DAVIES WEALTH MANAGEMENT LTD. - BRIDPORT


Company Profile Company Filings

Overview

DAVIES WEALTH MANAGEMENT LTD. is a Private Limited Company from BRIDPORT and has the status: Active.
DAVIES WEALTH MANAGEMENT LTD. was incorporated 14 years ago on 24/02/2010 and has the registered number: 07167454. The accounts status is UNAUDITED ABRIDGED and accounts are next due on 31/01/2025.

DAVIES WEALTH MANAGEMENT LTD. - BRIDPORT

This company is listed in the following categories:
64999 - Financial intermediation not elsewhere classified

Accounts Status

Accounting Year End (d/m) Accounts Last Made Up Date Accounts Next Due Date
30 / 4 30/04/2023 31/01/2025

Registered Office

BRIDESMEAD SHIPTON LANE
BRIDPORT
DORSET
DT6 4NQ

This Company Originates in : United Kingdom
Previous trading names include:
KEVIN DAVIES WEALTH MANAGEMENT LTD (until 12/11/2020)

Confirmation Statements

Last Statement Next Statement Due
24/02/2023 09/03/2024

Map

Company Officers - Current and Previous

Name Born Nationality Role Appointed Status
MR KEVIN DAVIES Jan 1954 British Director 2010-02-24 CURRENT
MRS ALISON MARY DAVIES Apr 1955 British Director 2010-02-24 CURRENT
JOHN JEREMY ARTHUR COWDRY Jul 1944 English Director 2010-02-24 UNTIL 2010-02-24 RESIGNED
LONDON LAW SECRETARIAL LIMITED Corporate Secretary 2010-02-24 UNTIL 2010-02-24 RESIGNED

Persons with Significant Control

Name Active from Born Address Level of control
Mr Kevin Davies 2016-04-06 1/1954 Bridport   Dorset Ownership of shares 50 to 75 percent

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Free Reports Available

Report Date Filed Date of Report Assets
Davies Wealth Management Ltd - Period Ending 2023-04-30 2024-01-10 30-04-2023 £466,537 Cash £468,872 equity
Davies Wealth Management Ltd - Period Ending 2022-04-30 2022-12-15 30-04-2022 £31,364 Cash £-10,597 equity
Davies Wealth Management Ltd - Period Ending 2021-04-30 2022-01-12 30-04-2021 £1,172,209 Cash £1,366,054 equity
Kevin Davies Wealth Management Ltd - Period Ending 2020-04-30 2020-12-18 30-04-2020 £601,291 Cash £1,071,296 equity
Kevin Davies Wealth Management Ltd - Period Ending 2019-04-30 2020-01-31 30-04-2019 £691,228 Cash £1,003,653 equity
Kevin Davies Wealth Management Ltd - Period Ending 2018-04-30 2019-01-19 30-04-2018 £183,592 Cash £645,374 equity
Kevin Davies Wealth Management Ltd - Period Ending 2017-04-30 2018-01-24 30-04-2017 £158,741 Cash £433,945 equity
Abbreviated Company Accounts - KEVIN DAVIES WEALTH MANAGEMENT LTD 2017-02-01 30-04-2016 £153,015 Cash £536,524 equity
Abbreviated Company Accounts - KEVIN DAVIES WEALTH MANAGEMENT LTD 2016-02-02 30-04-2015 £80,358 Cash £439,045 equity
Abbreviated Company Accounts - KEVIN DAVIES WEALTH MANAGEMENT LTD 2015-01-28 30-04-2014 £129,768 Cash £415,704 equity

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