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REGISTERED NUMBER: 05527313 (England and Wales)















PHILLIP G DAVIES LIMITED

UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2025






PHILLIP G DAVIES LIMITED (REGISTERED NUMBER: 05527313)






CONTENTS OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025




Page

Balance Sheet 1

Notes to the Financial Statements 3


PHILLIP G DAVIES LIMITED (REGISTERED NUMBER: 05527313)

BALANCE SHEET
31 MARCH 2025

2025 2024
Notes £    £    £    £   
FIXED ASSETS
Intangible assets 4 800 800
Tangible assets 5 604,756 384,747
605,556 385,547

CURRENT ASSETS
Debtors 6 225,981 327,418
Investments 7 145,995 144,654
Cash at bank and in hand 1,211,787 1,118,052
1,583,763 1,590,124
CREDITORS
Amounts falling due within one year 8 268,314 389,015
NET CURRENT ASSETS 1,315,449 1,201,109
TOTAL ASSETS LESS CURRENT
LIABILITIES

1,921,005

1,586,656

CREDITORS
Amounts falling due after more than one
year

9

(80,838

)

(23,271

)

PROVISIONS FOR LIABILITIES 10 (68,992 ) (57,633 )
NET ASSETS 1,771,175 1,505,752

CAPITAL AND RESERVES
Called up share capital 1 1
Retained earnings 1,771,174 1,505,751
SHAREHOLDERS' FUNDS 1,771,175 1,505,752

The company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006.

The director acknowledges his responsibilities for:
(a)ensuring that the company keeps accounting records which comply with Sections 386 and 387 of the Companies Act 2006 and
(b)preparing financial statements which give a true and fair view of the state of affairs of the company as at the end of each financial year and of its profit or loss for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the company.

PHILLIP G DAVIES LIMITED (REGISTERED NUMBER: 05527313)

BALANCE SHEET - continued
31 MARCH 2025


The financial statements have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

In accordance with Section 444 of the Companies Act 2006, the Income Statement has not been delivered.

The financial statements were approved by the director and authorised for issue on 10 December 2025 and were signed by:





L P Davies - Director


PHILLIP G DAVIES LIMITED (REGISTERED NUMBER: 05527313)

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

1. STATUTORY INFORMATION

Phillip G Davies Limited is a private company, limited by shares , registered in England and Wales. The company's registered number and registered office address are as below:

Registered number: 05527313

Registered office: Bethel Private Chapel of Rest
Waunarlwydd Road
Cockett
Swansea
Swansea
SA2 0GB

2. ACCOUNTING POLICIES

Basis of preparing the financial statements
These financial statements have been prepared in accordance with Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" including the provisions of Section 1A "Small Entities" and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Tangible fixed assets
Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life or, if held under a finance lease, over the lease term, whichever is the shorter.
Plant and machinery - 20% on cost
Fixtures and fittings - 20% on cost
Motor vehicles - 25% on cost
Office equipment - 20% on cost

Taxation
Taxation for the year comprises current and deferred tax. Tax is recognised in the Income Statement, except to the extent that it relates to items recognised in other comprehensive income or directly in equity.

Current or deferred taxation assets and liabilities are not discounted.

Current tax is recognised at the amount of tax payable using the tax rates and laws that have been enacted or substantively enacted by the balance sheet date.

Deferred tax
Deferred tax is recognised in respect of all timing differences that have originated but not reversed at the balance sheet date.

Timing differences arise from the inclusion of income and expenses in tax assessments in periods different from those in which they are recognised in financial statements. Deferred tax is measured using tax rates and laws that have been enacted or substantively enacted by the year end and that are expected to apply to the reversal of the timing difference.

Unrelieved tax losses and other deferred tax assets are recognised only to the extent that it is probable that they will be recovered against the reversal of deferred tax liabilities or other future taxable profits.

PHILLIP G DAVIES LIMITED (REGISTERED NUMBER: 05527313)

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025

2. ACCOUNTING POLICIES - continued

Hire purchase and leasing commitments
Assets obtained under hire purchase contracts or finance leases are capitalised in the balance sheet. Those held under hire purchase contracts are depreciated over their estimated useful lives. Those held under finance leases are depreciated over their estimated useful lives or the lease term, whichever is the shorter.

The interest element of these obligations is charged to profit or loss over the relevant period. The capital element of the future payments is treated as a liability.

