OAKFIELD LEE FINANCIAL PLANNING LTD
Company number 13216847 · Monitor this company
Executive summary
Oakfield Lee Financial Planning Ltd is a small, recently established financial advisory business with improving but modest financial strength and adequate regulatory compliance. While liquidity and capital base are limited, the company shows positive net asset growth and stable governance. Further review of cash flow and operational sustainability is advisable for a comprehensive risk assessment.
Shareholders' funds
£13,917
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
- 2021-02-22
- Employees
- 5 (2026 accounts · was 4 in 2025)
- Registered office
- Unit 7 Shurnhold Farm Business Park, Melksham, Wiltshire, England, SN12 8DF
- Postcode
- SN12 8DF
- Capital
- 100 GBP
- 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 — ZB758251 (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.
At this address
Among the biggest employers
of 38 similar companies in SN, with 5 staff.
Competitors Swindon
-
1. MAX LIMITED
This company ranks 21 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.