Greentree Wealth Management Limited
Greentree Wealth Management Limited is an active company incorporated on 9 July 2021 with the registered office located in Kidderminster, Worcestershire. Greentree Wealth Management Limited was registered 4 years ago.
Status
Active
Active since 3 years ago
Company No
13503848
Private limited company
Age
4 years
Incorporated 9 July 2021
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 5 April 2025 (5 months ago)
Next confirmation dated 5 April 2026
Due by 19 April 2026 (7 months remaining)
Last change occurred 2 years 3 months ago
Accounts
Submitted
For period 1 Aug ⟶ 31 Jul 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 July 2026
Due by 30 April 2027 (1 year 7 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Greentree Wealth Management provides financial advice to clients to help them achieve their financial goals.
Financials
Net Assets, Total Assets & Total Liabilities (2022–2025)
Period Ended
31 Jul 2025
For period 31 Jul ⟶ 31 Jul 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£160.27K
Decreased by £15.13K (-9%)
Total Liabilities
-£86.29K
Decreased by £13.6K (-14%)
Net Assets
£73.98K
Decreased by £1.54K (-2%)
Debt Ratio (%)
54%
Decreased by 3.11% (-5%)
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Repayment History
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