DAVE REES MORTGAGES LIMITED
Company number 12816466 · Monitor this company
Executive summary
Dave Rees Mortgages Limited is a financially stable micro-sized mortgage intermediary with strong liquidity and equity growth since its 2020 formation. Its competitive advantage lies in a lean operational model and niche market focus, supported by a robust working capital position. To capitalize on growth opportunities, the company should pursue geographic and service expansion, digital adoption, and team scaling while mitigating key person dependency and market competition risks.
Shareholders' funds
£251,629
Balance sheet as at 2025-03-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2020-08-16
- Employees
- 2 (2025 accounts)
- Registered office
- Unit A Lewin House, The Street, Radstock, England, BA3 3FJ
- Postcode
- BA3 3FJ
- Capital
- 1 GBP
- Accounts category
- Micro
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2026-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2025-09-29
- Next due by
- 2026-10-13
Nature of business (SIC)
- 66220 Activities of insurance agents and brokers
Officers 1 current
Data protection registration
Registered with the ICO as a data protection fee payer — ZB288763 (Tier 1), registered since 2022.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Among its peers
Top 25%
by shareholders' funds, of 15 similar companies in BA
3rd largest employer among its local peers (2 staff).
Trading since 2020.
Competitors Bath
This company ranks 2 among activities of insurance agents and brokers in Bath.
The class of 2020
38%
of the 645 companies in this sector incorporated in 2020 are still active today; 59% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.