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Oakleaf Financial Ltd

10455318

active
Private Limited Company
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

LONG LODGE THE DRIVE, GUILDFORD, GU5 0QW
Incorporated 01/11/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mrs Patricia Becker

secretary · Since 01/11/2016

Also on 1 other board

Mr Dana Becker

director · Since 01/11/2016

STOCKBROKER

BRITISH · UNITED KINGDOM · Age 62

Mrs Patricia Becker

director · Since 12/10/2018

DIRECTOR

BRITISH · ENGLAND · Age 57

Also on 1 other board

Persons with Significant Control

Mr Dana Becker

25–50% shares

British · United Kingdom · Age 62

Long Lodge, The Drive, Guildford, GU5 0QW

Notified 01/11/2016

Mrs Patricia Becker

50–75% shares

British · England · Age 57

Long Lodge, The Drive, Guildford, GU5 0QW

Notified 28/02/2020

Former PSCs

Mr David Muir Haveron

Ceased 28/02/2020

CompanyRankvs 7427+ SIC 64999 peers
64

Financial strength26th percentile among SIC peers · 7/25
Employees80th percentile among SIC peers · 12/15
LiquidityCurrent ratio 5.32× · 20/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength7/25 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.

Longevity10/15 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 30/11/2024

Net Worth

£10

Balance sheet strength

Cash

£30k

Cash in the bank

Net Current Assets

£24k

Working capital

Current Assets

£30k

Current Liabilities

£6k

Fixed Assets

£2k

3avg. employees

Balance Sheet

Assets less current liabilities£26k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent Ratio
20245.32
20234.50
20224.30
20214.57

Derived from filed accounts. Not audited figures.