Oak Financial Consultants Limited in Cheltenham, GL52 3BP

Description

Data updated on: 01-11-2023

Oak Financial Consultants Limited could be found at 16 Shaw Green Lane Shaw Green Lane, Prestbury in Cheltenham. Its post code is GL52 3BP. Oak Financial Consultants has been actively competing on the market since the company was started in 2014. Its registration number is 08940115. The enterprise's Standard Industrial Classification Code is 70229 and has the NACE code: Management consultancy activities other than financial management. 2022/03/31 is the last time account status updates were filed.

The directors currently chosen by the following company are as follow: Huw D. chosen to lead the company 7 years ago and Margaret H. chosen to lead the company in 2014.

Executives who control the firm include: Margaret H. owns over 3/4 of company shares and has 3/4 to full of voting rights. Huw D. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31	2024-03-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	3 022	96	1 520

Balance Sheet
Current Assets	15 627	295	2 734	5 167	412	11 456	10 751	8 640	5 548	7 095
Net Assets Liabilities			1 520	2 255	694	883	1 073	2 985	1 180	2 201
Cash Bank In Hand	15 627
Net Assets Liabilities Including Pension Asset Liability	3 022	96	1 520

Capital & Reserves
Called Up Share Capital	100
Profit Loss Account Reserve	2 922
Shareholder Funds	3 022	96	1 520

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal								675
Average Number Employees During Period					1	1	1	1	2	2
Creditors			1 214	2 912	84 136	94 992	94 097	89 399	88 086	708
Fixed Assets					83 718	83 718	83 718	83 718	83 718	83 718
Net Current Assets Liabilities	3 022	96	1 520	2 255	83 024	82 835	82 645	80 058	82 538	6 387
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal					700	701	701	701
Total Assets Less Current Liabilities	3 022	96	1 520	2 255	694	883	1 073	3 660	1 180	90 105
Creditors Due Within One Year	12 605	199	1 214
Number Shares Allotted	100
Par Value Share	1
Share Capital Allotted Called Up Paid	100
Taxation Social Security Due Within One Year	12 605

Company staff

Huw D.

Role: Director

Appointed: 14 September 2018

Latest update: 29 March 2025

Margaret H.

Role: Director

Appointed: 14 March 2014

Latest update: 29 March 2025

People with significant control

Margaret H.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Huw D.

Notified on 18 September 2018

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	28 March 2024
Confirmation statement last made up date	14 March 2023

Annual Accounts 22 August 2015
Start Date For Period Covered By Report	2014-03-14
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	22 August 2015
Annual Accounts 30 December 2016
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	2016-03-31
Date Approval Accounts	30 December 2016
Annual Accounts 13 December 2017
Start Date For Period Covered By Report	2016-04-01
End Date For Period Covered By Report	2017-03-31
Date Approval Accounts	13 December 2017
Annual Accounts
Start Date For Period Covered By Report	2017-04-01
End Date For Period Covered By Report	2018-03-31
Annual Accounts
Start Date For Period Covered By Report	2018-04-01
End Date For Period Covered By Report	2019-03-31
Annual Accounts
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	2020-03-31
Annual Accounts
Start Date For Period Covered By Report	2020-04-01
End Date For Period Covered By Report	2021-03-31
Annual Accounts
Start Date For Period Covered By Report	2021-04-01
End Date For Period Covered By Report	2022-03-31
Annual Accounts
Start Date For Period Covered By Report	2022-04-01
End Date For Period Covered By Report	2023-03-31
Annual Accounts
Start Date For Period Covered By Report	2023-04-01
End Date For Period Covered By Report	2024-03-31

Oak Financial Consultants Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Huw D.

Margaret H.

Paul H.

People with significant control

Margaret H.

Huw D.

Accounts Documents

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