Jonathan Davis Wealth Management Ltd

Reference number: 458630

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When jonathandaviswm.com first appeared online, and whether it can receive email
  • What kind of line 0345 862 2919 is
  • Who else gives the postcode TN6 3JN
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Armstrong Davis Chartered Financial Planners Limited Former name
  • Armstrong Davis Ltd Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05942730
Company status
Active
Company type
Private limited company
Incorporated
21 September 2006 (20 years old)
Registered office
Amelia House, Crescent Road, Worthing, West Sussex, BN11 1RL, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan Alan Davis Director May 1963 21 Sep 2006 1 other company
Susan Elizabeth Davis Secretary Not published 21 Sep 2006 –

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1
is FCA-registered
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
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Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Total equity

£229k

No earlier figure to compare

Cash at bank

£120k

No earlier figure to compare

Owed within a year

£67.5k

−24% from £88.9k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 05942730. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Jonathan Davis Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (8) All events (13)

2016

6 April 2016

  • Jonathan Alan Davis became a part-owner (25–50% of shares)
  • Susan Elizabeth Davis became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

12 January 2010

  • Changed its registered name from "Armstrong Davis Ltd"

FCA register

2008

4 January 2008

  • Changed its registered name from "Armstrong Davis Chartered Financial Planners Limited"

FCA register

2007

3 January 2007

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2006

21 September 2006

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (8 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Jonathan Davis Wealth Management

Other FCA-listed firms that share a director, phone number or address with Jonathan Davis Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like Jonathan Davis Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Crowborough

ABFP LimitedCrowboroughAuthorisedCampbell Munro LtdCrowboroughAuthorisedHill Financial Services (UK) LimitedCrowboroughAuthorisedProsperity IFA LimitedCrowboroughAuthorisedDunn Financial Management LimitedCrowboroughAppointed representativeEllora Wealth and Investments LimitedCrowboroughAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Jonathan Davis Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 13 events in its history

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Frequently asked questions about this firm

Is Jonathan Davis Wealth Management Ltd FCA authorised?
Yes, Jonathan Davis Wealth Management Ltd (FRN 458630) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2007 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Jonathan Davis Wealth Management’s phone number and website?
The FCA register lists the phone number 0345 862 2919 and the website jonathandaviswm.com for Jonathan Davis Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Jonathan Davis Wealth Management a scam or clone?
Jonathan Davis Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Jonathan Davis Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Jonathan Davis Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Jonathan Davis Wealth Management?
Companies House lists 2 people with significant control of Jonathan Davis Wealth Management: Mr Jonathan Alan Davis (25–50% of shares) and Mrs Susan Elizabeth Davis (25–50% of shares).
Who runs Jonathan Davis Wealth Management?
Companies House lists one director of Jonathan Davis Wealth Management: Jonathan Alan Davis.
How long has Jonathan Davis Wealth Management been in business?
The company was formed on 21 September 2006, and has held its current FCA authorisation since January 2007.
What do Jonathan Davis Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show total equity of £229k (no earlier figure to compare) and cash at bank of £120k (no earlier figure to compare).
Does Jonathan Davis Wealth Management use any other names?
It has previously used 2 other names: Armstrong Davis Chartered Financial Planners Limited and Armstrong Davis Ltd.

Sources and links

The full report on Jonathan Davis Wealth Management Ltd

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