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Davis Wealth Management Limited

11312603

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

1ST FLOOR, EAST SUITE WATERFRONT, BRADFORD, BD17 7TD
Incorporated 16/04/2018

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr James Davis

director · Since 16/04/2018

MANAGING DIRECTOR

BRITISH · ENGLAND · Age 43

Mrs Jodie Marie Davis

director · Since 16/04/2018

MANAGING DIRECTOR

BRITISH · ENGLAND · Age 37

Persons with Significant Control

Mrs Jodie Marie Davis

25–50% shares
25–50% votes

British · England · Age 37

1st Floor, East Suite, Waterfront, Bradford, BD17 7TD

Notified 16/04/2018

Mr James Davis

25–50% shares
25–50% votes

British · England · Age 43

1st Floor, East Suite, Waterfront, Bradford, BD17 7TD

Notified 16/04/2018

CompanyRankvs 10419+ SIC 64999 peers
55

Financial strength66th percentile among SIC peers · 17/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 0.14× · 2/20
Longevity8 years trading (max 15) · 8/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength17/25 pts

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

Employees13/15 pts

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

Liquidity2/20 pts

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

Longevity8/15 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 30/04/2025

Net Worth

£28k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

-£59k

Working capital

Current Assets

£10k

Current Liabilities

£69k

Fixed Assets

£256k

4avg. employees

Balance Sheet

Assets less current liabilities£196k
Signed by Mr J Davis 26th November 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.14-£20k
20240.53+£12k
20230.46+£2k
20220.45+£32k
20213.67—

Derived from filed accounts. Not audited figures.