Oakwood Financial Services Ltd

General information

Name:

Oakwood Financial Services Limited

Office Address:

Brennan House Farnborough Aerospace Centre Business Park GU14 6XR Farnborough

Number: 09158230

Incorporation date: 2014-08-01

End of financial year: 31 March

Category: Private Limited Company

Status: Active

Description

Data updated on:

Oakwood Financial Services is a firm with it's headquarters at GU14 6XR Farnborough at Brennan House. This company has been operating since 2014 and is established under the registration number 09158230. This company has been present on the UK market for ten years now and its current status is active. Despite the fact, that recently referred to as Oakwood Financial Services Ltd, it was not always so. It was known as Levick Financial Services until 2014/11/24, when it was replaced by Jeli Financial Services. The last switch occurred on 2022/11/15. This business's SIC code is 64999 which stands for Financial intermediation not elsewhere classified. Oakwood Financial Services Limited reported its latest accounts for the period that ended on 2023-03-31. The business most recent annual confirmation statement was submitted on 2023-05-31.

With two recruitment announcements since 2016-08-23, the firm has been an active employer on the employment market. On 2017-05-31, it started seeking candidates for a Ifa Administrator position in Chesham, and on 2016-08-23, for the vacant position of a Financial Administrator in Chesham.

Simon B. and Robin H. are the firm's directors and have been expanding the company since September 2022.

  • Previous company's names
  • Oakwood Financial Services Ltd 2022-11-15
  • Jeli Financial Services Ltd 2014-11-24
  • Levick Financial Services Ltd 2014-08-01

Financial data based on annual reports

Company staff

Simon B.

Role: Director

Appointed: 29 September 2022

Latest update: 19 March 2024

Robin H.

Role: Director

Appointed: 29 September 2022

Latest update: 19 March 2024

People with significant control

The companies that control this firm are as follows: Morningside Financial Services Limited owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in London at Albert Bridge Road, SW11 4QA and was registered as a PSC under the registration number 13929382.

Morningside Financial Services Limited
Address: 63 Albert Bridge Road, London, SW11 4QA, England
Legal authority Companies Act 2006
Legal form Private Limited Company
Country registered England
Place registered England And Wales
Registration number 13929382
Notified on 29 September 2022
Nature of control:
over 3/4 of shares
3/4 to full of voting rights
right to manage directors
Ian W.
Notified on 6 April 2016
Ceased on 29 September 2022
Nature of control:
over 3/4 of shares
3/4 to full of voting rights
right to manage directors
Jeli Limited
Address: 24 Oakwood, Berkhamsted, Hertfordshire, HP4 3NQ, England
Legal authority Companies Act 2006
Legal form Limited Company
Country registered England
Place registered Registrar Of Companies In England And Wales
Registration number 09310153
Notified on 6 April 2016
Ceased on 31 March 2021
Nature of control:
over 3/4 of shares

Accounts Documents

Account next due date 31 December 2024
Account last made up date 31 March 2023
Confirmation statement next due date 14 June 2024
Confirmation statement last made up date 31 May 2023
Annual Accounts 15 July 2016
Start Date For Period Covered By Report 01 April 2015
End Date For Period Covered By Report 31 March 2016
Date Approval Accounts 15 July 2016
Annual Accounts
Start Date For Period Covered By Report 01 April 2015
End Date For Period Covered By Report 31 March 2016
Annual Accounts
Start Date For Period Covered By Report 01 April 2015
End Date For Period Covered By Report 31 March 2016
Annual Accounts
Start Date For Period Covered By Report 01 April 2015
End Date For Period Covered By Report 31 March 2016
Annual Accounts
Start Date For Period Covered By Report 01 April 2015
End Date For Period Covered By Report 31 March 2016
Annual Accounts
Start Date For Period Covered By Report 01 April 2015
End Date For Period Covered By Report 31 March 2016
Annual Accounts
Start Date For Period Covered By Report 01 April 2015
End Date For Period Covered By Report 31 March 2016
Annual Accounts
Start Date For Period Covered By Report 01 April 2015
End Date For Period Covered By Report 31 March 2016

Jobs and Vacancies at Oakwood Financial Services Limited

Ifa Administrator in Chesham, posted on Wednesday 31st May 2017
Region / City Chesham
Salary From £22000.00 to £27000.00 per year
Job type permanent
Expiration date Thursday 13th July 2017
 
Financial Administrator in Chesham, posted on Tuesday 23rd August 2016
Region / City Chesham
Salary From £20000.00 to £30000.00 per year
Job type permanent
Expiration date Wednesday 5th October 2016
 

Company filings

Filing category

Hide filing type
Accounts Address Annual return Capital Change of name Confirmation statement Incorporation Officers Persons with significant control Resolution
Free Download
Total exemption full accounts record for the accounting period up to Friday 31st March 2023 (AA)
filed on: 24th, August 2023
accounts
Free Download Download filing (9 pages)

Additional Information

HQ address,
2016

Address:

24 Oakwood

Post code:

HP4 3NQ

City / Town:

Berkhamsted

Search other companies

Services (by SIC Code)

  • 64999 : Financial intermediation not elsewhere classified
9
Company Age

Closest Companies - by postcode