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Oakworth Financial Planning Limited

Oakworth Financial Planning Limited is an active company incorporated on 3 December 1999 with the registered office located in Pontefract, West Yorkshire. Oakworth Financial Planning Limited was registered 25 years ago.
Status
Active
Active since incorporation
Company No
03888445
Private limited company
Age
25 years
Incorporated 3 December 1999
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 3 December 2024 (11 months ago)
Next confirmation dated 3 December 2025
Due by 17 December 2025 (1 month remaining)
Last change occurred 1 year 11 months ago
Accounts
Submitted
For period 1 Jun ⟶ 31 May 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 May 2026
Due by 28 February 2027 (1 year 3 months remaining)
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Contact Update Details
Address
Oakworth House 45 Newgate
Pontefract
WF8 1NB
Same address for the past 25 years
Telephone
01977600020
Email
Available in Endole App
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People
Officers
3
Shareholders
2
Controllers (PSC)
2
Richard Lindsay Rotherforth
Director • Independant Financial Adviser • British • Lives in England • Born in Mar 1983
Richard William Douglas
Director • Independant Financial Adviser • British • Lives in England • Born in Dec 1983
Vicki Douglas
Secretary • British
Mr Richard William Douglas
PSC • British • Lives in England • Born in Dec 1983
Mr Richard Lindsay Rotherforth
PSC • British • Lives in England • Born in Mar 1983
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Shareholders, PSCs & Group Structure
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Mutual Companies
Oakworth Altrincham Limited
Richard William Douglas and Richard Lindsay Rotherforth are mutual people.
Active
Oakworth Holdings Limited
Richard William Douglas and Richard Lindsay Rotherforth are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 May 2025
For period 31 May ⟶ 31 May 2025
Traded for 12 months
Cash in Bank
£777.3K
Decreased by £116.79K (-13%)
Turnover
Unreported
Same as previous period
Employees
10
Same as previous period
Total Assets
£2.09M
Increased by £656.17K (+46%)
Total Liabilities
-£706.82K
Increased by £440.81K (+166%)
Net Assets
£1.38M
Increased by £215.36K (+18%)
Debt Ratio (%)
34%
Increased by 15.26% (+82%)
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Latest Activity
Full Accounts Submitted
3 Months Ago on 23 Jul 2025
Confirmation Submitted
11 Months Ago on 4 Dec 2024
Vicki Douglas Resigned
11 Months Ago on 4 Dec 2024
Full Accounts Submitted
1 Year 3 Months Ago on 31 Jul 2024
Confirmation Submitted
1 Year 11 Months Ago on 4 Dec 2023
Full Accounts Submitted
2 Years 3 Months Ago on 31 Jul 2023
William Anthony Douglas Resigned
2 Years 4 Months Ago on 9 Jun 2023
Confirmation Submitted
2 Years 11 Months Ago on 5 Dec 2022
Full Accounts Submitted
3 Years Ago on 8 Aug 2022
Confirmation Submitted
3 Years Ago on 3 Dec 2021
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Documents
Total exemption full accounts made up to 31 May 2025
Submitted on 23 Jul 2025
Termination of appointment of Vicki Douglas as a secretary on 4 December 2024
Submitted on 4 Dec 2024
Confirmation statement made on 3 December 2024 with no updates
Submitted on 4 Dec 2024
Total exemption full accounts made up to 31 May 2024
Submitted on 31 Jul 2024
Confirmation statement made on 3 December 2023 with updates
Submitted on 4 Dec 2023
Total exemption full accounts made up to 31 May 2023
Submitted on 31 Jul 2023
Termination of appointment of William Anthony Douglas as a director on 9 June 2023
Submitted on 14 Jun 2023
Confirmation statement made on 3 December 2022 with no updates
Submitted on 5 Dec 2022
Total exemption full accounts made up to 31 May 2022
Submitted on 8 Aug 2022
Confirmation statement made on 3 December 2021 with no updates
Submitted on 3 Dec 2021
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Repayment History
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