PEARTREE WEALTH MANAGEMENT LTD

Active
Company number 04586658Private limited companyIncorporated 2002

Key figures

£99,964-13.9%
Net assets 2024/25
+8.6%
Average annual growth 2020/21–2024/25
050 k100 k150 k2020/212021/222022/232023/242024/25

Like most small UK companies, PEARTREE WEALTH MANAGEMENT LTD does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.

Ratios

2024/25

Sector comparison

SIC 66190

Where the company stands among the 7,621 active companies whose first SIC code is 66190 (Activities auxiliary to financial intermediation n.e.c.).

Net assets£99,964
Higher than 71% · median £17,539
Total assets£265,782
Higher than 73% · median £64,652
Cash£27,759
Lower than 56% · median £36,261
Employees5
Higher than 85% · median 1
Company age24.0 years
Older than 92% · median 8.3 years
Largest in this sector by net assets
  1. WORLDPAY (UK) LIMITED£2.6bn
  2. N. M. ROTHSCHILD & SONS LIMITED£709.5m
  3. HARGREAVES LANSDOWN ASSET MANAGEMENT LIMITED£500.9m
  4. WORLDPAY LIMITED£415.3m
  5. FINANCIAL ADMINISTRATION SERVICES LIMITED£309.7m
  6. ST. JAMES'S PLACE WEALTH MANAGEMENT PLC£219.7m
  7. COMPUTERSHARE INVESTOR SERVICES PLC£217.9m
  8. CITIGROUP CAPITAL UK LIMITED£203.7m
  9. EE AFRICA POWER HOLDINGS UK LTD£174m
  10. FTSE GLOBAL DEBT CAPITAL MARKETS LIMITED£159.7m

Positions are approximate. Figures come from each company's latest accounts; money and employee figures are compared only with companies that filed accounts in pounds for a period ending in the last two and a half years and are not dormant, so those groups are smaller than 7,621. The line on each bar marks the median.

Summary: PEARTREE WEALTH MANAGEMENT LTD

What kind of company is it?

PEARTREE WEALTH MANAGEMENT LTD is a private limited company registered with Companies House under company number 04586658. It was incorporated on 11 Nov 2002. Its status is active. The registered office is in London (EC3N). Its nature of business (SIC 2007) is activities auxiliary to financial intermediation n.e.c. (66190).

How is the company doing financially?

The latest accounts in the database are for 2024/25 (period ending 31 Mar 2025); the company files small company accounts (filleted). Net assets were £99,964, down 13.9% on the previous year. Cash at bank and in hand was £27,759. The company had an average of 5 employees. Figures are available for 5 financial years (2020/21–2024/25).

How does it compare with similar companies?

Compared with 7,621 active companies whose first SIC code is 66190: By net assets it ranks higher than 71% of them (median £17,539). By total assets it ranks higher than 73% of them (median £64,652). By cash it ranks lower than 56% of them (median £36,261). By number of employees it ranks higher than 85% of them (median 1). It is older than 92% of them (median age 8.3 years).

Who runs and controls the company?

The company has 3 current directors. One person with significant control is registered. 1 of 1 registered charges are outstanding.

When are its next filings due?

The next accounts are due by 31 Dec 2026. The next confirmation statement is due by 25 Nov 2026.

Filed accounts2020/21–2024/25
2020/212021/222022/232023/242024/25
Cash at bank and in hand86,93450,07537,74317,95427,759
Total assets204,094234,650133,970223,267265,782
Total liabilities133,955117,33679,343——
Net assets / total equity71,885120,47056,990116,09099,964
Average number of employees77765

A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.

History

25 events
  1. VENTHAMS TRUSTEES LIMITED appointedSecretary (corporate)
  2. Tracey Elizabeth ROBERTS resignedSecretary
  3. Howard Brian ROBERTS resignedDirector
  4. Daniel James COWLAND appointedDirector
  5. Morven Sara GRIERSON appointedDirector
  6. Dominic John Wynyard ROSE appointedDirector
  7. Mr John Van Deventer registered as a person with significant control
  8. Riviera Group Bidco Ltd registered as a person with significant control
Earlier events (17)
  1. Riviera Group Bidco Ltd ceased to be a person with significant control
  2. Mr Howard Brian Roberts ceased to be a person with significant control
  3. Mrs Tracey Elizabeth Roberts ceased to be a person with significant control
  4. Financial year 2024/25 endedAccounts: net assets £100k, 5 employees
  5. Financial year 2023/24 endedAccounts: net assets £116.1k, 6 employees
  6. Financial year 2022/23 endedAccounts: net assets £57k, 7 employees
  7. Financial year 2021/22 endedAccounts: net assets £120.5k, 7 employees
  8. Financial year 2020/21 endedAccounts: net assets £71.9k, 7 employees
  9. Mr Howard Brian Roberts registered as a person with significant control
  10. Mrs Tracey Elizabeth Roberts registered as a person with significant control
  11. Stewart John ROBERTS resignedDirector
  12. Stewart John ROBERTS appointedDirector
  13. SWIFT INCORPORATIONS LIMITED resignedNominee secretary (corporate)
  14. Tracey Elizabeth ROBERTS appointedSecretary
  15. SWIFT INCORPORATIONS LIMITED appointedNominee secretary (corporate)
  16. Howard Brian ROBERTS appointedDirector
  17. Company incorporatedPrivate limited company

Dates as recorded at Companies House: incorporation, name changes, officer appointments and resignations, current and former persons with significant control, and the end of each financial year with figures in the database.