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Oakwood Financial Advisers Limited

09726715

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

8 Jury Street, Warwick, CV34 4EW
Incorporated 11/08/2015

Previously known as

Oakwood Independent Advisers Limited · until 21/10/2015

Compliance

Last accounts

30/04/2026

total exemption full

Next accounts due

31/01/2028

On track

Confirmation statement

Last: 10/08/2026

Due 24/08/2027

On track

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Jaskaran Singh Jaspal

director · Since 11/08/2015

CONSULTANT

BRITISH · ENGLAND · Age 65

Also on 3 other boards

Jaskaran Singh Jaspal

director · Since 11/08/2015

British · England · Age 65

Persons with Significant Control

Mr Jaskaran Singh Jaspal

50–75% shares
75–100% votes
Appoint directors

British · England · Age 65

Bayley House, 22-23 Bayley Lane, Coventry, CV1 5RJ

Notified 10/08/2016

Jbc Property Developments Limited

25–50% shares

8, Jury Street, Warwick, CV34 4EW

Reg: 01798999 · Companies House · Private Company Limited By Shares

Notified 25/09/2024

Change History

status → active
2026-07-23

Active

type → ltd
2026-07-23

Private Limited Company

address line1 → 8 Jury Street
2026-07-23

8 JURY STREET

post town → Warwick
2026-07-23

WARWICK

officer appointed → JASPAL, Jaskaran Singh
2026-07-23

CompanyRankvs 128+ SIC 66290 peers
83

Financial strength94th percentile among SIC peers · 24/25
Employees88th percentile among SIC peers · 13/15
LiquidityCurrent ratio 8.34× · 20/20
Longevity11 years trading (max 15) · 11/15
Filing complianceAll filings up to date · 15/15
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128Oakwood Financial Advisers Limited
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How is this score calculated?
Financial strength24/25 pts

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

Employees13/15 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.

Longevity11/15 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 30/04/2026

Net Worth

£695k

Balance sheet strength

Cash

£20k

Cash in the bank

Net Current Assets

£659k

Working capital

Current Assets

£749k

Current Liabilities

£90k

Fixed Assets

£36k

Debtors

£729k

5avg. employees+2

Balance Sheet

Intangible assets£36k
Assets less current liabilities£696k
Prepared with Sage Accounts Production Advanced 2025 - FRS102_2025

EstimatesDerived

YearCurrent RatioImplied Profit
20268.34-£206k
202515.17+£105k
202411.65+£146k
20239.16—

Derived from filed accounts. Not audited figures.