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Oakwood Financial Services Ltd

09158230

active
Private Limited Company
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, GU14 6XR
Incorporated 01/08/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Simon Delaval Beart

director · Since 29/09/2022

ACCOUNTANT

BRITISH · ENGLAND · Age 67

Also on 28 other boards

Mr Robin John Greensted Hewitt

director · Since 29/09/2022

BANKER

BRITISH · UNITED KINGDOM · Age 52

Also on 2 other boards

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

CompanyRankvs 7074+ SIC 64999 peers
65

Financial strength87th percentile among SIC peers · 22/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.17× · 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 strength22/25 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 31/03/2025

Net Worth

£273k

Balance sheet strength

Cash

£115k

Cash in the bank

Net Current Assets

-£590k

Working capital

Current Assets

£120k

Current Liabilities

£710k

Debtors

£5k

6avg. employees

Balance Sheet

Intangible assets£863k
Signed by 09158230 2024-04-01 2025-03-31 09158230 2025-03-31 09158230 core:RetainedEarningsAccumulatedLosses 2025-03-31 09158230 cPrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20250.17-£8k
20240.79+£126k
20233.05+£54k
20221.27-£346k
20212.75+£258k
20202.87+£9k
20191.81

Derived from filed accounts. Not audited figures.