The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 3
  • 1
    Kennard, Kevin Oscar
    Financial Advisor born in March 1984
    Individual (9 offsprings)
    Officer
    2021-11-17 ~ now
    OF - Director → CIF 0
  • 2
    Reiss, James Nicholas Wallis
    Director born in July 1988
    Individual (4 offsprings)
    Officer
    2018-09-07 ~ now
    OF - Director → CIF 0
  • 3
    2nd Floor Northumberland House, Wc1v 7jz, 2nd Floor, Northumberland House, 303 -306 High Holborn, London, United Kingdom
    Active Corporate (2 parents, 2 offsprings)
    Profit/Loss (Company account)
    -26,039 GBP2023-06-05 ~ 2024-03-31
    Person with significant control
    2023-07-07 ~ now
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
Ceased 3
  • 1
    Mr Kevin Oscar Kennard
    Born in March 1984
    Individual (9 offsprings)
    Person with significant control
    2023-06-26 ~ 2023-07-07
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
  • 2
    Mr James Nicholas Wallis Reiss
    Born in July 1988
    Individual (4 offsprings)
    Person with significant control
    2018-09-07 ~ 2023-07-07
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
    PE - Right to appoint or remove directors → CIF 0
  • 3
    Cresswell, David John
    Director born in April 1968
    Individual
    Officer
    2018-09-07 ~ 2023-06-26
    OF - Director → CIF 0
    Mr David John Cresswell
    Born in April 1968
    Individual
    Person with significant control
    2018-09-07 ~ 2023-06-26
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
    PE - Right to appoint or remove directors → CIF 0
parent relation
Company in focus

DAVID JAMES WEALTH LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
144,167 GBP2024-03-31
154,167 GBP2023-03-31
Property, Plant & Equipment
27,127 GBP2024-03-31
31,213 GBP2023-03-31
Fixed Assets - Investments
618,430 GBP2024-03-31
0 GBP2023-03-31
Fixed Assets
789,724 GBP2024-03-31
185,380 GBP2023-03-31
Debtors
67,165 GBP2024-03-31
110,952 GBP2023-03-31
Cash at bank and in hand
188,707 GBP2024-03-31
49,459 GBP2023-03-31
Current Assets
255,872 GBP2024-03-31
160,411 GBP2023-03-31
Creditors
Current, Amounts falling due within one year
-472,677 GBP2024-03-31
-107,221 GBP2023-03-31
Net Current Assets/Liabilities
-216,805 GBP2024-03-31
53,190 GBP2023-03-31
Total Assets Less Current Liabilities
572,919 GBP2024-03-31
238,570 GBP2023-03-31
Creditors
Non-current, Amounts falling due after one year
-384,286 GBP2024-03-31
-102,113 GBP2023-03-31
Net Assets/Liabilities
188,633 GBP2024-03-31
136,457 GBP2023-03-31
Equity
Called up share capital
106 GBP2024-03-31
106 GBP2023-03-31
Share premium
69,930 GBP2024-03-31
69,930 GBP2023-03-31
Retained earnings (accumulated losses)
118,597 GBP2024-03-31
66,421 GBP2023-03-31
Equity
188,633 GBP2024-03-31
136,457 GBP2023-03-31
Average Number of Employees
192023-04-01 ~ 2024-03-31
122022-04-01 ~ 2023-03-31
Intangible Assets - Gross Cost
Net goodwill
200,000 GBP2023-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
55,833 GBP2024-03-31
45,833 GBP2023-03-31
Intangible Assets - Increase From Amortisation Charge for Year
Net goodwill
10,000 GBP2023-04-01 ~ 2024-03-31
Intangible Assets
Net goodwill
144,167 GBP2024-03-31
154,167 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
Other
71,277 GBP2024-03-31
60,557 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Other
44,150 GBP2024-03-31
29,344 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Other
14,806 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Other
27,127 GBP2024-03-31
31,213 GBP2023-03-31
Investments in group undertakings and participating interests
618,430 GBP2024-03-31
0 GBP2023-03-31
Trade Debtors/Trade Receivables
Current
1,190 GBP2024-03-31
295 GBP2023-03-31
Amounts Owed By Related Parties
51,503 GBP2024-03-31
Current
0 GBP2023-03-31
Other Debtors
Amounts falling due within one year
14,472 GBP2024-03-31
110,657 GBP2023-03-31
Debtors
Current, Amounts falling due within one year
67,165 GBP2024-03-31
110,952 GBP2023-03-31
Bank Borrowings/Overdrafts
Current
10,329 GBP2024-03-31
10,648 GBP2023-03-31
Trade Creditors/Trade Payables
Current
4,991 GBP2024-03-31
3,150 GBP2023-03-31
Amounts owed to group undertakings
Current
318,216 GBP2024-03-31
0 GBP2023-03-31
Corporation Tax Payable
Current
21,209 GBP2024-03-31
8,819 GBP2023-03-31
Other Taxation & Social Security Payable
Current
21,446 GBP2024-03-31
5,376 GBP2023-03-31
Other Creditors
Current
96,486 GBP2024-03-31
79,228 GBP2023-03-31
Creditors
Current
472,677 GBP2024-03-31
107,221 GBP2023-03-31
Bank Borrowings/Overdrafts
Non-current
12,286 GBP2024-03-31
22,113 GBP2023-03-31
Other Creditors
Non-current
372,000 GBP2024-03-31
80,000 GBP2023-03-31
Creditors
Non-current
384,286 GBP2024-03-31
102,113 GBP2023-03-31
Related profiles found in government register
  • DAVID JAMES WEALTH LIMITED
    Info
    Registered number 11557919
    1st Floor, Northumberland House, 303-306 High Holborn, London WC1V 7JZ
    Private Limited Company incorporated on 2018-09-07 (6 years 9 months). The company status is Active.
    The last date of confirmation statement was made at 2024-09-11
    CIF 0
  • DAVID JAMES WEALTH LIMITED
    S
    Registered number 11557919
    2nd Floor, Northumberland House, 303 -306 High Holborn, London, England, WC1V 7JZ
    Private Limited in Companies House, England
    CIF 1
child relation
Offspring entities and appointments
Active 1
  • 1st Floor, Northumberland House, 303-306 High Holborn, London, England
    Active Corporate (3 parents)
    Equity (Company account)
    9,056 GBP2024-03-31
    Person with significant control
    2023-06-30 ~ now
    CIF 1 - Ownership of shares – 75% or more → OE
    CIF 1 - Ownership of voting rights - 75% or more → OE
    CIF 1 - Right to appoint or remove directors → OE

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.