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DACO ASSOCIATES LIMITED

Company
DACO ASSOCIATES LIMITED (08072341)

DACO ASSOCIATES

Phone: 01743 244 288
A⁺ rating

ABOUT DACO ASSOCIATES LIMITED

About Our Company

Our firm

Our long-established firm was reorganised in 2012 and provides financial planning and investment management services to private, corporate and trustee clients. We also work closely with other professional firms, so as to be able to offer clients a holistic “trusted adviser” service. As a firm, we are categorised by the Financial Conduct Authority as Independent Financial Advisers, having met specific criteria relating to professionalism and capability through qualifications and regulatory authorisation. We are also accredited by the Institute of Financial Services and listed in the SIFA Directory of Professional Financial advisers, which is endorsed by the Law Society

Our business status

We are fee-based and independent of any external influence, which means that our advice is conflict-free and provides access to the whole of the relevant universe of financial solutions, enabling us to focus on what is right for our clients, whether or not this might involve any financial product or investment.

Our business specialisations

Among our business specialisations are investment advice for pension funds / trustees / private clients / investment of personal injury awards and court of protection / financial solutions for estate planning / and advice to the elderly.

Our investment philosophy

Our investment approach centres on achieving diversification and the minimisation of risk by allocating funds between different asset classes – principally UK and global equities and bonds, property, commodities, structured products and cash. According to market conditions, we utilise both collective investment funds and passive investment media and are able to provide our clients with instant on-line valuations. When appropriate, particularly in relation to larger portfolios, we work with external discretionary portfolio managers who satisfy our rigorous due diligence selection criteria.

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

KEY FINANCES

Year
2014
Assets
£24.48k ▼ £-4.32k (-14.98 %)
Cash
£10.09k ▲ £0.09k (0.89 %)
Liabilities
£14.36k ▼ £-14.25k (-49.82 %)
Net Worth
£10.13k ▲ £9.94k (5,203.14 %)

REGISTRATION INFO

Company name
DACO ASSOCIATES LIMITED
Company number
08072341
Status
Active
Categroy
Private Limited Company
Date of Incorporation
17 May 2012
Age - 10 years
Home Country
United Kingdom

CONTACTS

Website
masonsifa.co.uk
Phones
01743 244 288
Registered Address
6 ST. JOHNS HILL,
SHREWSBURY,
SHROPSHIRE,
SY1 1JD

ECONOMIC ACTIVITIES

66190
Activities auxiliary to financial intermediation n.e.c.

THIS BUSINESS IN SOCIAL MEDIA

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LAST EVENTS

28 Jul 2016
Total exemption small company accounts made up to 31 May 2016
24 May 2016
Annual return made up to 17 May 2016 with full list of shareholders Statement of capital on 2016-05-24 GBP 22,100
25 Jan 2016
Total exemption small company accounts made up to 31 May 2015

CHARGES

5 February 2013
Status
Outstanding
Delivered
7 February 2013
Persons entitled
Hsbc Bank PLC
Description
Fixed and floating charge over the undertaking and all…

See Also


Last update 2018

DACO ASSOCIATES LIMITED DIRECTORS

Andrew Jeremy Mason

  Acting
Appointed
17 May 2012
Occupation
Director
Role
Director
Age
61
Nationality
British
Address
2 Woodside Mews, Clayton Wood Close, Leeds, West Yorkshire, United Kingdom, LS16 6QE
Country Of Residence
England
Name
MASON, Andrew Jeremy

Dennis Joseph Mason

  Acting
Appointed
17 May 2012
Occupation
Director
Role
Director
Age
79
Nationality
British
Address
2 Woodside Mews, Clayton Wood Close, Leeds, West Yorkshire, United Kingdom, LS16 6QE
Country Of Residence
United Kingdom
Name
MASON, Dennis Joseph

Kevin John Braddick

  Resigned
Appointed
25 June 2012
Resigned
02 December 2013
Occupation
Director
Role
Director
Age
56
Nationality
British
Address
Perry View, School Road, Ruyton Xi Towns, Shrewsbury, United Kingdom, SY4 1JT
Country Of Residence
United Kingdom
Name
BRADDICK, Kevin John

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Excellent according to the company’s financial health.