Annual accounts
Total Exemption Full accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
DAVID JAMES WEALTH LIMITED
Active- 11557919Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 1st Floor, Northumberland House, 303-306 High Holborn, London WC1V 7JZ
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 22/12/2025View PDF (12 pages)
Total exemption full accounts made up to 2025-03-31
- 30/09/2025View PDF (5 pages)
Confirmation statement made on 2025-09-11 with updates
- 23/06/2025View PDF (1 pages)
Satisfaction of charge 115579190002 in full
- 23/06/2025View PDF (1 pages)
Satisfaction of charge 115579190001 in full
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 11/09/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures DAVID JAMES WEALTH LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£362.48K2025
92.16%vs 20242024: £188.63K
Total Assets
£1.49M2025
39.07%vs 20242024: £1.07M
Cash in Bank
£205.58K2025
8.94%vs 20242024: £188.71K
Total Liabilities
£1.05M2025
22.87%vs 20242024: £856.96K
Employees
02025
0vs 20242024: 0
Of the 4 measures with an earlier filing to compare against, 4 rose. Total assets moved furthest, up 39.07% on 2024. See the full financial analysis for DAVID JAMES WEALTH LIMITED.
The full financial record
Four ways through DAVID JAMES WEALTH LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +63% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 0 | 0 |
| 2024 | 0 | -12 |
| 2023 | 12 | +2 |
| 2022 | 10 | +3 |
| 2021 | 7 | – |
Reported employee count decreased from 7 in 2021 to 0 in 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
3Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 17/11/2021–Present | 4 | |
| Director | 07/09/2018–26/06/2023 | 0 | |
| Director | 07/09/2018–Present | 3 |
Persons with significant control
7Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 26/06/2023–07/07/2023 | 4 | |
| 26/06/2023–Present | 4 | |
| 07/09/2018–Present | 0 | |
| 07/09/2018–26/06/2023 | 0 | |
| 07/09/2018–07/07/2023 | 3 | |
| 07/09/2018–Present | 3 | |
| 07/07/2023–Present | 1 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 43 Since 07/09/2018
- Last 12 months
- 2 -2 vs the year before
- Most recent filing
- 22/12/2025 9 months ago
What changed in the last year
- Accounts filedLatest 22/12/2025
- Confirmation statementLatest 30/09/2025
Filing timeline
- 22/12/2025View PDF (12 pages)
Total exemption full accounts made up to 2025-03-31
- 30/09/2025View PDF (5 pages)
Confirmation statement made on 2025-09-11 with updates
- 23/06/2025View PDF (1 pages)
Satisfaction of charge 115579190002 in full
- 23/06/2025View PDF (1 pages)
Satisfaction of charge 115579190001 in full
- 15/11/2024View PDF (11 pages)
Registration of charge 115579190002, created on 2024-11-04
- 07/10/2024View PDF (12 pages)
Total exemption full accounts made up to 2024-03-31
- 24/09/2024View PDF (5 pages)
Confirmation statement made on 2024-09-11 with updates
- 19/08/2024View PDF (1 pages)
Registered office address changed from 2nd Floor, Northumberland House 303 -306 High Holborn London London WC1V 7JZ United Kingdom to 1st Floor, Northumberland House 303-306 High Holborn London WC1V 7JZ on 2024-08-19
- 16/10/2023View PDF (2 pages)
Notification of David James Wealth Holdings Ltd as a person with significant control on 2023-07-07
- 13/10/2023View PDF (1 pages)
Cessation of James Nicholas Wallis Reiss as a person with significant control on 2023-07-07
- 13/10/2023View PDF (1 pages)
Cessation of Kevin Kennard as a person with significant control on 2023-07-07
- 11/09/2023View PDF (5 pages)
Confirmation statement made on 2023-09-11 with updates
Showing 12 of 43 filings
See when the next accounts and confirmation statement are due
Similar companies
487 UK companies are similar to DAVID JAMES WEALTH LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
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- Activity
- Activities of other holding companies n.e.c.
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- 29/03/2019
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A & J WEALTH MANAGEMENT LIMITED
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- Activity
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- Company no.
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- Incorporated
- 19/04/2004
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- 0
ENVESTIR LTD
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- Activity
- Activities of other holding companies n.e.c.
- Company no.
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TWIGDEN ASSET MANAGEMENT LIMITED
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- Activity
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- Company no.
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WESTCOURT GROUP LIMITED
Active2 Queen Street, Leeds LS1 2TW
- Activity
- Activities of other holding companies n.e.c.
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About DAVID JAMES WEALTH LIMITED
A short description of the company, written from its Companies House record.
DAVID JAMES WEALTH LIMITED is a private limited company registered in the United Kingdom, based in 1st Floor, Northumberland House, 303-306 High Holborn, London WC1V 7JZ. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 8 years.
The register currently records it as active. Its 2025 accounts report net assets of £362.48K and 0 employees.
DAVID JAMES WEALTH LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does DAVID JAMES WEALTH LIMITED do?
Companies House records DAVID JAMES WEALTH LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is DAVID JAMES WEALTH LIMITED still active?
DAVID JAMES WEALTH LIMITED is recorded as active on the Companies House register, and has been on it since 07/09/2018.
What are DAVID JAMES WEALTH LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £362.48K, total assets of £1.49M, cash in bank of £205.58K and total liabilities of £1.05M.
When did DAVID JAMES WEALTH LIMITED last file with Companies House?
The most recent document on the record is dated 22/12/2025: Total exemption full accounts made up to 2025-03-31, 9 months ago.
When are DAVID JAMES WEALTH LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs DAVID JAMES WEALTH LIMITED?
Companies House lists 3 officers (2 currently in post) and 7 people with significant control (4 current).