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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
    Douglas, Richard William
    Born in December 1983
    Individual (3 offsprings)
    Officer
    icon of calendar 2016-06-01 ~ now
    OF - Director → CIF 0
    Mr Richard William Douglas
    Born in December 1983
    Individual (3 offsprings)
    Person with significant control
    icon of calendar 2016-07-01 ~ now
    PE - Has significant influence or controlCIF 0
  • 2
    Rotherforth, Richard Lindsay
    Born in March 1983
    Individual (3 offsprings)
    Officer
    icon of calendar 2016-06-01 ~ now
    OF - Director → CIF 0
    Mr Richard Lindsay Rotherforth
    Born in March 1983
    Individual (3 offsprings)
    Person with significant control
    icon of calendar 2016-07-01 ~ now
    PE - Has significant influence or controlCIF 0
Ceased 6
  • 1
    Nwl Secretaries Limited
    Individual
    Officer
    icon of calendar 1999-12-03 ~ 1999-12-06
    OF - Nominee Secretary → CIF 0
  • 2
    Lloyd, Ronald
    Independent Financial Adviser born in April 1952
    Individual
    Officer
    icon of calendar 1999-12-06 ~ 2014-01-31
    OF - Director → CIF 0
  • 3
    Douglas, William Anthony
    Independent Financial Adviser born in February 1951
    Individual (1 offspring)
    Officer
    icon of calendar 1999-12-06 ~ 2023-06-09
    OF - Director → CIF 0
  • 4
    Douglas, Vicki
    Individual
    Officer
    icon of calendar 1999-12-06 ~ 2024-12-04
    OF - Secretary → CIF 0
  • 5
    Lloyd, Susan Patricia
    Director born in April 1952
    Individual
    Officer
    icon of calendar 1999-12-06 ~ 1999-12-07
    OF - Director → CIF 0
  • 6
    icon of address159 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
769,867 GBP2025-05-31
0 GBP2024-05-31
Property, Plant & Equipment
98,729 GBP2025-05-31
119,985 GBP2024-05-31
Fixed Assets
868,596 GBP2025-05-31
119,985 GBP2024-05-31
Debtors
444,977 GBP2025-05-31
420,624 GBP2024-05-31
Cash at bank and in hand
777,301 GBP2025-05-31
894,093 GBP2024-05-31
Current Assets
1,222,278 GBP2025-05-31
1,314,717 GBP2024-05-31
Net Current Assets/Liabilities
801,254 GBP2025-05-31
1,124,427 GBP2024-05-31
Total Assets Less Current Liabilities
1,669,850 GBP2025-05-31
1,244,412 GBP2024-05-31
Creditors
Non-current, Amounts falling due after one year
-54,926 GBP2024-05-31
Net Assets/Liabilities
1,384,050 GBP2025-05-31
1,168,686 GBP2024-05-31
Equity
Called up share capital
100 GBP2025-05-31
100 GBP2024-05-31
Capital redemption reserve
50 GBP2025-05-31
50 GBP2024-05-31
Retained earnings (accumulated losses)
1,383,900 GBP2025-05-31
1,168,536 GBP2024-05-31
Equity
1,384,050 GBP2025-05-31
1,168,686 GBP2024-05-31
Average Number of Employees
102024-06-01 ~ 2025-05-31
102023-06-01 ~ 2024-05-31
Property, Plant & Equipment - Gross Cost
Land and buildings
60,397 GBP2024-05-31
Other
177,973 GBP2024-05-31
Property, Plant & Equipment - Gross Cost
238,370 GBP2024-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Land and buildings
8,654 GBP2025-05-31
2,615 GBP2024-05-31
Other
130,987 GBP2025-05-31
115,770 GBP2024-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
139,641 GBP2025-05-31
118,385 GBP2024-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Land and buildings
6,039 GBP2024-06-01 ~ 2025-05-31
Other
15,217 GBP2024-06-01 ~ 2025-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
21,256 GBP2024-06-01 ~ 2025-05-31
Property, Plant & Equipment
Land and buildings
51,743 GBP2025-05-31
57,782 GBP2024-05-31
Other
46,986 GBP2025-05-31
62,203 GBP2024-05-31
Trade Debtors/Trade Receivables
Current
116,253 GBP2025-05-31
125,644 GBP2024-05-31
Amounts Owed By Related Parties
322,200 GBP2025-05-31
Current
288,000 GBP2024-05-31
Other Debtors
Amounts falling due within one year
6,524 GBP2025-05-31
6,980 GBP2024-05-31
Debtors
Amounts falling due within one year, Current
444,977 GBP2025-05-31
420,624 GBP2024-05-31
Other Taxation & Social Security Payable
Current
176,467 GBP2025-05-31
140,330 GBP2024-05-31
Other Creditors
Current
244,557 GBP2025-05-31
49,960 GBP2024-05-31
Creditors
Current
421,024 GBP2025-05-31
190,290 GBP2024-05-31
Other Creditors
Non-current
270,000 GBP2025-05-31
54,926 GBP2024-05-31

Related profiles found in government register
  • OAKWORTH FINANCIAL PLANNING LIMITED
    Info
    OAKWORTH CONSULTANCY SERVICES LIMITED - 2018-06-07
    Registered number 03888445
    icon of addressOakworth House 45 Newgate, Pontefract WF8 1NB
    PRIVATE LIMITED COMPANY incorporated on 1999-12-03 (26 years 1 month). 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
    icon of addressOakworth 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
  • icon of address45 Newgate, Pontefract, England
    Active Corporate (3 parents)
    Equity (Company account)
    60,796 GBP2024-04-30
    Person with significant control
    icon of calendar 2025-03-31 ~ now
    CIF 1 - Ownership of shares – 75% or moreOE
    CIF 1 - Right to appoint or remove directorsOE
    CIF 1 - Ownership of voting rights - 75% or moreOE

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.