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Oak Wealth Planning Limited

07453323

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)

Details

CHALLENGE HOUSE, BLETCHLEY, MK3 6DP
Incorporated 29/11/2010

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Mr Robert James Jordan

director · Since 29/11/2010

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 47

Mr Omar Osman

director · Since 29/11/2010

FINANCIAL PLANNER

BRITISH · ENGLAND · Age 50

Persons with Significant Control

Mr Robert James Jordan

25–50% shares
25–50% votes
right-to-appoint-and-remove-directors-as-firm
significant-influence-or-control-as-firm

British · England · Age 47

Challenge House, Sherwood Drive, Bletchley, MK3 6DP

Notified 01/07/2016

Mr Omar Osman

25–50% shares
25–50% votes
right-to-appoint-and-remove-directors-as-firm
significant-influence-or-control-as-firm

British · England · Age 50

Challenge House, Sherwood Drive, Bletchley, MK3 6DP

Notified 01/07/2016

Charges0 outstanding

Charge
satisfied

BARCLAYS BANK PLC

Created 15/06/2015Registered 26/06/2015Satisfied 23/02/2023
Charge
satisfied

BARCLAYS BANK PLC

Created 12/06/2015Registered 16/06/2015Satisfied 23/02/2023

CompanyRankvs 3444+ SIC 66220 peers
50

Financial strength33th percentile among SIC peers · 8/25
Employees83th percentile among SIC peers · 12/15
LiquidityNo balance sheet data · 0/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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50
How is this score calculated?
Financial strength8/25 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.

Liquidity0/20 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 30/11/2024

Net Worth

£200

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

-£219k

Working capital

Current Assets

—

Current Liabilities

£219k

Fixed Assets

£85k

5avg. employees

Balance Sheet

Intangible assets£84k
Assets less current liabilities-£134k
Prepared with IRIS Accounts Production

EstimatesDerived

YearImplied Profit
2021-£18k
2020+£50k
2019+£59k

Derived from filed accounts. Not audited figures.