Oak Tree Financial Planning Limited

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Oak Tree Financial Planning Limited

07143796•Private Limited With Share Capital

Lakeside 500 Old Chapel Way, Broadland Business Park, Norwich, NR70WG

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Incorporated

02/02/2010

Company Age

16 years

Directors

1

Employees

1

SIC Code

64999

Risk

very low risk

Company Overview

Registration, classification & business activity

Oak Tree Financial Planning Limited (07143796) is a private limited with share capital incorporated on 02/02/2010 (16 years old) and registered in norwich, NR70WG. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.

Private Limited With Share Capital
SIC: 64999
Micro
Incorporated 02/02/2010
NR70WG
1 employees

Financial Overview

Total Assets

£1.05M

Liabilities

£53.6K

Net Assets

£992.7K

Est. Turnover

£6.61M

AI Estimated
Unreported
Cash

£0

Key Metrics

1

Employees

1

Directors

1

Shareholders

Board of Directors

1
D
deborah clare bourassa
director

Filed Documents

43
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:25-02-2026
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:25-02-2026
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:25-02-2026
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:23-12-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:24-02-2025
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:07-01-2025
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:17-12-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:19-02-2024
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:31-12-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:09-02-2023
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:22-07-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-02-2022
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:01-01-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:05-02-2021
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:19-01-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:18-02-2020
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:10-12-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:12-02-2019
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:20-12-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:28-02-2018
Change Person Director Company With Change Date
Category:Officers
Date:28-02-2018
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:18-05-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:07-02-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:23-12-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:09-02-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:08-12-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:30-03-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:08-12-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:05-03-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:07-08-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:04-02-2013
Change Registered Office Address Company With Date Old Address
Category:Address
Date:14-01-2013
Change Registered Office Address Company With Date Old Address
Category:Address
Date:14-01-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:08-10-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:08-02-2012
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:17-05-2011
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:11-03-2011
Change Person Director Company With Change Date
Category:Officers
Date:11-03-2011
Change Account Reference Date Company Current Extended
Category:Accounts
Date:11-03-2011
Change Registered Office Address Company With Date Old Address
Category:Address
Date:30-04-2010
Certificate Change Of Name Company
Category:Change Of Name
Date:03-03-2010
Change Of Name Notice
Category:Change Of Name
Date:03-03-2010
Incorporation Company
Category:Incorporation
Date:02-02-2010

Risk Assessment

very low risk

International Score

Future Factor

excellent

Performance Rating

Accounts

Typemicro-entity accounts
Due Date31/12/2026
Filing Date23/12/2025
Latest Accounts31/03/2025

Trading Addresses

20 Meridian Way, Meridian Business Park, Norwich, Norfolk, NR70TA
Lakeside 500, Old Chapel Way, Broadland Business Park, Norwich, Norfolk, NR70WG

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Contact

Lakeside 500 Old Chapel Way, Broadland Business Park, Norwich, NR70WG