Oakwood Financial Advisers Limited in Warwick, CV34 4EW

Description

Data updated on: 01-11-2023

Oakwood Financial Advisers is a company with it's headquarters at CV34 4EW Warwick at 8 Jury Street. The company has been registered in year 2015 and is registered as reg. no. 09726715. The company has existed on the British market for nine years now and its current state is active. Oakwood Financial Advisers Limited was listed nine years from now as Oakwood Independent Advisers. The enterprise's principal business activity number is 66290 - Other activities auxiliary to insurance and pension funding. Sun, 30th Apr 2023 is the last time when company accounts were filed.

We have one director currently running the following business, namely Jaskaran J. who's been doing the director's obligations since Tuesday 11th August 2015.

Jaskaran J. is the individual who has control over this firm, owns over 3/4 of company shares.

Previous company's names
Oakwood Financial Advisers Limited 2015-10-21
Oakwood Independent Advisers Limited 2015-08-11

Financial data based on annual reports

Profit & Loss
Date of Accounts	2016-04-30	2017-04-30	2018-04-30	2019-04-30	2020-04-30	2021-04-30	2022-04-30	2023-04-30
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	100

Balance Sheet
Cash Bank On Hand	20 000	22 534	70 913	141 966	102 018	162 718	86 607	149 509
Current Assets	20 000	52 534	75 337	156 720	240 896	389 582	498 607	746 739
Debtors		30 000	4 424	14 754	138 878	226 864	412 000	597 230
Net Assets Liabilities	100	-3 883	42 310		196 090	313 147	457 858	649 828
Other Debtors			4 424	14 754	138 878	226 864	412 000	597 230
Property Plant Equipment						1 700	1 445	1 228
Cash Bank In Hand	20 000
Net Assets Liabilities Including Pension Asset Liability	100

Capital & Reserves
Called Up Share Capital	100
Shareholder Funds	100

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment						300	555	772
Additions Other Than Through Business Combinations Property Plant Equipment						2 000
Amounts Owed By Group Undertakings Participating Interests		30 000
Average Number Employees During Period		3	3	3	3	3	3	3
Balances Amounts Owed By Related Parties		30 000
Bank Borrowings Overdrafts						10 648	10 649	10 648
Comprehensive Income Expense		-3 983
Corporation Tax Payable		1 639	16 049	12 177
Creditors	5 000	41 517	33 027	81 636	46 792	41 305	64 487	81 529
Depreciation Rate Used For Property Plant Equipment						15	15	15
Fixed Assets						1 700	51 445	1 228
Income Expense Recognised Directly In Equity	100
Increase From Depreciation Charge For Year Property Plant Equipment						300	255	217
Investments							50 000	-50 000
Investments Fixed Assets							50 000
Issue Equity Instruments	100
Net Current Assets Liabilities	15 000	11 017	42 310	75 084	196 090	351 122	437 298	669 726
Number Shares Issued Fully Paid						15 000	15 000	15 000
Other Creditors	5 000	11 573	12 283	69 217	16 643	2 846	5 104	2 838
Other Investments Other Than Loans							50 000	-50 000
Other Taxation Social Security Payable		339		12 177	30 147	27 373	48 729	65 523
Par Value Share							1	1
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal				6 754	1 986	2 845	3 178	4 516
Profit Loss		-3 983
Property Plant Equipment Gross Cost						2 000	2 000	2 000
Taxation Including Deferred Taxation Balance Sheet Subtotal						323	361	307
Total Assets Less Current Liabilities	15 000	11 017	42 310	75 084	196 090	352 822	488 743	670 954
Trade Creditors Trade Payables		27 966	4 695	242	2	438	5	2 520
Creditors Due After One Year Total Noncurrent Liabilities	14 900
Creditors Due Within One Year Total Current Liabilities	5 000

Company staff

Jaskaran J.

Role: Director

Appointed: 11 August 2015

Latest update: 23 February 2024

People with significant control

Jaskaran J.

Notified on 10 August 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 January 2025
Account last made up date	30 April 2023
Confirmation statement next due date	24 August 2024
Confirmation statement last made up date	10 August 2023

Annual Accounts
Start Date For Period Covered By Report	2016-05-01
End Date For Period Covered By Report	30 April 2017
Annual Accounts
Start Date For Period Covered By Report	2017-05-01
End Date For Period Covered By Report	30 April 2018
Annual Accounts
Start Date For Period Covered By Report	2018-05-01
End Date For Period Covered By Report	30 April 2019
Annual Accounts
Start Date For Period Covered By Report	2019-05-01
End Date For Period Covered By Report	30 April 2020
Annual Accounts
Start Date For Period Covered By Report	2020-05-01
End Date For Period Covered By Report	30 April 2021
Annual Accounts
Start Date For Period Covered By Report	2021-05-01
End Date For Period Covered By Report	30 April 2022
Annual Accounts
Start Date For Period Covered By Report	2022-05-01
End Date For Period Covered By Report	30 April 2023

Oakwood Financial Advisers Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Jaskaran J.

People with significant control

Jaskaran J.

Accounts Documents

Company filings

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