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Oak Wealth Ltd

13890471

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

1 WHITE HOLME DRIVE, OTLEY, LS21 1TX
Incorporated 03/02/2022

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Anthony Richard Benjamin Wade

director · Since 03/02/2022

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 55

Also on 2 other boards

Persons with Significant Control

Mr Anthony Richard Benjamin Wade

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

British · England · Age 55

1, White Holme Drive, Otley, LS21 1TX

Notified 03/02/2022

CompanyRankvs 13866+ SIC 64999 peers
46

Financial strength75th percentile among SIC peers · 19/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 0.17× · 2/20
Longevity4 years trading (max 15) · 4/15
Filing complianceAll filings up to date · 15/15
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13866Oak Wealth Ltd
46
How is this score calculated?
Financial strength19/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees6/15 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.

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

Key FinancialsYear ending 31/03/2025

Net Worth

£69k

Balance sheet strength

Cash

£49k

Cash in the bank

Net Current Assets

-£238k

Working capital

Current Assets

£49k

Current Liabilities

£287k

Fixed Assets

£307k

1avg. employees-1

Balance Sheet

Intangible assets£307k
Assets less current liabilities£69k
Signed by A R Wade 19 December 2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20250.17+£38k
20240.11+£17k
20230.02—

Derived from filed accounts. Not audited figures.