Filing status
- Accounts due
- 30 June 2027
- Last accounts
- 30 September 2025
- Conf. stmt due
- 21 August 2027
- Last conf. stmt
- 7 August 2026
Four Oaks Financial Planning Limited
- Incorporated
- 30 April 2007 (19 years)
- Industry
- Dormant Company (99999)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- South East
- Address
- C/o Freeths LLP 3rd FloorNorthgate House450-500 Silbury BoulevardMilton KeynesMK9 2AD
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 8 August 2024
British
Born November 1968
Director · Appointed 8 August 2024
Irish
Born July 1970 (56)
Officer history (3 former)
8 August 2024
8 August 2024
8 August 2024
Resigned Jevons, Lisa Blanche as Secretary
8 August 2024
Resigned Jevons, Lisa Blanche as Director
8 August 2024
Resigned Jevons, Stephen Ian as Director
30 April 2007
Appointed Jevons, Lisa Blanche as Secretary
30 April 2007
Appointed Jevons, Lisa Blanche as Director
30 April 2007
Appointed Jevons, Stephen Ian as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 8 August 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 03970051
Former controllers (2)
8 August 2024
Ceased Stephen Jevons — Owns 25–50% of shares
8 August 2024
Ceased Lisa Blanche Jevons — Owns 25–50% of shares
Group structure 8 companies
Ownership group derived from the Companies House PSC register
Beaufort Financial Planning (West Midlands) Ltd Owns 75–100% of shares
FA Wealth Ltd Owns 75–100% of shares
FA92 Group Limited Owns 75–100% of shares
Jda Wealth Ltd Owns 75–100% of shares
Mellor Wealth Ltd Owns 50–75% of shares (as a firm)
Finli (FA92) Limited Owns 75–100% of shares
Four Oaks Financial Planning Limited This company Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 30 September 2025, are filed but not read yet. See them on Companies House
- Employees
- 2
- Current Ratio
- 52.2x
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2021 | 2020 | |
|---|---|---|---|---|
| Fixed Assets | £1,687 | £2,319 | £3,226 | |
| Current Assets | £163,484 | £166,002 | £129,897 | |
| Creditors (< 1 year) | £3,131 | £20,105 | £22,236 | £29,066 |
| Net Current Assets | £160,353 | £143,766 | £100,831 | |
| Shareholder Funds | £162,040 | £146,085 | £104,057 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 12 August 2026 | Confirmation statement with no updates | 7 August 2026 | ||
| 10 August 2026 | Change of details for a person with significant control | |||
| 6 July 2026 | Other filing | |||
| 6 July 2026 | Other filing | |||
| 6 July 2026 | Accounts filing |
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