OAK WEALTH PLANNING LIMITED

CHALLENGE HOUSE, SHERWOOD DRIVE, BLETCHLEY  MK3 6DP
  • Active
  • Private Limited Company
  • Company No. 07453323
  • Last Updated: 01 Mar 2024
Company profile Ownership Accounts

Company Profile

OAK WEALTH PLANNING LIMITED was incorporated on Monday, November 29, 2010 as a Private Limited Company with registered address in BLETCHLEY. OAK WEALTH PLANNING LIMITED has the status: Active and it's listed in the following category: Activities of insurance agents and brokers. This Private Limited Company has been operating for 14 years 2 months and 26 days.

Name OAK WEALTH PLANNING LIMITED
Company number 07453323
Company type Private Limited Company
Incorporation date 29 Nov 2010
Status Active
Industry (SIC 2007)

Address

Registered Address CHALLENGE HOUSE
SHERWOOD DRIVE
BLETCHLEY
MK3 6DP
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
Mr Omar Osman Nationality: British Dates: Friday, July 1, 2016 - present
ownership of shares 25 to 50 percent
voting rights 25 to 50 percent
right to appoint and remove directors as firm
significant influence or control as firm
Mr Robert James Jordan Nationality: British Dates: Friday, July 1, 2016 - present
ownership of shares 25 to 50 percent
voting rights 25 to 50 percent
right to appoint and remove directors as firm
significant influence or control as firm

Accounts and Confirmation

Type of accounts TOTAL EXEMPTION FULL
End of financial Year 30 November
Next annual accounts due 31 August 2025, (186 days left)
Latest accounts 30 November 2023
Next confirmation statement due 27 December 2016
Last confirmation statement dated 29 November 2015

Mortgages

Total of Mortgages 2
Mortgages Outstanding 0
Mortgages Partially Satisfied 0
Mortgages Satisfied/Paid 2

Previous Names

Name Change Date
OAK WEALTH PLANNING LIMITED 29 Nov 2010