# DAVEY WEALTH MANAGEMENT LTD (12380133)

> DAVEY WEALTH MANAGEMENT LTD is an active private limited company (company number 12380133) incorporated on 30 December 2019, registered in Plymouth. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 31 December 2025, showing net assets of £101k, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 4% on the prior period (£98k).

- Status: Active
- Incorporated: 2019-12-30
- Registered office: Plymouth, PL3 5NU
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2027-09-30
- Confirmation statement due: 2027-01-13
- Accounts type: MICRO ENTITY

By net assets it sits in the top quarter of 2,831 comparable companies in Other (median £11k, upper quartile £75k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-12-31 | £101k | — | — | £18k | — | — | 2 |
| 2024-12-31 | £98k | — | — | £23k | — | — | 2 |

current ratio 6.2; size band micro.

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

- Net assets above zero: Net assets £101,182 at 31 December 2025
- Current assets at least 1.5× creditors within one year: Current ratio 6.2
- Incorporated five or more years ago: Incorporated 30 December 2019

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

## Persons with significant control

- Mr Adrian Paul Davey — owns 75–100% of shares; holds 75–100% of voting rights; can appoint or remove directors, since 2019-12-30

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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/12380133
HTML: https://firmoscan.com/company/12380133-davey-wealth-management-ltd