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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 3
  • 1
    Heritage, Claire Anne
    Born in October 1959
    Individual (2 offsprings)
    Officer
    icon of calendar 2008-10-13 ~ now
    OF - Director → CIF 0
  • 2
    Gifford, David Alexander
    Born in June 1960
    Individual (2 offsprings)
    Officer
    icon of calendar 2009-10-01 ~ now
    OF - Director → CIF 0
  • 3
    Miles, Karen Lesley
    Born in November 1961
    Individual (2 offsprings)
    Officer
    icon of calendar 2008-10-13 ~ now
    OF - Director → CIF 0
    Ms Karen Lesley Miles
    Born in November 1961
    Individual (2 offsprings)
    Person with significant control
    icon of calendar 2016-10-13 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
parent relation
Company in focus

OAKWOOD WEALTH MANAGEMENT LIMITED

Previous name
OAKWOOD ASSET MANAGEMENT LIMITED - 2008-11-24
Standard Industrial Classification
70229 - Management Consultancy Activities Other Than Financial Management
Brief company account
Fixed Assets
5,516 GBP2025-03-31
7,868 GBP2024-03-31
Current Assets
268,351 GBP2025-03-31
263,571 GBP2024-03-31
Creditors
Amounts falling due within one year
-5,830 GBP2025-03-31
-19,316 GBP2024-03-31
Net Current Assets/Liabilities
262,521 GBP2025-03-31
244,255 GBP2024-03-31
Total Assets Less Current Liabilities
268,037 GBP2025-03-31
252,123 GBP2024-03-31
Net Assets/Liabilities
264,857 GBP2025-03-31
248,943 GBP2024-03-31
Equity
264,857 GBP2025-03-31
248,943 GBP2024-03-31
Average Number of Employees
202024-04-01 ~ 2025-03-31
172023-04-01 ~ 2024-03-31

Related profiles found in government register
  • OAKWOOD WEALTH MANAGEMENT LIMITED
    Info
    OAKWOOD ASSET MANAGEMENT LIMITED - 2008-11-24
    Registered number 06721836
    icon of addressCardinals Rise Hay Street, Braughing, Ware, Hertfordshire SG11 2RQ
    PRIVATE LIMITED COMPANY incorporated on 2008-10-13 (17 years 3 months). The company status is Active.
    The last date of confirmation statement was made at 2024-10-13
    CIF 0
  • OAKWOOD WEALTH MANAGEMENT LIMITED
    S
    Registered number 06721836
    icon of addressCardinals Rise, Hay Street, Braughing, Ware, Hertfordshire, England, SG11 2RQ
    CIF 1
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
Ceased 1

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