CompanyCore
UK company intelligence
Company profile report
Prepared 16 June 2026

DAVIS WEALTH MANAGEMENT LIMITED

11312603 · ltd · incorporated 2018-04-16

1. Company facts

Status
active
Lifecycle
🏛️ Established — Profitable, stable, 5+ years of trading. Classic SME profile.
Jurisdiction
england-wales
Registered office
1st Floor, East Suite Waterfront, Salts Mill Road, Bradford, BD17 7TD, England
SIC codes
64999 — Financial intermediation not elsewhere classified
Accounts next due
2027-01-31
Confirmation statement next due
2027-04-29

2. Directors (2 active)

DAVIS, James
director · appointed 2018-04-16 · born 7/1983 (age 43)
DAVIS, Jodie Marie
director · appointed 2018-04-16 · born 8/1988 (age 38)

3. Shareholders (2 active)

Mr James Davis
25-50% shares · 25-50% voting
Mrs Jodie Marie Davis
25-50% shares · 25-50% voting

Headline verdict

Opportunity score
71/100 (Strong)
Owner dependency
critical — 86/100
Red flags
0 high · 0 medium · 0 low