Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 27 October 2026
- Last conf. stmt
- 13 October 2025
Bulley Davey Wealth Management Limited
- Incorporated
- 13 October 2011 (15 years)
- Industry
- Other business support service activities n.e.c. (82990)
- Owned by
- Accounts type
- Total exemption full
- Region
- East Midlands
- Address
- 1-4 London RoadSpaldingPE11 2TA
Officers 6 active
Officer details are public data from the Companies House register.
Director · Appointed 22 March 2019
British
Born May 1971 (55)
British
Born June 1970 (56)
Director · Appointed 13 October 2011
British
Born December 1970 (55)
Director · Appointed 13 October 2011
Also at Mcas Associates Ltd · more companies
British
Born March 1967 (59)
Director · Appointed 13 October 2011
British
Born October 1969 (57)
Director · Appointed 13 October 2011
British
Born August 1978 (48)
Officer history (3 former)
30 September 2019
22 March 2019
31 March 2018
Resigned Brown, Ian Victor as Director
31 January 2016
1 September 2015
13 October 2011
13 October 2011
13 October 2011
13 October 2011
13 October 2011
13 October 2011
Appointed Brown, Ian Victor as Director
13 October 2011
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 21 March 2019
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Company Limited By Shares
Reg. no. 11731793
Former controllers (1)
29 October 2019
Ceased Oakhouse Financial Services Limited — Owns 25–50% of shares
Group structure 3 companies
Ownership group derived from the Companies House PSC register
Oakhouse Financial Holdings Ltd In liquidation
Bulley Davey Wealth Management Limited This company Owns 75–100% of shares
Oakhouse Financial Services Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Cash
- £7,086
- Current Ratio
- 0.3x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £138,000 | £99 | £116 | £136 | £161 | |
| Current Assets | £8,489 | £2,855,840 | £368,911 | £267,668 | £252,540 | £255,045 |
| Debtors | £1,403 | £2,440,761 | £136,023 | £118,656 | £121,470 | £107,540 |
| Cash | £7,086 | £415,079 | £232,888 | £149,012 | £131,070 | £147,505 |
| Creditors (< 1 year) | £32,500 | £1,133,572 | £144,265 | £135,597 | £128,403 | £125,377 |
| Net Current Assets | (£24,011) | £1,722,268 | £224,646 | £132,071 | £124,137 | £129,668 |
| Net Assets | £132,187 | £124,248 | £129,798 | |||
| Shareholder Funds | £113,989 | £1,860,268 | £224,745 | £132,187 | £124,248 | £129,798 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 January 2026 | Confirmation statement with no updates | 13 October 2025 | ||
| 27 December 2025 | Total exemption full accounts | 31 March 2025 | ||
| 29 December 2024 | Total exemption full accounts | 31 March 2024 | ||
| 24 October 2024 | Confirmation statement with updates | 13 October 2024 | ||
| 17 December 2023 | Total exemption full accounts | 31 March 2023 |
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