Back to search

Oakwood Wealth Management Limited

06721836

liquidation
Private Limited Company
england wales
Companies House
Insolvency history
Health Score
N/A

Details

100 ST JAMES ROAD, NORTHAMPTON, NN5 5LF
Incorporated 13/10/2008

Compliance

Last accounts

31/03/2025

micro entity

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 13/10/2024

Due 27/10/2025

Overdue

Industry

70229
Management consultancy activities

Officers

Mrs Claire Anne Heritage

director · Since 13/10/2008

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 66

Also on 4 other boards

Ms Karen Lesley Miles

director · Since 13/10/2008

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 64

Also on 2 other boards

Mr David Alexander Gifford

director · Since 01/10/2009

INDEPENDENT FINANCIAL ADVISER

BRITISH · ENGLAND · Age 66

Also on 3 other boards

Persons with Significant Control

Ms Karen Lesley Miles

75–100% shares

British · England · Age 64

100, St James Road, Northampton, NN5 5LF

Notified 13/10/2016

Charges0 outstanding

charge
satisfied

LEGAL AND GENERAL ASSURANCE SOCIETY LIMITED

Created 19/03/2009Registered 27/03/2009Satisfied 07/04/2024

Insolvency History1 case

members voluntary liquidation14/08/2025

John William Rimmer (practitioner) · Alastair Mark Fish (practitioner)

CompanyRankvs 15+ SIC 70229 peers
40

Financial strengthNo net worth data · 0/25
EmployeesNo employee data · 0/15
LiquidityCurrent ratio 46.03× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Insolvency history -10
Show leaderboard
How is this score calculated?
Financial strength0/25 pts

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

Employees0/15 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.

Risk deductions

Insolvency history: -10 pts

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

£265k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£263k

Working capital

Current Assets

£268k

Current Liabilities

£6k

Fixed Assets

£6k

20avg. employees+3

Balance Sheet

Assets less current liabilities£268k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
202546.03+£16k
202413.65+£1k
202314.24

Derived from filed accounts. Not audited figures.