Gregory Davies Wealth Management Ltd
Gregory Davies Wealth Management Ltd is an active company incorporated on 1 November 2019 with the registered office located in Caerphilly, Gwent. Gregory Davies Wealth Management Ltd was registered 5 years ago.
Status
Active
Active since incorporation
Company No
12294056
Private limited company
Age
5 years
Incorporated 1 November 2019
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 31 October 2024 (10 months ago)
Next confirmation dated 31 October 2025
Due by 14 November 2025 (2 months remaining)
Last change occurred 3 years ago
Accounts
Submitted
For period 1 Dec ⟶ 30 Nov 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 30 November 2025
Due by 31 August 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Gregory Davies Wealth Management Ltd provides financial planning services for individuals and companies.
Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
30 Nov 2024
For period 30 Nov ⟶ 30 Nov 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£36.87K
Decreased by £369 (-1%)
Total Liabilities
-£34.26K
Decreased by £1.98K (-5%)
Net Assets
£2.61K
Increased by £1.61K (+163%)
Debt Ratio (%)
93%
Decreased by 4.4% (-5%)
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Repayment History
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