Website & contact details
- Website
New Oak Wealth Management Limited
- Incorporated
- 14 September 2005 (21 years)
- Previously known as
- Richardson & Fisher Limited (until 8 December 2017)This list may be incomplete. See all names on Companies House
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Susan Jane Fonquernie-FisherVanessa Jane Leach
- Owned by
- Stephen John Fonquernie-FisherRichard Stuart Leach
- Accounts type
- Micro entity
- Region
- Yorkshire
- Address
- 14 Beech Hill14 Beech HillOtleyLS21 3AX
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 18 September 2027
- Last conf. stmt
- 4 September 2026
Officers 5 active
Officer details are public data from the Companies House register.
Fonquernie-Fisher, Susan Jane
Director · Appointed 3 May 2022
British
Born May 1974 (52)
Leach, Vanessa Jane
Director · Appointed 3 May 2022
British
Born April 1970 (56)
Director · Appointed 12 October 2007
British
Born May 1970 (56)
Fonquernie-Fisher, Stephen John
Director · Appointed 14 September 2005
British
Born November 1971
Fonquernie-Fisher, Stephen John
Secretary · Appointed 14 September 2005
British
Officer history (2 former)
3 May 2022
Appointed Fonquernie-Fisher, Susan Jane as Director
3 May 2022
Appointed Leach, Vanessa Jane as Director
31 March 2017
Resigned Richardson, Paul John as Director
12 October 2007
14 September 2005
Appointed Fonquernie-Fisher, Stephen John as Director
14 September 2005
Appointed Fonquernie-Fisher, Stephen John as Secretary
14 September 2005
14 September 2005
14 September 2005
Appointed Richardson, Paul John as Director
Ownership 4 active
People and entities with significant control, from the Companies House PSC register
Vanessa Jane Leach
Individual · Notified 3 May 2022
Has significant influence or control
British
Born April 1970 (56)
Susan Jane Fonquernie-Fisher
Individual · Notified 3 May 2022
Has significant influence or control
British
Born May 1974 (52)
Stephen John Fonquernie-Fisher
Individual · Notified 1 July 2016
Owns 25–50% of shares
British
Born November 1971
British
Born May 1970 (56)
Former controllers (1)
14 September 2017
Ceased Paul John Richardson — Owns 25–50% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 March 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £57,601
- Employees
- 5
- Debt Ratio
- 50%
- Current Ratio
- 2.0x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £4,094 | £2,441 | £2,814 | £1,134 | £16 | £21 |
| Current Assets | £110,410 | £103,440 | £104,013 | £24,371 | £28,691 | £32,157 |
| Creditors (< 1 year) | £54,574 | £53,112 | £39,549 | £1,679 | £607 | £452 |
| Net Current Assets | £55,836 | £50,328 | £64,464 | £22,692 | £28,084 | £31,705 |
| Net Assets | £57,601 | |||||
| Shareholder Funds | £57,601 | £52,769 | £67,278 | £23,826 | £26,420 | £30,046 |
What New Oak Wealth Management say about themselves
“Based in Yorkshire we are a firm of Independent Financial Advisers with well over 20 years industry experience.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 26 October 2026 | Micro company accounts | 31 March 2026 | ||
| 9 September 2026 | Confirmation statement with no updates | 4 September 2026 | ||
| 31 October 2025 | Replacement filing of Confirmation Statement | 5 September 2024 | ||
| 30 October 2025 | Replacement filing of Confirmation Statement | 13 September 2023 | ||
| 30 October 2025 | Replacement filing of Confirmation Statement | 4 September 2025 |
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