Golden Oak Wealth Management Limited
10779216
Healthy
No risk factors detected.
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 19/05/2017
WEALTH MANAGER
BRITISH · UNITED KINGDOM · Age 47
director · Since 19/06/2024
COMPLIANCE OFFICER
BRITISH · UNITED KINGDOM · Age 33
Persons with Significant Control
Mr Henry Sherwood Dale Metcalf
British · United Kingdom · Age 47
Greystones 46, Station Road, Peterborough, PE8 6QB
Notified 19/05/2017
Mrs Amy Elizabeth Park
British · United Kingdom · Age 33
Greystones 46, Station Road, Peterborough, PE8 6QB
Notified 01/05/2024
CompanyRankvs 1518+ SIC 64999 peers81
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2026 | 3.16 | +£278k |
| 2025 | 3.22 | -£72k |
| 2024 | 4.87 | -£53k |
| 2023 | 5.62 | — |
Derived from filed accounts. Not audited figures.