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Oakworth Financial Planning Limited

03888445

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

OAKWORTH HOUSE 45 NEWGATE, WF8 1NB
Incorporated 03/12/1999

Compliance

Last accounts

31/05/2026

total exemption full

Next accounts due

29/02/2028

On track

Confirmation statement

Last: 03/12/2025

Due 17/12/2026

On track

Industry

66110
Administration of financial markets

Officers

Mr Richard William Douglas

director · Since 01/06/2016

INDEPENDANT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 42

Also on 1 other board

Mr Richard Lindsay Rotherforth

director · Since 01/06/2016

INDEPENDANT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 43

Also on 1 other board

Persons with Significant Control

Mr Richard William Douglas

Significant control

British · England · Age 42

2, Ackworth House Close, Pontefract, WF7 7NX

Notified 01/07/2016

Mr Richard Lindsay Rotherforth

Significant control

British · England · Age 43

2, Roberts Close, Knottingley, WF11 9AB

Notified 01/07/2016

CompanyRankvs 15+ SIC 66110 peers
89

Financial strength96th percentile among SIC peers · 24/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 3.66× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
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90
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3Bainbridge (Uk) Services Limited
90
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89
5Oakworth Financial Planning Limited
89
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How is this score calculated?
Financial strength24/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/05/2026

Net Worth

£1.7M

Balance sheet strength

Cash

£1.1M

Cash in the bank

Net Current Assets

£1.1M

Working capital

Current Assets

£1.6M

Current Liabilities

£424k

Fixed Assets

£742k

Debtors

£494k

11avg. employees+1

Balance Sheet

Intangible assets£692k
Assets less current liabilities£1.9M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20263.66+£360k
20252.90+£215k
20246.91+£180k
20236.45—

Derived from filed accounts. Not audited figures.