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Peartree Wealth Management Ltd

04586658

active
ltd
england wales
Companies House
1 outstanding charge
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

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

Mr John Van Deventer

25–50% shares
25–50% votes

British,American · United Kingdom · Age 69

64, North Row, London, W1K 7DA

Notified 02/04/2026

Former PSCs

Mr Howard Brian Roberts

Ceased 02/04/2026

Mrs Tracey Elizabeth Roberts

Ceased 02/04/2026

Riviera Group Bidco Ltd

Ceased 02/04/2026

Charges1 outstanding

A registered charge
outstanding

Secured Fixed Income PLC

Created 18/08/2026Registered 19/08/2026

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 257+ SIC 66190 peers
74

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
Outstanding charges -10
Show leaderboard
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.

Risk deductions

Outstanding charges: -10 pts

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.