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Peartree Wealth Management Ltd

04586658

active
ltd
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

Walsingham House, 35 Seething Lane, London, EC3N 4AH
Incorporated 11/11/2002

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 11/11/2025

Due 25/11/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Daniel James Cowland

director · Since 02/04/2026

BRITISH · UNITED KINGDOM · Age 52

Also on 11 other boards

Ms Morven Sara Grierson

director · Since 02/04/2026

BRITISH · UNITED KINGDOM · Age 49

Also on 1 other board

Mr Dominic John Wynyard Rose

director · Since 02/04/2026

BRITISH · UNITED KINGDOM · Age 41

Also on 1 other board

Venthams Trustees Limited

secretary · Since 16/04/2026

BRITISH

Also on 42 other boards

Morven Sara Grierson

director · Since 02/04/2026

British · England · Age 49

Daniel James Cowland

director · Since 02/04/2026

British · England · Age 52

Dominic John Wynyard Rose

director · Since 02/04/2026

British · United Kingdom · Age 41

Venthams Trustees Limited

corporate secretary · Since 16/04/2026

Reg: 02004510

Also on 42 other boards

Former

Swift Incorporations Limited

corporate nominee secretary · Resigned 11/11/2002

Stewart John Roberts

director · Resigned 02/03/2012

Tracey Elizabeth Roberts

secretary · Resigned 02/04/2026

Howard Brian Roberts

director · Resigned 02/04/2026

Persons with Significant Control

Riviera Group Bidco Ltd

75–100% shares
75–100% votes

3rd Floor, 44 Esplanade, St Helier, JE4 9WG

Reg: 135101 · Jersey Financial Services Commission Registry · Private Company Limited By Shares

Notified 02/04/2026

Former PSCs

Mr Howard Brian Roberts

Ceased 02/04/2026

Mrs Tracey Elizabeth Roberts

Ceased 02/04/2026

Change History

statusactive
2026-07-23

Active

typeltd
2026-07-23

Private Limited Company

address line1Walsingham House
2026-07-23

PEAR TREE COTTAGE

post townLondon
2026-07-23

DUNMOW

postcodeEC3N 4AH
2026-07-23

CM6 2DD

officer appointedVENTHAMS TRUSTEES LIMITED
2026-07-23
officer appointedCOWLAND, Daniel James
2026-07-23
officer appointedGRIERSON, Morven Sara
2026-07-23
officer appointedROSE, Dominic John Wynyard
2026-07-23

CompanyRankvs 253+ SIC 66190 peers
84

Financial strength81th percentile among SIC peers · 20/25
Employees90th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.48× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength20/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2025

Net Worth

£100k

Balance sheet strength

Cash

£28k

Cash in the bank

Net Current Assets

£159k

Working capital

Current Assets

£266k

Current Liabilities

£107k

Fixed Assets

£2k

Debtors

£187k

5avg. employees-1

Tax at Year End

Corp tax£70k

Director Loans

Directors owe company£175k

Balance Sheet

Assets less current liabilities£161k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.48-£16k
20242.27+£59k
20232.34

Derived from filed accounts. Not audited figures.