OAKHAM WEALTH MANAGEMENT LTD
Company number 05281855 · Monitor this company
Executive summary
Oakham Wealth Management has shown a strong financial recovery in its latest year, with net assets rising to £224,579 and cash improving to £105,990 after a perilous position in 2023 when cash fell to just £1,177. However, the inconsistency between net assets and shareholders' funds in 2023-2024, the absence of turnover data for recent years, and the volatility evident across the review period warrant caution. A conditional approval is recommended, subject to provision of full accounts, explanation of the shareholders' funds anomaly, and appropriate covenants protecting against a return to the weakened position seen just two years prior.
Shareholders' funds
£224,579
Balance sheet as at 2025-10-31
What it does
The firm provides bespoke, discretionary management of diversified investment portfolios for private families, pension funds, trustees, charities and related entities. The firm also manages collective funds and provides a model portfolio service for financial advisers.
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2004-11-09
- Employees
- 5 (2025 accounts · was 6 in 2024)
- Registered office
- Berkeley Square House, Berkeley Square, London, England, W1J 6BD
- Postcode
- W1J 6BD
- Capital
- 213,431 GBP
- Accounts category
- Full
- Charges
- 1 outstanding
Accounts
- Last made up to
- 2025-10-31
- Next due by
- 2027-07-31
- Financial year end
- 31 October
Confirmation statement
- Last statement dated
- 2025-10-31
- Next due by
- 2026-11-14
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 2 current · 9 resigned
Group structure 1 subsidiary
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — Z9278882 (Tier 1), registered since 2005.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- oakhamwealth.co.uk
- Phone
- 02034052600
No Description.
Previous company names
| Name | Date changed |
|---|---|
| SCD & CO LTD | 2017-12-15 |
| S C DAVIES & COMPANY LIMITED | 2014-03-20 |
Previous registered addresses 4
| Address | Changed on |
|---|---|
| 1 BERKELEY STREET, LONDON, W1J 8DJ | 2019-04-17 |
| 6 DUKE STREET, ST. JAMES'S, LONDON, SW1Y 6BN | 2014-03-19 |
| 6 DUKE STREET, ST. JAMES'S, LONDON, SW1Y 6BN, UNITED KINGDOM | 2009-11-18 |
| SUNDIAL HOUSE 98 HIGH STREET, HORSELL, WOKING, SURREY, GU21 4SU | 2009-10-21 |
Among its peers
Top 25%
by shareholders' funds, of 1,278 similar companies in W
Among the biggest employers among its local peers (5 staff).
Among the oldest 25% of its local peers, trading since 2004.
Competitors London
This company ranks 319 among financial intermediation not elsewhere classified in London.
The class of 2004
35%
of the 1,315 companies in this sector incorporated in 2004 are still active today; 63% 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.