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Financial intermediation not elsewhere classified · Bridport, Dorset
Davies Wealth Management
Davies Wealth Management Ltd.
Private limited company registered in Bridport, classed under “Financial intermediation not elsewhere classified”.
Headline figures
FY to Apr 2025 · 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
| £ | 2021 | 2022 | 2023 | 2024* | 2025 |
|---|---|---|---|---|---|
| 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. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 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 Davies Wealth Management do?
Private limited company registered in Bridport, classed under “Financial intermediation not elsewhere classified”.
›How much turnover does Davies Wealth Management make?
Answered in the full report
›Is Davies Wealth Management profitable?
Davies Wealth Management's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Davies Wealth Management?
Answered in the full report
›Where is Davies Wealth Management based?
Its registered office is Bridesmead Shipton Lane, Burton Bradstock, Bridport, Dorset, DT6 4NQ, in Bridport, Dorset.
›When was Davies Wealth Management founded?
Davies Wealth Management Ltd. was incorporated on 24 February 2010.
›Is Davies Wealth Management still trading?
The register lists Davies Wealth Management Ltd. as active.