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Yew Tree Wealth Management Ltd

Yew Tree Wealth Management Ltd is an active company incorporated on 9 March 2018 with the registered office located in Llandudno, Clwyd. Yew Tree Wealth Management Ltd was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11244538
Private limited company
Age
7 years
Incorporated 9 March 2018
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 7 March 2025 (6 months ago)
Next confirmation dated 7 March 2026
Due by 21 March 2026 (6 months remaining)
Last change occurred 5 years ago
Accounts
Submitted
For period 1 Jun31 May 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 May 2026
Due by 28 February 2027 (1 year 5 months remaining)
Contact
Address
15 Maenan Road
Llandudno
LL30 1NQ
United Kingdom
Same address since incorporation
Telephone
Unreported
Email
Unreported
Website
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • PSC • Financial Adviser • British • Lives in Wales • Born in Sep 1959
Secretary • PSC • British • Lives in Wales • Born in Sep 1965
Shareholders, PSCs & Group Structure
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Mutual Companies
Orme Financial Services Ltd
Mr Peter Frank Kerans is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2019–2025)
Period Ended
31 May 2025
For period 31 May31 May 2025
Traded for 12 months
Cash in Bank
£41
Increased by £4 (+11%)
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£118.35K
Increased by £4 (0%)
Total Liabilities
-£99.24K
Decreased by £2.42K (-2%)
Net Assets
£19.12K
Increased by £2.42K (+14%)
Debt Ratio (%)
84%
Decreased by 2.04% (-2%)
Latest Activity
Full Accounts Submitted
2 Months Ago on 14 Jul 2025
Confirmation Submitted
6 Months Ago on 10 Mar 2025
Charge Satisfied
1 Year Ago on 4 Sep 2024
Full Accounts Submitted
1 Year 2 Months Ago on 1 Jul 2024
Confirmation Submitted
1 Year 6 Months Ago on 8 Mar 2024
Full Accounts Submitted
2 Years 2 Months Ago on 13 Jul 2023
Confirmation Submitted
2 Years 6 Months Ago on 8 Mar 2023
Full Accounts Submitted
3 Years Ago on 18 Jul 2022
Claire Royston Kerans (PSC) Appointed
6 Years Ago on 18 Jan 2019
Mrs Claire Royston Kerans (PSC) Details Changed
6 Years Ago on 18 Jan 2019
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Documents
Total exemption full accounts made up to 31 May 2025
Submitted on 14 Jul 2025
Confirmation statement made on 7 March 2025 with no updates
Submitted on 10 Mar 2025
Satisfaction of charge 112445380001 in full
Submitted on 4 Sep 2024
Total exemption full accounts made up to 31 May 2024
Submitted on 1 Jul 2024
Confirmation statement made on 7 March 2024 with no updates
Submitted on 8 Mar 2024
Change of details for Mrs Claire Royston Kerans as a person with significant control on 18 January 2019
Submitted on 22 Sep 2023
Notification of Claire Royston Kerans as a person with significant control on 18 January 2019
Submitted on 22 Sep 2023
Total exemption full accounts made up to 31 May 2023
Submitted on 13 Jul 2023
Confirmation statement made on 7 March 2023 with no updates
Submitted on 8 Mar 2023
Total exemption full accounts made up to 31 May 2022
Submitted on 18 Jul 2022
Repayment History
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