Oak Wealth Planning Limited

  • Active
  • Small
  • 15 years
  • 5 employees
  • 0-1m
  • Real address
  • 2 directors
  • 2 owners
  • Bletchley

Field of Operation

Activities of insurance agents and brokers
66220 8590 companies

Summary

Oak Wealth Planning Limited is a private limited company registered in England/Wales with the registration number 07453323. The company was founded fifteen years ago on November 29, 2010, and registered at MK3 6DP, Bletchley, Challenge House, Sherwood Drive. The address is probably real as only one company are registered at the same address. Its status is active. The company operates in the insurance, the insurance agents, brokers industries. Officially, it has two owners or PSCs, two directors, and five employees.

It's a small company as it met two conditions of three: turnover less than £10.2 million, balance sheet less than £5.1 million, employees less than 50.

WARNING: The numbers have been rounded for simplicity and may be inaccurate.Please, refer to the latest financial report for verification.
Ports, countries, transport, and price/kg were calculated by CorpSignals; non-official data, may contain errors.

Owners & PSC

  • 10 years
  • 25%+
  • 10 years
  • 25%+

Managers

Financial planner
  • 15 years
Financial planner

Last reports

Download the last financial report
Download the last confirmation report
* may contain a full shareholder list

Last news

  1. Current accounting period extended from 2025-11-30 to 2026-02-28
  2. Confirmation statement made on 2025-10-15 with updates
  3. Total exemption full accounts made up to 2024-11-30

FAQ about Oak Wealth Planning Limited

Looking for leads in the UK?

Book a demo—see how CorpSignals can help you find UK leads.

Similar companies