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Oak Financial Consultants Limited

08940115

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

16 SHAW GREEN LANE SHAW GREEN LANE, CHELTENHAM, GL52 3BP
Incorporated 14/03/2014

Compliance

Last accounts

31/03/2025

micro entity

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 14/03/2026

Due 28/03/2027

On track

Industry

68209
Other letting and operating of own or leased real estate
70229
Management consultancy activities

Officers

Mrs Margaret Rhiannon Hooper

director · Since 14/03/2014

CHARTERED ACCOUNTANT

BRITISH · ENGLAND · Age 59

Also on 2 other boards

Mr Huw Price Davies

director · Since 14/09/2018

FINANCIAL ADVISER

BRITISH · FRANCE · Age 61

Persons with Significant Control

Mrs Margaret Rhiannon Hooper

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

British · England · Age 59

16 Shaw Green Lane, Shaw Green Lane, Cheltenham, GL52 3BP

Notified 06/04/2016

Mr Huw Price Davies

25–50% shares
25–50% votes

British · United Kingdom · Age 61

16 Shaw Green Lane, Shaw Green Lane, Cheltenham, GL52 3BP

Notified 18/09/2018

CompanyRankvs 24233+ SIC 68209 peers
73

Financial strength55th percentile among SIC peers · 14/25
Employees77th percentile among SIC peers · 12/15
LiquidityCurrent ratio 14.78× · 20/20
Longevity12 years trading (max 15) · 12/15
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.

Employees12/15 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.

Longevity12/15 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

£5k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£10k

Working capital

Current Assets

£11k

Current Liabilities

£722

Fixed Assets

£84k

2avg. employees

Balance Sheet

Assets less current liabilities£94k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
202514.78+£3k
202410.02+£1k
20230.06-£2k
20220.10+£2k
20210.11—
20200.12—
20190.00—

Derived from filed accounts. Not audited figures.