£164k
+10%vs Jun 2024Active09102617Private limited companyNewcastle Upon Tyne
DW WEALTH MANAGEMENT LTD
Significant control: Michael Davison (25–50%), Dean Whittaker (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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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.
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01
Summary
DW WEALTH MANAGEMENT LTD is an active private limited company (company number 09102617) incorporated on 25 June 2014, registered in Newcastle Upon Tyne. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 30 June 2025, showing net assets of £164k and cash of £51k, with 2 employees on average. Net assets rose 10% on the prior period (£149k).
Peer position · net assets
By net assets it sits in the top quarter of 236 comparable companies in Newcastle (median £12k, upper quartile £55k).
02
Ownership and control
- Mr Michael Davison
- owns 25–50% of shares
- Mr Dean Whittaker
- owns 25–50% of shares
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
- 25 June 201412 yrs ago
- Next accounts due
- 30 March 2027in 156 days
- Confirmation statement due
- 9 July 2027in 257 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
£51k
+24%vs Jun 2024Not reported
2
No changevs Jun 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 June 2025 | £164k | £51k | £182k | £75k | — | — | 2 |
| 30 June 2024 | £149k | £41k | £167k | £67k | — | — | 2 |
Current ratio3.13Current assets ÷ creditors within one year
Cash per employee£26kCash ÷ 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 £163,577 at 30 June 2025
- Current assets at least 1.5× creditors within one yearCurrent ratio 3.13
- Cash at bank of £50,000 or moreCash £51,042
- Incorporated five or more years agoIncorporated 25 June 2014
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 257 days
- Next accounts duein 156 days
- Accounts period endNet assets £164k · small accounts
- Accounts period endNet assets £149k · small accounts
- Incorporated
08
Similar companies in Newcastle
- STEVEN P JONES LIMITEDNewcastle Upon Tyne · inc. Jun 2014
- PLAIN SAVINGS LTDNewcastle Upon Tyne · inc. Jun 2014
- PUBLIC VALUE LIMITEDNewcastle Upon Tyne · inc. Jul 2014
- MEDWAY 14 LIMITEDDurham · inc. May 2014
- TRUSTEECO (UK) LTDSunderland · inc. Jul 2014
- NV2 CP LIMITEDNewcastle Upon Tyne · inc. Mar 2014
All companies incorporated on 25 June 2014 · in Jun 2014.
09
Reminders for DW WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.