Back to search

Oak Financial (South West) Limited

06331955

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

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

Details

STONEBARROW FARMHOUSE, AXMINSTER, EX13 5XL
Incorporated 02/08/2007

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Anthony Charles Harris

director · Since 02/08/2007

COMPANY DIRECTOR

BRITISH · UNITED KINGDOM · Age 61

Also on 1 other board

Persons with Significant Control

Mr Anthony Charles Harris

75–100% shares
75–100% votes
Appoint directors

British · United Kingdom · Age 61

Stonebarrow Farm House, Hawkchurch, Axminster, EX13 5XL

Notified 06/04/2016

CompanyRankvs 2774+ SIC 66220 peers
61

Financial strength66th percentile among SIC peers · 17/25
Employees55th percentile among SIC peers · 8/15
LiquidityCurrent ratio 0.65× · 6/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Show leaderboard
How is this score calculated?
Financial strength17/25 pts

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

Employees8/15 pts

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

Liquidity6/20 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 31/08/2025

Net Worth

£31k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

-£21k

Working capital

Current Assets

£39k

Current Liabilities

£60k

Fixed Assets

£54k

2avg. employees

Balance Sheet

Assets less current liabilities£33k
Signed by Mr A C Harris 14 December 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.65
20240.53
20230.97+£7k
20220.93+£27k
20210.45
20200.78
2019-0.82

Derived from filed accounts. Not audited figures.