Financial AdviserProfile

Moneytree Wealth Management Ltd

Public-record profile
Talbot House, Albion Street, Chester, CH1 1RQ
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Moneytree Wealth Management Ltd is listed as a FCA appointed representative in the CH1 1RQ area. Registered at Companies House in 2010. FCA records list Quilter Financial Services Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2010
Type
FCA appointed representative
Company No.
07399360
SIC
65110
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Quilter Financial Services Ltd, FRN 440703 (Full)

Companies House

MONEYTREE WEALTH MANAGEMENT LTD is active and was incorporated on 7 October 2010.

Nature of business: 65110 - Life insurance, 65300 - Pension funding

Registered office: Talbot House, Albion Street, Chester, CH1 1RQ, England

Authorisations

FCAactive
Reference: 537029
Type: FCA appointed representative
Company no.: 07399360
Verified:
View public register

Company Snapshot

Companies House records show outstanding charges.
Industry
65110
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Total Exemption Full
Employees
20
Equity
£9
Cash
£2,014,373
Fixed assets
£1,109,562
Current assets
£2,256,998
Net current assets/liabilities
£2,077,931
Charges
3
Outstanding charges
2
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BROWN, Linford David
Appointed 18 February 2011
DOB: 1/1978
FLETCHER, Mark
Appointed 6 April 2020
DOB: 1/1973
LENTON, Thomas Gerald
Appointed 25 May 2011
DOB: 12/1978

Persons with significant control

Mr Linford David Brown
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 1/1978
Mr Thomas Gerald Lenton
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 12/1978

Recent Filings

22 December 2025
AA
accounts with accounts type total exemption full
21 July 2025
CS01
confirmation statement with no updates
23 December 2024
AA
accounts with accounts type total exemption full
31 July 2024
CS01
confirmation statement with updates
3 July 2024
RESOLUTIONS
resolution
28 June 2024
MA
memorandum articles

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.