# OLIVE TREE WEALTH MANAGEMENT LTD (08408731)

> 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).

- Status: Active
- Incorporated: 2013-02-19
- Registered office: Ossett, WF5 9BL
- SIC 66220: Activities of insurance agents and brokers
- Next accounts due: 2027-05-31
- Confirmation statement due: 2027-03-05
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the lower half of 126 comparable companies in Leeds (median £7,021, upper quartile £94k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-08-31 | £945 | £983 | £59k | £37k | — | — | 3 |
| 2024-08-31 | £158 | £221 | £59k | £33k | — | — | 3 |

current ratio 1.63; size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net 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 year: Current ratio 1.63
- Incorporated five or more years ago: Incorporated 19 February 2013

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Mr Simon William Herbert — owns 75–100% of shares; holds 75–100% of voting rights, since 2017-01-01

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/08408731
HTML: https://firmoscan.com/company/08408731-olive-tree-wealth-management-ltd