# JONATHAN DAVIS WEALTH MANAGEMENT LTD (05942730)

> 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).

- Status: Active
- Incorporated: 2006-09-21
- Registered office: Worthing, BN11 1RL
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2026-12-31
- Confirmation statement due: 2027-10-05
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 265 comparable companies in Brighton (median £7,641, upper quartile £75k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-03-31 | £229k | £120k | £3,573 | £68k | — | — | 4 |
| 2024-03-31 | £218k | £2,468 | £0 | £89k | — | — | — |

current ratio 4.26; size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net assets £229,413 at 31 March 2025
- Current assets at least 1.5× creditors within one year: Current ratio 4.26
- Cash at bank of £50,000 or more: Cash £119,947
- Incorporated five or more years ago: Incorporated 21 September 2006

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Mr Jonathan Alan Davis — owns 25–50% of shares; holds 25–50% of voting rights; can appoint or remove directors, since 2016-04-06
- Mrs Susan Elizabeth Davis — owns 25–50% of shares; holds 25–50% of voting rights, since 2016-04-06

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/05942730
HTML: https://firmoscan.com/company/05942730-jonathan-davis-wealth-management-ltd