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New Oak Wealth Management Limited

New Oak Wealth Management Limited is an active company incorporated on 14 September 2005 with the registered office located in Otley, West Yorkshire. New Oak Wealth Management Limited was registered 20 years ago.
Status
Active
Active since incorporation
Company No
05563516
Private limited company
Age
20 years
Incorporated 14 September 2005
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 4 September 2025 (8 days ago)
Next confirmation dated 4 September 2026
Due by 18 September 2026 (1 year remaining)
Last change occurred 2 years 10 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Contact
Address
14 Beech Hill 14 Beech Hill
Otley
LS21 3AX
England
Address changed on 26 Aug 2025 (17 days ago)
Previous address was 14 Beech Hill Otley West Yorkshire LS21 3LX
Telephone
01484603886
Email
Unreported
People
Officers
5
Shareholders
4
Controllers (PSC)
4
Director • Secretary • PSC • Independent Financial Adviser • British • Lives in England • Born in Nov 1971
Director • British • Lives in England • Born in May 1974
Director • Directors • British • Lives in England • Born in May 1970
Director • British • Lives in England • Born in Apr 1970
Mr Richard Stuart Leach
PSC • British • Lives in England • Born in May 1970
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
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
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£105.88K
Decreased by £946 (-1%)
Total Liabilities
-£53.11K
Increased by £13.56K (+34%)
Net Assets
£52.77K
Decreased by £14.51K (-22%)
Debt Ratio (%)
50%
Increased by 13.14% (+35%)
Latest Activity
Confirmation Submitted
1 Day Ago on 11 Sep 2025
Registered Address Changed
17 Days Ago on 26 Aug 2025
Confirmation Submitted
11 Months Ago on 19 Sep 2024
Micro Accounts Submitted
1 Year 1 Month Ago on 18 Jul 2024
Confirmation Submitted
1 Year 11 Months Ago on 6 Oct 2023
Micro Accounts Submitted
2 Years Ago on 15 Aug 2023
Confirmation Submitted
2 Years 10 Months Ago on 21 Oct 2022
Micro Accounts Submitted
3 Years Ago on 7 Jun 2022
Vanessa Jane Leach (PSC) Appointed
3 Years Ago on 3 May 2022
Susan Jane Fonquernie-Fisher (PSC) Appointed
3 Years Ago on 3 May 2022
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Documents
Confirmation statement made on 4 September 2025 with no updates
Submitted on 11 Sep 2025
Registered office address changed from 14 Beech Hill Otley West Yorkshire LS21 3LX to 14 Beech Hill 14 Beech Hill Otley LS21 3AX on 26 August 2025
Submitted on 26 Aug 2025
Confirmation statement made on 5 September 2024 with no updates
Submitted on 19 Sep 2024
Micro company accounts made up to 31 March 2024
Submitted on 18 Jul 2024
Confirmation statement made on 13 September 2023 with no updates
Submitted on 6 Oct 2023
Micro company accounts made up to 31 March 2023
Submitted on 15 Aug 2023
Change of share class name or designation
Submitted on 10 Nov 2022
Memorandum and Articles of Association
Submitted on 10 Nov 2022
Resolutions
Submitted on 10 Nov 2022
Confirmation statement made on 14 September 2022 with updates
Submitted on 21 Oct 2022
Repayment History
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