ContactCredit ReportFinancialsPeopleOwnershipLatest ActivityMutual CompaniesDocumentsRepayment History

David James Wealth Limited

David James Wealth Limited is an active company incorporated on 7 September 2018 with the registered office located in London, Greater London. David James Wealth Limited was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11557919
Private limited company
Age
7 years
Incorporated 7 September 2018
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Due Soon
Dated 11 September 2024 (12 months ago)
Next confirmation dated 11 September 2025
Due by 25 September 2025 (15 days remaining)
Last change occurred 11 months ago
Accounts
Submitted
For period 1 Apr31 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)
Contact
Address
1st Floor, Northumberland House
303-306 High Holborn
London
WC1V 7JZ
United Kingdom
Address changed on 19 Aug 2024 (1 year ago)
Previous address was 2nd Floor, Northumberland House 303 -306 High Holborn London London WC1V 7JZ United Kingdom
Telephone
020 70140186
Email
Unreported
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in England • Born in Jul 1988
Director • Financial Advisor • British • Lives in England • Born in Mar 1984
David James Wealth Holdings Ltd
PSC
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
Mutual Companies
Hutchison Financial Limited
James Nicholas Wallis Reiss and Kevin Oscar Kennard are mutual people.
Active
David James Wealth Holdings Ltd
James Nicholas Wallis Reiss and Kevin Oscar Kennard are mutual people.
Active
David James Wealth Usa Limited
James Nicholas Wallis Reiss and Kevin Oscar Kennard are mutual people.
Active
Brands
David James Wealth
David James Wealth offers financial planning services, focusing on assisting clients with their financial goals.
Financials
Net Assets, Total Assets & Total Liabilities (2019–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£188.71K
Increased by £139.25K (+282%)
Turnover
Unreported
Same as previous period
Employees
19
Increased by 7 (+58%)
Total Assets
£1.05M
Increased by £699.81K (+202%)
Total Liabilities
-£856.96K
Increased by £647.63K (+309%)
Net Assets
£188.63K
Increased by £52.18K (+38%)
Debt Ratio (%)
82%
Increased by 21.42% (+35%)
Latest Activity
Charge Satisfied
2 Months Ago on 23 Jun 2025
Charge Satisfied
2 Months Ago on 23 Jun 2025
New Charge Registered
10 Months Ago on 4 Nov 2024
Full Accounts Submitted
11 Months Ago on 7 Oct 2024
Confirmation Submitted
11 Months Ago on 24 Sep 2024
Registered Address Changed
1 Year Ago on 19 Aug 2024
Confirmation Submitted
1 Year 12 Months Ago on 11 Sep 2023
David James Wealth Holdings Ltd (PSC) Appointed
2 Years 2 Months Ago on 7 Jul 2023
James Nicholas Wallis Reiss (PSC) Resigned
2 Years 2 Months Ago on 7 Jul 2023
Kevin Kennard (PSC) Resigned
2 Years 2 Months Ago on 7 Jul 2023
Get Credit Report
Discover David James Wealth Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
Documents
Satisfaction of charge 115579190002 in full
Submitted on 23 Jun 2025
Satisfaction of charge 115579190001 in full
Submitted on 23 Jun 2025
Registration of charge 115579190002, created on 4 November 2024
Submitted on 15 Nov 2024
Total exemption full accounts made up to 31 March 2024
Submitted on 7 Oct 2024
Confirmation statement made on 11 September 2024 with updates
Submitted on 24 Sep 2024
Registered office address changed from 2nd Floor, Northumberland House 303 -306 High Holborn London London WC1V 7JZ United Kingdom to 1st Floor, Northumberland House 303-306 High Holborn London WC1V 7JZ on 19 August 2024
Submitted on 19 Aug 2024
Notification of David James Wealth Holdings Ltd as a person with significant control on 7 July 2023
Submitted on 16 Oct 2023
Cessation of Kevin Kennard as a person with significant control on 7 July 2023
Submitted on 13 Oct 2023
Cessation of James Nicholas Wallis Reiss as a person with significant control on 7 July 2023
Submitted on 13 Oct 2023
Confirmation statement made on 11 September 2023 with updates
Submitted on 11 Sep 2023
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year