Filing status
- Accounts due
- 29 February 2028
- Last accounts
- 31 May 2026
- Conf. stmt due
- 17 December 2026
- Last conf. stmt
- 3 December 2025
Oakworth Financial Planning Limited
- Incorporated
- 3 December 1999 (26 years)
- Previously known as
- Oakworth Consultancy Services Limited (until 7 June 2018)
- Industry
- Administration of financial markets (66110)
- Controlled by
- Richard William DouglasRichard Lindsay Rotherforth
- Accounts type
- Total exemption full
- Region
- Yorkshire
- Address
- Oakworth House 45 NewgatePontefractWF8 1NB
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 1 June 2016
British
Born December 1983 (42)
Director · Appointed 1 June 2016
British
Born March 1983 (43)
Officer history (6 former)
4 December 2024
Resigned Douglas, Vicki as Secretary
9 June 2023
Resigned Douglas, William Anthony as Director
1 June 2016
1 June 2016
31 January 2014
Resigned Lloyd, Ronald as Director
7 December 1999
Resigned Lloyd, Susan Patricia as Director
6 December 1999
Appointed Douglas, William Anthony as Director
6 December 1999
Appointed Lloyd, Ronald as Director
6 December 1999
Appointed Douglas, Vicki as Secretary
6 December 1999
Appointed Lloyd, Susan Patricia as Director
6 December 1999
6 December 1999
3 December 1999
3 December 1999
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
British
Born December 1983 (42)
British
Born March 1983 (43)
Holdings 1
Companies where Oakworth Financial Planning Limited is registered as a person with significant control
Owns 75–100% of shares
Status not confirmed
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 May 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £1,384,050
- Cash
- £777,301
- Employees
- 10
- Debt Ratio
- 34%
- Current Ratio
- 2.9x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £868,596 | £119,985 | £79,443 | £105,507 | £4,897 | £7,870 |
| Current Assets | £1,222,278 | £1,314,717 | £1,181,377 | £1,006,854 | £762,164 | £599,541 |
| Debtors | £444,977 | £420,624 | £397,991 | £332,090 | £301,184 | £239,091 |
| Cash | £777,301 | £894,093 | £783,386 | £674,764 | £460,980 | £360,450 |
| Creditors (< 1 year) | £421,024 | £190,290 | £183,242 | £155,356 | £136,759 | £103,834 |
| Creditors (> 1 year) | £270,000 | £54,926 | £68,485 | £80,456 | ||
| Net Current Assets | £801,254 | £1,124,427 | £998,135 | £851,498 | £625,405 | £495,707 |
| Net Assets | £1,384,050 | £1,168,686 | £989,093 | £856,549 | £629,402 | £502,077 |
| Shareholder Funds | £1,384,050 | £1,168,686 | £989,093 | £856,549 | £629,402 | £502,077 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 September 2026 | Total exemption full accounts | 31 May 2026 | ||
| 3 December 2025 | Confirmation statement with no updates | 3 December 2025 | ||
| 23 July 2025 | Total exemption full accounts | 31 May 2025 | ||
| 4 December 2024 | Termination of appointment of a secretary | |||
| 4 December 2024 | Confirmation statement with no updates | 3 December 2024 |
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