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Oakwood Financial Services Ltd

09158230

active
ltd
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

Brennan House, Farnborough Aerospace Centre Business Park, Farnborough, GU14 6XR
Incorporated 01/08/2014

Previously known as

Jeli Financial Services Ltd · until 15/11/2022
Levick Financial Services Ltd · until 24/11/2014

Compliance

Last accounts

31/03/2026

total exemption full

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 31/05/2026

Due 14/06/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Robin John Greensted Hewitt

director · Since 29/09/2022

BANKER

BRITISH · UNITED KINGDOM · Age 52

Also on 2 other boards

Mr Simon Delaval Beart

director · Since 29/09/2022

ACCOUNTANT

BRITISH · ENGLAND · Age 67

Also on 28 other boards

Robin John Greensted Hewitt

director · Since 29/09/2022

British · United Kingdom · Age 52

Simon Delaval Beart

director · Since 29/09/2022

British · England · Age 67

Former

John Peter Richardson

director · Resigned 13/11/2014

Ian Davidson Whitfield

director · Resigned 29/09/2022

Ian Davidson Whitfield

director · Resigned 14/08/2023

Persons with Significant Control

Morningside Financial Services Limited

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

63, Albert Bridge Road, London, SW11 4QA

Reg: 13929382 · England And Wales · Private Limited Company

Notified 29/09/2022

Former PSCs

Mr Ian Davidson Whitfield

Ceased 29/09/2022

Jeli Limited

Ceased 31/03/2021

Change History

statusactive
2026-07-23

Active

typeltd
2026-07-23

Private Limited Company

address line1Brennan House
2026-07-23

BRENNAN HOUSE

post townFarnborough
2026-07-23

FARNBOROUGH

officer appointedBEART, Simon Delaval
2026-07-23
officer appointedHEWITT, Robin John Greensted
2026-07-23

CompanyRankvs 6291+ SIC 64999 peers
66

Financial strength90th percentile among SIC peers · 23/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.33× · 2/20
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 strength23/25 pts

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

Employees14/15 pts

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

Liquidity2/20 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 31/03/2026

Net Worth

£434k

Balance sheet strength

Cash

£142k

Cash in the bank

Net Current Assets

-£296k

Working capital

Current Assets

£147k

Current Liabilities

£443k

Debtors

£5k

6avg. employees

Balance Sheet

Intangible assets£730k
Signed by 09158230 2025-04-01 2026-03-31 09158230 2026-03-31 09158230 core:RetainedEarningsAccumulatedLosses 2026-03-31 09158230 cPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20260.33+£161k
20250.17-£8k
20240.79+£126k
20233.05

Derived from filed accounts. Not audited figures.