−£571k
vs Mar 2024Active07399360Private limited companyChester
MONEYTREE WEALTH MANAGEMENT LTD
Significant control: Thomas Gerald Lenton (25–50%), Linford David Brown (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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01
Summary
MONEYTREE WEALTH MANAGEMENT LTD is an active private limited company (company number 07399360) incorporated on 7 October 2010, registered in Chester. Its registered activity is life insurance (SIC 65110). Latest small accounts cover the period ending 31 March 2025, showing net assets of −£571k and cash of £2.01m, with 20 employees on average. Net assets fell 206% on the prior period (−£187k).
Peer position · net assets
By net assets it sits in the bottom quarter of 817 comparable companies in the UK (median £19k, upper quartile £132k).
02
Ownership and control
- Mr Thomas Gerald Lenton
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr Linford David Brown
- owns 25–50% of shares
- holds 25–50% of voting rights
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 7 October 201016 yrs ago
- Next accounts due
- 31 December 2026in 65 days
- Confirmation statement due
- 21 October 2027in 359 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 65110
- Life insurance
- SIC 65300
- Pension funding
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£2.01m
+50196%vs Mar 2024Not reported
20
+100%vs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | −£571k | £2.01m | £243k | — | — | — | 20 |
| 31 March 2024 | −£187k | £4,005 | £5,235 | — | — | — | 10 |
Cash per employee£101kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets below zeroNet assets £-570,833 at 31 March 2025
- Net assets down 25% or more on the prior period-205.8% vs prior period
- Cash at bank of £50,000 or moreCash £2,014,373
- Incorporated five or more years agoIncorporated 7 October 2010
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Confirmation statement duein 359 days
- Next accounts duein 65 days
- Accounts period endNet liabilities £571k · small accounts
- Accounts period endNet liabilities £187k · small accounts
- Incorporated
08
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- P W WEALTH AND FINANCE LTDLiverpool · inc. Apr 2011
- SPH ACTUARIAL SERVICES LIMITEDEllesmere Port · inc. Mar 2010
- JARVIS FINANCIAL LTDLiverpool · inc. Dec 2013
- PRORENDITA FIVE LIMITEDChester · inc. Jul 2007
- QUOTE EASY LIMITEDLiverpool · inc. Apr 2017
- ALAN. C. MURRAY FINANCIAL INFORMATION LIMITEDOrmskirk · inc. Jul 2003
All companies incorporated on 7 October 2010 · in Oct 2010.
09
Reminders for MONEYTREE WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.