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DAVIES WEALTH MANAGEMENT LTD. Active

Finance & Insurance


Contact information


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Financial statements of DAVIES WEALTH MANAGEMENT LTD.

According to DAVIES WEALTH MANAGEMENT LTD. latest financial report submitted on 2024-04-30, the company has a Cash of £762,879.00, Working-Capital of £703,957.00. Compared with the previous year, the company reported a Cash increase of 82.99%, which is an equivalent of -633110. At the same time, the Working-Capital went up by 326.83%, or by -2300762.


Year:
2023 Not available
2022 Not available
2021 Not available
2020 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 703957

EBITDA

DAVIES WEALTH MANAGEMENT LTD. Business Credit Report

A Business Credit Report for DAVIES WEALTH MANAGEMENT LTD. is available for instant download. The report will provide you with a credit score and credit limit recommendation for DAVIES WEALTH MANAGEMENT LTD., payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

DAVIES WEALTH MANAGEMENT LTD.

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

DAVIES WEALTH MANAGEMENT LTD. Directors and key executives

DAVIES WEALTH MANAGEMENT LTD. currently employs 6 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at DAVIES WEALTH MANAGEMENT LTD. and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

6

100%

1y growth

67%

2y growth

Management Level


67

Middle

33

Operational

Employee Job Title Email Phone Country
Kevin Davies Director
-
- GB
Alison Davies Director
-
- GB
Charlene Huxford Practice Manager
-
- GB

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DAVIES WEALTH MANAGEMENT LTD. Ownership and Group Structure

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DAVIES WEALTH MANAGEMENT LTD. Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 2 people with significant control at DAVIES WEALTH MANAGEMENT LTD.. One of of major shareholders of DAVIES WEALTH MANAGEMENT LTD. is KEVIN DAVIES, which owns 60 ORDINARY shares, with a total value of 60 GBP and ALISON MARY DAVIES, which owns 40 ORDINARY shares, with a total value of 40 GBP.


Name Quantity Share Type Value
KEVIN DAVIES
60 ORDINARY 60 GBP
ALISON MARY DAVIES
40 ORDINARY 40 GBP

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DAVIES WEALTH MANAGEMENT LTD. competitors:

Top 5 similar companies of DAVIES WEALTH MANAGEMENT LTD. are MORGAN STANLEY UK GROUP, NORTHLAND CAPITAL PARTNERS LIMITED, PRIDE MOTOR CONTRACTS LIMITED, SMURFIT WESTROCK PACKAGING UK LIMITED, ARROWPOINT ADVISORY SERVICES LIMITED. View and export all the competitor list of DAVIES WEALTH MANAGEMENT LTD. by upgrading your account here.


MORGAN STANLEY UK GROUP


Revenue
-
Age
49 years
Employees
11-50
Industry
View Financial Services
Website
View http://morgan************

NORTHLAND CAPITAL PARTNERS LIMITED


Revenue
1,172,576.0
Age
34 years
Employees
11-50
Industry
View Financial Services
Website
View http://northl************

PRIDE MOTOR CONTRACTS LIMITED


Revenue
-
Age
27 years
Employees
9
Industry
View Finance & Insurance
Website
View http://pridemotor****************

SMURFIT WESTROCK PACKAGING UK LIMITED


Revenue
-
Age
27 years
Employees
3
Industry
View Financial Services
Website
View https://smurfi*************

ARROWPOINT ADVISORY SERVICES LIMITED


Revenue
-
Age
22 years
Employees
5
Industry
View Banks
Website
View http://livingsto***************

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DAVIES WEALTH MANAGEMENT LTD. news & activities:


Employees

DAVIES WEALTH MANAGEMENT LTD. number of employees has decreased by 0% compared with previous year and now represents a total number of 6.

uk.globaldatabase.com

2024-04-30

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Frequently Asked Questions regarding DAVIES WEALTH MANAGEMENT LTD.


Where is DAVIES WEALTH MANAGEMENT LTD. registered office?

DAVIES WEALTH MANAGEMENT LTD. is located at Bridesmead Shipton Lane Burton Bradstock, United Kingdom.

How can I contact DAVIES WEALTH MANAGEMENT LTD.?

You can call DAVIES WEALTH MANAGEMENT LTD. at the following number +441308******

What is the website of DAVIES WEALTH MANAGEMENT LTD.?

DAVIES WEALTH MANAGEMENT LTD. website is https://kevindavieswm.co.uk/

How many people work at DAVIES WEALTH MANAGEMENT LTD.?

According to the latest account statement, there are currently 6 of employees working for DAVIES WEALTH MANAGEMENT LTD..

What is the Business Credit Score of DAVIES WEALTH MANAGEMENT LTD. and how reliable is the company?

In order to check the business credit score of DAVIES WEALTH MANAGEMENT LTD, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does DAVIES WEALTH MANAGEMENT LTD. pay their invoices on time?

By requesting a Business Credit Report for DAVIES WEALTH MANAGEMENT LTD, you will be able to gain more insights about the DAVIES WEALTH MANAGEMENT LTD. payment trends.

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