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Oakway Wealth Management Limited

Oakway Wealth Management Limited is an active company incorporated on 27 February 2015 with the registered office located in Cheltenham, Gloucestershire. Oakway Wealth Management Limited was registered 10 years ago.
Status
Active
Active since incorporation
Company No
09462835
Private limited company
Age
10 years
Incorporated 27 February 2015
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 27 February 2025 (6 months ago)
Next confirmation dated 27 February 2026
Due by 13 March 2026 (6 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
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Contact
Address
Harbour Key, Midway House Staverton Technology Park
Staverton
Cheltenham
GL51 6TQ
England
Same address for the past 5 years
Telephone
02077442499
Email
Unreported
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People
Officers
1
Shareholders
2
Controllers (PSC)
1
Mr Mark Samuel Jackson
Director • PSC • Financial Advisor • British • Lives in England • Born in Sep 1979
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Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
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Brands
Oakway Wealth Management Ltd
Oakway Wealth Management Ltd offers financial planning and investment advice based on individual client needs.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£126.61K
Increased by £114.21K (+921%)
Turnover
Unreported
Same as previous period
Employees
11
Same as previous period
Total Assets
£2.96M
Decreased by £121.51K (-4%)
Total Liabilities
-£2.82M
Decreased by £1.8K (-0%)
Net Assets
£138.91K
Decreased by £119.71K (-46%)
Debt Ratio (%)
95%
Increased by 3.7% (+4%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
8 Days Ago on 5 Sep 2025
Own Shares Purchased
22 Days Ago on 22 Aug 2025
Shares Cancelled
23 Days Ago on 21 Aug 2025
Mr Mark Samuel Jackson (PSC) Details Changed
2 Months Ago on 4 Jul 2025
Marianne Phelps (PSC) Resigned
2 Months Ago on 4 Jul 2025
Confirmation Submitted
6 Months Ago on 27 Feb 2025
Full Accounts Submitted
1 Year 2 Months Ago on 19 Jun 2024
Confirmation Submitted
1 Year 6 Months Ago on 27 Feb 2024
Full Accounts Submitted
2 Years 2 Months Ago on 10 Jul 2023
Ms Marianne Phelps (PSC) Details Changed
4 Years Ago on 14 Jun 2021
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 5 Sep 2025
Purchase of own shares.
Submitted on 22 Aug 2025
Cancellation of shares. Statement of capital on 4 July 2025
Submitted on 21 Aug 2025
Cessation of Marianne Phelps as a person with significant control on 4 July 2025
Submitted on 6 Aug 2025
Change of details for Mr Mark Samuel Jackson as a person with significant control on 4 July 2025
Submitted on 6 Aug 2025
Confirmation statement made on 27 February 2025 with no updates
Submitted on 27 Feb 2025
Total exemption full accounts made up to 31 December 2023
Submitted on 19 Jun 2024
Confirmation statement made on 27 February 2024 with no updates
Submitted on 27 Feb 2024
Total exemption full accounts made up to 31 December 2022
Submitted on 10 Jul 2023
Director's details changed for Mr Mark Samuel Jackson on 14 June 2021
Submitted on 10 Mar 2023
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Repayment History
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