Company No: SC371350 (Scotland)

Contents

• Company Information
• Balance Sheet
• Notes to the Financial Statements

DIRECTOR

Blair James Argo Davidson

REGISTERED OFFICE	The Old Manse
	Bourtie
	Inverurie
	AB51 0JS
	United Kingdom

COMPANY NUMBER

SC371350 (Scotland)

CHARTERED ACCOUNTANTS	Johnston Carmichael LLP
	Axis Business Centre
	Thainstone
	Inverurie
	AB51 5TB

		2026		2025
		£		£
Fixed assets		12,084		18,516
Current assets		325,383		405,229
Creditors: amounts falling due within one year		( 114,719)		( 136,251)
Net current assets		210,664		268,978
Total assets less current liabilities		222,748		287,494
Creditors: amounts falling due after more than one year		( 10,537)		( 19,112)
Net assets		212,211		268,382
Capital and reserves		212,211		268,382

For the financial year ending 31 January 2026 the Company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Director's responsibilities:

• The member has not required the Company to obtain an audit of its financial statements for the financial year in accordance with section 476;
• The director acknowledges their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements;
• These financial statements have been prepared in accordance with the micro-entity provisions of the Companies Act 2006 and FRS 105 The Financial Reporting Standard applicable to the Micro-entities Regime;
• These financial statements have been delivered in accordance with the small companies regime and a copy of the Profit and Loss Account has not been delivered.

The financial statements of Davidson Wealth Management Limited (registered number: SC371350) were approved and authorised for issue by the director on 16 June 2026 and were signed on its behalf by:

Blair James Argo Davidson Director

1. Company information

The Company is a private company limited by shares and is incorporated in the United Kingdom and registered in Scotland (Company no. SC371350). The address of its registered office is The Old Manse, Bourtie, Inverurie, AB51 0JS, United Kingdom.

In 2025 the director made the decision that the Company would cease trading. As a result the financial statements have been prepared on a basis other than going concern.

2. Employees

	2026		2025
	Number		Number
Monthly average number of persons employed by the Company during the financial year, including the director	2		2

3. Directors’ benefits: advances, credit and guarantees

Advances

At 1 February 2025 the director owed the company £205,156. During the year, the company paid advances to the director of £213,160 and the director repaid £420,977. The balance due to the director by the company at 31 January 2026 was £2,661. There are no fixed repayment terms and the loan is interest free.