Silver Tree Wealth Management Limited in Cheltenham, GL51 6TQ

Description

Data updated on: 01-11-2023

The exact date the company was started is May 30, 2013. Registered under 08550663, the firm is classified as a Private Limited Company. You may visit the office of the firm during office hours at the following address: Midway House Staverton Technology Park, Herrick Way Staverton, GL51 6TQ Cheltenham. This firm is known under the name of Silver Tree Wealth Management Limited. It should be noted that the firm also operated as Silver Tree Asset Management until the company name was changed 11 years from now. This company's declared SIC number is 64999 and their NACE code stands for Financial intermediation not elsewhere classified. Saturday 31st December 2022 is the last time the company accounts were reported.

Regarding this particular limited company, just about all of director's tasks have so far been done by Nicholas S. who was formally appointed 11 years ago.

Nicholas S. is the individual who controls this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Previous company's names
Silver Tree Wealth Management Limited 2013-07-10
Silver Tree Asset Management Limited 2013-05-30

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-05-31	2015-05-31	2016-05-31	2016-12-31	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31	2023-12-31
Currency
Net Worth	9 048	431	847

Balance Sheet
Cash Bank On Hand			105 591	133 518	152 089	210 887
Current Assets	73 713	126 137	176 622	193 000	211 404	313 001	336 896	126 309	268 333	152 286	93 916
Debtors	2 187	40 749	71 032	59 482	59 315	102 114
Net Assets Liabilities			847	172	13 277	127 805	209 315	206 356	334 836	312 751	332 674
Other Debtors			67 781	42 083	43 388	46 755
Property Plant Equipment			625	321	514	257
Cash Bank In Hand	71 526	85 388	105 590
Intangible Fixed Assets	416 918	316 858	216 798
Net Assets Liabilities Including Pension Asset Liability	9 048	431	847
Tangible Fixed Assets		1 144	623

Capital & Reserves
Called Up Share Capital	100	100	100
Profit Loss Account Reserve	8 948	331	747
Shareholder Funds	9 048	431	847

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal						-1 800	-1 800	-1 800	-1 897	-2 640	-2 640
Accumulated Amortisation Impairment Intangible Assets			283 504	312 688	362 718	412 748
Accumulated Depreciation Impairment Property Plant Equipment			937	1 241	1 819	2 076
Additions Other Than Through Business Combinations Property Plant Equipment					771
Average Number Employees During Period			1	1	1	1	1	1	1	3	3
Bank Borrowings			311 339	282 989	241 755	188 210
Creditors			311 339	282 989	241 755	188 210	95 743	778 163	638 414	2 307 268	1 702 733
Fixed Assets	416 918	318 002	217 421	187 934	138 097	87 810	68 550	1 185 999	1 068 661	2 815 361	2 659 485
Increase From Amortisation Charge For Year Intangible Assets				29 184	50 030	50 030
Increase From Depreciation Charge For Year Property Plant Equipment				304	578	257
Intangible Assets			216 797	187 613	137 583	87 553
Intangible Assets Gross Cost			500 301	500 301	500 301	500 301
Net Current Assets Liabilities	8 590	41 932	94 765	95 227	117 033	230 005	260 156	-199 680	-93 514	-192 702	-621 438
Other Creditors			15 584	33 987	41 860	52 963
Property Plant Equipment Gross Cost			1 562	1 562	2 333	2 333
Provisions For Liabilities Balance Sheet Subtotal					98	44
Taxation Social Security Payable			2 218
Total Assets Less Current Liabilities	425 508	359 934	312 186	283 161	255 130	296 881	306 858	986 319	975 147	2 622 659	2 038 047
Total Borrowings			311 339	282 989	241 755	188 210
Trade Debtors Trade Receivables			3 250	17 399	15 927	55 359
Amount Specific Advance Or Credit Directors	5 124	19 870	51 317		28 999	31 540	33 175	33 600	39 559	39 409	39 110
Amount Specific Advance Or Credit Made In Period Directors						3 683	2 249	1 206	6 311	170	148
Amount Specific Advance Or Credit Repaid In Period Directors						-1 142	-614	-781	-352	-320	-447
Creditors Due After One Year	416 460	359 503	311 339
Creditors Due Within One Year	65 123	84 205	81 857
Instalment Debts Due After5 Years	387 003	337 764	117 167
Intangible Fixed Assets Additions	500 301
Intangible Fixed Assets Aggregate Amortisation Impairment	83 383	183 443	283 503
Intangible Fixed Assets Amortisation Charged In Period	83 383	100 060	100 060
Intangible Fixed Assets Cost Or Valuation	500 301	500 301	500 301
Number Shares Allotted	100	100	100
Other Debtors Due After One Year		4 968	4 968
Par Value Share	1	1	1
Share Capital Allotted Called Up Paid	100	100	100
Tangible Fixed Assets Additions		1 560
Tangible Fixed Assets Cost Or Valuation		1 560	1 560
Tangible Fixed Assets Depreciation		416	937
Tangible Fixed Assets Depreciation Charged In Period		416	521

Company staff

Nicholas S.

Role: Director

Appointed: 30 May 2013

Latest update: 27 December 2023

People with significant control

Nicholas S.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Sarah S.

Notified on 6 April 2016

Ceased on 21 May 2018

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	13 June 2024
Confirmation statement last made up date	30 May 2023

Annual Accounts 27 February 2015
Start Date For Period Covered By Report	2013-05-30
End Date For Period Covered By Report	2014-05-31
Date Approval Accounts	27 February 2015
Annual Accounts 2 December 2015
Start Date For Period Covered By Report	2014-06-01
End Date For Period Covered By Report	2015-05-31
Date Approval Accounts	2 December 2015
Annual Accounts 27 February 2017
Start Date For Period Covered By Report	2015-06-01
End Date For Period Covered By Report	2016-05-31
Date Approval Accounts	27 February 2017
Annual Accounts
Start Date For Period Covered By Report	2016-06-01
End Date For Period Covered By Report	2016-12-31
Annual Accounts
Start Date For Period Covered By Report	2017-01-01
End Date For Period Covered By Report	2017-12-31
Annual Accounts
Start Date For Period Covered By Report	2018-01-01
End Date For Period Covered By Report	2018-12-31
Annual Accounts
Start Date For Period Covered By Report	2019-01-01
End Date For Period Covered By Report	2019-12-31
Annual Accounts
Start Date For Period Covered By Report	2020-01-01
End Date For Period Covered By Report	2020-12-31
Annual Accounts
Start Date For Period Covered By Report	2021-01-01
End Date For Period Covered By Report	2021-12-31
Annual Accounts
Start Date For Period Covered By Report	2022-01-01
End Date For Period Covered By Report	2022-12-31
Annual Accounts
Start Date For Period Covered By Report	2023-01-01
End Date For Period Covered By Report	2023-12-31

Silver Tree Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Nicholas S.

People with significant control

Nicholas S.

Sarah S.

Accounts Documents

Company filings

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