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Olive Tree Wealth Management Ltd

08408731

active
Private Limited Company
england wales
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

SEEMORE BUSINESS CENTRE, OSSETT, WF5 9BL
Incorporated 19/02/2013

Compliance

Last accounts

31/08/2024

total exemption full

Next accounts due

31/05/2026

On track

Confirmation statement

Last: 13/08/2025

Due 27/08/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Simon William Herbert

director · Since 19/02/2013

MANAGING DIRECTOR

BRITISH · UNITED KINGDOM · Age 56

Persons with Significant Control

Mr Simon William Herbert

75–100% shares
75–100% votes

British · United Kingdom · Age 56

Seaamore Business Centre, 43a Towngate, Ossett, WF5 9BL

Notified 01/01/2017

CompanyRankvs 2529+ SIC 66220 peers
63

Financial strength32th percentile among SIC peers · 8/25
Employees71th percentile among SIC peers · 11/15
LiquidityCurrent ratio 1.79× · 16/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength8/25 pts

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

Employees11/15 pts

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

Liquidity16/20 pts

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

Longevity13/15 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 31/08/2024

Net Worth

£158

Balance sheet strength

Cash

£221

Cash in the bank

Net Current Assets

£26k

Working capital

Current Assets

£60k

Current Liabilities

£33k

Fixed Assets

£6k

Debtors

£59k

3avg. employees

Tax at Year End(2022)

Corp tax£1k

Balance Sheet

Assets less current liabilities£32k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20241.79
20232.23
20222.74
20212.99

Derived from filed accounts. Not audited figures.