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Greentree Wealth Management Limited

13503848

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

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

No risk factors detected.

Details

EDISON HOUSE 39A BIRMINGHAM ROAD, KIDDERMINSTER, DY10 3JW
Incorporated 09/07/2021

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64205
Activities of financial services holding companies

Officers

Mr Gary John Millership

director · Since 09/07/2021

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 50

Also on 3 other boards

Persons with Significant Control

Mr Gary John Millership

50–75% shares
50–75% votes
Appoint directors

British · England · Age 50

Edison House, 39a Birmingham Road, Kidderminster, DY10 3JW

Notified 09/07/2021

Former PSCs

Mrs Jenny Anne Millership

Ceased 01/01/2022

CompanyRankvs 494+ SIC 64205 peers
70

Financial strength73th percentile among SIC peers · 18/25
Employees79th percentile among SIC peers · 12/15
LiquidityCurrent ratio 2.67× · 20/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength18/25 pts

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

Employees12/15 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.

Longevity5/15 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 31/07/2025

Net Worth

£74k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£62k

Working capital

Current Assets

£98k

Current Liabilities

£37k

Fixed Assets

£62k

2avg. employees

Tax at Year End(2023)

Corp tax£21k

Director Loans(2023)

Company owes directors£17k

Balance Sheet

Assets less current liabilities£124k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20252.67-£2k
20242.32+£50k
20231.54

Derived from filed accounts. Not audited figures.