The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 2
  • 1
    Rotherforth, Richard Lindsay
    Independant Financial Adviser born in March 1983
    Individual (3 offsprings)
    Officer
    2016-06-01 ~ now
    OF - Director → CIF 0
    Mr Richard Lindsay Rotherforth
    Born in March 1983
    Individual (3 offsprings)
    Person with significant control
    2016-07-01 ~ now
    PE - Has significant influence or controlCIF 0
  • 2
    Douglas, Richard William
    Independant Financial Adviser born in December 1983
    Individual (2 offsprings)
    Officer
    2016-06-01 ~ now
    OF - Director → CIF 0
    Mr Richard William Douglas
    Born in December 1983
    Individual (2 offsprings)
    Person with significant control
    2016-07-01 ~ now
    PE - Has significant influence or controlCIF 0
Ceased 6
  • 1
    Nwl Secretaries Limited
    Individual
    Officer
    1999-12-03 ~ 1999-12-06
    OF - Nominee Secretary → CIF 0
  • 2
    Douglas, William Anthony
    Independent Financial Adviser born in February 1951
    Individual (1 offspring)
    Officer
    1999-12-06 ~ 2023-06-09
    OF - Director → CIF 0
  • 3
    Lloyd, Susan Patricia
    Director born in April 1952
    Individual
    Officer
    1999-12-06 ~ 1999-12-07
    OF - Director → CIF 0
  • 4
    Lloyd, Ronald
    Independent Financial Adviser born in April 1952
    Individual
    Officer
    1999-12-06 ~ 2014-01-31
    OF - Director → CIF 0
  • 5
    Douglas, Vicki
    Individual
    Officer
    1999-12-06 ~ 2024-12-04
    OF - Secretary → CIF 0
  • 6
    159 Spendmore Lane, Coppull, Chorley, Lancashire
    Corporate
    Officer
    1999-12-03 ~ 1999-12-06
    PE - Nominee Director → CIF 0
parent relation
Company in focus

OAKWORTH FINANCIAL PLANNING LIMITED

Previous name
OAKWORTH CONSULTANCY SERVICES LIMITED - 2018-06-07
Standard Industrial Classification
66110 - Administration Of Financial Markets
Brief company account
Intangible Assets
0 GBP2024-05-31
1 GBP2023-05-31
Property, Plant & Equipment
119,985 GBP2024-05-31
79,442 GBP2023-05-31
Fixed Assets
119,985 GBP2024-05-31
79,443 GBP2023-05-31
Debtors
420,624 GBP2024-05-31
397,991 GBP2023-05-31
Cash at bank and in hand
894,093 GBP2024-05-31
783,386 GBP2023-05-31
Current Assets
1,314,717 GBP2024-05-31
1,181,377 GBP2023-05-31
Creditors
Current, Amounts falling due within one year
-190,290 GBP2024-05-31
-183,242 GBP2023-05-31
Net Current Assets/Liabilities
1,124,427 GBP2024-05-31
998,135 GBP2023-05-31
Total Assets Less Current Liabilities
1,244,412 GBP2024-05-31
1,077,578 GBP2023-05-31
Creditors
Non-current, Amounts falling due after one year
-54,926 GBP2024-05-31
-68,485 GBP2023-05-31
Net Assets/Liabilities
1,168,686 GBP2024-05-31
989,093 GBP2023-05-31
Equity
Called up share capital
100 GBP2024-05-31
100 GBP2023-05-31
Capital redemption reserve
50 GBP2024-05-31
50 GBP2023-05-31
Retained earnings (accumulated losses)
1,168,536 GBP2024-05-31
988,943 GBP2023-05-31
Equity
1,168,686 GBP2024-05-31
989,093 GBP2023-05-31
Average Number of Employees
102023-06-01 ~ 2024-05-31
92022-06-01 ~ 2023-05-31
Property, Plant & Equipment - Gross Cost
Land and buildings
60,397 GBP2024-05-31
0 GBP2023-05-31
Other
177,973 GBP2024-05-31
175,171 GBP2023-05-31
Property, Plant & Equipment - Gross Cost
238,370 GBP2024-05-31
175,171 GBP2023-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Land and buildings
2,615 GBP2024-05-31
0 GBP2023-05-31
Other
115,770 GBP2024-05-31
95,729 GBP2023-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
118,385 GBP2024-05-31
95,729 GBP2023-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Land and buildings
2,615 GBP2023-06-01 ~ 2024-05-31
Other
20,041 GBP2023-06-01 ~ 2024-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
22,656 GBP2023-06-01 ~ 2024-05-31
Property, Plant & Equipment
Land and buildings
57,782 GBP2024-05-31
0 GBP2023-05-31
Other
62,203 GBP2024-05-31
79,442 GBP2023-05-31
Trade Debtors/Trade Receivables
Current
125,644 GBP2024-05-31
137,520 GBP2023-05-31
Amounts Owed By Related Parties
288,000 GBP2024-05-31
Current
253,800 GBP2023-05-31
Other Debtors
Amounts falling due within one year
6,980 GBP2024-05-31
6,671 GBP2023-05-31
Debtors
Current, Amounts falling due within one year
420,624 GBP2024-05-31
397,991 GBP2023-05-31
Other Taxation & Social Security Payable
Current
140,330 GBP2024-05-31
100,198 GBP2023-05-31
Other Creditors
Current
49,960 GBP2024-05-31
83,044 GBP2023-05-31
Creditors
Current
190,290 GBP2024-05-31
183,242 GBP2023-05-31
Other Creditors
Non-current
54,926 GBP2024-05-31
68,485 GBP2023-05-31

Related profiles found in government register
  • OAKWORTH FINANCIAL PLANNING LIMITED
    Info
    OAKWORTH CONSULTANCY SERVICES LIMITED - 2018-06-07
    Registered number 03888445
    Oakworth House 45 Newgate, Pontefract WF8 1NB
    Private Limited Company incorporated on 1999-12-03 (25 years 7 months). The company status is Active.
    The last date of confirmation statement was made at 2024-12-03
    CIF 0
  • OAKWORTH FINANCIAL PLANNING LIMITED
    S
    Registered number 03888445
    Oakworth House, 45 Newgate, Pontefract, England, WF8 1NB
    Private Limited Company in Companies House, United Kingdom
    CIF 1
child relation
Offspring entities and appointments
Active 1
  • 8 Eastway, Sale, Cheshire
    Active Corporate (3 parents)
    Equity (Company account)
    60,796 GBP2024-04-30
    Person with significant control
    2025-03-31 ~ now
    CIF 1 - Ownership of shares – 75% or moreOE
    CIF 1 - Ownership of voting rights - 75% or moreOE
    CIF 1 - Right to appoint or remove directorsOE
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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.