Companies · Financial Services

Davies Wealth Management LTD.

Bridport · Bridport, United Kingdom · Financial Services · founded 2010

Diligence memoA one-page analyst read on Davies Wealth Management LTD. — recommendation, valuation, rhythm, risks.
Total raised · real
0
Rounds
Latest step-up
Top 1%
Sector rank · raised
Latest stage · inferred

Davies Wealth Management LTD.: limited disclosed financing to assess.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Leadership

No named principal in this company's public records yet — see all operators below.

1 Officer+1 more named person

Explore how these operators interlock with other companies in the operator network.

Where it sits in Financial Services

Davies Wealth Management LTD. is one of 164 Financial Services companies tracked from Bridport, Bridport, United Kingdom, on record since 2010. By capital raised it ranks among the largest (ahead of 100% of sector peers), and among the largest by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

British private limited company, based in Bridport. Sector: Financial Services.

Financial Services

As reported in public records reported — not modeled.

GB
Jurisdiction
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

No round amounts on record to chart.

Financing ladder & sequence gaps

No staged rounds to sequence.

Modeled valuation trajectory
Base estimate est.
Conservative case
Upside case
Modeled post-money

Round size and date are reported; the stage label is inferred from round size. Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Financing rhythm
Avg between rounds
Capital velocity
On record since
First round
0
Rounds on file
How it compares to the market

Benchmarked against 164 companies in Financial Services. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages)
This company
Sector median
Modeled value — vs sector median (estimate, all stages)
This company
Sector median

Raised more than 100% of sector peers (real $). Modeled value above 100% of peers (estimate).

Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
No rounds recorded.
Intelligence
Modeled next raise
Modeled next size est.
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Leadership & governance

Officers and directors named in public records reported, grouped by stated role. Each links to their operator profile and other companies they're tied to.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
Mr Kevin DaviesSignificant Control (owner)1 other
Registry & provenance

Davies Wealth Management LTD. is an official record sourced from the Companies House in United Kingdom. Identity and ownership are taken from the national company register, key-free.

United Kingdom
Country of record
GB
Jurisdiction
07167454
Company number
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
All Sport Insurance Services LimitedFinancial Servicesnetwork1 shared operator · same sector
0001 INVEST ASFinancial Servicessame sector
0DIN HOLDING ASFinancial Servicessame sector
12:24 INVEST ASFinancial Servicessame sector
1337 INVEST ASFinancial Servicessame sector
1353 INVEST ASFinancial Servicessame sector
1750 INVEST ASFinancial Servicessame sector
1896 INVEST ASFinancial Servicessame sector
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Macsen Wealth Management LTD
British private limited company, based in Cardiff. Sector: Financial Services.
Financial Services86%
Buckley Wealth Limited
British private limited company, based in St Albans. Sector: Financial Services.
Financial Services84%
Moore Wealth Limited
British private limited company, based in Kendal. Sector: Financial Services.
Financial Services83%
Ct Commercial Finance LTD
British private limited company, based in Ferryhill. Sector: Financial Services.
Financial Services81%
David And Stone Group LTD
British private limited company, based in London. Sector: Financial Services.
Financial Services81%
Risk Managers Limited
British private limited company, based in Newcastle Upon Tyne. Sector: Financial Services.
Financial Services81%
Ives & Taylor (holdings) Limited
British private limited company, based in High Wycombe. Sector: Financial Services.
Financial Services81%
Westcroft Mortgage Services LTD
British private limited company, based in London. Sector: Financial Services.
Financial Services80%
Frequently asked
What does Davies Wealth Management LTD. do and where is it based?
Davies Wealth Management LTD. operates in the Financial Services sector, based in Bridport, Bridport, United Kingdom. British private limited company, based in Bridport. Sector: Financial Services.
Explore related

See where Davies Wealth Management LTD. sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

Is this your company?

If you work at Davies Wealth Management LTD., claim this profile or suggest a correction. We aggregate from public filings, so help us keep your description, website and links accurate.

Is this your company? Update your profile or add contact details — and choose exactly who can reach you. Reviewed before anything is published.