# Davies Wealth Management Ltd

## Details

- **Company number:** [07167454](https://find-and-update.company-information.service.gov.uk/company/07167454)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 24 Feb 2010
- **Registered office:** BRIDESMEAD SHIPTON LANE, BURTON BRADSTOCK, BRIDPORT, DT6 4NQ
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified


## Previous names

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




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| 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 | - |