Company Overview
Bulley Davey Wealth Management Limited is listed at the official companies registry as Active Private Limited Company. The company was incorporated on Thursday 13 October 2011, so this is a well established company. Bulley Davey Wealth Management Limited has been in business for 14 years and 5 months. The accounts status is total exemption full and the accounts are next due on Wednesday 31 December 2025.
Registered Address

1-4 London Road, Spalding, Lincolnshire, PE11 2TA
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Companies House Data
Company NameBULLEY DAVEY WEALTH MANAGEMENT LIMITED
Company Number07808812
Registered Office Address1-4 London Road
 PE11 2TA
Company CategoryPrivate Limited Company
Company StatusActive
Country of OriginUnited Kingdom
Incorporation Date13/10/2011
Accounting Reference Date Day31
Accounting Reference Date Month3
Accounts Next Due Date31/12/2025
Accounts Last Made Up Date31/03/2024
Accounts Account CategoryTOTAL EXEMPTION FULL
Returns Next Due Date10/11/2016
Returns Last Made Up Date13/10/2015
Directors & Members
Show Resigned
Andrew Atkins - Director
(British, 56 years old, born December 1970)
Appointed 13 October 2011
 Active
Robin Bates - Director
(British, 56 years old, born June 1970)
Appointed 01 September 2015
 Active
Mitchell Burden - Director
(British, 59 years old, born March 1967)
Appointed 13 October 2011
 Active
Michael Gregson - Director
(British, 55 years old, born May 1971)
Appointed 22 March 2019
 Active
Darren Wakefield - Director
(British, 57 years old, born October 1969)
Appointed 13 October 2011
 Active
Peter Wright - Director
(British, 48 years old, born August 1978)
Appointed 13 October 2011
 Active
Secretaries
No Secretaries Appointed
Other Company Directorships
Andrew Atkins
A2J2R HOLDINGS LIMITED
BULLEY DAVEY HUNTINGDON LIMITED
BULLEY DAVEY OUNDLE LIMITED
BULLEY DAVEY PETERBOROUGH LIMITED
BULLEY DAVEY SPALDING LIMITED
BULLEY DAVEY WISBECH LIMITED
DB ACCOUNTANCY SERVICES (2011) LIMITED
HULL MATTHEWSON HOLBEACH LIMITED
HULL MATTHEWSON LIMITED
INNOVATION PROFITS LIMITED
NAYLOR NUTRITION GROUP LIMITED
NAYLOR NUTRITION UK LIMITED
OAKHOUSE FINANCIAL HOLDINGS LTD
PENCARROW CAPITAL LIMITED
TAILORED ACCOUNTANCY SERVICES LIMITED
TC BULLEY DAVEY LIMITED
Robin Bates
MENIL WEALTH MANAGEMENT LIMITED
OAKHOUSE FINANCIAL SERVICES LIMITED
Mitchell Burden
MCAS ASSOCIATES LTD
TC AUDIT LIMITED
TC BULLEY DAVEY LIMITED
THE ACCOUNTS DEPARTMENT (BD) LIMITED
Michael Gregson
BULLEY DAVEY (BR & IS) LIMITED
BULLEY DAVEY WILLS AND PROBATE LTD
GS INSOLVENCY & RESTRUCTURING LIMITED
MJG CAPITAL LIMITED
TC BULLEY DAVEY LIMITED
Darren Wakefield
BDWM FINANCIAL SERVICES LTD
BULLEY DAVEY WILLS AND PROBATE LTD
HAROLD C. WAKEFIELD (BUILDERS) LIMITED
HULL MATTHEWSON PHILLIPS FINANCIAL SERVICES LIMITED
OAKHOUSE FINANCIAL SERVICES LIMITED
Peter Wright
HULL MATTHEWSON HOLBEACH LIMITED
P R WRIGHT LIMITED
TC AUDIT LIMITED
TC BULLEY DAVEY LIMITED
WRIGHTS PROPERTIES LIMITED
Balance Sheet Unlock full report
Accounts Date 31-Mar-2024 31-Mar-2022 31-Mar-2021
Balance Sheet
Fixed Assets 116 116 137
Current Assets 267,668 267,668 252,539
Creditors Due Within One Year 135,597 135,597 128,403
Working Cap 132,071 132,071 124,136
Total Assets Less Current Liabilities 132,187 132,187 124,273
Long-term Liabilities 0 0 25
Net Assets 132,187 132,187 124,248
Share Capital & Reserves
Share Cap - - -
Profit & Loss Reserves - - -
Other Reserves - - -
Shareholders Funds 132,187 132,187 124,248
Common Size Financial Analysis Unlock full report
Accounts Date 31-Mar-2024 31-Mar-2022 31-Mar-2021
Tangible Fixed Assets - - -
Fixed Assets 0.0% 0.0% 0.1%
Stocks Inventory - - -
Debtors 44.3% 44.3% 48.1%
Cash Bank In Hand 55.6% 55.6% 51.9%
Current Assets 100.0% 100.0% 99.9%
Creditors Due Within One Year 50.6% 50.6% 50.8%
Net Current Assets Liabilities 49.3% 49.3% 49.1%
Creditors Due After One Year - - -
Accruals Deferred Income - - -
Provisions For Liabilities Charges - - -
Net Assets Liabilities Including Pension Asset Liability - - -
Called Up Share Capital - - -
Share Capital Allotted Called Up Paid - - -
Profit Loss Account Reserve - - -
Shareholder Funds 49.4% 49.4% 49.2%
Capital Employed - - -
Total Assets Less Current Liabilities 49.4% 49.4% 49.2%
Financial Ratio Analysis Unlock full report
Accounts Date 31-Mar-2024 31-Mar-2022 31-Mar-2021
Liquidity Ratio 2.0 2.0 2.0
Solvency Ratio 2.0 2.0 2.0
Reserves to Assets - - -
Secured Creditors Unlock full report
Mortgages Charges 0
Mortgages Outstanding 0
Mortgages Part Satisfied 0
Mortgages Satisfied 0
Assets and Debt Analysis Unlock full report
Accounts Date 31-Mar-2024 31-Mar-2022 31-Mar-2021
Assets 267,784 267,784 252,676
Debt 135,597 135,597 128,428
Net Assets/Debt 132,187 132,187 124,248

