Bay Tree Private Equity LLP

Reference number: 788586

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

SUNTERA ADVISERS (UK) LIMITED Reference number: 692447 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Bay Tree Private Equity LLP (FRN 788586) is an AR of SUNTERA ADVISERS (UK) LIMITED (FRN 692447). When you use Bay Tree Private Equity's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Bay Tree Private Equity, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    07917 231686

  • Address

    85 Great Portland Street, First Floor, London, W1W 7LT, United Kingdom

In the full report: 2 background checks, 1 thing worth a closer look

  • What kind of line 07917 231686 is
  • Whether W1W 7LT is a shared office: 43 other firms give it
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Suntera Advisers (UK) Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
OC418686
Company status
Active
Company type
Limited liability partnership
Incorporated
21 August 2017 (9 years old)
Registered office
167-169 Great Portland Street, London, Greater London, W1W 5PF, England

Directors and company secretaries

Name Role Born Appointed Other companies
Edward Christopher Cottrell LLP designated member Jun 1974 21 Aug 2017 19 other companies
David Mervyn Wingfield LLP designated member Jan 1975 21 Aug 2017 4 other companies
Michael John Simmonds LLP designated member Jul 1971 14 Jul 2021 4 other companies

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
19
closed down
1
run together
8

In the full report: all 19 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 8 companies these 3 directors run together
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

−£15.5k

Down £8,061 from −£7,450

Cash at bank

£3,489

−46% from £6,411

Employees (average)

0

Same as 0

Owed within a year

£21.8k

+30% from £16.8k

Net assets are negative: on its last balance sheet the company owed £15.5k more than it owned.

Net assets

In the full report: all 6 years of accounts

  • Every year from 2021 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company OC418686. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Bay Tree Private Equity’s history from the FCA register and Companies House, newest first.

Key events (7) All events (12)

2021

14 July 2021

  • Michael John Simmonds became a part-owner (25–50% of shares)

Companies House

2020

5 May 2020

  • Anthony Brian Wheble stopped being a part-owner

Companies House

2017

11 September 2017

  • Became an appointed representative

FCA register

21 August 2017

  • Incorporated at Companies House
  • Anthony Brian Wheble became a part-owner (25–50% of shares)
  • David Mervyn Wingfield became a part-owner (25–50% of shares)
  • Edward Christopher Cottrell became a part-owner (25–50% of shares)

Companies House

In the full report: all 12 events

  • All 12 events in its history (7 shown here)
  • Every director appointment and resignation: 5
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Firms like Bay Tree Private Equity

Other firms of the same type (financial adviser), nearest first.

In London

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Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Bay Tree Private Equity

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 19 other companies its directors have run, named
  • 2 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 12 events in its history

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Frequently asked questions about this firm

Is Bay Tree Private Equity LLP FCA authorised?
Bay Tree Private Equity LLP (FRN 788586) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Bay Tree Private Equity?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Bay Tree Private Equity LLP (FRN 788586) is an AR of SUNTERA ADVISERS (UK) LIMITED (FRN 692447). When you use Bay Tree Private Equity's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Bay Tree Private Equity, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Bay Tree Private Equity’s phone number?
The FCA register lists the phone number 07917 231686 for Bay Tree Private Equity. If you were given different contact details, use these to check with the firm before going any further.
Is Bay Tree Private Equity a scam or clone?
Bay Tree Private Equity is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Bay Tree Private Equity?
Protection works through Suntera Advisers (UK) Limited, the principal firm responsible for Bay Tree Private Equity's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Bay Tree Private Equity?
Companies House lists 3 people with significant control of Bay Tree Private Equity: Mr Michael John Simmonds (25–50% of votes), Mr Edward Christopher Cottrell (25–50% of votes) and Mr David Mervyn Wingfield (25–50% of votes). Before that, it was controlled by Mr Anthony Brian Wheble.
Who runs Bay Tree Private Equity?
Companies House lists 3 directors of Bay Tree Private Equity: Edward Christopher Cottrell, David Mervyn Wingfield and Michael John Simmonds.
How long has Bay Tree Private Equity been in business?
The company was formed on 21 August 2017.
What do Bay Tree Private Equity’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of −£15.5k (down £8,061 from −£7,450) and cash at bank of £3,489 (−46% from £6,411).

Sources and links

The full report on Bay Tree Private Equity LLP

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