SHEPPARD DAVIES ASSET MANAGEMENT LTD
Active Company number 03679003
SHEPPARD DAVIES ASSET MANAGEMENT LTD (company number 03679003) is a private limited company incorporated on 4 December 1998. Its status on the Companies House register is Active. Its registered office is in Monmouth, NP25 3BX. Its nature of business (SIC 2007) is life insurance (65110). Its latest accounts we hold, for the period ending 31 December 2025, report net assets of £25k.
Source: Companies House register, as at 29 September 2026. How to cite this page
Information only, not advice. Register details and accounts figures are the company's own filings, shown as filed: CompanyStack does not audit or verify them and accepts no responsibility for decisions made on them. Check important facts at Companies House.
Company Report on SHEPPARD DAVIES ASSET MANAGEMENT LTD (PDF)
The register, the accounts and the people behind the company in one PDF, for your own business use.
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- Key figures against the year before, and filing deadlines
- Financials ledger: up to 10 years of filed accounts
- Who runs and owns it: directors, secretaries and PSCs
- Charges, filing history and methodology
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Company details
- Company number
- 03679003
- Status
- Active
- Company type
- Private Limited Company
- Incorporated
- 4 December 1998
- Country of origin
- United Kingdom
- Registered office
- 15 CHURCH STREET
MONMOUTH
NP25 3BX
WALES
Nature of business (SIC 2007)
Accounts and confirmation statement
- Accounting reference date
- 31 December
- Accounts category
- MICRO ENTITY
- Accounts last made up to
- 31 December 2025
- Next accounts due
- 30 September 2027
- Confirmation statement last made up to
- 4 December 2025
- Next confirmation statement due
- 18 December 2026
Financial summary
| Period ending | 31 December 2025 | 31 December 2024 | 31 December 2023 | 31 December 2022 | 31 December 2021 | 31 December 2020 | 31 December 2019 | 31 December 2018 | 31 December 2017 | 31 December 2016 | 31 December 2015 | 31 December 2014 | 31 December 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total assets | £112k | £109k | £139k | £126k | £147k | £126k | £109k | £96k | £112k | £93k | £71k | £75k | £64k |
| Cash at bank | Not filed | — | — | — | — | — | — | £54k | £55k | £39k | £27k | £31k | £24k |
| Current liabilities | £47k | £55k | £101k | £70k | £73k | £67k | £67k | £61k | £59k | £59k | £43k | £43k | £48k |
| Net current assets | £64k | £52k | £36k | £53k | £72k | £53k | £37k | £31k | £48k | £31k | £24k | £28k | £12k |
| Total liabilities | — | — | — | — | — | — | £100k | £86k | £83k | £68k | £48k | £48k | £53k |
| Net assets | £25k | £13k | £502 | £9,489 | £38k | £19k | £8,648 | £10k | £28k | £25k | £22k | £26k | £11k |
| Employees | 5 | 5 | 5 | 4 | 4 | 4 | 3 | 3 | — | — | — | — | — |
Not filed: the accounts do not give the figure. —: no figure read from the filing.
- Year to 31 December 2025: cash not filed. Micro-entity accounts give current assets as one total, without debtors, stock or cash.
Figures read from filings at Companies House (ixbrl) and checked; see how we read them. Small-company accounts often omit turnover and profit. Spotted an error? Tell us.
Control, officers and charges
- Persons with significant control
- 1 current (1 including ceased)
Questions about SHEPPARD DAVIES ASSET MANAGEMENT LTD
Is SHEPPARD DAVIES ASSET MANAGEMENT LTD active?
Yes. The Companies House register shows the company's status as “Active”. (Companies House register, as at 29 September 2026.)
When was SHEPPARD DAVIES ASSET MANAGEMENT LTD incorporated?
SHEPPARD DAVIES ASSET MANAGEMENT LTD was incorporated on 4 December 1998, according to the Companies House register. (Companies House register, as at 29 September 2026.)
Where is SHEPPARD DAVIES ASSET MANAGEMENT LTD registered?
Its registered office is in Monmouth, NP25 3BX. (Companies House register, as at 29 September 2026.)
Who controls SHEPPARD DAVIES ASSET MANAGEMENT LTD?
The register lists 1 current person with significant control (1 including those who have ceased). The register shows control, not a list of shareholders. Individuals are named at https://find-and-update.company-information.service.gov.uk/company/03679003/persons-with-significant-control. (Companies House register, as at 29 September 2026.) Who owns a UK limited company: shareholders, PSCs and what the register shows
When are SHEPPARD DAVIES ASSET MANAGEMENT LTD's next accounts due?
The register shows the next accounts as due by 30 September 2027. Its latest accounts on the register were made up to 31 December 2025. (Companies House register, as at 29 September 2026.)
Does SHEPPARD DAVIES ASSET MANAGEMENT LTD file dormant accounts?
Not in its latest accounts. The register gives their category as “Micro-entity accounts”, made up to 31 December 2025. (Companies House register, as at 29 September 2026.) What a dormant company is and what it must file
Is SHEPPARD DAVIES ASSET MANAGEMENT LTD on a sanctions list?
No match for this company's name on the sanctions lists CompanyStack screens (UK, EU, OFAC SDN, OFAC non-SDN, Canada, Australia, New Zealand, Japan, France, US CSL) as at 6 October 2026. A name screen is not legal clearance.
Related companies
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- PHARON INDEPENDENT FINANCIAL ADVISERS LIMITED
- BUZZACOTT FINANCIAL SERVICES LIMITED
- PHILIP T ENGLISH INTERNATIONAL FINANCIAL SERVICES LIMITED
- HAROLD WILSON FINANCIAL SERVICES LIMITED
- BINGHAM-WOODS INDEPENDENT FINANCIAL ADVISORS LIMITED
Industry overview: 1,695 active companies in SIC 65110
Other active companies registered at NP25 3BX
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About CompanyStack
CompanyStack turns Companies House records into answers you can act on: who a company is, who runs and owns it, whether it keeps up with its filings and how its finances are moving. Every figure traces back to a public record, and we say when a record is missing.
Sources for company pages: Companies House (register, accounts, officers, PSCs, charges and filings), The Gazette (company insolvency notices only), the ONS Postcode Directory, official sanctions lists, including those of the UK (with UN designations), the EU, the US, Canada, Australia, New Zealand and France, and copies taken in April 2026 of the ICO register, the Charity Commission, CQC, Ofsted, Food Standards Agency and Environment Agency registers. Contains public sector information licensed under the Open Government Licence v3.0. CompanyStack is not affiliated with or endorsed by Companies House.
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Official register entry: SHEPPARD DAVIES ASSET MANAGEMENT LTD on Companies House.
Developers can fetch this profile as JSON with GET https://api.companystack.co.uk/company/03679003 — see the API documentation and pricing.