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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
    Maspero, Alasdair Ian
    Director born in May 1989
    Individual (4 offsprings)
    Officer
    icon of calendar 2024-06-05 ~ now
    OF - Director → CIF 0
  • 2
    icon of address20, Vespasian Way, Dorchester, England
    Active Corporate (2 parents, 1 offspring)
    Profit/Loss (Company account)
    355,212 GBP2023-04-01 ~ 2024-03-31
    Person with significant control
    icon of calendar 2024-06-05 ~ now
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
Ceased 3
  • 1
    Arif, Joel Nevvar Mark
    Director born in November 1979
    Individual (1 offspring)
    Officer
    icon of calendar 2022-11-07 ~ 2024-06-05
    OF - Director → CIF 0
    Mr Joel Nevvar Mark Arif
    Born in November 1979
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2022-11-07 ~ 2024-06-05
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
    PE - Right to appoint or remove directors → CIF 0
  • 2
    Arif-hayman, Kate Nadide Alison
    Director born in March 1978
    Individual
    Officer
    icon of calendar 2022-09-22 ~ 2024-06-05
    OF - Director → CIF 0
    Kate Nadide Alison Arif-hayman
    Born in March 1978
    Individual
    Person with significant control
    icon of calendar 2022-09-22 ~ 2024-06-05
    PE - Right to appoint or remove directors → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
  • 3
    Arif, Natasha Dawn
    Director born in December 1979
    Individual (1 offspring)
    Officer
    icon of calendar 2022-11-07 ~ 2024-06-05
    OF - Director → CIF 0
    Mrs Natasha Dawn Arif
    Born in December 1979
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2022-11-07 ~ 2024-06-05
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
    PE - Right to appoint or remove directors → CIF 0
parent relation
Company in focus

