Oaklands Wealth Management Ltd. in Sutton Coldfield, B72 1RJ

Description

Data updated on: 01-11-2023

Oaklands Wealth Management Ltd. with reg. no. 05073585 has been on the market for twenty years. The Private Limited Company can be contacted at 12a Duke Street, in Sutton Coldfield and its zip code is B72 1RJ. It 's been seventeen years from the moment Oaklands Wealth Management Ltd. is no longer recognized under the name Oaklands Financial Services. The company's SIC code is 64999 and their NACE code stands for Financial intermediation not elsewhere classified. March 31, 2022 is the last time when the accounts were filed.

With two recruitment offers since Thu, 4th Sep 2014, Oaklands Wealth Management has been relatively active on the labour market. On Tue, 30th Sep 2014, it started looking for new employees for a Client Services Admin/Paraplanner with Financial Planning Cert. post in Birmingham, and on Thu, 4th Sep 2014, for the vacant post of a Administrative Assistant - Sutton Coldfield town centre in Birmingham.

The firm has two trademarks, all are still in use. The first trademark was granted in 2017. The one which will become invalid first, that is in November, 2026 is OAKLANDS WEALTH MANAGEMENT.

This company owes its success and unending growth to a team of two directors, namely Giles B. and Helen B., who have been managing the firm since 2004-03-31.

Previous company's names
Oaklands Wealth Management Ltd. 2007-09-07
Oaklands Financial Services Limited 2004-03-15

Trademark UK00003194863

Trademark image:	-
Trademark name:	OAKLANDS WEALTH MANAGEMENT
Status:	Registered
Filing date:	2016-11-03
Date of entry in register:	2017-01-27
Renewal date:	2026-11-03
Owner name:	OAKLANDS WEALTH MANAGEMENT LTD.
Owner address:	12A DUKE STREET, SUTTON COLDFIELD, United Kingdom, B72 1RJ

Trademark UK00003194859

Trademark image:	-
Status:	Registered
Filing date:	2016-11-03
Date of entry in register:	2017-01-27
Renewal date:	2026-11-03
Owner name:	OAKLANDS WEALTH MANAGEMENT LTD.
Owner address:	12A DUKE STREET, SUTTON COLDFIELD, United Kingdom, B72 1RJ

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-03-31	2012-03-31	2013-03-31	2014-03-31	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
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	38 714	34 731	43 499	101 502	85 605	36 458

Balance Sheet
Cash Bank On Hand							88 808	233 735	357 283	267 750	386 693	602 361	636 778
Current Assets	52 652	66 494	74 283	144 354	125 074	76 746	88 808	233 735	409 283	494 675	547 392	614 695	643 603
Debtors	3 264	3 321	3 096	1 391	2 067				52 000	226 925	160 699	12 334	6 825
Net Assets Liabilities						36 456	44 346		312 666	339 518	471 097	543 112	550 675
Other Debtors									52 000	226 925	160 699	5 764
Property Plant Equipment							6 276	4 385	1 525	7 337	9 443	4 317	1 666
Cash Bank In Hand	49 388	63 173	71 187	142 963	123 007	76 746
Net Assets Liabilities Including Pension Asset Liability	38 714	34 731	43 499
Tangible Fixed Assets	2 450	898	628	5 611	9 303	8 225

Capital & Reserves
Called Up Share Capital	10 000	10 000	10 000	10 000	10 000	10 000
Profit Loss Account Reserve	28 714	24 731	33 499	91 502	75 605	26 458
Shareholder Funds	38 714	34 731	43 499	101 502	85 605	36 458

Other Financial Data
Version Production Software											2 022
Accrued Liabilities									2 350	51 950			4 800
Accumulated Depreciation Impairment Property Plant Equipment							43 622	49 287	52 147	55 892	61 427	66 553	31 213
Additions Other Than Through Business Combinations Property Plant Equipment								3 774		9 557	7 641		2 310
Average Number Employees During Period									9	9	9	11	11
Corporation Tax Payable							40 856	68 786	79 774
Creditors						48 515	50 738	81 464	98 142	162 494	85 738	75 900	94 594
Fixed Assets	2 450	898	628			8 225	6 276
Increase From Depreciation Charge For Year Property Plant Equipment								5 665	2 860	3 745	5 535	5 126	4 961
Loans From Directors													1 236
Net Current Assets Liabilities	36 264	33 833	42 871	95 891	76 302	28 233	38 070	152 271	311 141	332 181	461 654	538 795	549 009
Nominal Value Allotted Share Capital										10 000	10 000	10 000	10 000
Number Shares Allotted			10 000	10 000	10 000	10 000					10 000	10 000	10 000
Number Shares Issued Fully Paid								10 000
Other Creditors							3 165	3 567	1 085	362		2 108	176
Other Disposals Decrease In Depreciation Impairment Property Plant Equipment													40 301
Other Disposals Property Plant Equipment													40 301
Other Taxation Social Security Payable							5 969	6 637	7 779
Par Value Share			1	1	1	1		1			1	1	1
Prepayments Accrued Income												6 570	6 825
Property Plant Equipment Gross Cost							49 898	53 672	53 672	63 229	70 870	70 870	32 879
Taxation Social Security Payable									87 525	106 186	85 129	73 392	79 911
Total Assets Less Current Liabilities	38 714	34 731	43 499	101 502	85 605	36 458	44 346	156 656	312 666
Trade Creditors Trade Payables							748	2 474	7 154	3 996	609	400	8 471
Value-added Tax Payable									28
Prepayments Accrued Income Not Expressed Within Current Asset Sub-total	-16 388	-32 661
Tangible Fixed Assets Cost Or Valuation	24 019	24 019	24 694
Tangible Fixed Assets Depreciation	21 569	23 121	24 066
Tangible Fixed Assets Depreciation Charge For Period		1 552
Creditors Due Within One Year		32 661	31 412	48 463	48 772	48 513
Share Capital Allotted Called Up Paid		10 000	10 000	10 000	10 000	10 000
Tangible Fixed Assets Additions			675
Tangible Fixed Assets Depreciation Charged In Period			945

