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Oakwealth Capital Limited

13851272

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Going concern doubt noted in accounts (-10)

Details

C/O MERCER & HOLE LLP, LONDON, EC3V 9AH
Incorporated 16/01/2022

Compliance

Last accounts

31/03/2026

group

Next accounts due

31/12/2027

On track

Confirmation statement

Last: 03/09/2026

Due 17/09/2027

On track

Industry

64205
Activities of financial services holding companies

Officers

Mr Anthony Jonathan Paul Herbert

director · Since 16/01/2022

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 49

Also on 5 other boards

Mrs Jiayu Herbert

director · Since 03/09/2022

MANAGING DIRECTOR

BRITISH · ENGLAND · Age 40

Also on 1 other board

Persons with Significant Control

Mrs Jiayu Herbert

75–100% shares
75–100% votes

British · England · Age 40

C/O Mercer & Hole Llp, 3 Lombard Street, London, EC3V 9AA

Notified 03/09/2022

Former PSCs

Mr Anthony Jonathan Paul Herbert

Ceased 03/09/2022

CompanyRankvs 1485+ SIC 64205 peers
43

Financial strength27th percentile among SIC peers · 7/25
Employees96th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.4× · 12/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10
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1485Oakwealth Capital Limited
52
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.

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity5/15 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.

Risk deductions

Going concern doubt: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Going Concern Doubt

identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the group's and parent company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. Our responsibilities and the responsibilities of the directors with respect to going concer

Key FinancialsYear ending 31/03/2026

Net Worth

£2

Balance sheet strength

Cash

£645k

Cash in the bank

Net Current Assets

£271k

Working capital

Current Assets

£948k

Current Liabilities

£677k

Fixed Assets

£2k

Debtors

£252k

Admin Expenses

£503k

Profit After Tax

£429k

6avg. employees+6

Tax at Year End

Corp tax£101k

People Costs

Wages & salaries£218k

Balance Sheet

Assets less current liabilities£273k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20261.40
20250.31

Derived from filed accounts. Not audited figures.