New Oak Wealth Management Limited, West Yorkshire
New Oak Wealth Management Limited is a private limited company. Formerly, it was called Richardson & Fisher Limited (changed on 2017-12-08). Registered at 14 Beech Hill, Otley, West Yorkshire LS21 3LX, the above-mentioned 18 years old firm was incorporated on 2005-09-14 and is categorised as "activities auxiliary to financial intermediation n.e.c." (SIC code: 66190).4 directors can be found in the firm: Susan F. (appointed on 03 May 2022), Vanessa L. (appointed on 03 May 2022), Richard L. (appointed on 12 October 2007). When it comes to the secretaries (1 in total), we can name: Stephen F. (appointed on 14 September 2005).
| About | |
|---|---|
| Name: New Oak Wealth Management Limited | |
| Number: 05563516 | |
| Incorporation date: 2005-09-14 | |
| End of financial year: 31 March |
| Address: |
14 Beech Hill Otley West Yorkshire LS21 3LX |
| SIC code: |
66190 - Activities auxiliary to financial intermediation n.e.c. |
Company staff
People with significant control
Susan F.
3 May 2022
| Nature of control: |
significiant influence or control |
Vanessa L.
3 May 2022
| Nature of control: |
significiant influence or control |
Richard L.
1 July 2016
| Nature of control: |
25-50% shares |
Stephen F.
1 July 2016
| Nature of control: |
25-50% shares |
Paul R.
1 July 2016 - 14 September 2017
| Nature of control: |
25-50% shares |
Financial data
| Date of Accounts | 2017-03-31 | 2018-03-31 | 2019-03-31 | 2020-03-31 | 2021-03-31 | 2022-03-31 | 2023-03-31 |
| Current Assets | 48,683 | 28,114 | 25,492 | 32,157 | 28,691 | 24,371 | 104,013 |
| Fixed Assets | 50 | 37 | 28 | 21 | 16 | 1,134 | 2,814 |
| Total Assets Less Current Liabilities | 45,761 | 28,567 | 25,520 | 31,726 | 26,420 | 23,826 | 67,278 |
The date for New Oak Wealth Management Limited confirmation statement filing is 2024-09-27. The previous confirmation statement was filed on 2023-09-13. The deadline for a subsequent accounts filing is 31 December 2024. Most recent accounts filing was sent for the time up to 31 March 2023.
5 persons of significant control are listed in the official register, namely: Susan F. that has substantial control or influence. Vanessa L. that has substantial control or influence.
Company filing
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Annual return
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Confirmation statement
Incorporation
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Persons with significant control
Resolution
| Type | Free download | |
|---|---|---|
| AA |
Accounts for a micro company for the period ending on Friday 31st March 2023 filed on: 15th, August 2023 | accounts |
Free Download
(5 pages)
|
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