Back to search

Appletree Financial Solutions Limited

05639143

active
Private Limited Company
england wales
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

12-14 BRECK ROAD, POULTON-LE-FYLDE, FY6 7AA
Incorporated 29/11/2005

Compliance

Last accounts

31/12/2025

total exemption full

Next accounts due

30/09/2027

On track

Confirmation statement

Last: 15/05/2026

Due 29/05/2027

On track

Industry

64999
Other financial service activities

Officers

David Peter Gallagher

secretary · Since 29/11/2005

MORTGAGE ADVISOR

BRITISH · ENGLAND · Age 64

Also on 13 other boards

David Peter Gallagher

director · Since 29/11/2005

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 64

Also on 13 other boards

Mr Jason David Alderson

director · Since 20/03/2020

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 54

Also on 2 other boards

Mr Michael Shaw

director · Since 20/03/2020

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 56

Persons with Significant Control

Mr Michael Leonard Shaw

25–50% shares
25–50% votes

British · England · Age 56

12-14, Breck Road, Poulton-Le-Fylde, FY6 7AA

Notified 31/03/2025

Mr Jason David Alderson

25–50% shares
25–50% votes

British · England · Age 54

12-14, Breck Road, Poulton-Le-Fylde, FY6 7AA

Notified 31/03/2025

Former PSCs

Mr David Peter Gallagher

Ceased 31/03/2025

Mrs Nicola Gallagher

Ceased 09/03/2018

Charges0 outstanding

Charge
satisfied

HANDELSBANKEN PLC

Created 01/04/2025Registered 02/04/2025Satisfied 26/03/2026
Charge
satisfied

THE ROYAL BANK OF SCOTLAND PLC

Created 16/12/2013Registered 19/12/2013Satisfied 14/03/2024

CompanyRankvs 521+ SIC 64999 peers
86

Financial strength86th percentile among SIC peers · 22/25
Employees94th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.68× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
1Atlanta Trust Limited
90
2Bishopsgate Corporate Finance Limited
90
3M.W. Beer & Co. Limited
90
4Mirabaud Asset Management Limited
90
5Chelsea Financial Services Plc
90
6Gee & Watson Wealth Management Limited
90
7Mileshield Commercial Funding Limited
90
8Yfm Private Equity Limited
90
9Dentons Pension Management Limited
90
10South West Investment Group Limited
90
521Appletree Financial Solutions Limited
86
How is this score calculated?
Financial strength22/25 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 31/12/2025

Net Worth

£257k

Balance sheet strength

Cash

£580k

Cash in the bank

Net Current Assets

£364k

Working capital

Current Assets

£581k

Current Liabilities

£217k

Fixed Assets

£72k

Debtors

£1k

8avg. employees

Tax at Year End(2024)

Corp tax£122k

Balance Sheet

Assets less current liabilities£436k
Signed by Mr David Gallagher 23/03/2026Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20252.68-£545k
20246.23+£168k
20237.22—
20215.82—
20214.68—
20195.93—
20184.22—

Derived from filed accounts. Not audited figures.