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Companies House/Llangathen/Company profile

SIMON DAVIES WEALTH MANAGEMENT LIMITED

Active - Proposal to Strike off
08683881·incorporated 2013-09-10

SIMON DAVIES WEALTH MANAGEMENT LIMITED is an active UK private limited company, incorporated on 10 September 2013 at Companies House (number 08683881; OpenRegistry canonical ID GB-08683881-simon-davies-wealth-management-limited). Sophymarine's OpenRegistry classifies it under SIC 66290 (Other activities auxiliary to insurance and pension funding), one of 2,969 active UK entities in that code and one of 1 active companies registered in Llangathen, Carmarthen (postcode SA32). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active - Proposal to Strike off
Type
Private Limited Company
Incorporated
2013-09-10
Registered Address
THE GABLES, LLANGATHEN, CARMARTHEN, SA32 8QD
SIC
66290 — Other activities auxiliary to insurance and pension funding
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

Check filing history of SIMON DAVIES WEALTH MANAGEMENT LIMITED

Accounts

Last filed accounts made up to 2024-09-30. Next accounts due 2026-06-30. Financial year-end: 30/09. Filing class: TOTAL EXEMPTION FULL.

Confirmation statement

Last confirmation statement made up to 2024-12-10. Next confirmation statement due 2025-12-24.

Persons with significant control

SIMON DAVIES WEALTH MANAGEMENT LIMITED has 1 person with significant control on file:

  • Mr John Robert Davies born 1946 resident in Wales, British national. Notified 2020-06-01.
    • Owns 75% or more of shares

1 historical PSC record has ceased:

  • Mr Simon Richard Davies born 1974 resident in Wales, British national. Notified 2016-09-10. Ceased 2020-06-01.
    • Owns 75% or more of shares

Previous names

SIMON DAVIES WEALTH MANAGEMENT LIMITED has previously traded as:

  • SIMON RICHARD DAVIES LIMITED (until 2016-04-13)

Similar UK companies

Other companies registered under SIC 66290 (Other activities auxiliary to insurance and pension funding):

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/08683881.

Source: Companies House Free Company Data, refreshed 2026-05-01. Official record: find-and-update.company-information.service.gov.uk.