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Acorn To Oaks Financial Services Ltd

06547017

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

93 CHURCH STREET, BILSTON, WV14 0BJ
Incorporated 27/03/2008

Compliance

Last accounts

31/03/2025

total exemption full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 27/03/2026

Due 10/04/2027

On track

Industry

65110
Life insurance
65120
Non-life insurance
66220
Activities of insurance agents and brokers

Officers

Mrs Claire Oakley

director · Since 27/03/2008

DIRECTOR

BRITISH · UNITED KINGDOM · Age 58

Also on 11 other boards

Mr Rahul Gupta

director · Since 01/05/2021

DIRECTOR- IFA

BRITISH · ENGLAND · Age 63

Also on 1 other board

Persons with Significant Control

Mrs Claire Oakley

25–50% shares

British · United Kingdom · Age 58

93, Church Street, Bilston, WV14 0BJ

Notified 01/04/2021

Oakley Family Investments Ltd

25–50% shares

93a, Church Street, Bilston, WV14 0BJ

Reg: 06160655 · Companies House London · Limited Company

Notified 01/04/2021

Mr Jason Sam Oakley

25–50% shares

British · England · Age 39

93a, Church Street, Bilston, WV14 0BJ

Notified 01/04/2021

Acorn To Oaks Financial Services Eot Ltd

50–75% shares

93, Church Street, Bilston, WV14 0BJ

Reg: 15993487 · England & Wales · Limited Company

Notified 21/10/2025

Former PSCs

Mrs Claire Oakley

Ceased 07/01/2019

Max Barney Investments Limited

Ceased 01/04/2021

CompanyRankvs 172+ SIC 65110 peers
84

Financial strength95th percentile among SIC peers · 24/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.94× · 16/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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172Acorn To Oaks Financial Services Ltd
80
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.

Employees14/15 pts

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

Liquidity16/20 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 31/03/2025

Net Worth

£832k

Balance sheet strength

Cash

£443k

Cash in the bank

Net Current Assets

£839k

Working capital

Current Assets

£1.7M

Current Liabilities

£893k

Fixed Assets

£69k

Debtors

£1.3M

18avg. employees

Tax at Year End

Corp tax£25k

Balance Sheet

Assets less current liabilities£908k
Signed by Mrs Claire Oakley 07/05/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.94+£74k
20241.67+£68k
20231.77+£123k
20222.01+£179k
20211.67—

Derived from filed accounts. Not audited figures.