OAKWORTH FINANCIAL PLANNING LIMITED

Company number 03888445 ·

Active

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Shareholders' funds

£1,384,050

Balance sheet as at 2025-05-31

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Overview

Company type
Private Limited Company
Incorporated
1999-12-03
Employees
10 (2025 accounts)
Registered office
Oakworth House 45 Newgate, Pontefract, WF8 1NB
Postcode
WF8 1NB
Capital
100 GBP
Accounts category
Total Exemption Full
Charges
1 outstanding

Accounts

Last made up to
2025-05-31
Next due by
2027-02-28
Financial year end
31 May

Confirmation statement

Last statement dated
2025-12-03
Next due by
2026-12-17
View filing history →

Nature of business (SIC)

  • 66110 Administration of financial markets

Officers 2 current · 6 resigned

Appointed 2016-06-01
Appointed 2016-06-01

View all officers and resignations →

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 — Z6541973 (Tier 1), registered since 2002.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website
oakworthfinancialplanning.co.uk
Phone
01977690026, 08000234567, 08000186020

Oakworth Financial Planning Advisors in Pontefract provide expert advice on retirement, pensions, life cover & investment planning in and around West Yorkshire.

Previous company names

NameDate changed
OAKWORTH CONSULTANCY SERVICES LIMITED2018-06-07

Previous registered addresses 1

AddressChanged on
159 SPENDMORE LANE, COPPULL, CHORLEY, LANCASHIRE PR7 5BY1999-12-10

Among its peers

Top 5%

by shareholders' funds, of 85 similar companies in WF — measured against the wider sector

Among the biggest employers among its local peers (10 staff).

2nd oldest of its local peers, trading since 1999.

The class of 1999

43%

of the 64,736 companies incorporated in 1999 are still active today; 55% have since been dissolved.

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

Survival rates for every incorporation year →

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.