£229k
+5%vs Mar 2024Active05942730Private limited companyWorthing
JONATHAN DAVIS WEALTH MANAGEMENT LTD
Significant control: Jonathan Alan Davis (25–50%), Susan Elizabeth Davis (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
Watch this company
Get an email when Companies House records a change for Jonathan Davis Wealth Management Ltd: status, filings, accounts, officers or owners. Free.
Not live yet: alerts start by 15 December 2026. We store your email and this company number only, for these alerts. If alerts don’t launch, we tell you and delete your address. Privacy
Coming soon · product and service lists
What does Jonathan Davis Wealth Management Ltd sell?
Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
One email, only about this. If we don’t launch within 60 days we’ll tell you. Privacy
01
Summary
JONATHAN DAVIS WEALTH MANAGEMENT LTD is an active private limited company (company number 05942730) incorporated on 21 September 2006, registered in Worthing. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2025, showing net assets of £229k and cash of £120k, with 4 employees on average. Net assets rose 5% on the prior period (£218k).
Peer position · net assets
By net assets it sits in the top quarter of 265 comparable companies in Brighton (median £7,641, upper quartile £75k).
02
Ownership and control
- Mr Jonathan Alan Davis
- owns 25–50% of shares
- holds 25–50% of voting rights
- can appoint or remove directors
- Mrs Susan Elizabeth Davis
- owns 25–50% of shares
- holds 25–50% of voting rights
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 21 September 200620 yrs ago
- Next accounts due
- 31 December 2026in 66 days
- Confirmation statement due
- 5 October 2027in 344 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£120k
+4760%vs Mar 2024Not reported
4
Not reported the period before| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £229k | £120k | £3,573 | £68k | — | — | 4 |
| 31 March 2024 | £218k | £2,468 | £0 | £89k | — | — | — |
Current ratio4.26Current assets ÷ creditors within one year
Cash per employee£30kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £229,413 at 31 March 2025
- Current assets at least 1.5× creditors within one yearCurrent ratio 4.26
- Cash at bank of £50,000 or moreCash £119,947
- Incorporated five or more years agoIncorporated 21 September 2006
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Confirmation statement duein 344 days
- Next accounts duein 66 days
- Accounts period endNet assets £229k · small accounts
- Accounts period endNet assets £218k · small accounts
- Incorporated
08
Similar companies in Brighton
- CLEARWATER MORTGAGES LIMITEDLittlehampton · inc. Sept 2006
- STUART SALISBURY LIMITEDWest Sussex · inc. Nov 2006
- PEBBLE INDEPENDENT FINANCIAL SERVICES LIMITEDBrighton · inc. Jun 2006
- HAIDER HOUSE LIMITEDEast Sussex · inc. Jun 2006
- INSPIRATIONAL SEMINARS LIMITEDLittlehampton · inc. Jan 2007
- CLARKE-WALKER FINANCIAL MANAGEMENT LIMITEDBrighton · inc. May 2006
All companies incorporated on 21 September 2006 · in Sept 2006.
09
Reminders for JONATHAN DAVIS WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.