OpenCompanies

Davies Wealth Management Ltd

Company number
07167454
Status
Active
Type
Private Limited Company
Incorporated
24 Feb 2010
Nature of business
Financial intermediation not elsewhere classified

Registered office

Bridesmead Shipton Lane
Burton Bradstock
Bridport
DT6 4NQ

Previous names

  • Kevin Davies Wealth Management Ltd (until 12 Nov 2020)

Control

NameNature of controlNotifiedCeased
Mr Kevin Davies Ownership Of Shares 50 To 75 Percent 6 Apr 2016

Accounts

Year ended Net assets Cash Employees
30 Apr 2025 £995,232 £527,705 6
30 Apr 2024 £735,092 £762,879 6
30 Apr 2023 £468,872 £466,537 9
30 Apr 2022 -£10,597 £31,364 7
30 Apr 2021 £1,366,054 £1,172,209 8
30 Apr 2020 £1,071,296 £601,291 7
30 Apr 2019 £1,003,653 £691,228 6
30 Apr 2018 £645,374 £183,592 6
30 Apr 2017 £433,945 £158,741 5
30 Apr 2016 £536,524 £153,015 -
30 Apr 2015 £439,045 £80,358 -
30 Apr 2014 £415,704 £129,768 -
30 Apr 2013 £276,609 £38,294 -
30 Apr 2012 £201,461 £50,015 -
30 Apr 2011 - - -

Data