Oakwood Financial Advisers Limited in WARWICK

Oakwood Financial Advisers Limited WARWICK

Founded in 2015, Oakwood Financial Advisers, classified under reg no. 09726715 is an active company. Currently registered at 8 Jury Street CV34 4EW, Warwick the company has been in the business for nine years. Its financial year was closed on April 30 and its latest financial statement was filed on 2023/04/30. Since 2015/10/21 Oakwood Financial Advisers Limited is no longer carrying the name Oakwood Independent Advisers.

The firm has one director. Jaskaran J., appointed on 11 August 2015. There are currently no secretaries appointed. As of 19 April 2024, our data shows no information about any ex officers on these positions.

Oakwood Financial Advisers Limited Address / Contact

Office Address	8 Jury Street
Town	Warwick
Post code	CV34 4EW
Country of origin	United Kingdom

Company Information / Profile

Registration Number	09726715
Date of Incorporation	Tue, 11th Aug 2015
Industry	Other activities auxiliary to insurance and pension funding
End of financial Year	30th April
Company age	9 years old
Account next due date	Fri, 31st Jan 2025 (287 days left)
Account last made up date	Sun, 30th Apr 2023
Next confirmation statement due date	Sat, 24th Aug 2024 (2024-08-24)
Last confirmation statement dated	Thu, 10th Aug 2023

Company staff

Jaskaran J.

Position: Director

Appointed: 11 August 2015

People with significant control

The register of persons with significant control that own or have control over the company includes 1 name. As BizStats discovered, there is Jaskaran J. The abovementioned PSC and has 75,01-100% shares.

Jaskaran J.

Notified on	10 August 2016
Nature of control:	75,01-100% shares

Company previous names

Oakwood Independent Advisers	October 21, 2015

Annual reports financial information

Profit & Loss
Accounts Information Date	2016-04-30	2017-04-30	2018-04-30	2019-04-30	2020-04-30	2021-04-30	2022-04-30	2023-04-30
Net Worth	100

Balance Sheet
Cash Bank On Hand	20 000	22 534	70 913	141 966	102 018	162 718	86 607	149 509
Current Assets	20 000	52 534	75 337	156 720	240 896	389 582	498 607	746 739
Debtors		30 000	4 424	14 754	138 878	226 864	412 000	597 230
Net Assets Liabilities	100	-3 883	42 310		196 090	313 147	457 858	649 828
Other Debtors			4 424	14 754	138 878	226 864	412 000	597 230
Property Plant Equipment						1 700	1 445	1 228
Cash Bank In Hand	20 000
Net Assets Liabilities Including Pension Asset Liability	100

Reserves/Capital
Called Up Share Capital	100
Shareholder Funds	100

Other
Accumulated Depreciation Impairment Property Plant Equipment						300	555	772
Additions Other Than Through Business Combinations Property Plant Equipment						2 000
Amounts Owed By Group Undertakings Participating Interests		30 000
Average Number Employees During Period		3	3	3	3	3	3	3
Balances Amounts Owed By Related Parties		30 000
Bank Borrowings Overdrafts						10 648	10 649	10 648
Comprehensive Income Expense		-3 983
Corporation Tax Payable		1 639	16 049	12 177
Creditors	5 000	41 517	33 027	81 636	46 792	41 305	64 487	81 529
Depreciation Rate Used For Property Plant Equipment						15	15	15
Fixed Assets						1 700	51 445	1 228
Income Expense Recognised Directly In Equity	100
Increase From Depreciation Charge For Year Property Plant Equipment						300	255	217
Investments							50 000	-50 000
Investments Fixed Assets							50 000
Issue Equity Instruments	100
Net Current Assets Liabilities	15 000	11 017	42 310	75 084	196 090	351 122	437 298	669 726
Number Shares Issued Fully Paid						15 000	15 000	15 000
Other Creditors	5 000	11 573	12 283	69 217	16 643	2 846	5 104	2 838
Other Investments Other Than Loans							50 000	-50 000
Other Taxation Social Security Payable		339		12 177	30 147	27 373	48 729	65 523
Par Value Share							1	1
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal				6 754	1 986	2 845	3 178	4 516
Profit Loss		-3 983
Property Plant Equipment Gross Cost						2 000	2 000	2 000
Taxation Including Deferred Taxation Balance Sheet Subtotal						323	361	307
Total Assets Less Current Liabilities	15 000	11 017	42 310	75 084	196 090	352 822	488 743	670 954
Trade Creditors Trade Payables		27 966	4 695	242	2	438	5	2 520
Creditors Due After One Year Total Noncurrent Liabilities	14 900
Creditors Due Within One Year Total Current Liabilities	5 000

