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Oakwealth Capital Limited

13851272

active
Private Limited Company
england wales
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)
  • Going concern doubt noted in accounts (-10)

Details

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

Compliance

Last accounts

31/03/2025

group

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 03/09/2025

Due 17/09/2026

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 3549+ SIC 64205 peers
22

Financial strength28th percentile among SIC peers · 7/25
Employees29th percentile among SIC peers · 4/15
LiquidityCurrent ratio 0.31× · 2/20
Longevity4 years trading (max 15) · 4/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10
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3549Oakwealth Capital Limited
32
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.

Employees4/15 pts

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

Liquidity2/20 pts

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

Longevity4/15 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

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

Key FinancialsYear ending 31/03/2025

Net Worth

£2

Balance sheet strength

Cash

£73k

Cash in the bank

Net Current Assets

-£390k

Working capital

Current Assets

£174k

Current Liabilities

£564k

Fixed Assets

£4k

Debtors

£257k

Admin Expenses

£433k

Profit After Tax

-£20k

0avg. employees-2

People Costs

Wages & salaries£184k

Balance Sheet

Assets less current liabilities-£15k
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
20250.31

Derived from filed accounts. Not audited figures.