How much does Daintree Wealth Management Limited make?

Daintree Wealth Management Limited reported revenue of £1m and £479k profit in the year to 31 Dec 2025, according to its accounts filed at Companies House.

How many employees does Daintree Wealth Management Limited have?

Daintree Wealth Management Limited reported an average of 7 employees in the year to 31 Dec 2025.

Is Daintree Wealth Management Limited profitable?

Yes — Daintree Wealth Management Limited reported a profit of £479k in the year to 31 Dec 2025.

Company No. 10762963 · Incorporated 10 May 2017

Daintree Wealth Management Limited

Registered name: DAINTREE WEALTH MANAGEMENT LIMITED

Part of Wellbeing Holdco Limited group

Daintree Wealth Management Limited made £1m revenue and £479k profit in the year to 31 Dec 2025.

Daintree Wealth Management Limited’s revenue grew 17% to £1m in the year to 31 Dec 2025, with £479k profit and 7 employees. The company is classified under “financial management” and is based in Manchester; we hold 4 years of its filed accounts.

Full P&L filedSection M · Professional, scientific and technical activitiesSIC 70221Financial management

Status: Active
Location: Manchester, North West
Age: 9 yrs · since 2017
Type: Private Limited Company

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.

Latest accounts · year to 31 Dec 2025

Key figures

Small teamCapital-lightOperating leverage

Revenue

£1m

Growth ▲17.2%

Profit

£479k

Growth ▲76.6%

Profit margin

45.8%

Gross 94%

Employees

Change 0%

Profit / employee

£68.4k

Revenue/employee £149k

Profitable streak

4yrs

Consecutive profitable years in our data

Badges are automated estimates derived from the filed figures — not statements of fact about the company.

4 filed years

Financial history

Multi-year financials, oldest to newest
Year to	31 Dec 2022	31 Dec 2023	31 Dec 2024	31 Dec 2025
Disclosure	Full P&L	Full P&L	Full P&L	Full P&L
Profit & loss
Revenue (turnover)	£762k	£736k	£891k	£1m
Cost of sales	£95.9k	£41.2k	£80.2k	£63.1k
Gross profit	£666k	£694k	£811k	£982k
Operating profit	£325k	£338k	£351k	£452k
Profit before tax	£320k	£343k	£363k	£640k
Profit after tax	£258k	£262k	£271k	£479k
Profit (best available)	£258k	£262k	£271k	£479k
Staff costs	£136k	£225k	£345k	£389k
Employees (average)	5	7	7	7
Ratios
Profit margin	33.9%	35.7%	30.4%	45.8%
Gross margin	87.4%	94.4%	91%	94%
Revenue per employee	£152k	£105k	£127k	£149k
Profit per employee	£51.7k	£37.5k	£38.7k	£68.4k
Growth (year on year)
Revenue growth	—	▼3.5%	▲21.2%	▲17.2%
Profit growth	—	▲1.6%	▲3.3%	▲76.6%
Headcount growth	—	▲40%	0%	0%
Balance sheet — indirect signals, not revenue
Cash at bank	£309k	£440k	£475k	£603k
Net assets	£254k	£381k	£365k	£501k
Fixed assets	£50.9k	£110k	£89.8k	£76k
Current assets	£497k	£606k	£599k	£744k
Debtors	£54.5k	£65.4k	£72k	£79.5k
Deferred income	£6.3k	£16.7k	—	—
Source	FullAccounts · bulk data Sep 2024	FullAccounts · bulk data Sep 2024	FullAccounts · bulk data Sep 2025	FullAccounts · bulk data Sep 2026

Derived from the latest filing

How the business works

Profit margin: 45.8%; Profit ÷ revenue.
Gross margin: 94%; Gross profit ÷ revenue. High for software and services.
Revenue per employee: £149k; Revenue ÷ average employees.
Profit per employee: £68.4k; Profit ÷ average employees.
Cash conversion: —; Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
Fixed assets ÷ revenue: 7.3%; Capital intensity. Low = capital-light, cheaper to start.
Deferred income ÷ revenue: —; Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
Debtors ÷ revenue: 7.6%; Money owed by customers. Low = customers pay quickly.

Indirect — not revenue

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: ▲37%; Now £501k
Cash at bank: ▲27%; Now £603k
Headcount: 0%; Now 7
Deferred income: —; Now —
Fixed assets: ▼15%; Now £76k

Corporate ownership

Group structure

Ownership chain

Wellbeing Holdco Limitedultimate parent75–100%
Daintree Wealth Management Limitedthis company

Bands show the share of ownership each company holds in the one below it.

Sister companies (2)

Daintree Asset Management LimitedFigures not disclosed
Daintree Wealth Tomorrow LtdFigures not disclosed

From the Persons with Significant Control register (corporate controllers only).

Same industry, similar size

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Sources

Companies House profile Filing history & original accounts

Latest figures from FullAccounts for the year to 31 Dec 2025 (profit £479k), from the Companies House accounts bulk data published Sep 2026. 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.