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 (8 months ago)
Next confirmation dated 15 April 2026
Due by 29 April 2026 (4 months remaining)
Last change occurred 6 years ago
Accounts
Submitted
For period 1 May ⟶ 30 Apr 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 30 April 2026
Due by 31 January 2027 (1 year 1 month 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 (2019–2025)
Period Ended
30 Apr 2025
For period 30 Apr ⟶ 30 Apr 2025
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
£265.66K
Increased by £156.3K (+143%)
Total Liabilities
-£237.98K
Increased by £176.13K (+285%)
Net Assets
£27.68K
Decreased by £19.83K (-42%)
Debt Ratio (%)
90%
Increased by 33.02% (+58%)
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Repayment History
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