Filing status
- Accounts due
- 31 January 2028
- Last accounts
- 30 April 2026
- Conf. stmt due
- 24 August 2027
- Last conf. stmt
- 10 August 2026
Oakwood Financial Advisers Limited
- Incorporated
- 11 August 2015 (11 years)
- Previously known as
- Oakwood Independent Advisers Limited (until 21 October 2015)This list may be incomplete. See all names on Companies House
- Industry
- Other activities auxiliary to insurance and pension funding (66290)
- Directors
- Owned by
- Jaskaran Singh Jaspal
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- 8 Jury StreetWarwickCV34 4EW
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 11 August 2015
British
Born June 1961 (65)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Private Company Limited By Shares
Reg. no. 01798999
Individual · Notified 10 August 2016
Owns 50–75% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born June 1961 (65)
Group structure 3 companies
Ownership group derived from the Companies House PSC register
JBC Property Developments (Ash Green) Limited Owns 75–100% of shares
Oakwood Financial Advisers Limited This company Owns 25–50% of shares
Financials
Balance sheet as at 30 April 2026 · total exemption full accounts
- Net Assets
- £695,355
- Cash
- £20,186
- Employees
- 5
- Debt Ratio
- 11%
- Current Ratio
- 8.3x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £36,310 | £887 | £1,044 | £1,228 | £51,445 | £1,700 | |
| Current Assets | £749,086 | £964,914 | £881,718 | £746,739 | £498,607 | £389,582 | £240,896 |
| Debtors | £728,900 | £863,386 | £852,065 | £597,230 | £412,000 | £226,864 | £138,878 |
| Cash | £20,186 | £101,528 | £29,653 | £149,509 | £86,607 | £162,718 | £102,018 |
| Creditors (< 1 year) | £89,852 | £63,586 | £75,656 | £81,529 | £64,487 | £41,305 | £46,792 |
| Creditors (> 1 year) | £676 | £10,872 | £20,819 | £30,524 | £39,352 | ||
| Net Current Assets | £659,234 | £901,328 | £806,062 | £669,726 | £437,298 | £351,122 | £196,090 |
| Net Assets | £695,355 | £901,317 | £795,973 | £649,828 | £457,858 | £313,147 | |
| Shareholder Funds | £695,355 | £901,317 | £795,973 | £649,828 | £457,858 | £313,147 | £196,090 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 24 August 2026 | Confirmation statement with updates | 10 August 2026 | ||
| 13 July 2026 | Total exemption full accounts | 30 April 2026 | ||
| 2 September 2025 | Confirmation statement with updates | 10 August 2025 | ||
| 24 June 2025 | Total exemption full accounts | 30 April 2025 | ||
| 2 October 2024 | Memorandum and Articles of Association |
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