Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 16 February 2027
- Last conf. stmt
- 2 February 2026
Oak Tree Financial Planning Limited
- Incorporated
- 2 February 2010 (16 years)
- Previously known as
- Oak Tree Financial Planners Limited (until 3 March 2010)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Deborah Bourassa
- Accounts type
- Micro entity
- Region
- East of England
- Address
- Lakeside 500 Old Chapel WayBroadland Business ParkNorwichNR7 0WG
Officers 1 active
Officer details are public data from the Companies House register.
British
Born May 1958 (68)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Deborah Bourassa
Individual · Notified 2 February 2017
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born May 1958 (68)
Financials
Balance sheet as at 31 March 2025 · micro entity accounts
- Net Assets
- £992,686
- Employees
- 1
- Debt Ratio
- 5%
- Current Ratio
- 16.5x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £163,082 | £9,174 | £738 | £1,476 | £905 | |
| Current Assets | £883,253 | £977,562 | £817,624 | £643,030 | £323,072 | £173,020 |
| Creditors (< 1 year) | £53,649 | £100,785 | £88,347 | £111,077 | £78,125 | £73,652 |
| Creditors (> 1 year) | £9,583 | £14,583 | £19,583 | £25,000 | ||
| Net Current Assets | £829,604 | £876,858 | £729,350 | £531,953 | £244,947 | £99,368 |
| Net Assets | £992,686 | £876,449 | £715,505 | |||
| Shareholder Funds | £992,686 | £876,449 | £715,505 | £512,196 | £217,001 | £98,873 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 25 February 2026 | Registered office address changed | |||
| 25 February 2026 | Change of details for a person with significant control | |||
| 25 February 2026 | Confirmation statement with no updates | 2 February 2026 | ||
| 23 December 2025 | Micro company accounts | 31 March 2025 | ||
| 24 February 2025 | Confirmation statement with no updates | 2 February 2025 |
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