 12 August 2021
British
Born February 1966 (60)
Officer history (5 former)
12 August 2021
12 August 2021
12 August 2021
12 August 2021
12 August 2021
27 August 2002
30 May 2002
30 May 2002
30 May 2002
30 May 2002
30 May 2002
30 May 2002
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Companies Act 2006
Reg. no. 10947286
Former controllers (2)
7 December 2017
7 December 2017
Group structure 9 companies
Ownership group derived from the Companies House PSC register
Brunswick Investment Management Limited Owns 75–100% of shares
Courtiers Investment Services Limited Owns 75–100% of shares
Paragon Financial Planning Ltd Owns 75–100% of shares
SDB Strategic Planners Limited Owns 75–100% of shares
Snowdon Financial Limited Owns 75–100% of shares
The Davidson Group Limited Owns 75–100% of shares
Davidsons Independent Financial Advisers Limited This company Owns 75–100% of shares
Davidsons Portfolio Management Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · full accounts
- Net Assets
- £370,065
- Cash
- £308,774
- Turnover
- £185,346
- Profit Before Tax
- (£217,479)
- Employees
- 2
- Current Ratio
- 3.3x
- Profit Margin
- -117%
- Return on Equity
- -59%
Balance sheet detail
| 2025 | |
|---|---|
| Current Assets | £1,703,323 |
| Cash | £308,774 |
| Creditors (< 1 year) | £516,692 |
| Net Current Assets | £1,186,631 |
| Net Assets | £370,065 |
| Shareholder Funds | £370,065 |
| Turnover | £185,346 |
| Gross Profit | £185,346 |
| Admin Expenses | £6,489 |
| Staff Costs | £0 |
| Operating Profit | (£154,408) |
| Profit Before Tax | (£217,479) |
| Tax | £0 |
| Profit for Period | (£217,479) |
Filings 89
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 28 April 2026 | Confirmation statement with no updates | 28 April 2026 | ||
| 31 March 2026 | Full accounts | 31 March 2025 | ||
| 25 March 2026 | Replacement filing for the appointment of a director | |||
| 4 June 2025 | Confirmation statement with no updates | 30 May 2025 | ||
| 3 January 2025 | Full accounts | 31 March 2024 |
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