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Jonathan Davis Wealth Management Ltd

Jonathan Davis Wealth Management Ltd is an active company incorporated on 21 September 2006 with the registered office located in Worthing, West Sussex. Jonathan Davis Wealth Management Ltd was registered 19 years ago.
Status
Active
Active since incorporation
Company No
05942730
Private limited company
Age
19 years
Incorporated 21 September 2006
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 5 September 2025 (4 months ago)
Next confirmation dated 5 September 2026
Due by 19 September 2026 (8 months remaining)
Last change occurred 9 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (11 months remaining)
Contact
Address
Amelia House
Crescent Road
Worthing
West Sussex
BN11 1RL
United Kingdom
Address changed on 18 Sep 2024 (1 year 3 months ago)
Previous address was The White Cottage 29 London Road Sawbridgeworth CM21 9EH England
Telephone
Unreported
Email
Available in Endole App
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • Chartered Financial Planner • British • Lives in UK • Born in May 1963
Secretary • British
Mr Jonathan Alan Davis
PSC • British • Lives in England • Born in May 1963
Mrs Susan Elizabeth Davis
PSC • British • Lives in UK • Born in Aug 1960
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
£119.95K
Increased by £119.95K (%)
Turnover
Unreported
Same as previous period
Employees
4
Increased by 3 (+300%)
Total Assets
£296.95K
Decreased by £10.24K (-3%)
Total Liabilities
-£67.53K
Decreased by £21.36K (-24%)
Net Assets
£229.41K
Increased by £11.12K (+5%)
Debt Ratio (%)
23%
Decreased by 6.2% (-21%)
Latest Activity
Full Accounts Submitted
16 Days Ago on 22 Dec 2025
Confirmation Submitted
3 Months Ago on 10 Sep 2025
Mrs Susan Elizabeth Davis (PSC) Details Changed
1 Year 2 Months Ago on 23 Oct 2024
Mr Jonathan Alan Davis (PSC) Details Changed
1 Year 2 Months Ago on 23 Oct 2024
Susan Elizabeth Davis Details Changed
1 Year 2 Months Ago on 23 Oct 2024
Jonathan Alan Davis Details Changed
1 Year 2 Months Ago on 23 Oct 2024
Registered Address Changed
1 Year 3 Months Ago on 18 Sep 2024
Confirmation Submitted
1 Year 3 Months Ago on 18 Sep 2024
Mr Jonathan Alan Davis (PSC) Details Changed
9 Years Ago on 6 Apr 2016
Susan Elizabeth Davis (PSC) Appointed
9 Years Ago on 6 Apr 2016
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Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 22 Dec 2025
Confirmation statement made on 5 September 2025 with no updates
Submitted on 10 Sep 2025
Change of details for Mrs Susan Elizabeth Davis as a person with significant control on 23 October 2024
Submitted on 8 Nov 2024
Change of details for Mr Jonathan Alan Davis as a person with significant control on 23 October 2024
Submitted on 8 Nov 2024
Secretary's details changed for Susan Elizabeth Davis on 23 October 2024
Submitted on 8 Nov 2024
Director's details changed for Jonathan Alan Davis on 23 October 2024
Submitted on 8 Nov 2024
Change of details for Mr Jonathan Alan Davis as a person with significant control on 6 April 2016
Submitted on 19 Sep 2024
Notification of Susan Elizabeth Davis as a person with significant control on 6 April 2016
Submitted on 18 Sep 2024
Confirmation statement made on 5 September 2024 with no updates
Submitted on 18 Sep 2024
Registered office address changed from The White Cottage 29 London Road Sawbridgeworth CM21 9EH England to Amelia House Crescent Road Worthing West Sussex BN11 1RL on 18 September 2024
Submitted on 18 Sep 2024
Repayment History
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