Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 12 January 2027
- Last conf. stmt
- 29 December 2025
Davey Wealth Management Ltd
- Incorporated
- 30 December 2019 (6 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Adrian Paul Davey
- Accounts type
- Micro entity
- Region
- South West
- Address
- C/o Lowe Henwood The Lodge149 Mannamead RoadPlymouthPL3 5NU
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Adrian Paul Davey
Individual · Notified 30 December 2019
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born January 1973 (53)
Financials
Balance sheet as at 31 December 2025 · micro entity accounts
- Net Assets
- £101,182
- Employees
- 2
- Debt Ratio
- 9%
- Current Ratio
- 6.2x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £626 | £502 | £913 | £770 | £764 | £1,527 |
| Current Assets | £110,401 | £113,428 | £102,340 | £102,930 | £96,247 | £52,808 |
| Creditors (< 1 year) | £17,794 | £23,403 | £24,097 | £34,542 | £59,825 | £53,295 |
| Net Current Assets | £101,563 | £98,065 | £84,602 | £74,387 | £42,672 | (£404) |
| Net Assets | £101,182 | £97,567 | £84,751 | £74,407 | £42,686 | £573 |
| Shareholder Funds | £101,182 | £97,567 | £84,751 | £74,407 | £42,686 | £573 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 12 March 2026 | Micro company accounts | 31 December 2025 | ||
| 31 December 2025 | Confirmation statement with no updates | 29 December 2025 | ||
| 11 March 2025 | Micro company accounts | 31 December 2024 | ||
| 4 January 2025 | Register(s) moved to registered inspection location | |||
| 4 January 2025 | Register inspection address has been changed |
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