OAK TREE FINANCIAL PLANNING LIMITED

Company number 07143796 · Monitor this company

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Shareholders' funds

£992,686

Balance sheet as at 2025-03-31

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Overview

Company type: Private Limited Company
Incorporated: 2010-02-02
Employees: 1 (2025 accounts · was 4 in 2024)
Registered office: Lakeside 500 Old Chapel Way, Broadland Business Park, Norwich, Norfolk, England, NR7 0WG
Postcode: NR7 0WG
Capital: 1 GBP
Accounts category: Micro

Accounts

Last made up to: 2025-03-31
Next due by: 2026-12-31
Financial year end: 31 March

Confirmation statement

Last statement dated: 2026-02-02
Next due by: 2027-02-16

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Nature of business (SIC)

64999 Financial intermediation not elsewhere classified

Officers 1 current

MRS Deborah Clare BOURASSA Director

Appointed 2010-02-02

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Previous company names

Name	Date changed
OAK TREE FINANCIAL PLANNERS LIMITED	2010-03-03

Previous registered addresses 3

Address	Changed on
20 MERIDIAN WAY, MERIDIAN BUSINESS PARK, NORWICH, NR7 0TA, UNITED KINGDOM	2013-01-14
LAKESIDE 500 OLD CHAPEL WAY, BROADLAND BUSINESS PARK, NORWICH, NORFOLK, NR7 0WG, UNITED KINGDOM	2013-01-14
15 PALACE STREET, NORWICH, NORFOLK, NR3 1RT, ENGLAND	2010-04-30

Among its peers

Top 10%

by shareholders' funds, of 220 similar companies in NR

Among the oldest 25% of its local peers, trading since 2010.

No.17 of the largest financial intermediation not elsewhere classified companies in Norwich →

Competitors Norwich

1. WALSINGHAM ESTATE COMPANY,(THE)

£12,789,664
2. INSIGHT FINANCIAL ASSOCIATES LIMITED

£6,803,307
3. THOMAS JONES'ESTATE LIMITED

£3,340,795
4. MACROBINS LTD

£3,083,290
5. LEADING BUSINESS SERVICES LIMITED

£2,646,724

This company ranks 17 among financial intermediation not elsewhere classified in Norwich.

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The class of 2010

28%

of the 2,302 companies in this sector incorporated in 2010 are still active today; 69% have since been dissolved.

A fact about the year, not a forecast for this company.

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.