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Oundle Wealth Management Ltd

Oundle Wealth Management Ltd is an active company incorporated on 1 October 2012 with the registered office located in Northampton, Northamptonshire. Oundle Wealth Management Ltd was registered 12 years ago.
Status
Active
Active since incorporation
Company No
08234428
Private limited company
Age
12 years
Incorporated 1 October 2012
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 1 October 2024 (11 months ago)
Next confirmation dated 1 October 2025
Due by 15 October 2025 (1 month remaining)
Last change occurred 10 months ago
Accounts
Submitted
For period 1 Nov ⟶ 31 Oct 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 October 2025
Due by 31 July 2026 (10 months remaining)
Learn more about Oundle Wealth Management Ltd
Contact
Address
7 Billing Road
Northampton
NN1 5AN
England
Same address for the past 9 years
Telephone
01832270482
Email
Unreported
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People
Officers
3
Shareholders
2
Controllers (PSC)
2
Mr Richard David Jones
Director • PSC • Financial Services • British • Lives in England • Born in Sep 1982
Mrs Emma Louise Jones
Director • PSC • Financial Adviser • British • Lives in England • Born in Jan 1983
Mr Gary John Markham
Director • British • Lives in England • Born in Sep 1954
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Shareholders, PSCs & Group Structure
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Mutual Companies
Chapel Farm Barns Management Company Limited
Mr Richard David Jones is a mutual person.
Active
Accession Limited
Mr Richard David Jones is a mutual person.
Active
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Brands
Accession FP
Accession FP is a chartered financial planning firm that provides wealth management advice for farmers and rural businesses.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Oct 2024
For period 31 Oct ⟶ 31 Oct 2024
Traded for 12 months
Cash in Bank
£195.99K
Increased by £93.8K (+92%)
Turnover
Unreported
Same as previous period
Employees
11
Increased by 2 (+22%)
Total Assets
£646.25K
Increased by £45.87K (+8%)
Total Liabilities
-£224.71K
Decreased by £197.8K (-47%)
Net Assets
£421.54K
Increased by £243.67K (+137%)
Debt Ratio (%)
35%
Decreased by 35.6% (-51%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
2 Months Ago on 23 Jun 2025
Confirmation Submitted
10 Months Ago on 14 Oct 2024
Full Accounts Submitted
1 Year 1 Month Ago on 24 Jul 2024
Confirmation Submitted
1 Year 11 Months Ago on 12 Oct 2023
Full Accounts Submitted
2 Years 4 Months Ago on 24 Apr 2023
Emma Jones (PSC) Appointed
2 Years 4 Months Ago on 14 Apr 2023
Confirmation Submitted
2 Years 11 Months Ago on 11 Oct 2022
Full Accounts Submitted
3 Years Ago on 5 Jul 2022
Mr Gary John Markham Appointed
3 Years Ago on 1 Jun 2022
Confirmation Submitted
3 Years Ago on 4 Oct 2021
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Documents
Total exemption full accounts made up to 31 October 2024
Submitted on 23 Jun 2025
Confirmation statement made on 1 October 2024 with updates
Submitted on 14 Oct 2024
Total exemption full accounts made up to 31 October 2023
Submitted on 24 Jul 2024
Notification of Emma Jones as a person with significant control on 14 April 2023
Submitted on 12 Oct 2023
Confirmation statement made on 1 October 2023 with updates
Submitted on 12 Oct 2023
Total exemption full accounts made up to 31 October 2022
Submitted on 24 Apr 2023
Confirmation statement made on 1 October 2022 with no updates
Submitted on 11 Oct 2022
Total exemption full accounts made up to 31 October 2021
Submitted on 5 Jul 2022
Appointment of Mr Gary John Markham as a director on 1 June 2022
Submitted on 2 Jun 2022
Confirmation statement made on 1 October 2021 with no updates
Submitted on 4 Oct 2021
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Repayment History
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