Oakwood Wealth Management Limited in Ware, SG11 2RQ

Description

Data updated on: 01-11-2023

Oakwood Wealth Management Limited can be found at Ware at Cardinals Rise Hay Street. Anyone can search for this business by the zip code - SG11 2RQ. Oakwood Wealth Management's founding dates back to 2008. The firm is registered under the number 06721836 and their official state is active. From 24th November 2008 Oakwood Wealth Management Limited is no longer under the business name Oakwood Asset Management. This enterprise's principal business activity number is 70229, that means Management consultancy activities other than financial management. The latest annual accounts describe the period up to 2022-03-31 and the latest annual confirmation statement was released on 2023-10-13.

David G., Claire H. and Karen M. are the company's directors and have been doing everything they can to make sure everything is working correctly since October 2009.

Karen M. is the individual with significant control over this firm, owns over 3/4 of company shares.

Previous company's names
Oakwood Wealth Management Limited 2008-11-24
Oakwood Asset Management Limited 2008-10-13

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	2020-03-30	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	GBP
Net Worth	28 384	39 463	37 848	58 625	85 609	85 424	82 767

Balance Sheet
Current Assets	19 358	32 036	37 579	63 873	87 858	87 624	87 428	99 549	115 826	185 198	185 198	210 614	305 389	259 562
Net Assets Liabilities							82 767	95 222	114 293	170 150	170 150	200 356	280 532	247 511
Cash Bank In Hand	17 358	27 535	29 391	52 277	55 579	50 531
Debtors	2 000	4 501	8 188	11 596	32 279	37 093
Net Assets Liabilities Including Pension Asset Liability	28 384	39 463	37 848	58 625	85 609	85 424	82 767
Tangible Fixed Assets	17 445	14 144	6 866	5 822	7 656	5 758

Capital & Reserves
Called Up Share Capital	100	100	100	100	100	100
Profit Loss Account Reserve	28 284	39 363	37 748	58 525	85 509	85 324
Shareholder Funds	28 384	39 463	37 848	58 625	85 609	85 424	82 767

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal							2 580	2 590	2 720	2 754	2 754	2 754	2 880	3 180
Average Number Employees During Period									17	17	17	17	17	17
Creditors							7 669	12 401	13 113	27 676	27 676	21 817	35 819	18 224
Fixed Assets	17 445	14 144	6 866	5 822	7 656	5 758	5 588	10 664	14 300	15 382	15 382	14 313	13 842	9 353
Net Current Assets Liabilities	10 939	25 319	30 982	52 803	77 953	79 666	79 759	87 148	102 713	157 522	157 522	188 797	269 570	241 338
Total Assets Less Current Liabilities	28 384	39 463	37 848	58 625	85 609	85 424	85 347	97 812	117 013	172 904	172 904	203 110	283 412	250 691
Creditors Due Within One Year Total Current Liabilities	8 419	5 901
Tangible Fixed Assets Additions		5 100	1 499	5 064	6 333	1 768
Tangible Fixed Assets Cost Or Valuation	28 506	33 606	35 105	40 169	46 502	48 270
Tangible Fixed Assets Depreciation	11 061	19 462	28 239	34 347	38 846	42 512
Tangible Fixed Assets Depreciation Charge For Period		8 401
Accruals Deferred Income						2 573	2 580
Creditors Due Within One Year		6 717	6 597	11 070	9 905	5 385	7 669
Tangible Fixed Assets Depreciation Charged In Period			8 777	6 108	4 499	3 666

Company staff

David G.

Role: Director

Appointed: 01 October 2009

Latest update: 2 April 2024

Claire H.

Role: Director

Appointed: 13 October 2008

Latest update: 2 April 2024

Karen M.

Role: Director

Appointed: 13 October 2008

Latest update: 2 April 2024

People with significant control

Karen M.

Notified on 13 October 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	27 October 2024
Confirmation statement last made up date	13 October 2023

Annual Accounts 24 December 2013
Start Date For Period Covered By Report	2012-04-01
End Date For Period Covered By Report	2013-03-31
Date Approval Accounts	24 December 2013
Annual Accounts 18 December 2014
Start Date For Period Covered By Report	2013-04-01
End Date For Period Covered By Report	2014-03-31
Date Approval Accounts	18 December 2014
Annual Accounts 21 December 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	21 December 2015
Annual Accounts 27 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	27 December 2016
Annual Accounts 21 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	21 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	2021-04-01
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	2022-04-01
End Date For Period Covered By Report	31 March 2023
Annual Accounts
End Date For Period Covered By Report	31 March 2021

Oakwood Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

David G.

Claire H.

Karen M.

People with significant control

Karen M.

Accounts Documents

Company filings

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