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David James Wealth Limited

11557919

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, NORTHUMBERLAND HOUSE, LONDON, WC1V 7JZ
Incorporated 07/09/2018

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr James Nicholas Wallis Reiss

director · Since 07/09/2018

DIRECTOR

BRITISH · ENGLAND · Age 37

Also on 3 other boards

Mr Kevin Oscar Kennard

director · Since 17/11/2021

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 42

Also on 3 other boards

Persons with Significant Control

David James Wealth Holdings Ltd

75–100% shares
75–100% votes

2nd Floor Northumberland House, 2nd Floor, Northumberland House, London, WC1V 7JZ

Reg: 14913134 · England And Wales · Limited Company

Notified 07/07/2023

Former PSCs

Mr James Nicholas Wallis Reiss

Ceased 07/07/2023

Mr David John Cresswell

Ceased 26/06/2023

Mr Kevin Oscar Kennard

Ceased 07/07/2023

Charges0 outstanding

Charge
satisfied

QUILTER FINANCIAL PLANNING LIMITED

Created 04/11/2024Registered 15/11/2024Satisfied 23/06/2025
Charge
satisfied

QUILTER FINANCIAL PLANNING LIMITED

Created 30/06/2023Registered 05/07/2023Satisfied 23/06/2025

CompanyRankvs 9469+ SIC 64999 peers
59

Financial strength89th percentile among SIC peers · 22/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 1.14× · 12/20
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 strength22/25 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.

Liquidity12/20 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 31/03/2025

Net Worth

£362k

Balance sheet strength

Cash

£206k

Cash in the bank

Net Current Assets

-£357k

Working capital

Current Assets

£361k

Current Liabilities

£316k

Fixed Assets

£1.1M

Debtors

£155k

0avg. employees-19

Tax at Year End

Corp tax£45k

Balance Sheet

Intangible assets£355k
Assets less current liabilities£697k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20251.14+£174k
20240.54+£52k
20231.50+£18k
20220.71+£5k
20210.84—
20200.45—
20190.11—

Derived from filed accounts. Not audited figures.