Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 14 June 2027
- Last conf. stmt
- 31 May 2026
Oakwood Financial Services Ltd
- Incorporated
- 1 August 2014 (12 years)
- Previously known as
- Jeli Financial Services Ltd (until 15 November 2022)Levick Financial Services Ltd (until 24 November 2014)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Accounts type
- Total exemption full
- Region
- South East
- Address
- Brennan HouseFarnborough Aerospace Centre Business ParkFarnboroughGU14 6XR
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 29 September 2022
British
Born December 1958 (67)
Director · Appointed 29 September 2022
British
Born June 1974 (52)
Officer history (3 former)
14 August 2023
18 February 2023
29 September 2022
29 September 2022
29 September 2022
13 November 2014
1 August 2014
1 August 2014
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 29 September 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 13929382
Former controllers (2)
29 September 2022
31 March 2021
Ceased Jeli Limited — Owns 75–100% of shares
Group structure 3 companies
Ownership group derived from the Companies House PSC register
Oakwood Financial Services Ltd This company Owns 75–100% of shares
Optimum Solutions Independent Financial Advisers Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2026 · total exemption full accounts
- Net Assets
- £434,078
- Cash
- £142,148
- Employees
- 6
- Current Ratio
- 0.3x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £1,510 | £1,800 | £2,400 | ||||
| Current Assets | £146,898 | £119,562 | £139,832 | £230,633 | £472,442 | £699,039 | £286,343 |
| Debtors | £4,750 | £5,000 | £182,050 | £209,165 | £15,287 | ||
| Cash | £142,148 | £114,812 | £139,832 | £225,633 | £290,392 | £489,874 | £271,056 |
| Creditors (< 1 year) | £442,568 | £176,749 | £75,717 | £372,934 | £253,882 | £99,914 | |
| Net Current Assets | (£295,670) | (£590,035) | (£36,917) | £154,916 | £99,508 | £445,157 | £186,429 |
| Net Assets | £434,078 | £273,407 | £281,412 | £154,916 | £100,731 | £446,615 | £188,373 |
| Shareholder Funds | £434,078 | £273,407 | £281,412 | £154,916 | £100,731 | £446,615 | £188,373 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 13 July 2026 | Total exemption full accounts | 31 March 2026 | ||
| 1 June 2026 | Confirmation statement with no updates | 31 May 2026 | ||
| 23 December 2025 | Total exemption full accounts | 31 March 2025 | ||
| 6 June 2025 | Confirmation statement with no updates | 31 May 2025 | ||
| 5 July 2024 | Total exemption full accounts | 31 March 2024 |
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