Check the

PEARTREE WEALTH MANAGEMENT LTD

Company
PEARTREE WEALTH MANAGEMENT LTD (04586658)

PEARTREE WEALTH MANAGEMENT

Phone: +44 (0)1279 851 858
A⁺ rating

ABOUT PEARTREE WEALTH MANAGEMENT LTD

Peartree Wealth Management is a small Independent Financial Adviser (IFA) practice based in Stansted Mountfitchet on the Herts/Essex border, which consists of the principal financial adviser and a comprehensive admin team. Our aim is to become a leading provider of high quality advice to individuals and businesses in the home counties, London and East Anglia.

We are keen to differentiate ourselves from our competitors by striving to add value and provide our clients with the following :

Recommendation of tailored solutions to help achieve stated objectives and needs

A common criticism often aimed at Financial Advisers is that they have a reputation of potentially recommending products or companies that pay a higher level of remuneration thereby creating an atmosphere of distrust.

At Peartree Wealth Management we enter into a standard fee agreement with a choice of four different service proposition which our clients select from. This means that having selected the preferred service proposition we receive exactly the same level of remuneration irrespective of whichever product or company we recommend. You can then be rest assured that we will search the whole market place to pinpoint the most appropriate solution to meet your needs, there is absolutely no product or company bias whatsoever, we treat all our clients fairly.

Our business is based upon the principles of trust, integrity and the genuine desire to add value. We never forget that our clients are our business.

Peartree Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA), 25 The North Colonnade, Canary Wharf, London, E14 5HS.

Our Financial Services Register number is 224273. Our permitted business is advising on and arranging pensions, pension transfers and opt-outs, savings and investment products and non-investment insurance contracts. You can check this on the Financial Services Register by visiting the FCA’s website

Peartree Wealth Management Ltd is a practice providing independent financial advice to individuals and companies on all aspects of financial planning. An Independent financial adviser (IFA) is not tied to a particular Bank, Pension or investment company and therefore is not restricted to their own or a limited range of products.

Being truly independent means we research the whole financial market place to find the best solution to meet your needs, we are not constantly looking for opportunities to make sales but instead focus on how we can help you achieve your goals. Our aim is to build long term relationships with our clients by providing quality advice, outstanding service and adding true value to you wealth.

Our business is based upon the principles of trust, Integrity and the genuine desire to add value. We never forget that our clients are our business.

Peartree Wealth Management Ltd.

KEY FINANCES

Year
2017
Assets
£64.17k ▲ £14.69k (29.70 %)
Cash
£0k ▼ £-20.83k (-100.00 %)
Liabilities
£41.07k ▲ £3.23k (8.54 %)
Net Worth
£23.1k ▲ £11.46k (98.48 %)

REGISTRATION INFO

Company name
PEARTREE WEALTH MANAGEMENT LTD
Company number
04586658
Status
Active
Categroy
Private Limited Company
Date of Incorporation
11 Nov 2002
Age - 22 years
Home Country
United Kingdom

CONTACTS

Website
www.ptwm.co.uk
Phones
01279 851 858
08001 116 768
01279 851 859
+44 (0)1279 851 858
+44 (0)1279 851 859
Registered Address
PEAR TREE COTTAGE,
CHERRY GREEN, BROXTED,
DUNMOW,
ESSEX,
CM6 2DD

ECONOMIC ACTIVITIES

66190
Activities auxiliary to financial intermediation n.e.c.

LAST EVENTS

16 Nov 2016
Confirmation statement made on 11 November 2016 with updates
26 Jul 2016
Total exemption small company accounts made up to 31 March 2016
11 Nov 2015
Annual return made up to 11 November 2015 with full list of shareholders Statement of capital on 2015-11-11 GBP 39

See Also


Last update 2018

PEARTREE WEALTH MANAGEMENT LTD DIRECTORS

Tracey Elizabeth Roberts

  Acting PSC
Appointed
11 November 2002
Role
Secretary
Address
Pear Tree Cottage, Cherry Green, Broxted, Dunmow, Essex, CM6 2DD
Name
ROBERTS, Tracey Elizabeth
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Howard Brian Roberts

  Acting PSC
Appointed
11 November 2002
Occupation
Financial Advisor
Role
Director
Age
66
Nationality
British
Address
Peartree Cottage, Cherry Green, Broxted, Essex, CM6 2DD
Country Of Residence
England
Name
ROBERTS, Howard Brian
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 50% but less than 75%

SWIFT INCORPORATIONS LIMITED

  Resigned
Appointed
11 November 2002
Resigned
11 November 2002
Role
Nominee Secretary
Address
26 Church Street, London, NW8 8EP
Name
SWIFT INCORPORATIONS LIMITED

Stewart John Roberts

  Resigned
Appointed
22 February 2011
Resigned
02 March 2012
Occupation
Director
Role
Director
Age
61
Nationality
British
Address
Small House, Tye Green, Elsenham, Bishops Stortford, Hertfordshire, United Kingdom, CM22 6DY
Country Of Residence
United Kingdom
Name
ROBERTS, Stewart John

REVIEWS


Check The Company
Excellent according to the company’s financial health.