Rentals paid under operating leases are charged to profit or loss on a straight line basis over the period of the lease.

The company operates from premises for which a rental has been charged..Separate rentals are paid for a storage facility and an office in a local area, these charges for the current and previous year are shown as entries in the Trading Profit and Loss account.

Pension costs and other post-retirement benefits
The company has made contributions to a defined contribution scheme in the names of the directors and certain full time employees during this year.

3. EMPLOYEES AND DIRECTORS

The average number of employees during the year was 11 (2024 - 9 ) .

4. INTANGIBLE FIXED ASSETS
Other
intangible
assets
£   
COST
At 1 April 2024
and 31 March 2025 800
NET BOOK VALUE
At 31 March 2025 800
At 31 March 2024 800

PHILLIP G DAVIES LIMITED (REGISTERED NUMBER: 05527313)

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025

5. TANGIBLE FIXED ASSETS
Improvements
Freehold to Plant and
land property machinery
£    £    £   
COST
At 1 April 2024 - 283,474 67,549
Additions 15,000 59,716 29,244
Disposals - - -
At 31 March 2025 15,000 343,190 96,793
DEPRECIATION
At 1 April 2024 - - 48,908
Charge for year - - 7,894
Eliminated on disposal - - -
At 31 March 2025 - - 56,802
NET BOOK VALUE
At 31 March 2025 15,000 343,190 39,991
At 31 March 2024 - 283,474 18,641

Fixtures
and Motor Office
fittings vehicles equipment Totals
£    £    £    £   
COST
At 1 April 2024 117,936 548,169 39,765 1,056,893
Additions 42,841 184,609 - 331,410
Disposals (2,108 ) (219,181 ) - (221,289 )
At 31 March 2025 158,669 513,597 39,765 1,167,014
DEPRECIATION
At 1 April 2024 79,440 517,415 26,383 672,146
Charge for year 26,990 52,797 5,034 92,715
Eliminated on disposal (2,108 ) (200,495 ) - (202,603 )
At 31 March 2025 104,322 369,717 31,417 562,258
NET BOOK VALUE
At 31 March 2025 54,347 143,880 8,348 604,756
At 31 March 2024 38,496 30,754 13,382 384,747

PHILLIP G DAVIES LIMITED (REGISTERED NUMBER: 05527313)

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025

5. TANGIBLE FIXED ASSETS - continued

Fixed assets, included in the above, which are held under hire purchase contracts are as follows:
Motor
vehicles
£   
COST
At 1 April 2024 97,620
Additions 133,860
Disposals (97,620 )
At 31 March 2025 133,860
DEPRECIATION
At 1 April 2024 87,451
Charge for year 33,465
Eliminated on disposal (87,451 )
At 31 March 2025 33,465
NET BOOK VALUE
At 31 March 2025 100,395
At 31 March 2024 10,169

6. DEBTORS
2025 2024
£    £   
Amounts falling due within one year:
Trade debtors 26,623 53,316
Prepayments 8,803 46,741
35,426 100,057

Amounts falling due after more than one year:
Loan 190,555 227,361

Aggregate amounts 225,981 327,418

7. CURRENT ASSET INVESTMENTS

The company originally invested £150,000 in a Rowan Dartington Portfolio in the year ended 31August 2022.
Adjustments have been made ito account for the fees charged together with Dividend and interest income, and accounting for the Capital Gain on investment transactions arising in the period ended 31 March 2025.
The book value of the investment at the year end was £145,995.

PHILLIP G DAVIES LIMITED (REGISTERED NUMBER: 05527313)

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025

8. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025 2024
£    £   
Hire purchase contracts 4,264 45,170
Trade creditors 64,029 38,441
Tax 73,917 141,650
Social security and other taxes 943 -
Directors' current accounts 60,572 134,205
Deposits received in advance - 9,038
Accrued expenses 64,589 20,511
268,314 389,015

9. CREDITORS: AMOUNTS FALLING DUE AFTER MORE THAN ONE
YEAR
2025 2024
£    £   
Bank loans - 2-5 years 13,091 23,271
Hire purchase contracts 67,747 -
80,838 23,271

10. PROVISIONS FOR LIABILITIES
2025 2024
£    £   
Deferred tax 68,992 57,633

Deferred
tax
£   
Balance at 1 April 2024 57,633
Accelerated Capital allowance 11,359
Balance at 31 March 2025 68,992