Peartree Wealth Management Ltd

Reference number: 224273

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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.

In the full report: 3 background checks

  • When mkcwealth.com first appeared online, and whether it can receive email
  • What kind of line 020 7702 4488 is, and the 2 other firms that give it
  • Who else gives the postcode EC3N 4AH
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

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.

Company number
04586658
Company status
Active
Company type
Private limited company
Incorporated
11 November 2002 (23 years old)
Registered office
Walsingham House, 35 Seething Lane, London, EC3N 4AH, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel James Cowland Director Feb 1974 2 Apr 2026 14 other companies
Morven Sara Grierson Director Jan 1977 2 Apr 2026 2 other companies
Dominic John Wynyard Rose Director Nov 1984 2 Apr 2026 2 other companies
VENTHAMS TRUSTEES LIMITED Corporate secretary Not published 16 Apr 2026 –

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
15
closed down
2
are FCA-registered
6

In the full report: all 15 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 6 on the FCA register
  • The 2 companies these 3 directors run together
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£100.0k

−14% from £116k

Cash at bank

£27.8k

+55% from £18.0k

Employees (average)

5

−17% from 6

Owed within a year

£107k

+8.6% from £98.5k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 04586658. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Peartree Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (12) All events (22)

2026

2 April 2026

  • Board replaced: its only director left and 3 new directors took over
  • Howard Brian Roberts stopped being the majority owner
  • John Van Deventer became a part-owner (25–50% of shares)
  • Riviera Group Bidco Ltd gave up control
  • Riviera Group Bidco Ltd took control (75–100% of shares)
  • Tracey Elizabeth Roberts stopped being a part-owner

Companies House

2016

6 April 2016

  • Howard Brian Roberts became the majority owner (50–75% of shares)
  • Tracey Elizabeth Roberts became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2003

4 August 2003

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2002

11 November 2002

  • Incorporated at Companies House

Companies House

In the full report: all 22 events

  • All 22 events in its history (12 shown here)
  • Every director appointment and resignation: 7
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Firms connected to Peartree Wealth Management

Other FCA-listed firms that share a director, phone number or address with Peartree Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
6
share a director
6
share its phone number
2

In the full report: all 6 connected firms, named

  • How each is linked: shared directors (6), the same phone number (2), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Peartree Wealth Management

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

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

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 Peartree Wealth Management

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

  • 15 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 22 events in its history
  • 6 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Peartree Wealth Management Ltd FCA authorised?
Yes, Peartree Wealth Management Ltd (FRN 224273) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2003 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Peartree Wealth Management’s phone number and website?
The FCA register lists the phone number 020 7702 4488 and the website mkcwealth.com for Peartree Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is Peartree Wealth Management a scam or clone?
Peartree Wealth Management 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 Peartree Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Peartree Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Peartree Wealth Management?
Companies House lists one person with significant control of Peartree Wealth Management: Mr John Van Deventer (25–50% of shares). Before that, it was controlled by Riviera Group Bidco Ltd, Mr Howard Brian Roberts and Mrs Tracey Elizabeth Roberts.
Who runs Peartree Wealth Management?
Companies House lists 3 directors of Peartree Wealth Management: Daniel James Cowland, Morven Sara Grierson and Dominic John Wynyard Rose.
How long has Peartree Wealth Management been in business?
The company was formed on 11 November 2002, and has held its current FCA authorisation since August 2003.
What do Peartree Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £100.0k (−14% from £116k) and cash at bank of £27.8k (+55% from £18.0k).

Sources and links

The full report on Peartree Wealth Management Ltd

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