NEW OAK WEALTH MANAGEMENT LIMITED
14 BEECH HILL, OTLEY, WEST YORKSHIRE LS21 3LX- Active
- Private Limited Company
- Company No. 05563516
- Last Updated: 01 Mar 2024
Company Profile
NEW OAK WEALTH MANAGEMENT LIMITED was incorporated on Wednesday, September 14, 2005 as a Private Limited Company with registered address in WEST YORKSHIRE. NEW OAK WEALTH MANAGEMENT LIMITED has the status: Active and it's listed in the following category: Activities auxiliary to financial intermediation n.e.c.. This Private Limited Company has been operating for 19 years 2 months.
| Name | NEW OAK WEALTH MANAGEMENT LIMITED |
|---|---|
| Company number | 05563516 |
| Company type | Private Limited Company |
| Incorporation date | 14 Sep 2005 |
| Status | Active |
| Industry (SIC 2007) |
Address
| Registered Address |
14 BEECH HILL OTLEY WEST YORKSHIRE LS21 3LX |
|---|---|
| Country Of Origin |
Map based on PostCode
Ownership Information
Individuals and organizations with significant control over the business either by owning at least 25% shares or by virtue of significant influence over the business.
| Name | Nature of Control |
|---|---|
| Mrs Vanessa Jane Leach Nationality: British |
Dates: Tuesday, May 3, 2022 - present
significant influence or control
|
| Mrs Susan Jane Fonquernie-Fisher Nationality: British |
Dates: Tuesday, May 3, 2022 - present
significant influence or control
|
| Mr Paul John Richardson Nationality: British |
Dates: Friday, July 1, 2016 - Thursday, September 14, 2017
ownership of shares 25 to 50 percent
|
| Mr Stephen John Fonquernie-Fisher Nationality: British |
Dates: Friday, July 1, 2016 - present
ownership of shares 25 to 50 percent
|
| Mr Richard Stuart Leach Nationality: British |
Dates: Friday, July 1, 2016 - present
ownership of shares 25 to 50 percent
|
Accounts and Confirmation
| Type of accounts | MICRO ENTITY |
|---|---|
| End of financial Year | 31 March |
| Next annual accounts due | 31 December 2024, (46 days left) |
| Latest accounts | 31 March 2023 |
| Next confirmation statement due | 12 October 2016 |
| Last confirmation statement dated | 14 September 2015 |
Mortgages
No mortgages have been registered against NEW OAK WEALTH MANAGEMENT LIMITED.
Previous Names
| Name | Change Date |
|---|---|
| NEW OAK WEALTH MANAGEMENT LIMITED | 14 Sep 2005 |
| RICHARDSON & FISHER LIMITED | 08 Dec 2017 |