Limetree Wealth Management Limited

Active09856160 Private limited company
Incorporated
4 November 2015 (11 years)
Previously known as
Limetree Financial Advice Limited (until 11 December 2015)
This list may be incomplete. See all names on Companies House
Industry
Financial management (70221)
Owned by
Jacqueline Sherrard
Loraine Rose Hunt
Accounts type
Total exemption full
Region
Yorkshire
Address
Unit 33 Century Business Centre Century Business Park
Manvers
Rotherham
S63 5DA

Filing status

Accounts due
30 September 2027
Last accounts
31 December 2025
Conf. stmt due
17 November 2027
Last conf. stmt
3 November 2026

Officers

This list may be incomplete. See all officers on Companies House

Officer details are public data from the Companies House register.

Director · Appointed 4 November 2015
British
Born October 1961 (65)

Ownership 2 active

People and entities with significant control, from the Companies House PSC register

Jacqueline Sherrard
Individual · Notified 28 February 2017
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born June 1966 (60)
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born October 1961 (65)

Financials

Balance sheet as at 31 December 2025 · total exemption full accounts

Net Assets
£428,466
Cash
£378,930
Employees
6
Debt Ratio
9%
Current Ratio
10.3x

Trend

Net Assets
£0 £200k £400k £600k 2020 2021 2022 2023 2024 2025 £229,781 £323,292 £395,758 £422,685 £479,537 £428,466
Balance sheet detail
202520242023202220212020
Fixed Assets£30,581£30,682£32,270£34,194£34,325£2,379
Current Assets£441,369£493,830£423,261£386,915£323,367£260,760
Debtors£62,439£65,036£63,079£44,727£24,648£25,281
Cash£378,930£428,794£360,182£342,188£298,719£235,479
Creditors (< 1 year)£42,750£44,364£31,971£24,463£33,608£32,946
Net Current Assets£398,619£449,466£391,290£362,452£289,759£227,814
Net Assets£428,466£479,537£422,685£395,758£323,292£229,781
Shareholder Funds£428,466£479,537£422,685£395,758£323,292£229,781

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
4 November 2026Confirmation statement with updates3 November 2026
26 February 2026Total exemption full accounts31 December 2025
10 November 2025Confirmation statement with updates3 November 2025
9 September 2025Total exemption full accounts31 December 2024
18 November 2024Confirmation statement with updates3 November 2024
Show all recent filings

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