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Oak Financial Management Ltd

07410638

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

AIRPORT HOUSE BUSINESS CENTRE AIRPORT HOUSE, CROYDON, CR0 0XZ
Incorporated 18/10/2010

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

65110
Life insurance

Officers

Mr Barry Alan May

director · Since 18/10/2010

IFA

BRITISH · ENGLAND · Age 50

Persons with Significant Control

Mr Barry Alan May

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

British · England · Age 50

Airport House Business Centre, Airport House, Croydon, CR0 0XZ

Notified 06/04/2016

CompanyRankvs 341+ SIC 65110 peers
71

Financial strength67th percentile among SIC peers · 17/25
Employees77th percentile among SIC peers · 12/15
LiquidityCurrent ratio 1.5× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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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.

Employees12/15 pts

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

Liquidity12/20 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 31/10/2025

Net Worth

£38k

Balance sheet strength

Cash

£42k

Cash in the bank

Net Current Assets

£16k

Working capital

Current Assets

£48k

Current Liabilities

£32k

Fixed Assets

£22k

Debtors

£382

4avg. employees

Balance Sheet

Bank loans & overdrafts£8k
Assets less current liabilities£38k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20251.50+£0
20251.50+£12k
20241.96-£6k
20232.78-£7k
20222.52+£278
20214.48

Derived from filed accounts. Not audited figures.