OAK WEALTH PLANNING LIMITED

Key Data

Status

Active

Company No.

07453323

Incorporation date

29/11/2010

Size

Total Exemption Full

Classification

Activities of insurance agents and brokers (66.22 - SIC 2007);

Contacts

Registered address

See on map

Latest events (Record since 31/10/2022)

04/02/2026

Current accounting period extended from 2025-11-30 to 2026-02-28

View PDF (1 pages)

07/11/2025

Confirmation statement made on 2025-10-15 with updates

View PDF (5 pages)

15/04/2025

Total exemption full accounts made up to 2024-11-30

View PDF (9 pages)

01/11/2024

Confirmation statement made on 2024-10-30 with no updates

View PDF (3 pages)

20/02/2024

Memorandum and Articles of Association

View PDF (19 pages)

20/02/2024

Resolutions

View PDF (1 pages)

19/02/2024

Change of share class name or designation

View PDF (2 pages)

19/02/2024

Particulars of variation of rights attached to shares

View PDF (2 pages)

23/01/2024

Total exemption full accounts made up to 2023-11-30

View PDF (9 pages)

16/01/2024

Resolutions

View PDF (2 pages)

31/10/2023

Confirmation statement made on 2023-10-30 with no updates

View PDF (3 pages)

23/02/2023

Satisfaction of charge 074533230001 in full

View PDF (1 pages)

23/02/2023

Satisfaction of charge 074533230002 in full

View PDF (1 pages)

29/01/2023

Total exemption full accounts made up to 2022-11-30

View PDF (9 pages)

31/10/2022

Confirmation statement made on 2022-10-30 with no updates

View PDF (3 pages)

2023

0 % *

* during past year

Total Assets

£0.00

2023

0 *

* during past year

Number of employees

2023

0 % *

* during past year

Cash in Bank

£200.00

Business linkages

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Confirmation

Last made up date

30/11/2024

Next confirmation date

15/10/2026

Last change occurred

30/11/2024

Accounts

Total Exemption Full

Last made up date

30/11/2024

Next account date

28/02/2026

Next due on

30/11/2026

See more events →

Financial Ratios

Indicator
Employees
Net Assets(GBP)
Total Assets(GBP)
Turnover(GBP)
Cash in Bank(GBP)
Total Liabilities(GBP)

2021
6
11.75K
-
0.00
10.20K
-

2022
5
133.25K
-
0.00
200.00
-

2023
5
250.10K
-
0.00
200.00
-

2023
5
250.10K
-
0.00
200.00
-

Employees

2023

Employees

5 0 % *

Net Assets(GBP)

250.10K £87.69 % *

Total Assets(GBP)

Turnover(GBP)

0.00 £- *

Cash in Bank(GBP)

200.00 £0.00 % *

Total Liabilities(GBP)

*over the last year starting selected period

People

Officers

Person	Title	Period	Connections
Jordan, Robert James	Director	29/11/2010 - Present	3
Osman, Omar	Director	29/11/2010 - Present	-

Persons with Significant Control

This information is available in our reports and to subscription users.

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Description

About OAK WEALTH PLANNING LIMITED

OAK WEALTH PLANNING LIMITED is an(a) Active company incorporated on 29/11/2010 with the registered office located at Challenge House, Sherwood Drive, Bletchley MK3 6DP. There are currently 2 active directors according to the latest confirmation statement. Number of employees 5 according to last financial statements.

Frequently Asked Questions

What is the current status of OAK WEALTH PLANNING LIMITED?

OAK WEALTH PLANNING LIMITED is currently Active. It was registered on 29/11/2010 .

Where is OAK WEALTH PLANNING LIMITED located?

OAK WEALTH PLANNING LIMITED is registered at Challenge House, Sherwood Drive, Bletchley MK3 6DP.

What does OAK WEALTH PLANNING LIMITED do?

OAK WEALTH PLANNING LIMITED operates in the Activities of insurance agents and brokers (66.22 - SIC 2007) sector.

How many employees does OAK WEALTH PLANNING LIMITED have?

OAK WEALTH PLANNING LIMITED had 5 employees in 2023.

What is the latest filing for OAK WEALTH PLANNING LIMITED?

The latest filing was on 04/02/2026: Current accounting period extended from 2025-11-30 to 2026-02-28.