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Oak Wealth Planning Limited
Oak Wealth Planning Limited is an active company incorporated on 29 November 2010 with the registered office located in Milton Keynes, Buckinghamshire. Oak Wealth Planning Limited was registered 14 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
07453323
Private limited company
Age
14 years
Incorporated
29 November 2010
Size
Micro
Turnover is under
£1M
Balance sheet is under
£500,000
Under
10 employees
Confirmation
Submitted
Dated
30 October 2024
(10 months ago)
Next confirmation dated
30 October 2025
Due by
13 November 2025
(2 months remaining)
Last change occurred
4 years ago
Accounts
Submitted
For period
1 Dec
⟶
30 Nov 2024
(1 year)
Accounts type is
Total Exemption Full
Next accounts for period
30 November 2025
Due by
31 August 2026
(11 months remaining)
Learn more about Oak Wealth Planning Limited
Contact
Address
Challenge House
Sherwood Drive
Bletchley
MK3 6DP
Address changed on
30 Jun 2022
(3 years ago)
Previous address was
10 Copperhouse Court Caldecotte Milton Keynes Bucks MK7 8NL England
Companies in MK3 6DP
Telephone
01908597292
Email
Available in Endole App
Website
Oakwp.co.uk
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People
Officers
2
Shareholders
3
Controllers (PSC)
2
Mr Omar Osman
Director • PSC • Financial Planner • British • Lives in England • Born in Apr 1976
Mr Robert James Jordan
Director • PSC • Financial Planner • British • Lives in England • Born in Aug 1978
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Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
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Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Nov 2024
For period
30 Nov
⟶
30 Nov 2024
Traded for
12 months
Cash in Bank
Unreported
Decreased by £200 (-100%)
Turnover
Unreported
Same as previous period
Employees
5
Same as previous period
Total Assets
£84.94K
Decreased by £17.88K (-17%)
Total Liabilities
-£219.4K
Decreased by £115.56K (-34%)
Net Assets
-£134.46K
Increased by £97.68K (-42%)
Debt Ratio (%)
258%
Decreased by 67.47% (-21%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
5 Months Ago on 15 Apr 2025
Confirmation Submitted
10 Months Ago on 1 Nov 2024
Full Accounts Submitted
1 Year 7 Months Ago on 23 Jan 2024
Confirmation Submitted
1 Year 10 Months Ago on 31 Oct 2023
Charge Satisfied
2 Years 6 Months Ago on 23 Feb 2023
Charge Satisfied
2 Years 6 Months Ago on 23 Feb 2023
Full Accounts Submitted
2 Years 7 Months Ago on 30 Jan 2023
Confirmation Submitted
2 Years 10 Months Ago on 31 Oct 2022
Registered Address Changed
3 Years Ago on 30 Jun 2022
Full Accounts Submitted
3 Years Ago on 31 Jan 2022
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Documents
Total exemption full accounts made up to 30 November 2024
Submitted on 15 Apr 2025
Confirmation statement made on 30 October 2024 with no updates
Submitted on 1 Nov 2024
Memorandum and Articles of Association
Submitted on 20 Feb 2024
Resolutions
Submitted on 20 Feb 2024
Change of share class name or designation
Submitted on 19 Feb 2024
Particulars of variation of rights attached to shares
Submitted on 19 Feb 2024
Total exemption full accounts made up to 30 November 2023
Submitted on 23 Jan 2024
Resolutions
Submitted on 16 Jan 2024
Confirmation statement made on 30 October 2023 with no updates
Submitted on 31 Oct 2023
Satisfaction of charge 074533230001 in full
Submitted on 23 Feb 2023
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Repayment History
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