Oak Wealth Planning Limited in Bletchley, MK3 6DP

Description

Data updated on: 01-11-2023

Oak Wealth Planning came into being in 2010 as a company enlisted under no 07453323, located at MK3 6DP Bletchley at Challenge House. The company has been in business for fourteen years and its last known state is active. The enterprise's SIC and NACE codes are 66220 which means Activities of insurance agents and brokers. Oak Wealth Planning Ltd filed its account information for the financial period up to 30th November 2022. Its most recent annual confirmation statement was submitted on 30th October 2023.

Because of this enterprise's size, it became unavoidable to formally appoint extra company leaders: Robert J. and Omar O. who have been working as a team since November 2010 to fulfil their statutory duties for the firm.

Executives who have control over the firm are as follows: Robert J. has substantial control or influence over the company owns 1/2 or less of company shares and has 1/2 or less of voting rights. Omar O. has substantial control or influence over the company 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	2013-11-30	2014-11-30	2015-11-30	2016-11-30	2017-11-30	2018-11-30	2019-11-30	2020-11-30	2021-11-30	2022-11-30	2023-11-30
Currency
Net Worth	-24 665	-18 437	21 883	-9 788

Balance Sheet
Cash Bank In Hand	1 542	10 525	6 334	250
Cash Bank On Hand				250	150	200	200	122 838	10 195	200	200
Current Assets	4 394	15 242	6 334
Debtors	2 852	4 717
Net Assets Liabilities				-9 788	-5 635	-79 207	97 287	29 739	11 746
Net Assets Liabilities Including Pension Asset Liability		-18 437	21 883	-9 788
Property Plant Equipment				408 528	398 863	389 514	697 123	436 668	436 095	1 289	966
Tangible Fixed Assets	3 255	2 855	418 240	408 528

Capital & Reserves
Called Up Share Capital	100	100	100	100
Profit Loss Account Reserve	-24 765	-18 537	21 783	-9 888
Shareholder Funds	-24 665	-18 437	21 883	-9 788

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets							7 530	20 407	37 844	55 282	72 719
Accumulated Depreciation Impairment Property Plant Equipment				24 957	34 622	43 971	11 052	11 817	12 390	12 821	13 144
Average Number Employees During Period					11	7	8	8	6	5	5
Bank Borrowings				350 345	341 806	333 230	324 655	413 410	407 834
Bank Borrowings Overdrafts				335 769	327 230	318 654	310 079	399 334	317 178	137 255	84 652
Creditors				335 769	327 230	318 654	310 079	422 702	317 178	137 255	84 652
Creditors Due After One Year			343 022	335 769
Creditors Due Within One Year	32 314	36 534	59 669	82 797
Fixed Assets						389 514	764 891	545 029	572 626	120 382	102 622
Increase From Amortisation Charge For Year Intangible Assets							7 530	12 877	17 437	17 438	17 437
Increase From Depreciation Charge For Year Property Plant Equipment					9 665	9 349	706	765	573	431	323
Intangible Assets							67 768	108 361	136 531	119 093	101 656
Intangible Assets Gross Cost							75 298	128 768	174 375	174 375
Net Current Assets Liabilities	-27 920	-21 292	-53 335	-82 547	-77 268	-150 167	-305 334	-59 969	-211 083	-133 251	-250 103
Number Shares Allotted		100	100	100
Other Creditors				1 800	2 099	26 865	213 569	23 368	8 811	8 800	34 401
Other Taxation Social Security Payable				54 333	49 728	90 841	65 681	56 840	103 680	65 213	138 771
Par Value Share		1	1	1
Property Plant Equipment Gross Cost				433 485	433 485	433 485	708 175	448 485	448 485	14 110
Provisions For Liabilities Balance Sheet Subtotal							52 191	32 619	32 619
Secured Debts			357 598	350 345
Share Capital Allotted Called Up Paid	100	100	100	100
Tangible Fixed Assets Additions		552	425 903	370
Tangible Fixed Assets Cost Or Valuation	6 660	7 212	433 115	433 485
Tangible Fixed Assets Depreciation	3 405	4 357	14 875	24 957
Tangible Fixed Assets Depreciation Charged In Period		952	10 518	10 082
Total Additions Including From Business Combinations Intangible Assets							75 298	53 470	45 607
Total Assets Less Current Liabilities	-24 665	-18 437	364 905	325 981	321 595	239 347	459 557	485 060	361 543	-12 869	-147 481
Total Increase Decrease From Revaluations Property Plant Equipment							129 690	-103 009
Trade Creditors Trade Payables					1
Disposals Property Plant Equipment								157 616		434 375
Total Additions Including From Business Combinations Property Plant Equipment								935

Company staff

Robert J.

Role: Director

Appointed: 29 November 2010

Latest update: 16 February 2024

Omar O.

Role: Director

Appointed: 29 November 2010

Latest update: 16 February 2024

People with significant control

Robert J.

Notified on 1 July 2016

Nature of control:

1/2 or less of voting rights

substantial control or influence

right to manage directors

1/2 or less of shares

Omar O.

Notified on 1 July 2016

Nature of control:

1/2 or less of voting rights

substantial control or influence

right to manage directors

1/2 or less of shares

Accounts Documents

Account next due date	31 August 2024
Account last made up date	30 November 2022
Confirmation statement next due date	13 November 2024
Confirmation statement last made up date	30 October 2023

Annual Accounts 13 March 2015
Start Date For Period Covered By Report	01 December 2013
End Date For Period Covered By Report	30 November 2014
Date Approval Accounts	13 March 2015
Annual Accounts 19 February 2016
Start Date For Period Covered By Report	01 December 2014
End Date For Period Covered By Report	30 November 2015
Date Approval Accounts	19 February 2016
Annual Accounts 21 April 2017
Start Date For Period Covered By Report	01 December 2015
End Date For Period Covered By Report	30 November 2016
Date Approval Accounts	21 April 2017
Annual Accounts
Start Date For Period Covered By Report	01 December 2016
End Date For Period Covered By Report	30 November 2017
Annual Accounts
Start Date For Period Covered By Report	01 December 2017
End Date For Period Covered By Report	30 November 2018
Annual Accounts
Start Date For Period Covered By Report	01 December 2018
End Date For Period Covered By Report	30 November 2019
Annual Accounts
Start Date For Period Covered By Report	01 December 2019
End Date For Period Covered By Report	30 November 2020
Annual Accounts
Start Date For Period Covered By Report	01 December 2020
End Date For Period Covered By Report	30 November 2021
Annual Accounts
Start Date For Period Covered By Report	01 December 2021
End Date For Period Covered By Report	30 November 2022
Annual Accounts
Start Date For Period Covered By Report	01 December 2022
End Date For Period Covered By Report	30 November 2023

Oak Wealth Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Robert J.

Omar O.

People with significant control

Robert J.

Omar O.

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:

Accountant/Auditor,
2015 - 2014

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode

Oak Wealth Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Robert J.

Omar O.

People with significant control

Robert J.

Omar O.

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:

Accountant/Auditor, 2015 - 2014

Name:

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

Accountant/Auditor,
2015 - 2014