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Berry & Oak Limited

Berry & Oak Limited is an active company incorporated on 7 January 2016 with the registered office located in Wetherby, West Yorkshire. Berry & Oak Limited was registered 9 years ago.
Status
Active
Active since incorporation
Company No
09940516
Private limited company
Age
9 years
Incorporated 7 January 2016
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 18 December 2024 (9 months ago)
Next confirmation dated 18 December 2025
Due by 1 January 2026 (3 months remaining)
Last change occurred 1 year 8 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Contact
Address
Boston House
214 High Street
Boston Spa
LS23 6AD
United Kingdom
Same address since incorporation
Telephone
01937223055
Email
Unreported
People
Officers
2
Shareholders
3
Controllers (PSC)
2
Director • PSC • Practice Manager • British • Lives in UK • Born in Aug 1975
Director • PSC • Managing Director • British • Lives in UK • Born in Aug 1970
Shareholders, PSCs & Group Structure
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Mutual Companies
Beaufort Financial Planning (Yorkshire) Limited
Mr Andrew David Elson and Mrs Sarah Eleanor Elson are mutual people.
Active
Beaufort Equity Partners LLP
Mr Andrew David Elson is a mutual person.
Active
Brands
Berry & Oak
Berry & Oak is a firm of Chartered financial planners that provides independent financial planning services.
Financials
Net Assets, Total Assets & Total Liabilities (2017–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£316.88K
Increased by £10.35K (+3%)
Turnover
Unreported
Same as previous period
Employees
8
Same as previous period
Total Assets
£651.76K
Decreased by £58.55K (-8%)
Total Liabilities
-£210.9K
Increased by £44.73K (+27%)
Net Assets
£440.86K
Decreased by £103.28K (-19%)
Debt Ratio (%)
32%
Increased by 8.96% (+38%)
Latest Activity
Confirmation Submitted
9 Months Ago on 18 Dec 2024
Full Accounts Submitted
9 Months Ago on 28 Nov 2024
Confirmation Submitted
1 Year 8 Months Ago on 9 Jan 2024
Full Accounts Submitted
2 Years Ago on 23 Aug 2023
Confirmation Submitted
2 Years 8 Months Ago on 9 Jan 2023
Full Accounts Submitted
2 Years 9 Months Ago on 8 Dec 2022
Confirmation Submitted
3 Years Ago on 7 Jan 2022
Full Accounts Submitted
3 Years Ago on 25 Oct 2021
Confirmation Submitted
4 Years Ago on 12 Jan 2021
Full Accounts Submitted
4 Years Ago on 4 Dec 2020
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Documents
Confirmation statement made on 18 December 2024 with no updates
Submitted on 18 Dec 2024
Total exemption full accounts made up to 31 March 2024
Submitted on 28 Nov 2024
Confirmation statement made on 6 January 2024 with updates
Submitted on 9 Jan 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 23 Aug 2023
Memorandum and Articles of Association
Submitted on 3 Jul 2023
Resolutions
Submitted on 3 Jul 2023
Statement of capital following an allotment of shares on 19 June 2023
Submitted on 22 Jun 2023
Confirmation statement made on 6 January 2023 with no updates
Submitted on 9 Jan 2023
Total exemption full accounts made up to 31 March 2022
Submitted on 8 Dec 2022
Confirmation statement made on 6 January 2022 with no updates
Submitted on 7 Jan 2022
Repayment History
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