{ "company_number": "06859167", "name": "Davies Financial Planning Limited", "url": "/company/06859167", "status": "Active", "is_active": true, "company_type": "Private Limited Company", "incorporated_on": "2009-03-25", "dissolved_on": null, "sic_codes": [ { "code": "82990", "description": "Other business support service activities n.e.c.", "section": "N", "section_name": "Administrative and support service activities", "url": "/sic/82990" } ], "registered_address": { "id": 2545936, "url": "/address/2545936", "line1": "JAGOW HOUSE", "line2": "MILLSTROOD ROAD", "post_town": "WHITSTABLE", "county": "KENT", "country": "", "postcode": "CT5 3PS" }, "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/06859167", "previous_names": [ { "name": "Davies Independent Financial Advisers Limited", "ceased_on": "2014-03-12" } ], "care_of": "", "po_box": "", "country_of_origin": "United Kingdom", "accounts": { "next_due": "2027-04-30", "last_made_up": "2025-07-31", "category": "MICRO ENTITY", "filings": [ { "url": "/company/06859167/accounts/2025-07-31", "pdf_url": "/company/06859167/accounts/2025-07-31.pdf", "made_up_date": "2025-07-31", "period_start": "2025-07-31", "period_end": "2025-07-31", "entity_name": "Davies Financial Planning Limited", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "3221.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "90020.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "69202.00", "total_assets_less_current_liabilities": "72423.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "72423.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-October2025.zip" }, { "url": "/company/06859167/accounts/2024-07-31", "pdf_url": "/company/06859167/accounts/2024-07-31.pdf", "made_up_date": "2024-07-31", "period_start": "2024-07-31", "period_end": "2024-07-31", "entity_name": "Davies Financial Planning Limited", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "2505.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "84033.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "69217.00", "total_assets_less_current_liabilities": "71722.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "71722.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-October2024.zip" }, { "url": "/company/06859167/accounts/2023-07-31", "pdf_url": "/company/06859167/accounts/2023-07-31.pdf", "made_up_date": "2023-07-31", "period_start": "2023-07-31", "period_end": "2023-07-31", "entity_name": "Davies Financial Planning Limited", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "3340.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "95663.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "77393.00", "total_assets_less_current_liabilities": "80733.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "80733.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2023.zip" }, { "url": "/company/06859167/accounts/2022-07-31", "pdf_url": "/company/06859167/accounts/2022-07-31.pdf", "made_up_date": "2022-07-31", "period_start": "2022-07-31", "period_end": "2022-07-31", "entity_name": "Davies Financial Planning Limited", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "1994.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "108772.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "86665.00", "total_assets_less_current_liabilities": "88659.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "88659.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2022.zip" }, { "url": "/company/06859167/accounts/2021-07-31", "pdf_url": "/company/06859167/accounts/2021-07-31.pdf", "made_up_date": "2021-07-31", "period_start": "2021-07-31", "period_end": "2021-07-31", "entity_name": "Davies Financial Planning Limited", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "2658.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "93202.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "74700.00", "total_assets_less_current_liabilities": "77358.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "77358.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2021.zip" }, { "url": "/company/06859167/accounts/2020-07-31", "pdf_url": "/company/06859167/accounts/2020-07-31.pdf", "made_up_date": "2020-07-31", "period_start": "2020-07-31", "period_end": "2020-07-31", "entity_name": "Davies Financial Planning Limited", "dormant": false, "average_employees": "3.00", "tangible_fixed_assets": "3544.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "91817.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "72706.00", "total_assets_less_current_liabilities": "76250.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "76250.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2020.zip" }, { "url": "/company/06859167/accounts/2019-07-31", "pdf_url": "/company/06859167/accounts/2019-07-31.pdf", "made_up_date": "2019-07-31", "period_start": "2019-07-31", "period_end": "2019-07-31", "entity_name": "Davies Financial Planning Limited", "dormant": false, "average_employees": "3.00", "tangible_fixed_assets": "3121.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "78315.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "58542.00", "total_assets_less_current_liabilities": "61663.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "61663.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2019.zip" }, { "url": "/company/06859167/accounts/2018-07-31", "pdf_url": "/company/06859167/accounts/2018-07-31.pdf", "made_up_date": "2018-07-31", "period_start": "2018-07-31", "period_end": "2018-07-31", "entity_name": "Davies Financial Planning Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "2395.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "60434.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "43165.00", "total_assets_less_current_liabilities": "45560.