Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 19 September 2027
- Last conf. stmt
- 5 September 2026
Jonathan Davis Wealth Management Ltd
- Incorporated
- 21 September 2006 (20 years)
- Previously known as
- Armstrong Davis Ltd (until 3 January 2010)Armstrong Davis Chartered Financial Planners Limited (until 28 December 2007)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Jonathan Alan DavisSusan Elizabeth Davis
- Accounts type
- Total exemption full
- Region
- South East
- Address
- Amelia HouseCrescent RoadWorthingBN11 1RL
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 21 September 2006
British
Born May 1963 (63)
Davis, Susan Elizabeth
Secretary · Appointed 21 September 2006
British
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born May 1963 (63)
Susan Elizabeth Davis
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born August 1960 (66)
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Cash
- £119,947
- Current Ratio
- 4.3x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £9,367 | £8,380 | £8,059 | £9,226 | £9,124 | £10,927 |
| Current Assets | £287,578 | £298,807 | £435,484 | £682,410 | £495,916 | £495,916 |
| Debtors | £3,573 | |||||
| Cash | £119,947 | |||||
| Creditors (< 1 year) | £67,532 | £88,894 | £35,764 | £102,019 | £40,389 | £27,438 |
| Net Current Assets | £220,046 | £209,913 | £399,720 | £580,391 | £455,527 | £468,478 |
| Net Assets | £218,293 | £407,779 | £589,617 | £464,651 | £479,405 | |
| Shareholder Funds | £229,413 | £218,293 | £407,779 | £589,617 | £464,651 | £479,405 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 September 2026 | Confirmation statement with no updates | 5 September 2026 | ||
| 22 December 2025 | Total exemption full accounts | 31 March 2025 | ||
| 10 September 2025 | Confirmation statement with no updates | 5 September 2025 | ||
| 8 November 2024 | Director's details changed | |||
| 8 November 2024 | Secretary's details changed |
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