SURREY OAKS WEALTH & FINANCIAL PLANNING LTD

Standard Industrial Classification
66190 - Activities Auxiliary To Financial Intermediation N.e.c.
Brief company account
Intangible Assets
388,532 GBP2023-09-30
Property, Plant & Equipment
9,108 GBP2023-09-30
Fixed Assets - Investments
100 GBP2024-06-05
100 GBP2023-09-30
Fixed Assets
100 GBP2024-06-05
469,585 GBP2023-09-30
Debtors
Current
37,323 GBP2023-09-30
Cash at bank and in hand
243,944 GBP2024-06-05
332,806 GBP2023-09-30
Current Assets
243,944 GBP2024-06-05
370,129 GBP2023-09-30
Net Current Assets/Liabilities
95,515 GBP2023-09-30
Total Assets Less Current Liabilities
100 GBP2024-06-05
565,100 GBP2023-09-30
Creditors
Non-current, Amounts falling due after one year
-487,628 GBP2023-09-30
Net Assets/Liabilities
100 GBP2024-06-05
75,195 GBP2023-09-30
Equity
Called up share capital
100 GBP2024-06-05
100 GBP2023-09-30
Retained earnings (accumulated losses)
75,095 GBP2023-09-30
Equity
100 GBP2024-06-05
75,195 GBP2023-09-30
Average Number of Employees
42023-10-01 ~ 2024-06-05
42022-09-22 ~ 2023-09-30
Intangible Assets - Gross Cost
Goodwill
426,806 GBP2023-09-30
Intangible Assets - Gross Cost
426,806 GBP2023-09-30
Intangible assets - Disposals
-426,806 GBP2023-10-01 ~ 2024-06-05
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
38,274 GBP2023-09-30
Intangible Assets - Accumulated Amortisation & Impairment
38,274 GBP2023-09-30
Intangible Assets - Increase From Amortisation Charge for Year
Goodwill
28,454 GBP2023-10-01 ~ 2024-06-05
Intangible Assets - Increase From Amortisation Charge for Year
28,454 GBP2023-10-01 ~ 2024-06-05
Intangible assets - Disposals and decrease in the amortization or impairment
-66,728 GBP2023-10-01 ~ 2024-06-05
Intangible Assets
Goodwill
388,532 GBP2023-09-30
Property, Plant & Equipment - Gross Cost
Tools/Equipment for furniture and fittings
9,330 GBP2023-09-30
Other
1,307 GBP2023-09-30
Property, Plant & Equipment - Gross Cost
10,637 GBP2023-09-30
Property, Plant & Equipment - Disposals
Tools/Equipment for furniture and fittings
-13,053 GBP2023-10-01 ~ 2024-06-05
Other
-1,307 GBP2023-10-01 ~ 2024-06-05
Property, Plant & Equipment - Disposals
-14,360 GBP2023-10-01 ~ 2024-06-05
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Tools/Equipment for furniture and fittings
1,349 GBP2023-09-30
Other
180 GBP2023-09-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
1,529 GBP2023-09-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Tools/Equipment for furniture and fittings
1,305 GBP2023-10-01 ~ 2024-06-05
Other
131 GBP2023-10-01 ~ 2024-06-05
Property, Plant & Equipment - Increase From Depreciation Charge for Year
1,436 GBP2023-10-01 ~ 2024-06-05
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Tools/Equipment for furniture and fittings
-2,654 GBP2023-10-01 ~ 2024-06-05
Other
-311 GBP2023-10-01 ~ 2024-06-05
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-2,965 GBP2023-10-01 ~ 2024-06-05
Property, Plant & Equipment
Tools/Equipment for furniture and fittings
7,981 GBP2023-09-30
Other
1,127 GBP2023-09-30
Investments in Subsidiaries
100 GBP2024-06-05
100 GBP2023-09-30
Cost valuation
466,909 GBP2023-09-30
Trade Debtors/Trade Receivables
Current, Amounts falling due within one year
33,918 GBP2023-09-30
Other Debtors
Current, Amounts falling due within one year
3,405 GBP2023-09-30
Debtors
Current, Amounts falling due within one year
37,323 GBP2023-09-30
Total Borrowings
Current, Amounts falling due within one year
60,384 GBP2023-09-30
Taxation/Social Security Payable
920 GBP2023-09-30
Other Creditors
243,944 GBP2024-06-05
213,310 GBP2023-09-30
Total Borrowings
Non-current, Amounts falling due after one year
487,628 GBP2023-09-30
Other Remaining Borrowings
Non-current
487,628 GBP2023-09-30
Current
60,384 GBP2023-09-30
Future Minimum Lease Payments Under Non-cancellable Operating Leases
Amounts falling due within one year
29,019 GBP2023-09-30
Between two and five year
58,537 GBP2023-09-30
More than five year
52,875 GBP2023-09-30
Future Minimum Lease Payments Under Non-cancellable Operating Leases
140,431 GBP2023-09-30
Related profiles found in government register
  • SURREY OAKS WEALTH & FINANCIAL PLANNING LTD
    Info
    Registered number 14370658
    icon of address20 Vespasian Way, Dorchester DT1 2RD
    Private Limited Company incorporated on 2022-09-22 (3 years 1 month). The company status is Active.
    The last date of confirmation statement was made at 2024-09-21
    CIF 0
  • SURREY OAKS WEALTH & FINANCIAL PLANNING LTD
    S
    Registered number 14370658
    icon of addressMidway House, Herrick Way, Staverton, Cheltenham, England, GL51 6TQ
    Limited Company in England & Wales, England
    CIF 1
child relation
Offspring entities and appointments
Active 1
  • icon of address20 Vespasian Way, Dorchester, England
    Dissolved Corporate (2 parents)
    Equity (Company account)
    100 GBP2023-11-30
    Person with significant control
    icon of calendar 2022-11-07 ~ dissolved
    CIF 1 - Right to appoint or remove directors → OE
    CIF 1 - Ownership of voting rights - 75% or more → OE
    CIF 1 - Ownership of shares – 75% or more → OE

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Contains public sector information retrieved at 26 August 2025 and licensed under the Open Government Licence v3.0.