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Oaklands Wealth Management Ltd

Oaklands Wealth Management Ltd is an active company incorporated on 15 March 2004 with the registered office located in Sutton Coldfield, West Midlands. Oaklands Wealth Management Ltd was registered 21 years ago.
Status
Active
Active since incorporation
Company No
05073585
Private limited company
Age
21 years
Incorporated 15 March 2004
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 22 March 2025 (5 months ago)
Next confirmation dated 22 March 2026
Due by 5 April 2026 (6 months remaining)
Last change occurred 1 year 5 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Contact
Address
12a Duke Street
Sutton Coldfield
West Midlands
B72 1RJ
Same address for the past 11 years
Telephone
01213554455
Email
Available in Endole App
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • Secretary • Business Development Director • British • Lives in England • Born in Jul 1964
Director • Financial Adviser • British • Lives in England • Born in Jun 1965
Oaklands Wealth Holdings Limited
PSC
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Mutual Companies
Chartwell Marketing Ltd
Mr Giles Blackburn and Mrs Helen Christina Blackburn are mutual people.
Active
Oaklands Wealth Holdings Limited
Mr Giles Blackburn and Mrs Helen Christina Blackburn are mutual people.
Active
Oaklands Holdings Limited
Mr Giles Blackburn and Mrs Helen Christina Blackburn are mutual people.
Dissolved
Brands
Oaklands Wealth Management
Oaklands Wealth Management provides independent financial advice across the UK, focusing on retirement planning and investment strategies.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£439.7K
Decreased by £197.08K (-31%)
Turnover
Unreported
Same as previous period
Employees
12
Increased by 1 (+9%)
Total Assets
£461.29K
Decreased by £183.98K (-29%)
Total Liabilities
-£34.81K
Decreased by £59.78K (-63%)
Net Assets
£426.48K
Decreased by £124.2K (-23%)
Debt Ratio (%)
8%
Decreased by 7.11% (-49%)
Latest Activity
Confirmation Submitted
5 Months Ago on 3 Apr 2025
Full Accounts Submitted
9 Months Ago on 10 Dec 2024
Confirmation Submitted
1 Year 5 Months Ago on 22 Mar 2024
Oaklands Wealth Holdings Limited (PSC) Appointed
1 Year 5 Months Ago on 18 Mar 2024
Oaklands Holdings Limited (PSC) Appointed
1 Year 5 Months Ago on 18 Mar 2024
Oaklands Holdings Limited (PSC) Resigned
1 Year 5 Months Ago on 18 Mar 2024
Helen Christina Blackburn (PSC) Resigned
1 Year 5 Months Ago on 18 Mar 2024
Giles Blackburn (PSC) Resigned
1 Year 5 Months Ago on 18 Mar 2024
Full Accounts Submitted
1 Year 8 Months Ago on 18 Dec 2023
Mr Giles Blackburn Details Changed
2 Years 2 Months Ago on 13 Jul 2023
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Documents
Confirmation statement made on 22 March 2025 with no updates
Submitted on 3 Apr 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 10 Dec 2024
Cessation of Giles Blackburn as a person with significant control on 18 March 2024
Submitted on 22 Mar 2024
Cessation of Helen Christina Blackburn as a person with significant control on 18 March 2024
Submitted on 22 Mar 2024
Confirmation statement made on 22 March 2024 with updates
Submitted on 22 Mar 2024
Cessation of Oaklands Holdings Limited as a person with significant control on 18 March 2024
Submitted on 22 Mar 2024
Notification of Oaklands Holdings Limited as a person with significant control on 18 March 2024
Submitted on 22 Mar 2024
Notification of Oaklands Wealth Holdings Limited as a person with significant control on 18 March 2024
Submitted on 22 Mar 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 18 Dec 2023
Director's details changed for Mr Giles Blackburn on 13 July 2023
Submitted on 13 Jul 2023
Repayment History
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