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Activities of insurance agents and brokers · Cardiff

Dave Barry Wealth Management

Dave Barry Wealth Management Limited

ActiveLatest figures: 2024Abridged accountsCompany only8 years on the register

Private limited company registered in Cardiff, classed under “Activities of insurance agents and brokers”.

Headline figures

FY to Nov 2024 · Company only

Turnover

For subscribers

Profit after tax

—

Not filed: small-company exemption

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

What the numbers say

2 findings from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£20202021202220232024
Profit after tax—
Turnover
Net assets
Cash
Employees

Every figure for all 5 years

“—” means we did not find the figure in a source; it is never filled with an estimate.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet2021202220232024
Current assets
Creditors due within a year
Net current assets
Net assets
Ratios
Current ratioCurrent assets for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets

4 balance-sheet lines and 2 ratios, every year

A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.

Questions people ask

›What does Dave Barry Wealth Management do?

Private limited company registered in Cardiff, classed under “Activities of insurance agents and brokers”.

›How much turnover does Dave Barry Wealth Management make?

Answered in the full report

›Is Dave Barry Wealth Management profitable?

Dave Barry Wealth Management's profit isn't public: small companies may file without a profit and loss account.

›How many people work at Dave Barry Wealth Management?

Answered in the full report

›Where is Dave Barry Wealth Management based?

Its registered office is Office G3 The Maltings, East Tyndall Street, Cardiff, CF24 5EA, in Cardiff.

›When was Dave Barry Wealth Management founded?

Dave Barry Wealth Management Limited was incorporated on 9 November 2017.

›Is Dave Barry Wealth Management still trading?

The register lists Dave Barry Wealth Management Limited as active.

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