DWJ WEALTH MANAGEMENT LIMITED
Company number 09104954 · Monitor this company
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Shareholders' funds
£429,486
Balance sheet as at 2026-01-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2014-06-26
- Employees
- 5 (2026 accounts)
- Registered office
- Argyle House 10 West Street, Gorseinon, Swansea, Wales, SA4 4AA
- Postcode
- SA4 4AA
- Capital
- 110 GBP
- Accounts category
- Micro
Accounts
- Last made up to
- 2026-01-31
- Next due by
- 2027-10-31
- Financial year end
- 31 January
Confirmation statement
- Last statement dated
- 2026-06-26
- Next due by
- 2027-07-10
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 1 current
Data protection registration
Registered with the ICO as a data protection fee payer — ZA092083 (Tier 1), registered since 2014.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- dwjwealth.co.uk
- Phone
- 01639 825066, 041373260, 058783282
At DWJ Wealth Management Ltd, we provide tailored wealth management advice to private and corporate clients to help meet their personal & business objectives.
Among its peers
Top 10%
by shareholders' funds, of 133 similar companies in SA
Among the biggest employers among its local peers (5 staff).
Trading since 2014.
No.12 of the largest financial intermediation not elsewhere classified companies in Swansea →
Competitors Swansea
This company ranks 12 among financial intermediation not elsewhere classified in Swansea.
The class of 2014
37%
of the 2,862 companies in this sector incorporated in 2014 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.