The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.

The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations. The latest accounts are not up-to-date. Later accounts are now overdue. Late filing is not a positive factor. Analysis based on the latest figures available must be taken in the context that the figures are not up-to-date.

Unlock full report  The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations. The latest accounts are not up-to-date. Later accounts are now overdue. Late filing is not a positive factor. Analysis based on the latest figures available must be taken in the context that the figures are not up-to-date.   The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations. The latest accounts are not up-to-date. Later accounts are now overdue. Late filing is not a positive factor. Analysis based on the latest figures available must be taken in the context that the figures are not up-to-date.

This review of public record balance sheet and company status information is presented under the terms of Open Government Licence and is for informational purposes only, is general in nature, and is not intended as an opinion or advice for any specific circumstances. The commentary and the colour band score is not a credit rating or credit risk assessment.

This review does not constitute a full credit rating or credit risk assessment based on the full analysis and credit score algorithms used in our credit reports. A full credit report may also provide information relating to trade payment history and county court or court judgments if any.

Public Record Information Unlock full report
Exact Court Judgements
Period of Months Last 12m 13-24m 25-36m 37-48m 49-60m 61-72m
Number of Exact CCJS X Y Y X X Y
Value of Exact CCJS YXY YK S S X KX
Supplier Credit Limits Unlock full report
Date Sector Notified Amount Terms
XK-SXY XKXYXK SXSKXYXK £X,000 XS XYSKS
SK-SYY SKXYXKYKKY KSXX KKXXYXS £YY,000 YS XYSKS SK YXXSXS
YK-SXY XKXYXYYK SXSXYXK £SX,000 XS XYSKS
Payment Records Unlock full report
Payment Records from it's suppliers' company ledger show how a company is paying its suppliers

Payment Analysis

Total Invoices Paid Before
30 days due		 Paid After
30 days due		 Owing Before
30 days due		 Owing after
30 days due
XYX SX K YX X
Company Valuation Analysis Unlock full report

Going Concern Valuation

The going concern valuations value the company on the basis that it continues to trade without the threat of liquidation for the foreseeable future. These valuations are primarily profit and cashflow based.

