Annual accounts
Micro Entity accounts
30/09/2026Filing deadline
Made up to 31/12/2024Due 30/09/2026
- Next accounts made up to
- 31/12/2025
- Last accounts made up to
- 31/12/2024
SHEPPARD DAVIES ASSET MANAGEMENT LTD
Active- 03679003Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 15 Church Street, Monmouth NP25 3BX
- Classification (3 SIC codes)
- Life insurance (65.11 - SIC 2007)Non-life insurance (65.12 - SIC 2007)Pension funding (65.30 - SIC 2007)
- Accounts type
- Micro Entity
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 21/04/2026View PDF (3 pages)
Micro company accounts made up to 2025-12-31
- 09/12/2025View PDF (3 pages)
Confirmation statement made on 2025-12-04 with no updates
- 31/07/2025View PDF (3 pages)
Micro company accounts made up to 2024-12-31
- 11/12/2024View PDF (4 pages)
Confirmation statement made on 2024-12-04 with updates
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.
Due in 4 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 04/12/2026
- Last statement dated
- 31/12/2024
Financial performance
The latest figures SHEPPARD DAVIES ASSET MANAGEMENT LTD filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£25.38K2025
89.27%vs 20242024: £13.41K
Total Assets
£112.36K2025
3.50%vs 20242024: £108.57K
Total Liabilities
£86.99K2025
-8.59%vs 20242024: £95.16K
Employees
52025
0vs 20242024: 5
Of the 3 measures with an earlier filing to compare against, 2 rose and 1 fell. Net assets moved furthest, up 89.27% on 2024. See the full financial analysis for SHEPPARD DAVIES ASSET MANAGEMENT LTD.
The full financial record
Four ways through SHEPPARD DAVIES ASSET MANAGEMENT LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +611% 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 moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures2 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 | 5 | 0 |
| 2024 | 5 | 0 |
| 2023 | 5 | +1 |
| 2022 | 4 | 0 |
| 2021 | 4 | – |
Reported employee count increased from 4 in 2021 to 5 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
6Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Nominee Secretary | 04/12/1998–04/12/1998 | 68517 | |
| Nominee Director | 04/12/1998–04/12/1998 | 67500 | |
| Director | 04/12/1998–Present | 0 | |
| Director | 23/10/2002–04/08/2010 | 1 | |
| Secretary | 16/08/2010–Present | 0 | |
| Secretary | 04/12/1998–04/08/2010 | 0 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 30/06/2016–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 8 Since 06/12/2022
- Last 12 months
- 2 Same as the year before (2)
- Most recent filing
- 21/04/2026 5 months ago
What changed in the last year
- Accounts filedLatest 21/04/2026
- Confirmation statementLatest 09/12/2025
Filing timeline
- 21/04/2026View PDF (3 pages)
Micro company accounts made up to 2025-12-31
- 09/12/2025View PDF (3 pages)
Confirmation statement made on 2025-12-04 with no updates
- 31/07/2025View PDF (3 pages)
Micro company accounts made up to 2024-12-31
- 11/12/2024View PDF (4 pages)
Confirmation statement made on 2024-12-04 with updates
- 19/04/2024View PDF (5 pages)
Micro company accounts made up to 2023-12-31
- 06/12/2023View PDF (4 pages)
Confirmation statement made on 2023-12-04 with updates
- 06/07/2023View PDF (5 pages)
Micro company accounts made up to 2022-12-31
- 06/12/2022View PDF (3 pages)
Confirmation statement made on 2022-12-04 with no updates
See when the next accounts and confirmation statement are due
Similar companies
75 UK companies are similar to SHEPPARD DAVIES ASSET MANAGEMENT LTD, sharing the same company status (Active), the same industry sector and activity group (Life insurance) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
LAGROVE INSURANCE BROKERS LTD
Active55 The Green, Southall, Middlesex UB2 4AR
- Activity
- Non-life insurance
- Company no.
- 04010610
- Incorporated
- 08/06/2000
- Employees
- 5
A M S INSURANCE SOLUTIONS LTD
Active2 Minster Court, Mincing Lane, London EC3R 7PD
- Activity
- Non-life insurance
- Company no.
- 06428843
- Incorporated
- 16/11/2007
- Employees
- 6
LAP INSURANCE BROKERS LIMITED
ActiveRepton House Bretby Business Park, Bretby, Burton-On-Trent DE15 0YZ
- Activity
- Non-life insurance
- Company no.
- 05067308
- Incorporated
- 09/03/2004
- Employees
- 5
LAWTON & TAYLOR FINANCIAL SERVICES LIMITED
Active118 Normoss Road, Blackpool, Lancashire FY3 8QP
- Activity
- Life insurance
- Company no.
- 04916952
- Incorporated
- 30/09/2003
- Employees
- 7
A.D.F. INSURANCE BROKERS LIMITED
ActiveThe Creative Industries Centre, Wolverhampton Science Park, Wolverhampton WV10 9TG
- Activity
- Non-life insurance
- Company no.
- 06329355
- Incorporated
- 31/07/2007
- Employees
- 7
About SHEPPARD DAVIES ASSET MANAGEMENT LTD
A short description of the company, written from its Companies House record.
SHEPPARD DAVIES ASSET MANAGEMENT LTD is a private limited company registered in the United Kingdom, based in 15 Church Street, Monmouth NP25 3BX. Companies House classifies its business as Life insurance, one of 3 SIC classifications on its record. It has been on the register for 27 years 9 months.
The register currently records it as active. Its 2025 accounts report net assets of £25.38K and 5 employees.
SHEPPARD DAVIES ASSET MANAGEMENT LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does SHEPPARD DAVIES ASSET MANAGEMENT LTD do?
Companies House records SHEPPARD DAVIES ASSET MANAGEMENT LTD under 3 registered business activities: Life insurance (65.11 - SIC 2007), Non-life insurance (65.12 - SIC 2007) and Pension funding (65.30 - SIC 2007).
Is SHEPPARD DAVIES ASSET MANAGEMENT LTD still active?
SHEPPARD DAVIES ASSET MANAGEMENT LTD is recorded as active on the Companies House register, and has been on it since 04/12/1998.
What are SHEPPARD DAVIES ASSET MANAGEMENT LTD's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £25.38K, total assets of £112.36K and total liabilities of £86.99K.
When did SHEPPARD DAVIES ASSET MANAGEMENT LTD last file with Companies House?
The most recent document on the record is dated 21/04/2026: Micro company accounts made up to 2025-12-31, 5 months ago.
When are SHEPPARD DAVIES ASSET MANAGEMENT LTD's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs SHEPPARD DAVIES ASSET MANAGEMENT LTD?
Companies House lists 6 officers (2 currently in post) and 1 person with significant control.