Oakwood Wealth Planning Ltd

General information

Name:

Oakwood Wealth Planning Limited

Office Address:

37d Oakwood Avenue CR8 1AR Purley

Number: 12703979

Incorporation date: 2020-06-29

End of financial year: 30 June

Category: Private Limited Company

Status: Active

Description

Data updated on:

Oakwood Wealth Planning Ltd has existed on the market for four years. Registered under the number 12703979 in 2020, it is registered at 37d Oakwood Avenue, Purley CR8 1AR. The company is recognized as Oakwood Wealth Planning Ltd. Moreover it also operated as Zen Financial Planning up till the name was changed 3 years ago. This firm's classified under the NACE and SIC code 64999 meaning Financial intermediation not elsewhere classified. Oakwood Wealth Planning Limited reported its account information for the financial year up to Thu, 30th Jun 2022. The latest annual confirmation statement was filed on Wed, 28th Jun 2023.

The company has 1 managing director now controlling the firm, namely Mark C. who's been carrying out the director's duties for four years.

Mark C. is the individual who controls this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

  • Previous company's names
  • Oakwood Wealth Planning Ltd 2021-02-18
  • Zen Financial Planning Ltd 2020-06-29

Financial data based on annual reports

Company staff

Mark C.

Role: Director

Appointed: 29 June 2020

Latest update: 6 April 2024

People with significant control

Mark C.
Notified on 29 June 2020
Nature of control:
over 3/4 of shares
3/4 to full of voting rights
right to manage directors

Accounts Documents

Account next due date 31 March 2024
Account last made up date 30 June 2022
Confirmation statement next due date 12 July 2024
Confirmation statement last made up date 28 June 2023
Annual Accounts
Start Date For Period Covered By Report 2020-06-29
End Date For Period Covered By Report 2021-06-30
Annual Accounts
Start Date For Period Covered By Report 2021-07-01
End Date For Period Covered By Report 2022-06-30
Annual Accounts
Start Date For Period Covered By Report 2022-07-01
End Date For Period Covered By Report 2023-06-30

Company filings

Filing category

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Accounts Confirmation statement Incorporation Officers Persons with significant control Resolution
Free Download
Accounts for a dormant company made up to 30th June 2023 (AA)
filed on: 28th, February 2024
accounts
Free Download Download filing (2 pages)

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Services (by SIC Code)

  • 64999 : Financial intermediation not elsewhere classified
3
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