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Financial intermediation not elsewhere classified · Exeter, Devon
David Coates Wealth Management
David Coates Wealth Management Limited
Private limited company registered in Exeter, classed under “Financial intermediation not elsewhere classified”.
Headline figures
FY to Jul 2026 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
3 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees | |||||
| Retained reserves |
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 sheet | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| of which debtors | ||||
| of which cash | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Cash ratioCash for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
7 balance-sheet lines and 3 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 David Coates Wealth Management do?
Private limited company registered in Exeter, classed under “Financial intermediation not elsewhere classified”.
›How much turnover does David Coates Wealth Management make?
Answered in the full report
›Is David Coates Wealth Management profitable?
David Coates Wealth Management's profit isn't public: small companies may file without a profit and loss account.
›How many people work at David Coates Wealth Management?
Answered in the full report
›Where is David Coates Wealth Management based?
Its registered office is The Summit Woodwater Park, Pynes Hill, Exeter, Devon, EX2 5WS, in Exeter, Devon.
›When was David Coates Wealth Management founded?
David Coates Wealth Management Limited was incorporated on 24 April 2015.
›Is David Coates Wealth Management still trading?
The register lists David Coates Wealth Management Limited as active.