Davis Wealth Management Limited
Davis Wealth Management Limited is an active company incorporated on 16 April 2018 with the registered office located in . Davis Wealth Management Limited was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11312603
Private limited company
Age
7 years
Incorporated 16 April 2018
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 15 April 2025 (6 months ago)
Next confirmation dated 15 April 2026
Due by 29 April 2026 (5 months remaining)
Last change occurred 6 years ago
Accounts
Submitted
For period 1 May ⟶ 30 Apr 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 30 April 2025
Due by 31 January 2026 (2 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Davis Wealth Management is a family-run business that provides financial advice tailored to the individual needs of clients.
Financials
Net Assets, Total Assets & Total Liabilities (2019–2024)
Period Ended
30 Apr 2024
For period 30 Apr ⟶ 30 Apr 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£109.36K
Decreased by £47 (-0%)
Total Liabilities
-£61.85K
Decreased by £11.85K (-16%)
Net Assets
£47.51K
Increased by £11.8K (+33%)
Debt Ratio (%)
57%
Decreased by 10.8% (-16%)
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Repayment History
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