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Surrey Oaks Wealth & Financial Planning Ltd

Surrey Oaks Wealth & Financial Planning Ltd is an active company incorporated on 22 September 2022 with the registered office located in Dorchester, Dorset. Surrey Oaks Wealth & Financial Planning Ltd was registered 3 years ago.
Status
Active
Active since incorporation
Company No
14370658
Private limited company
Age
3 years
Incorporated 22 September 2022
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Due Soon
Dated 21 September 2024 (1 year ago)
Next confirmation dated 21 September 2025
Due by 5 October 2025 (5 days remaining)
Last change occurred 11 months ago
Accounts
Submitted
For period 1 Oct5 Jun 2024 (8 months)
Accounts type is Total Exemption Full
Next accounts for period 5 June 2025
Due by 5 March 2026 (5 months remaining)
Address
20 Vespasian Way
Dorchester
DT1 2RD
England
Address changed on 7 Jun 2024 (1 year 3 months ago)
Previous address was Midway House Herrick Way Staverton Cheltenham GL51 6TQ England
Telephone
01428 774866
Email
Unreported
People
Officers
4
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in UK • Born in Dec 1979
Director • British • Lives in UK • Born in Nov 1979
Director • British • Lives in England • Born in Mar 1978
Director • British • Lives in England • Born in May 1989
Maspero Associates Wealth Management Limited
PSC
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Mutual Companies
Maspero Associates Wealth Management Limited
Alasdair Ian Maspero is a mutual person.
Active
J Arif- Wealth Planning Consultants Limited
Alasdair Ian Maspero is a mutual person.
Dissolved
Financials
Net Assets, Total Assets & Total Liabilities (2023–2024)
Period Ended
5 Jun 2024
For period 5 Oct5 Jun 2024
Traded for 8 months
Cash in Bank
£243.94K
Decreased by £88.86K (-27%)
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£244.04K
Decreased by £595.67K (-71%)
Total Liabilities
-£243.94K
Decreased by £520.58K (-68%)
Net Assets
£100
Decreased by £75.1K (-100%)
Debt Ratio (%)
100%
Increased by 8.91% (+10%)
Latest Activity
Full Accounts Submitted
9 Months Ago on 16 Dec 2024
Accounting Period Shortened
9 Months Ago on 9 Dec 2024
Confirmation Submitted
11 Months Ago on 7 Oct 2024
Full Accounts Submitted
1 Year 3 Months Ago on 21 Jun 2024
Kate Nadide Alison Arif-Hayman Resigned
1 Year 3 Months Ago on 5 Jun 2024
Kate Nadide Alison Arif-Hayman (PSC) Resigned
1 Year 3 Months Ago on 5 Jun 2024
Natasha Dawn Arif (PSC) Resigned
1 Year 3 Months Ago on 5 Jun 2024
Mr Alasdair Ian Maspero Appointed
1 Year 3 Months Ago on 5 Jun 2024
Joel Nevvar Mark Arif (PSC) Resigned
1 Year 3 Months Ago on 5 Jun 2024
Maspero Associates Wealth Management Limited (PSC) Appointed
1 Year 3 Months Ago on 5 Jun 2024
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Documents
Total exemption full accounts made up to 5 June 2024
Submitted on 16 Dec 2024
Previous accounting period shortened from 30 September 2024 to 5 June 2024
Submitted on 9 Dec 2024
Confirmation statement made on 21 September 2024 with updates
Submitted on 7 Oct 2024
Total exemption full accounts made up to 30 September 2023
Submitted on 21 Jun 2024
Termination of appointment of Joel Nevvar Mark Arif as a director on 5 June 2024
Submitted on 7 Jun 2024
Termination of appointment of Natasha Dawn Arif as a director on 5 June 2024
Submitted on 7 Jun 2024
Registered office address changed from Midway House Herrick Way Staverton Cheltenham GL51 6TQ England to 20 Vespasian Way Dorchester DT1 2rd on 7 June 2024
Submitted on 7 Jun 2024
Notification of Maspero Associates Wealth Management Limited as a person with significant control on 5 June 2024
Submitted on 7 Jun 2024
Cessation of Joel Nevvar Mark Arif as a person with significant control on 5 June 2024
Submitted on 7 Jun 2024
Appointment of Mr Alasdair Ian Maspero as a director on 5 June 2024
Submitted on 7 Jun 2024
Repayment History
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