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Fund management activities · Birmingham

Four Oaks Wealth Management

Four Oaks Wealth Management Ltd

Staff up 50%ActiveLatest figures: 2025Abridged accountsCompany only13 years on the register

Private limited company registered in Birmingham, classed under “Fund management activities”.

Headline figures

FY to Aug 2025 · Company only

Turnover

For subscribers

Profit after tax

—

Not filed: small-company exemption

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

What the numbers say

2 findings from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£2021*2022*202320242025
Profit after tax—
Turnover
Net assets
Cash
Employees

Every figure for all 5 years

“—” means we did not find the figure in a source; it is never filled with an estimate. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet2022202320242025
Fixed assets
Current assets
Creditors due within a year
Net current assets
Net assets
Ratios
Current ratioCurrent assets for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets

5 balance-sheet lines and 2 ratios, every year

A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.

Timeline

Checked 2026-10-26

  1. Accounts
    Micro company accounts made up to 31 August 2025
  2. Directors
    Termination of appointment of Viran Raaj Patel as a director on 31 August 2026
  3. Directors
    Appointment of Mrs Priti Patel as a director on 14 August 2026
  4. Accounts
    Micro company accounts made up to 31 August 2024
  5. Directors
    Appointment of Mr Viran Raaj Patel as a director on 12 February 2025
  6. Accounts
    Micro company accounts made up to 31 August 2023
  7. Accounts
    Micro company accounts made up to 31 August 2022
  8. Directors
    Director's details changed for Mr Sanjay Hashmukhbhai Patel on 22 August 2022
  9. Ownership
    Change of details for Mr Sanjay Hashmukhbhai Patel as a person with significant control on 22 July 2022
  10. Accounts
    Micro company accounts made up to 31 August 2021
  11. Accounts
    Micro company accounts made up to 31 August 2020
  12. Address
    Registered office address changed from Burwood Uttoxeter Road Hill Ridware Rugeley Staffs WS15 3QR to Quadrant Court, 44-45 Calthorpe Road Edgbaston Birmingham B15 1th on 5 June…
  13. 8 earlier
    1. Accounts
      Micro company accounts made up to 31 August 2019
    2. Accounts
      Micro company accounts made up to 31 August 2018
    3. Accounts
      Micro company accounts made up to 31 August 2017
    4. Address
      Registered office address changed from 76 Sefton Road Dosthill Tamwortth B77 1PN to Burwood Uttoxeter Road Hill Ridware Rugeley Staffs WS15 3QR on 5 July 2017
    5. Accounts
      Total exemption small company accounts made up to 31 August 2016
    6. Accounts
      Total exemption small company accounts made up to 31 August 2015
    7. Accounts
      Total exemption small company accounts made up to 31 August 2014
    8. Incorporation
      Incorporation

From the Companies House filing history. Routine confirmation statements are left out, and a run of the same filing is shown once.

Questions people ask

›What does Four Oaks Wealth Management do?

Private limited company registered in Birmingham, classed under “Fund management activities”.

›How much turnover does Four Oaks Wealth Management make?

Answered in the full report

›Is Four Oaks Wealth Management profitable?

Four Oaks Wealth Management's profit isn't public: small companies may file without a profit and loss account.

›How many people work at Four Oaks Wealth Management?

Answered in the full report

›Who runs and owns Four Oaks Wealth Management?

Its directors are Priti Patel, Sanjay Hashmukhbhai Patel. Its owners are shown to subscribers.

›Where is Four Oaks Wealth Management based?

Its registered office is Quadrant Court, 44-45 Calthorpe Road, Edgbaston, Birmingham, B15 1TH, in Birmingham.

›When was Four Oaks Wealth Management founded?

Four Oaks Wealth Management Ltd was incorporated on 15 August 2013.

›Is Four Oaks Wealth Management still trading?

The register lists Four Oaks Wealth Management Ltd as active.

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