# DW WEALTH MANAGEMENT LTD (09102617)

> 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).

- Status: Active
- Incorporated: 2014-06-25
- Registered office: Newcastle Upon Tyne, NE12 8BX
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2027-03-30
- Confirmation statement due: 2027-07-09
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 236 comparable companies in Newcastle (median £12k, upper quartile £55k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-06-30 | £164k | £51k | £182k | £75k | — | — | 2 |
| 2024-06-30 | £149k | £41k | £167k | £67k | — | — | 2 |

current ratio 3.13; size band micro.

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

- Net assets above zero: Net assets £163,577 at 30 June 2025
- Current assets at least 1.5× creditors within one year: Current ratio 3.13
- Cash at bank of £50,000 or more: Cash £51,042
- Incorporated five or more years ago: Incorporated 25 June 2014

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

## Persons with significant control

- Mr Michael Davison — owns 25–50% of shares, since 2016-04-06
- Mr Dean Whittaker — owns 25–50% of shares, 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/09102617
HTML: https://firmoscan.com/company/09102617-dw-wealth-management-ltd