Loading the map…
Activities of insurance agents and brokers · Bletchley
Oak Wealth Planning
Oak Wealth Planning Limited
Private limited company registered in Bletchley, classed under “Activities of insurance agents and brokers”.
Headline figures
FY to Nov 2024 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
3 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees | |||||
| Retained reserves |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Fixed assets | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Ratios | ||||
| Cash ratioCash for every £1 owed within a year | ||||
3 balance-sheet lines and 1 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 Oak Wealth Planning do?
Private limited company registered in Bletchley, classed under “Activities of insurance agents and brokers”.
›How much turnover does Oak Wealth Planning make?
Answered in the full report
›Is Oak Wealth Planning profitable?
Oak Wealth Planning's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Oak Wealth Planning?
Answered in the full report
›Where is Oak Wealth Planning based?
Its registered office is Challenge House, Sherwood Drive, Bletchley, MK3 6DP, in Bletchley.
›When was Oak Wealth Planning founded?
Oak Wealth Planning Limited was incorporated on 29 November 2010.
›Is Oak Wealth Planning still trading?
The register lists Oak Wealth Planning Limited as active.