Filing status
- Accounts due
- 31 January 2027
- Last accounts
- 30 April 2025
- Conf. stmt due
- 10 March 2027
- Last conf. stmt
- 24 February 2026
Davies Wealth Management Ltd.
- Incorporated
- 24 February 2010 (16 years)
- Previously known as
- Kevin Davies Wealth Management Ltd (until 12 November 2020)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Alison Mary Davies
- Owned by
- Kevin Davies
- Accounts type
- Total exemption full
- Region
- South West
- Address
- Bridesmead Shipton LaneBurton BradstockBridportDT6 4NQ
Officers 2 active
Officer details are public data from the Companies House register.
Davies, Alison Mary
Director · Appointed 24 February 2010
British
Born April 1955 (71)
Director · Appointed 24 February 2010
British
Born January 1954 (72)
Officer history (2 former)
24 February 2010
Appointed Davies, Alison Mary as Director
24 February 2010
24 February 2010
24 February 2010
24 February 2010
24 February 2010
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
British
Born January 1954 (72)
Financials
Balance sheet as at 30 April 2025 · total exemption full accounts
- Net Assets
- £995,232
- Cash
- £527,705
- Employees
- 6
- Debt Ratio
- 18%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £76,833 | £32,644 | £37,763 | £41,025 | £493,315 | £466,933 |
| Current Assets | £1,129,651 | £925,564 | £588,942 | £137,011 | £1,300,136 | £699,305 |
| Debtors | £601,946 | £122,405 | £127,927 | £98,014 | ||
| Cash | £527,705 | £762,879 | £466,537 | £31,364 | £1,172,209 | £601,291 |
| Creditors (< 1 year) | £222,306 | £189,076 | £427,027 | £92,152 | ||
| Net Current Assets | £921,535 | £703,957 | £431,310 | (£51,392) | £874,276 | £607,919 |
| Net Assets | £995,232 | £735,092 | £468,872 | (£10,597) | £1,366,054 | £1,071,296 |
| Shareholder Funds | £995,232 | £735,092 | £468,872 | (£10,597) | £1,366,054 | £1,071,296 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 31 March 2026 | Confirmation statement with no updates | 24 February 2026 | ||
| 16 January 2026 | Total exemption full accounts | 30 April 2025 | ||
| 2 April 2025 | Confirmation statement with no updates | 24 February 2025 | ||
| 10 December 2024 | Total exemption full accounts | 30 April 2024 | ||
| 18 March 2024 | Confirmation statement with no updates | 24 February 2024 |
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