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Four Oaks Wealth Management Ltd

08652074

active
Private Limited Company
england wales
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)
  • Current liabilities exceed current assets (-10)

Details

QUADRANT COURT, 44-45 CALTHORPE ROAD, BIRMINGHAM, B15 1TH
Incorporated 15/08/2013

Compliance

Last accounts

31/08/2024

micro entity

Next accounts due

31/05/2026

On track

Confirmation statement

Last: 08/08/2025

Due 22/08/2026

On track

Industry

66300
Fund management activities

Officers

Mr Sanjay Hashmukhbhai Patel

director · Since 15/08/2013

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 53

Mr Viran Raaj Patel

director · Since 12/02/2025

FINANCIAL CONSULTANT

BRITISH · ENGLAND · Age 31

Persons with Significant Control

Mr Sanjay Hashmukhbhai Patel

Significant control

British · England · Age 53

Quadrant Court, 44-45, Calthorpe Road, Birmingham, B15 1TH

Notified 15/07/2016

CompanyRankvs 1095+ SIC 66300 peers
59

Financial strength58th percentile among SIC peers · 14/25
Employees75th percentile among SIC peers · 11/15
LiquidityCurrent ratio 0.87× · 6/20
Longevity13 years trading (max 15) · 13/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength14/25 pts

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

Employees11/15 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.

Longevity13/15 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 31/08/2024

Net Worth

£3k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£5k

Working capital

Current Assets

£37k

Current Liabilities

£42k

Fixed Assets

£8k

2avg. employees

Balance Sheet

Assets less current liabilities£3k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20240.87+£2k
20230.84
20220.61
20210.64
20200.60
20190.72-£1k
20180.67

Derived from filed accounts. Not audited figures.