OAKFIELD LEE ESTATE PLANNING LTD
Company number 15239798 · Monitor this company
Executive summary
OAKFIELD LEE ESTATE PLANNING LTD shows a healthy financial foundation for a newly established micro-entity, with positive net assets and working capital indicating good liquidity and solvency. The company’s financial “vital signs” are stable, but its early stage means careful monitoring and strategic growth planning are essential to ensure continued financial wellness. With prudent management and focus on revenue growth, the company is well-positioned for a positive financial prognosis.
Shareholders' funds
£632
Balance sheet as at 2026-03-31
What it does
66190
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2023-10-26
- Employees
- 0 (2026 accounts)
- Registered office
- Unit 7 Shurnhold Farm Business Park, Melksham, Wiltshire, England, SN12 8DF
- Postcode
- SN12 8DF
- Accounts category
- Micro
Accounts
- Last made up to
- 2026-03-31
- Next due by
- 2027-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2026-03-18
- Next due by
- 2027-04-01
Nature of business (SIC)
- 66190 Activities auxiliary to financial intermediation not elsewhere classified
Officers 2 current
Data protection registration
Registered with the ICO as a data protection fee payer — ZB639630 (Tier 1), registered since 2024.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- oakfieldlee.co.uk
- Phone
- 01225800480
Oakfield Lee are Financial Advisers based in Wiltshire. We focus on pensions, investments and protection for clients based in the U.K.
Competitors Swindon
-
1. MAX LIMITED
This company ranks 35 among activities auxiliary to financial intermediation not elsewhere classified in Swindon.
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.