Valuations Valuation Measures
Estimated High Value £XSI,000 Retained Profit £YX,000
Estimated Mid Value £YY,000 EBIT £SY,000
Estimated Low Value £X,000 EBITDA £SSX,000

Liquidation Valuation

The liquidaton valuation values the company as if it were to cease trading and assets were subject to rapid disposal to cover liabilities. This valuation is primarily asset based.

Valuations Valuation Measures
Estimated High Value £XY,000 Total Assets £XIX,000
Estimated Mid Value £Y,000 Net Assets £YX,000
Estimated Low Value £S,000 Tangible Equity £SX,000

The above valuations are based on our own algorithms and take no account of many factors that can influence actual valuations realized and should not therefore be assumed to be accurate.
Credit Status Checklist Unlock full report
Business Growth Please purchase a report to see true comments
EBITDA Purchase a report to see true comments
Dividends Please purchase a report to see true comments about this company
Retained Profits Retained Profits for this company
Debt Interest Debt Interest for this company
Cash Flow Cash Flow for this company
CCJs CCJs for this company
Age of Company Age of Company for this company
Solvency Solvency for this company
Secured Creditors Secured Creditors for this company
Ownership Ownership for this company


First Report Score: (0-10) X
Financial Status Guide:
10 Very Strong
9 Strong
8 Very Good
7 Good
6 Above Average
5 Average
4 Below Average
3 Poor
2 Weak
1 Very Weak
0 Critical

Risk Score Trend

Risk Rating Unlock full report

This is the credit risk assessment used by one of the top UK credit reference agencies.

Risk Score (1-100) X
Risk Band Description XXMXMXMX SISX
Risk Assessment Meeting of Creditors
Credit Rating XSKX
Altman Z Score Credit Risk Rating Unlock full report

There have been many bankruptcy predictors developed, however none has been so thoroughly tested and broadly accepted as the Altman Z-Score.

Z Score X
Risk Band XY
Risk Band Description The Z Score is not used for small companies where full accounts are not filed because profit and loss account items are required to calculate the score.

Z Score Bands

1 Low Risk 3.00 and above
2 Caution 2.63 - 2.99
3 Risk of Failure within 2 years 1.24 - 2.62
4 High Probability Failure Below 1.24
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Document Filings
Confirmation statement made on 13 October 2025 with no updates
Confirmation statement made on 13 October 2024 with updates
Confirmation statement made on 13 October 2023 with no updates
Change of details for Oakhousefinancial Holdings Ltd as a person with significant control on 21 March 2019
Confirmation statement made on 13 October 2022 with no updates
Director's details changed for Mr Peter Richard Wright on 29 November 2022
Director's details changed for Mr Mitchell Alan Burden on 29 November 2022
Director's details changed for Mr Darren Anthony William Wakefield on 29 November 2022
Director's details changed for Mr Robin Scott Bates on 29 November 2022
Director's details changed for Mr Andrew Robert Atkins on 29 November 2022
Registered office address changed from 4 Cyrus Way Cygnet Park Hampton Peterborough PE7 8HP to 1-4 London Road Spalding Lincolnshire PE11 2TA on 6 September 2022
Confirmation statement made on 13 October 2021 with updates
Director's details changed for Mr Mitchell Alan Burden on 1 March 2021
Confirmation statement made on 13 October 2020 with updates
Confirmation statement made on 13 October 2019 with updates
Cessation of Oakhouse Financial Services Limited as a person with significant control on 29 October 2019
Change of details for Oakhousefinancial Holdings Ltd as a person with significant control on 29 October 2019
Termination of appointment of David Rodney Webb as a director on 30 September 2019
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