PEARTREE WEALTH MANAGEMENT LTD

04586658
Active United Kingdom

Activities auxiliary to financial intermediation n.e.c.

5 employees website.com
Financial services Activities auxiliary to financial intermediation n.e.c.
P

PEARTREE WEALTH MANAGEMENT LTD

04586658

Activities auxiliary to financial intermediation n.e.c.

Founded 11 Nov 2002 Active United Kingdom 5 employees website.com
Financial services Activities auxiliary to financial intermediation n.e.c.
Accounts Due 31 Dec 2026 6 months remaining
Confirmation
Net assets £100K £35K 2024 year on year
Total assets £268K £95K 2024 year on year
Total Liabilities £168K £60K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Telephone

0800 000 0000

Website

www.example.com

Full company profile for PEARTREE WEALTH MANAGEMENT LTD (04586658), an active financial services company based in United Kingdom. Incorporated 11 Nov 2002. Activities auxiliary to financial intermediation n.e.c.. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Apr → 31 Mar 2025
Type total-exemption-full
Next accounts 31 Mar 2026
Due by 31 Dec 2026 6 months remaining

Balance Sheet & P&L (2014–2024)

Cash in Bank

£27.76k

Increased by £9.80k (+55%)

Net Assets

£99.96k

Increased by £35.17k (+54%)

Total Liabilities

£168.26k

Increased by £59.63k (+55%)

Turnover

N/A

Employees

5

Decreased by 1 (-17%)

Debt Ratio

63%

Financial History

Revenue, profit, EBITDA and key financial figures

2025
31 Mar Year End
2024
31 Mar Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share Capital

Share allotments and capital structure

1 Allotment 19 Shares £19 Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
11 Nov 201119£19£1

Officers

Officers

1 active 2 resigned
Status
Rose, Dominic John WynyardDirectorBritishUnited Kingdom412 Apr 2026Active

Shareholders

Shareholders (2)

Howard Brian Roberts
51.3%
Tracey Elizabeth Roberts
48.7%

Persons with Significant Control

Persons with Significant Control (3)

3 Active 2 Ceased

Mrs Tracey Elizabeth Roberts

British

Active
Notified 6 Apr 2016
Residence England
DOB March 1965
Nature of Control
  • Ownership Of Shares 25 To 50 Percent

Howard Brian Roberts

British

Active
Notified 6 Apr 2016
Residence England
DOB August 1958
Nature of Control
  • Ownership Of Shares 50 To 75 Percent

Riviera Group Bidco Ltd

Unknown

Active
Notified 2 Apr 2026
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent

Mrs Tracey Elizabeth Roberts

Ceased 2 Apr 2026

Ceased

Mr Howard Brian Roberts

Ceased 2 Apr 2026

Ceased

Group Structure

Group Structure

PEARTREE WEALTH MANAGEMENT LTD Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
27 Apr 2026Change Of ConstitutionStatement Of Companys Objects
25 Apr 2026IncorporationMemorandum Articles
25 Apr 2026ResolutionResolutions
16 Apr 2026OfficersAppointment of Venthams Trustees Limited as director on 16 Apr 2026
14 Apr 2026OfficersAppointment of Mr Dominic John Wynyard Rose as director on 2 Apr 2026
27 Apr 2026 Change Of Constitution

Statement Of Companys Objects

25 Apr 2026 Incorporation

Memorandum Articles

25 Apr 2026 Resolution

Resolutions

16 Apr 2026 Officers

Appointment of Venthams Trustees Limited as director on 16 Apr 2026

14 Apr 2026 Officers

Appointment of Mr Dominic John Wynyard Rose as director on 2 Apr 2026

Recent Activity

Latest Activity

Statement Of Companys Objects

1 months ago on 27 Apr 2026

Memorandum Articles

1 months ago on 25 Apr 2026

Resolutions

1 months ago on 25 Apr 2026

Appointment of Venthams Trustees Limited as director on 16 Apr 2026

2 months ago on 16 Apr 2026

Appointment of Mr Dominic John Wynyard Rose as director on 2 Apr 2026

2 months ago on 14 Apr 2026