£945
+498%vs Aug 2024Active08408731Private limited companyOssett
OLIVE TREE WEALTH MANAGEMENT LTD
Significant control: Simon William Herbert (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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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Registered activity: Activities of insurance agents and brokers (SIC 66220). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
OLIVE TREE WEALTH MANAGEMENT LTD is an active private limited company (company number 08408731) incorporated on 19 February 2013, registered in Ossett. Its registered activity is activities of insurance agents and brokers (SIC 66220). Latest small accounts cover the period ending 31 August 2025, showing net assets of £945 and cash of £983, with 3 employees on average. Net assets rose 498% on the prior period (£158).
Peer position · net assets
By net assets it sits in the lower half of 126 comparable companies in Leeds (median £7,021, upper quartile £94k).
02
Ownership and control
- Mr Simon William Herbert
- owns 75–100% of shares
- holds 75–100% 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
- 19 February 201313 yrs ago
- Next accounts due
- 31 May 2027in 219 days
- Confirmation statement due
- 5 March 2027in 132 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66220
- Activities of insurance agents and brokers
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£983
+345%vs Aug 2024Not reported
3
No changevs Aug 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 August 2025 | £945 | £983 | £59k | £37k | — | — | 3 |
| 31 August 2024 | £158 | £221 | £59k | £33k | — | — | 3 |
Current ratio1.63Current assets ÷ creditors within one year
Cash per employee£328Cash ÷ 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 above zeroNet assets £945 at 31 August 2025
- Net assets up 10% or more on the prior period+498.1% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 1.63
- Incorporated five or more years agoIncorporated 19 February 2013
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
- Next accounts duein 219 days
- Confirmation statement duein 132 days
- Accounts period endNet assets £945 · small accounts
- Accounts period endNet assets £158 · small accounts
- Incorporated
08
Similar companies in Leeds
- BRIDGES INTERIM & CONSULTANCY SERVICES LIMITEDHuddersfield · inc. Feb 2013
- MYMONEYCOMPARISON.COM LTDLeeds · inc. Mar 2013
- PORTSOKEN LTDLeeds · inc. Mar 2013
- ROUNDWOOD CONSULTING LTDBradford · inc. May 2013
- GLOWSURE LIMITEDLeeds · inc. May 2013
- DRAGON CORPORATE LIMITEDBradford · inc. Nov 2012
All companies incorporated on 19 February 2013 · in Feb 2013.
09
Reminders for OLIVE TREE WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.