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FAMILY TREE WEALTH MANAGEMENT LTD

Active
12834817·incorporated 2020-08-25

FAMILY TREE WEALTH MANAGEMENT LTD is an active UK private limited company, incorporated on 25 August 2020 at Companies House (number 12834817; OpenRegistry canonical ID GB-12834817-family-tree-wealth-management-ltd). Sophymarine's OpenRegistry classifies it under SIC 64999 (Financial intermediation not elsewhere classified), one of 30,997 active UK entities in that code and one of 1,541 active companies registered in Mold, Flintshire (postcode CH7). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2020-08-25
Registered Address
36 HIGH STREET, MOLD, FLINTSHIRE, CH7 1BH, WALES
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

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Accounts

Last filed accounts made up to 2025-08-31. Next accounts due 2027-05-31. Financial year-end: 31/08. Filing class: DORMANT.

Confirmation statement

Last confirmation statement made up to 2026-04-28. Next confirmation statement due 2027-05-12.

Persons with significant control

FAMILY TREE WEALTH MANAGEMENT LTD has 1 person with significant control on file:

  • Marcus Forshaw Platt born 1981 resident in United Kingdom, British national. Notified 2020-08-25.
    • Owns 75% or more of shares
    • Holds 75% or more of voting rights
    • Has the right to appoint and remove directors

Previous names

FAMILY TREE WEALTH MANAGEMENT LTD has previously traded as:

  • PENSION & INVESTMENT PROFESSIONAL ADVISORY SERVICE LTD (until 2021-09-29)

Similar UK companies

Other companies registered under SIC 64999 (Financial intermediation not elsewhere classified):

Other companies registered in Mold:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/12834817.

Source: Companies House Free Company Data, refreshed 2026-06-06. Official record: find-and-update.company-information.service.gov.uk.