Broadoak Financial Planning Ltd
Broadoak Financial Planning Ltd is an active company incorporated on 29 May 2020 with the registered office located in Sale, Greater Manchester. Broadoak Financial Planning Ltd was registered 5 years ago.
Status
Active
Active since incorporation
Company No
12633123
Private limited company
Age
5 years
Incorporated 29 May 2020
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 28 May 2025 (5 months ago)
Next confirmation dated 28 May 2026
Due by 11 June 2026 (7 months remaining)
No changes occurred since incorporation
Accounts
Submitted
For period 1 Jun ⟶ 31 May 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 May 2026
Due by 28 February 2027 (1 year 3 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Broadoak Financial Planning is a financial advisory firm that provides strategies and guidance to clients to help them achieve their financial goals.
Financials
Net Assets, Total Assets & Total Liabilities (2021–2025)
Period Ended
31 May 2025
For period 31 May ⟶ 31 May 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
6
Increased by 2 (+50%)
Total Assets
£233.85K
Decreased by £16.21K (-6%)
Total Liabilities
-£39.86K
Decreased by £68.55K (-63%)
Net Assets
£193.99K
Increased by £52.35K (+37%)
Debt Ratio (%)
17%
Decreased by 26.31% (-61%)
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Repayment History
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