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Davidsons Portfolio Management Ltd

Davidsons Portfolio Management Ltd is an active company incorporated on 9 October 2017 with the registered office located in Henley-on-Thames, Oxfordshire. Davidsons Portfolio Management Ltd was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11001999
Private limited company
Age
7 years
Incorporated 9 October 2017
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 17 February 2025 (6 months ago)
Next confirmation dated 17 February 2026
Due by 3 March 2026 (5 months remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Contact
Address
18 Hart Street
Henley-On-Thames
RG9 2AU
England
Same address for the past 4 years
Telephone
Unreported
Email
Unreported
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in UK • Born in May 1957
Director • Chief Executive Officer • British • Lives in England • Born in Feb 1966
The Davidson Group Limited
PSC
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Mutual Companies
Courtiers Investment Services Limited
Gary Derek Reynolds is a mutual person.
Active
Courtiers Nominees Limited
Gary Derek Reynolds is a mutual person.
Active
Courtiers Support Services Ltd
Gary Derek Reynolds is a mutual person.
Active
Davidsons Independent Financial Advisers Limited
Gary Derek Reynolds and James Stewart Shepperd are mutual people.
Active
Courtiers Isa Nominee Limited
Gary Derek Reynolds is a mutual person.
Active
Courtiers Pep Nominee Limited
Gary Derek Reynolds is a mutual person.
Active
Paragon Financial Planning Ltd
Gary Derek Reynolds and James Stewart Shepperd are mutual people.
Active
Courtiers Seid Nominees Limited
Gary Derek Reynolds is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2018–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£108.12K
Decreased by £421.33K (-80%)
Turnover
£90.41K
Decreased by £64.63K (-42%)
Employees
2
Same as previous period
Total Assets
£570K
Increased by £40.17K (+8%)
Total Liabilities
-£242.04K
Increased by £40.17K (+20%)
Net Assets
£327.96K
Same as previous period
Debt Ratio (%)
42%
Increased by 4.36% (+11%)
Latest Activity
Confirmation Submitted
6 Months Ago on 17 Feb 2025
Full Accounts Submitted
8 Months Ago on 3 Jan 2025
Confirmation Submitted
1 Year 6 Months Ago on 19 Feb 2024
Full Accounts Submitted
2 Years Ago on 15 Aug 2023
Confirmation Submitted
2 Years 6 Months Ago on 20 Feb 2023
Full Accounts Submitted
3 Years Ago on 12 Aug 2022
Confirmation Submitted
3 Years Ago on 2 Mar 2022
Accounting Period Extended
4 Years Ago on 20 Aug 2021
Registered Address Changed
4 Years Ago on 18 Aug 2021
Craig Davidson Resigned
4 Years Ago on 12 Aug 2021
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Documents
Confirmation statement made on 17 February 2025 with no updates
Submitted on 17 Feb 2025
Full accounts made up to 31 March 2024
Submitted on 3 Jan 2025
Confirmation statement made on 18 February 2024 with no updates
Submitted on 19 Feb 2024
Full accounts made up to 31 March 2023
Submitted on 15 Aug 2023
Confirmation statement made on 18 February 2023 with no updates
Submitted on 20 Feb 2023
Full accounts made up to 31 March 2022
Submitted on 12 Aug 2022
Confirmation statement made on 18 February 2022 with no updates
Submitted on 2 Mar 2022
Current accounting period extended from 30 September 2021 to 31 March 2022
Submitted on 20 Aug 2021
Appointment of Mr James Stewart Shepperd as a director on 12 August 2021
Submitted on 18 Aug 2021
Appointment of Mr Gary Derek Reynolds as a director on 12 August 2021
Submitted on 18 Aug 2021
Repayment History
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