Four Oaks Independent Financial Advisors Ltd in Lichfield, WS14 0NX

Description

Data updated on: 01-11-2023

Four Oaks Independent Financial Advisors Ltd can be found at 168 Birmingham Road, Shenstone Wood End in Lichfield. The firm area code is WS14 0NX. Four Oaks Independent Financial Advisors has been operating on the market since the firm was registered on 2013-11-21. The firm registered no. is 08784574. The firm's principal business activity number is 64999, that means Financial intermediation not elsewhere classified. Four Oaks Independent Financial Advisors Limited filed its latest accounts for the financial period up to 2022-12-31. The latest confirmation statement was submitted on 2023-07-16.

At the moment, the directors enumerated by this specific company are as follow: Steven T. selected to lead the company in 2019 in April and Martin W. selected to lead the company in 2013.

Martin W. is the individual who controls this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-11-30	2015-09-30	2016-09-30	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency
Net Worth	8 656	16 988	26 920

Balance Sheet
Cash Bank In Hand	7 150	5 395	7 188
Cash Bank On Hand			7 188	18 203	1 358	2 583	54 514	119 789	23 164
Current Assets	11 150	45 357	42 253	31 583	34 677	62 761	129 714	119 789
Debtors	4 000	39 962	35 065	13 380	33 319	60 178	75 200
Net Assets Liabilities Including Pension Asset Liability	8 656	16 988	26 920
Other Debtors			35 065	13 380	33 319
Net Assets Liabilities						27 816	57 886	52 184	103

Capital & Reserves
Called Up Share Capital	1	1	1
Profit Loss Account Reserve	8 655	16 987	26 919
Shareholder Funds	8 656	16 988	26 920

Other Financial Data
Amount Specific Advance Or Credit Directors					32 819
Amount Specific Advance Or Credit Made In Period Directors					32 819
Amount Specific Advance Or Credit Repaid In Period Directors						32 819
Average Number Employees During Period				2	2	2	3	3	3
Creditors			15 333	26 556	34 383	34 945	45 629	35 722	23 061
Creditors Due Within One Year	2 494	20 936	15 333
Net Current Assets Liabilities	8 656	24 421	26 920	5 027	294	27 816	103 515	87 906	103
Number Shares Allotted	1	1	1
Other Creditors			1 100	4 208	6 907	199	449	4 724	391
Other Taxation Social Security Payable			14 233	22 348	27 476	34 746	24 177	16 144	22 670
Par Value Share	1	1	1
Provisions For Liabilities Charges		7 433
Share Capital Allotted Called Up Paid	1	1	1
Total Assets Less Current Liabilities	8 656	24 421	26 920	5 027	294	27 816	103 515	87 906	103
Amounts Owed By Group Undertakings						60 178	75 200
Amounts Owed To Group Undertakings								1 015
Bank Borrowings Overdrafts							45 629	35 722

Company staff

Steven T.

Role: Director

Appointed: 10 April 2019

Latest update: 16 February 2024

Martin W.

Role: Director

Appointed: 21 November 2013

Latest update: 16 February 2024

People with significant control

Martin W.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	30 July 2024
Confirmation statement last made up date	16 July 2023

Annual Accounts 8 December 2014
Start Date For Period Covered By Report	21 November 2013
End Date For Period Covered By Report	30 November 2014
Date Approval Accounts	8 December 2014
Annual Accounts 16 October 2015
Start Date For Period Covered By Report	01 December 2014
End Date For Period Covered By Report	30 September 2015
Date Approval Accounts	16 October 2015
Annual Accounts 1 December 2016
Start Date For Period Covered By Report	01 October 2015
End Date For Period Covered By Report	30 September 2016
Date Approval Accounts	1 December 2016
Annual Accounts
Start Date For Period Covered By Report	01 October 2016
End Date For Period Covered By Report	31 December 2017
Annual Accounts
Start Date For Period Covered By Report	01 January 2018
End Date For Period Covered By Report	31 December 2018
Annual Accounts
Start Date For Period Covered By Report	01 January 2019
End Date For Period Covered By Report	31 December 2019
Annual Accounts
Start Date For Period Covered By Report	01 January 2020
End Date For Period Covered By Report	31 December 2020
Annual Accounts
Start Date For Period Covered By Report	01 January 2021
End Date For Period Covered By Report	31 December 2021
Annual Accounts
Start Date For Period Covered By Report	01 January 2022
End Date For Period Covered By Report	31 December 2022

Four Oaks Independent Financial Advisors Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Steven T.

Martin W.

People with significant control

Martin W.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2014

Address:

Post code:

City / Town:

HQ address,
2015

Address:

Post code:

City / Town:

HQ address,
2016

Address:

Post code:

City / Town:

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Four Oaks Independent Financial Advisors Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Steven T.

Martin W.

People with significant control

Martin W.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2014

Address:

Post code:

City / Town:

HQ address, 2015

Address:

Post code:

City / Town:

HQ address, 2016

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode

HQ address,
2014

HQ address,
2015

HQ address,
2016