DAVIDSON PERT FINANCIAL ASSOCIATES LIMITED
Company number 04886487 · Monitor this company
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Shareholders' funds
£143,011
Balance sheet as at 2025-12-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2003-09-03
- Employees
- 4 (2025 accounts)
- Registered office
- 6 Corunna Court, Corunna Road, Warwick, CV34 5HQ
- Postcode
- CV34 5HQ
- Capital
- 10,000 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2025-08-30
- Next due by
- 2026-09-13
Nature of business (SIC)
- 70221 Financial management
Officers 2 current · 3 resigned
Data protection registration
Registered with the ICO as a data protection fee payer — Z8419869 (Tier 1), registered since 2004.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- davidsonpert.co.uk
Welcome to Davidson Pert Financial Associates, wealth management and financial planning specialists serving individuals, families and businesses in the Warwickshire area. Gerald Slora, Director
Previous company names
| Name | Date changed |
|---|---|
| ISIS FINANCIAL ASSOCIATES LIMITED | 2018-01-10 |
Previous registered addresses 4
| Address | Changed on |
|---|---|
| 13 EUSTON PLACE, LEAMINGTON SPA, WARWICKS, CV32 4LJ | 2008-12-02 |
| GISTERED OFFICE CHANGED ON 02/12/2008 FROM, 13 EUSTON PLACE, LEAMINGTON SPA, WARWICKS, CV32 4LJ | 2008-12-02 |
| GISTERED OFFICE CHANGED ON 08/08/2008 FROM, 788-790 FINCHLEY ROAD, LONDON, NW11 7TJ | 2008-08-08 |
| 788-790 FINCHLEY ROAD, LONDON, NW11 7TJ | 2008-08-08 |
Among its peers
Top 25%
by shareholders' funds, of 145 similar companies in CV
Among the biggest employers among its local peers (4 staff).
Among the oldest 25% of its local peers, trading since 2003.
No.16 of the largest financial management companies in Coventry →
Competitors Coventry
This company ranks 16 among financial management in Coventry.
The class of 2003
42%
of the 266 companies in this sector incorporated in 2003 are still active today; 54% have since been dissolved.
A fact about the year, not a forecast for this company.