Birch Financial Solutions Limited
Registered name: BIRCH FINANCIAL SOLUTIONS LIMITED
Part of Wealth Services Holdco Limited groupBirch Financial Solutions Limited does not publish its revenue or profit. Its accounts to 28 Feb 2025 show net assets of £24k and 1 employee.
Birch Financial Solutions Limited did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 28 Feb 2025 showed net assets of £24k and 1 employee. The company is classified under “financial intermediation not elsewhere classified” and is based in Coggeshall; we hold 3 years of its filed accounts.
- Status
- Active
- Location
- Coggeshall, East of England
- Age
- 15 yrs · since 2011
- Type
- Private Limited Company
Pass-through vehicle. This looks like a holding, staffing or umbrella company. Its revenue and profit may largely pass through to or from other entities, so the figures may not reflect a standalone operating business. It is excluded from our opportunity lists.
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Revenue not disclosed
Birch Financial Solutions Limited’s accounts for the year to 28 Feb 2025 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.
We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.
- Employees
- 1
- Net assets
- £24k
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 28 Feb 2023 | 29 Feb 2024 | 28 Feb 2025 |
|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L |
| Profit & loss | |||
| Revenue (turnover) | — | — | — |
| Profit (best available) | — | — | — |
| Employees (average) | 4 | 2 | 1 |
| Ratios | |||
| Profit margin | — | — | — |
| Growth (year on year) | |||
| Headcount growth | — | ▼50% | ▼50% |
| Balance sheet — indirect signals, not revenue | |||
| Net assets | £293k | £200k | £24k |
| Fixed assets | £20k | £0 | — |
| Current assets | £440k | £268k | £57.3k |
| Source | FullAccounts · bulk data Aug 2024 | FullAccounts · bulk data Aug 2024 | FullAccounts · bulk data Jul 2025 |
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- ▼88%
- Now £24k
- Cash at bank
- —
- Now —
- Headcount
- ▼50%
- Now 1
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Group structure
Ownership chain
- Wealth Services Holdco Limitedultimate parent75–100%
- Lync Wealth Holdco Limited75–100%
- Lync Wealth Management Limited75–100%
- LWM Ar Holdco Limited75–100%
- LWM Ar Limited75–100%
- Birch Financial Solutions Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (6)
- Aqua Sulis Financial Management LimitedFigures not disclosed
- Charles Porter & Company LimitedFigures not disclosed
- Fraser Price Financial Services LtdFigures not disclosed
- Mainplan Financial LimitedFigures not disclosed
- Parker Castle LimitedFigures not disclosed
- Taylored Advice Group LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 28 Feb 2025, from the Companies House accounts bulk data published Jul 2025. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.