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Bulley Davey Wealth Management Limited

Bulley Davey Wealth Management Limited is an active company incorporated on 13 October 2011 with the registered office located in Spalding, Lincolnshire. Bulley Davey Wealth Management Limited was registered 13 years ago.
Status
Active
Active since incorporation
Company No
07808812
Private limited company
Age
13 years
Incorporated 13 October 2011
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 13 October 2024 (10 months ago)
Next confirmation dated 13 October 2025
Due by 27 October 2025 (1 month remaining)
Last change occurred 10 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Learn more about Bulley Davey Wealth Management Limited
Contact
Address
1-4 London Road
Spalding
Lincolnshire
PE11 2TA
England
Address changed on 6 Sep 2022 (3 years ago)
Previous address was 4 Cyrus Way Cygnet Park Hampton Peterborough PE7 8HP
Telephone
08456882424
Email
Unreported
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People
Officers
6
Shareholders
1
Controllers (PSC)
1
Andrew Robert Atkins
Director • Accountant • British • Lives in England • Born in Dec 1970
Mr Darren Anthony William Wakefield
Director • Financial Advisor • British • Lives in England • Born in Oct 1969
Mitchell Alan Burden
Director • Acccountant • British • Lives in UK • Born in Mar 1967
Michael James Gregson
Director • Insolvency Practitioner • British • Lives in UK • Born in May 1971
Mr Robin Scott Bates
Director • Financial Planner • British • Lives in England • Born in Jun 1970
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Shareholders, PSCs & Group Structure
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Mutual Companies
Oakhouse Financial Services Limited
Mr Robin Scott Bates and Mr Darren Anthony William Wakefield are mutual people.
Active
TC Bulley Davey Limited
Andrew Robert Atkins and Michael James Gregson are mutual people.
Active
Wrights Properties Limited
Peter Richard Wright is a mutual person.
Active
P R Wright Limited
Peter Richard Wright is a mutual person.
Active
MJG Capital Limited
Michael James Gregson is a mutual person.
Active
Pencarrow Capital Limited
Andrew Robert Atkins is a mutual person.
Active
McAs Associates Ltd
Mitchell Alan Burden is a mutual person.
Active
Innovation Profits Limited
Andrew Robert Atkins is a mutual person.
Active
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Brands
Bulley Davey Wealth Management
Bulley Davey Wealth Management offers financial advice tailored to individual needs, focusing on building relationships with clients.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£415.08K
Increased by £182.19K (+78%)
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£2.99M
Increased by £2.62M (+711%)
Total Liabilities
-£1.13M
Increased by £989.31K (+686%)
Net Assets
£1.86M
Increased by £1.64M (+728%)
Debt Ratio (%)
38%
Decreased by 1.23% (-3%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
8 Months Ago on 29 Dec 2024
Confirmation Submitted
10 Months Ago on 24 Oct 2024
Full Accounts Submitted
1 Year 8 Months Ago on 17 Dec 2023
Confirmation Submitted
1 Year 9 Months Ago on 15 Nov 2023
Full Accounts Submitted
2 Years 8 Months Ago on 22 Dec 2022
Mr Robin Scott Bates Details Changed
2 Years 9 Months Ago on 29 Nov 2022
Mr Andrew Robert Atkins Details Changed
2 Years 9 Months Ago on 29 Nov 2022
Confirmation Submitted
2 Years 9 Months Ago on 29 Nov 2022
Mr Peter Richard Wright Details Changed
2 Years 9 Months Ago on 29 Nov 2022
Oakhousefinancial Holdings Ltd (PSC) Details Changed
6 Years Ago on 21 Mar 2019
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Documents
Total exemption full accounts made up to 31 March 2024
Submitted on 29 Dec 2024
Confirmation statement made on 13 October 2024 with updates
Submitted on 24 Oct 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 17 Dec 2023
Confirmation statement made on 13 October 2023 with no updates
Submitted on 15 Nov 2023
Change of details for Oakhousefinancial Holdings Ltd as a person with significant control on 21 March 2019
Submitted on 12 Jul 2023
Total exemption full accounts made up to 31 March 2022
Submitted on 22 Dec 2022
Director's details changed for Mr Mitchell Alan Burden on 29 November 2022
Submitted on 29 Nov 2022
Director's details changed for Mr Darren Anthony William Wakefield on 29 November 2022
Submitted on 29 Nov 2022
Director's details changed for Mr Peter Richard Wright on 29 November 2022
Submitted on 29 Nov 2022
Confirmation statement made on 13 October 2022 with no updates
Submitted on 29 Nov 2022
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Repayment History
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