£209k
+34%vs Oct 2024Active12974244Private limited companyStratford-Upon-Avon
DAVID HOWELL WEALTH MANAGEMENT LTD
Significant control: David Graham Howell (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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
DAVID HOWELL WEALTH MANAGEMENT LTD is an active private limited company (company number 12974244) incorporated on 26 October 2020, registered in Stratford-Upon-Avon. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 October 2025, showing net assets of £209k and cash of £261k, with 1 employee on average. Net assets rose 34% on the prior period (£156k).
Peer position · net assets
By net assets it sits in the top quarter of 197 comparable companies in Coventry (median £10k, upper quartile £59k).
02
Ownership and control
- Mr David Graham Howell
- owns 75–100% 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
- 26 October 20205 yrs ago
- Next accounts due
- 31 July 2027in 278 days
- Confirmation statement due
- 9 November 2026in 14 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
£261k
+28%vs Oct 2024Not reported
1
No changevs Oct 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 October 2025 | £209k | £261k | — | — | — | — | 1 |
| 31 October 2024 | £156k | £204k | — | — | — | — | 1 |
Cash per employee£261kCash ÷ 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 £209,413 at 31 October 2025
- Net assets up 10% or more on the prior period+34.1% vs prior period
- Cash at bank of £50,000 or moreCash £261,045
- Incorporated five or more years agoIncorporated 26 October 2020
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
- Next accounts duein 278 days
- Confirmation statement duein 14 days
- Accounts period endNet assets £209k · small accounts
- Accounts period endNet assets £156k · small accounts
- Incorporated
08
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- STEVE WHEATCROFT LIMITEDCoventry · inc. Aug 2020
- FINANCEMENT LIMITEDCoventry · inc. Jan 2021
- BRIDGEABL LIMITEDWarwick · inc. Jan 2021
- CAPRI ENERGY CONSULTING LIMITEDStratford Upon Avon · inc. Jun 2020
All companies incorporated on 26 October 2020 · in Oct 2020.
09
Reminders for DAVID HOWELL WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.