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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 15 years ago.
Status
Active
Active since incorporation
Company No
07453323
Private limited company
Age
15 years
Incorporated 29 November 2010
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 15 October 2025 (2 months ago)
Next confirmation dated 15 October 2026
Due by 29 October 2026 (10 months remaining)
Last change occurred 1 month 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 (8 months remaining)
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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
Telephone
01908597292
Email
Available in Endole App
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People
Officers
2
Shareholders
4
Controllers (PSC)
2
Mr Omar Osman
PSC • Director • British • Lives in England • Born in Apr 1976 • Financial Planner
Robert James Jordan
Director • Financial Planner • British • Lives in England • Born in Aug 1978
Mr Robert James Jordan
PSC • 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
Confirmation Submitted
1 Month Ago on 7 Nov 2025
Full Accounts Submitted
8 Months Ago on 15 Apr 2025
Confirmation Submitted
1 Year 1 Month Ago on 1 Nov 2024
Full Accounts Submitted
1 Year 11 Months Ago on 23 Jan 2024
Confirmation Submitted
2 Years 1 Month Ago on 31 Oct 2023
Charge Satisfied
2 Years 10 Months Ago on 23 Feb 2023
Charge Satisfied
2 Years 10 Months Ago on 23 Feb 2023
Full Accounts Submitted
2 Years 11 Months Ago on 30 Jan 2023
Confirmation Submitted
3 Years Ago on 31 Oct 2022
Registered Address Changed
3 Years Ago on 30 Jun 2022
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Get Credit Report
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Documents
Confirmation statement made on 15 October 2025 with updates
Submitted on 7 Nov 2025
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
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Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year
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