Filing status
- Accounts due
- 31 January 2028
- Last accounts
- 30 April 2026
- Conf. stmt due
- 29 April 2027
- Last conf. stmt
- 15 April 2026
Davis Wealth Management Limited
- Incorporated
- 16 April 2018 (8 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- James DavisJodie Marie Davis
- Accounts type
- Micro entity
- Region
- Yorkshire
- Address
- 1st FloorEast Suite WaterfrontSalts Mill RoadBradfordBD17 7TD
Officers
Not loaded yet. See them on Companies House
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
James Davis
Individual · Notified 16 April 2018
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born July 1983 (43)
Jodie Marie Davis
Individual · Notified 16 April 2018
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born August 1988 (38)
Financials
Figures from 2025 accounts. Newer accounts, made up to 30 April 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £27,677
- Employees
- 4
- Debt Ratio
- 90%
- Current Ratio
- 0.1x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £255,504 | £89,343 | £84,756 | £81,564 | £80,353 | |
| Current Assets | £9,635 | £20,019 | £14,922 | £81,085 | £14,412 | |
| Creditors (< 1 year) | £69,182 | £37,977 | £46,363 | £33,136 | £22,081 | £20,275 |
| Creditors (> 1 year) | £168,798 | £23,876 | £27,335 | £32,434 | £138,628 | £73,025 |
| Net Current Assets | (£59,029) | (£17,958) | (£18,214) | £59,004 | (£5,863) | |
| Net Assets | £27,677 | £47,509 | £34,108 | £1,940 | £1,465 | |
| Shareholder Funds | £27,677 | £47,509 | £34,108 | £1,940 | £1,465 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 18 August 2026 | Micro company accounts | 30 April 2026 | ||
| 20 April 2026 | Confirmation statement with no updates | 15 April 2026 | ||
| 16 April 2026 | Director's details changed | |||
| 16 April 2026 | Change of details for a person with significant control | |||
| 16 April 2026 | Change of details for a person with significant control |
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