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David James Wealth Holdings Ltd

14913134

active
Private Limited Company
england wales
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Negative net worth (-10)
  • Current liabilities exceed current assets (-10)

Details

1ST FLOOR NORTHUMBERLAND HOUSE, LONDON, WC1V 7JZ
Incorporated 05/06/2023

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 10/10/2025

Due 24/10/2026

On track

Industry

64205
Activities of financial services holding companies

Officers

Mr Kevin Oscar Kennard

director · Since 05/06/2023

DIRECTOR

BRITISH · ENGLAND · Age 42

Also on 3 other boards

Mr James Nicholas Wallis Reiss

director · Since 05/06/2023

DIRECTOR

BRITISH · ENGLAND · Age 37

Also on 3 other boards

Persons with Significant Control

Mr Kevin Oscar Kennard

25–50% shares
25–50% votes

British · England · Age 42

2nd Floor, Northumberland House, 303-306 High Holborn, London, WC1V 7JZ

Notified 07/07/2023

Mr James Nicholas Wallis Reiss

50–75% shares
50–75% votes
Appoint directors

British · England · Age 37

1st Floor, Northumberland House, London, WC1V 7JZ

Notified 07/07/2023

Former PSCs

Mr James Nicholas Wallis Reiss

Ceased 07/07/2023

Charges0 outstanding

Charge
satisfied

QUILTER FINANCIAL PLANNING LIMITED

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

CompanyRankvs 4417+ SIC 64205 peers
29

Financial strength4th percentile among SIC peers · 1/25
Employees29th percentile among SIC peers · 4/15
LiquidityCurrent ratio 0.78× · 6/20
Longevity3 years trading (max 15) · 3/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength1/25 pts

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

Employees4/15 pts

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

Liquidity6/20 pts

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

Longevity3/15 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

-£67k

Balance sheet strength

Cash

£500

Cash in the bank

Net Current Assets

£422k

Working capital

Current Assets

£509k

Current Liabilities

£657k

Debtors

£509k

0avg. employees-2

Balance Sheet

Assets less current liabilities£589k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20250.78-£52k
20243.63

Derived from filed accounts. Not audited figures.