Company filings

Filing category

Type		Category	Free download
AA	Total exemption full accounts record for the accounting period up to 2023/04/30 filed on: 24th, October 2023	accounts	Free Download (8 pages)

Type		Category	Free download
AA	Total exemption full accounts record for the accounting period up to 2023/04/30 filed on: 24th, October 2023	accounts	Free Download (8 pages)
CS01	Confirmation statement with no updates 2023/08/10 filed on: 16th, August 2023	confirmation statement	Free Download (3 pages)
AA	Total exemption full accounts record for the accounting period up to 2022/04/30 filed on: 6th, December 2022	accounts	Free Download (10 pages)
CS01	Confirmation statement with no updates 2022/08/10 filed on: 15th, August 2022	confirmation statement	Free Download (3 pages)
AA	Total exemption full accounts record for the accounting period up to 2021/04/30 filed on: 23rd, September 2021	accounts	Free Download (8 pages)
CS01	Confirmation statement with no updates 2021/08/10 filed on: 12th, August 2021	confirmation statement	Free Download (3 pages)
AA	Total exemption full accounts record for the accounting period up to 2020/04/30 filed on: 11th, November 2020	accounts	Free Download (5 pages)
CS01	Confirmation statement with no updates 2020/08/10 filed on: 24th, August 2020	confirmation statement	Free Download (3 pages)
AA	Total exemption full accounts record for the accounting period up to 2019/04/30 filed on: 23rd, September 2019	accounts	Free Download (5 pages)
CS01	Confirmation statement with no updates 2019/08/10 filed on: 28th, August 2019	confirmation statement	Free Download (3 pages)
CS01	Confirmation statement with no updates 2018/08/10 filed on: 6th, September 2018	confirmation statement	Free Download (3 pages)
AA	Total exemption full accounts record for the accounting period up to 2018/04/30 filed on: 4th, September 2018	accounts	Free Download (8 pages)
SH08	Change of share class name or designation filed on: 26th, February 2018	capital	Free Download (2 pages)
AA	Total exemption full accounts record for the accounting period up to 2017/04/30 filed on: 8th, September 2017	accounts	Free Download (9 pages)
CS01	Confirmation statement with updates 2017/08/10 filed on: 7th, September 2017	confirmation statement	Free Download (5 pages)
AA	Data of total exemption small company accounts made up to 2016/04/30 filed on: 13th, September 2016	accounts	Free Download (5 pages)
CS01	Confirmation statement with updates 2016/08/10 filed on: 7th, September 2016	confirmation statement	Free Download (7 pages)
CH01	On 2016/09/07 director's details were changed filed on: 7th, September 2016	officers	Free Download (2 pages)
SH01	15000.00 GBP is the capital in company's statement on 2015/10/27 filed on: 21st, March 2016	capital	Free Download (4 pages)
AA01	Current accounting period shortened to 2016/04/30, originally was 2016/08/31. filed on: 3rd, November 2015	accounts	Free Download (1 page)
CERTNM	Company name changed oakwood independent advisers LIMITEDcertificate issued on 21/10/15 filed on: 21st, October 2015	change of name	Free Download (3 pages)
NM01	Resolution of change of name	change of name
NEWINC	Company registration filed on: 11th, August 2015	incorporation	Free Download (7 pages)
SH01	1.00 GBP is the capital in company's statement on 2015/08/11	capital
MODEL ARTICLES	Adoption of model articles	incorporation

Oakwood Financial Advisers Limited WARWICK

Oakwood Financial Advisers Limited Address / Contact

Company Information / Profile

Company staff

Jaskaran J.

People with significant control

Company previous names

Annual reports financial information

Company filings

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