Company staff

Giles B.

Role: Director

Appointed: 31 March 2004

Latest update: 23 March 2024

Giles B.

Role: Secretary

Appointed: 15 March 2004

Latest update: 23 March 2024

Helen B.

Role: Director

Appointed: 15 March 2004

Latest update: 23 March 2024

John W.

Role: Director

Appointed: 30 July 2008

Resigned: 18 January 2021

Latest update: 23 March 2024

Stephen S.

Role: Nominee Secretary

Appointed: 15 March 2004

Resigned: 15 March 2004

Latest update: 23 March 2024

Jacqueline S.

Role: Nominee Director

Appointed: 15 March 2004

Resigned: 15 March 2004

Latest update: 23 March 2024

People with significant control

The companies with significant control over this firm are: Oaklands Wealth Holdings Limited owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Sutton Coldfield at Duke Street, B72 1RJ.

Oaklands Wealth Holdings Limited

Address: 12a Duke Street, Sutton Coldfield, B72 1RJ, England

Legal authority Companies Act 2006

Legal form Private Limited Company

Notified on 18 March 2024

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Oaklands Holdings Limited

Address: 12a Duke Street, Sutton Coldfield, B72 1RJ, England

Legal authority Companies Act 2006

Legal form Private Limited Company

Notified on 18 March 2024

Ceased on 18 March 2024

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Giles B.

Notified on 6 April 2016

Ceased on 18 March 2024

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Helen B.

Notified on 6 April 2016

Ceased on 18 March 2024

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 of voting rights

right to manage directors

over 1/2 to 3/4 of shares

Helen B.

Notified on 6 April 2016

Ceased on 30 June 2022

Nature of control:

right to manage directors

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	21 July 2024
Confirmation statement last made up date	07 July 2023

Annual Accounts 20 November 2013
Start Date For Period Covered By Report	2012-04-01
End Date For Period Covered By Report	2013-03-31
Date Approval Accounts	20 November 2013
Annual Accounts 6 May 2014
Start Date For Period Covered By Report	2013-04-01
End Date For Period Covered By Report	2014-03-31
Date Approval Accounts	6 May 2014
Annual Accounts 1 May 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	1 May 2015
Annual Accounts 30 September 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 September 2016
Annual Accounts
Start Date For Period Covered By Report	2016-04-01
End Date For Period Covered By Report	2017-03-31
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	1 April 2020
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	1 April 2021
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	1 April 2022
End Date For Period Covered By Report	31 March 2023
Annual Accounts
End Date For Period Covered By Report	31 March 2020

Client Services Admin/Paraplanner with Financial Planning Cert. in Birmingham, posted on Tuesday 30th September 2014
Region / City	Birmingham
Salary	From £20000.00 to £25000.00 per year
Job type	permanent
Expiration date	Tuesday 11th November 2014


Administrative Assistant - Sutton Coldfield town centre in Birmingham, posted on Thursday 4th September 2014
Region / City	Birmingham
Salary	From £16000.00 to £17000.00 per year
Job type	permanent
Expiration date	Friday 17th October 2014

Client Services Admin/Paraplanner with Financial Planning Cert. in Birmingham, posted on Tuesday 30th September 2014

Region / City

Birmingham

Salary

From £20000.00 to £25000.00 per year

Job type

permanent

Expiration date

Tuesday 11th November 2014

Administrative Assistant - Sutton Coldfield town centre in Birmingham, posted on Thursday 4th September 2014

Region / City

Birmingham

Salary

From £16000.00 to £17000.00 per year

Job type

permanent

Expiration date

Friday 17th October 2014

Oaklands Wealth Management Ltd.

General information

Name:

Office Address:

Description

Trade marks

Trademark UK00003194863

Trademark UK00003194859

Financial data based on annual reports

Company staff

Giles B.

Giles B.

Helen B.

John W.

Stephen S.

Jacqueline S.

People with significant control

Oaklands Wealth Holdings Limited

Oaklands Holdings Limited

Giles B.

Helen B.

Helen B.

Accounts Documents

Jobs and Vacancies at Oaklands Wealth Management Limited.

Company filings

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