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Jonathan Davis Wealth Management Ltd

05942730

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

AMELIA HOUSE, WORTHING, BN11 1RL
Incorporated 21/09/2006

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Susan Elizabeth Davis

secretary · Since 21/09/2006

BRITISH

Jonathan Alan Davis

director · Since 21/09/2006

CHARTERED FINANCIAL PLANNER

BRITISH · UNITED KINGDOM · Age 63

Persons with Significant Control

Mr Jonathan Alan Davis

25–50% shares
25–50% votes
Appoint directors

British · England · Age 63

Amelia House, Crescent Road, Worthing, BN11 1RL

Notified 06/04/2016

Mrs Susan Elizabeth Davis

25–50% shares
25–50% votes

British · United Kingdom · Age 65

Amelia House, Crescent Road, Worthing, BN11 1RL

Notified 06/04/2016

CompanyRankvs 7381+ SIC 64999 peers
63

Financial strength44th percentile among SIC peers · 11/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 4.26× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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7381Jonathan Davis Wealth Management Ltd
63
How is this score calculated?
Financial strength11/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees2/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2025

Net Worth

£1k

Balance sheet strength

Cash

£120k

Cash in the bank

Net Current Assets

£220k

Working capital

Current Assets

£288k

Current Liabilities

£68k

Fixed Assets

£9k

Debtors

£4k

0avg. employees-1

Balance Sheet

Assets less current liabilities£229k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20254.26—
20243.36-£189k
202312.18-£182k
20226.69+£125k
202112.28—

Derived from filed accounts. Not audited figures.