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Activities auxiliary to financial intermediation n.e.c. · Otley

New Oak Wealth Management

New Oak Wealth Management Limited

Staff up 25%ActiveLatest figures: 2025Abridged accountsCompany only21 years on the register

Private limited company registered in Otley, classed under “Activities auxiliary to financial intermediation n.e.c.”.

Headline figures

FY to Mar 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

1 finding from the figures, in plain English

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

History

Pro
£2021202220232024*2025
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.

Questions people ask

›What does New Oak Wealth Management do?

Private limited company registered in Otley, classed under “Activities auxiliary to financial intermediation n.e.c.”.

›How much turnover does New Oak Wealth Management make?

Answered in the full report

›Is New Oak Wealth Management profitable?

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

›How many people work at New Oak Wealth Management?

Answered in the full report

›Where is New Oak Wealth Management based?

Its registered office is 14 Beech Hill, 14 Beech Hill, Otley, LS21 3AX, in Otley.

›When was New Oak Wealth Management founded?

New Oak Wealth Management Limited was incorporated on 14 September 2005.

›Is New Oak Wealth Management still trading?

The register lists New Oak Wealth Management Limited as active.

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