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "45560.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-October2018.zip" }, { "url": "/company/06859167/accounts/2017-07-31", "pdf_url": "/company/06859167/accounts/2017-07-31.pdf", "made_up_date": "2017-07-31", "period_start": "2017-07-31", "period_end": "2017-07-31", "entity_name": "Davies Financial Planning Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "1609.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "49825.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "36133.00", "total_assets_less_current_liabilities": "37742.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "37742.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2017.zip" }, { "url": "/company/06859167/accounts/2016-07-31", "pdf_url": "/company/06859167/accounts/2016-07-31.pdf", "made_up_date": "2016-07-31", "period_start": "2016-07-31", "period_end": "2016-07-31", "entity_name": "Davies Financial Planning Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "2145.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "57642.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "41134.00", "total_assets_less_current_liabilities": "43279.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "43279.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-January2017.zip" }, { "url": "/company/06859167/accounts/2015-07-31", "pdf_url": "/company/06859167/accounts/2015-07-31.pdf", "made_up_date": "2015-07-31", "period_start": "2015-07-31", "period_end": "2015-07-31", "entity_name": "Davies Financial Planning Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "2860.00", "debtors": "1815.00", "cash_bank_in_hand": "42144.00", "current_assets": "43959.00", "creditors_due_within_one_year": "15213.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "28746.00", "total_assets_less_current_liabilities": "31606.00", "net_assets_liabilities": "31034.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "30934.00", "shareholder_funds": "31034.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-March2016.zip" }, { "url": "/company/06859167/accounts/2014-07-31", "pdf_url": "/company/06859167/accounts/2014-07-31.pdf", "made_up_date": "2014-07-31", "period_start": "2014-07-31", "period_end": "2014-07-31", "entity_name": "Davies Financial Planning Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "3813.00", "debtors": "5861.00", "cash_bank_in_hand": "29795.00", "current_assets": "35656.00", "creditors_due_within_one_year": "18054.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "17602.00", "total_assets_less_current_liabilities": "21415.00", "net_assets_liabilities": "20652.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "20552.00", "shareholder_funds": "20652.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2014.zip" }, { "url": "/company/06859167/accounts/2013-07-31", "pdf_url": "/company/06859167/accounts/2013-07-31.pdf", "made_up_date": "2013-07-31", "period_start": "2013-07-31", "period_end": "2013-07-31", "entity_name": "Davies Independent Financial Advisers Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "1331.00", "debtors": "7354.00", "cash_bank_in_hand": "26780.00", "current_assets": "34134.00", "creditors_due_within_one_year": "14688.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "19446.00", "total_assets_less_current_liabilities": "20777.00", "net_assets_liabilities": "20511.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "20411.00", "shareholder_funds": "20511.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2013.zip" } ], "pdf_only_filings": [ { "made_up_date": "2012-07-31", "filing_date": "2012-11-21", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/06859167/accounts/2012-07-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/06859167/filing-history/MzA2NzkwNDk5MGFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2011-07-31", "filing_date": "2011-12-02", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/06859167/accounts/2011-07-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/06859167/filing-history/MzA0ODI4Mjg2OGFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2010-07-31", "filing_date": "2010-12-01", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/06859167/accounts/2010-07-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/06859167/filing-history/MzAyODAyMDc3MGFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2009-07-31", "filing_date": "2010-05-04", "form_type": "AA", "description": "accounts-with-accounts-type-dormant", "paper_filed": true, "pdf_url": "/company/06859167/accounts/2009-07-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/06859167/filing-history/MzAxNDc4NDgyN2FkaXF6a2N4/document?format=pdf&download=0" } ], "filing_history_url": "https://find-and-update.company-information.service.gov.uk/company/06859167/filing-history" }, "confirmation_statement": { "next_due": "2027-03-12", "last_made_up": "2026-02-26" }, "officers": [], "psc": [ { "name": "Mr Robin Huw Davies", "kind": "individual-person-with-significant-control", "person_url": "/person/4283212", "controlling_company_url": null, "natures_of_control": [ "ownership-of-shares-75-to-100-percent", "voting-rights-75-to-100-percent", "right-to-appoint-and-remove-directors" ], "notified_on": "2016-06-01", "ceased_on": null, "nationality": "British", "country_of_residence": "England", "source": "snapshot" } ], "external_links": [], "provenance": { "source": "snapshot", "first_seen_at": "2026-07-05T12:35:35.811816+00:00", "last_seen_snapshot": "2026-09-01", "retrieved_at": "2026-09-13T04:32:18.465226+00:00" }, "licence": "Open Government Licence v3.0", "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/", "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: Companies House." }