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Golden Oak Wealth Management Limited

10779216

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

GREYSTONES 46 STATION ROAD, PETERBOROUGH, PE8 6QB
Incorporated 19/05/2017

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Henry Sherwood Dale Metcalf

director · Since 19/05/2017

WEALTH MANAGER

BRITISH · UNITED KINGDOM · Age 47

Mrs Amy Elizabeth Park

director · Since 19/06/2024

COMPLIANCE OFFICER

BRITISH · UNITED KINGDOM · Age 33

Persons with Significant Control

Mr Henry Sherwood Dale Metcalf

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

British · United Kingdom · Age 47

Greystones 46, Station Road, Peterborough, PE8 6QB

Notified 19/05/2017

Mrs Amy Elizabeth Park

25–50% shares

British · United Kingdom · Age 33

Greystones 46, Station Road, Peterborough, PE8 6QB

Notified 01/05/2024

CompanyRankvs 1518+ SIC 64999 peers
81

Financial strength91th percentile among SIC peers · 23/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 3.16× · 20/20
Longevity9 years trading (max 15) · 9/15
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.

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.

Longevity9/15 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 31/05/2026

Net Worth

£495k

Balance sheet strength

Cash

£580k

Cash in the bank

Net Current Assets

£415k

Working capital

Current Assets

£607k

Current Liabilities

£192k

Fixed Assets

£80k

Debtors

£27k

9avg. employees

Balance Sheet

Assets less current liabilities£495k
Prepared with Capium Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20263.16+£278k
20253.22-£72k
20244.87-£53k
20235.62

Derived from filed accounts. Not audited figures.