DAVIES WEALTH MANAGEMENT LTD.
Company number 07167454 · Monitor this company
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Shareholders' funds
£995,232
Balance sheet as at 2025-04-30
What it does
The principal activity of the company is Financial Consultants
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2010-02-24
- Employees
- 6 (2025 accounts)
- Registered office
- Bridesmead Shipton Lane, Burton Bradstock, Bridport, Dorset, DT6 4NQ
- Postcode
- DT6 4NQ
- Capital
- 100 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-04-30
- Next due by
- 2027-01-31
- Financial year end
- 30 April
Confirmation statement
- Last statement dated
- 2026-02-24
- Next due by
- 2027-03-10
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 2 current · 2 resigned
Contact details
- Website
- davieswealthmanagement.uk
- Phone
- 01308 898781, 058783282
Davies Wealth Management Ltd provides bespoke face-to face wealth management advice to private and corporate clients throughout the South of England.
Previous company names
| Name | Date changed |
|---|---|
| KEVIN DAVIES WEALTH MANAGEMENT LTD | 2020-11-12 |
Previous registered addresses 1
| Address | Changed on |
|---|---|
| THE OLD EXCHANGE 12 COMPTON ROAD, WIMBLEDON, LONDON, SW19 7QD, UNITED KINGDOM | 2010-03-04 |
Among its peers
Top 25%
by shareholders' funds, of 59 similar companies in DT
2nd largest employer among its local peers (6 staff).
Trading since 2010.
No.8 of the largest financial intermediation not elsewhere classified companies in Dorchester →
Competitors Dorchester
This company ranks 8 among financial intermediation not elsewhere classified in Dorchester.
The class of 2010
28%
of the 2,300 companies in this sector incorporated in 2010 are still active today; 69% 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.