OAK TREE FINANCIAL PLANNING LIMITED

Active Company number 07143796

OAK TREE FINANCIAL PLANNING LIMITED (company number 07143796) is a private limited company incorporated on 2 February 2010. Its status on the Companies House register is Active. Its registered office is in Norwich, NR7 0WG. Its nature of business (SIC 2007) is financial intermediation not elsewhere classified (64999). Its latest accounts we hold, for the period ending 31 March 2025, report net assets of £993k.

Source: Companies House register, as at 1 April 2026. How to cite this page

Information only, not advice. Register details and accounts figures are the company's own filings, shown as filed: CompanyStack does not audit or verify them and accepts no responsibility for decisions made on them. Check important facts at Companies House.

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Company Report on OAK TREE FINANCIAL PLANNING LIMITED (PDF)

The register, the accounts and the people behind the company in one PDF, for your own business use.

Summary and Health Score, with the reasons behind the score
Red flags and what changed in the last 12 months
Key figures against the year before, and filing deadlines
Financials ledger: up to 10 years of filed accounts
Who runs and owns it: directors, secretaries and PSCs
Charges, filing history and methodology

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Company details

Company number: 07143796
Status: Active
Company type: Private Limited Company
Incorporated: 2 February 2010
Country of origin: United Kingdom
Registered office: LAKESIDE 500 OLD CHAPEL WAY
BROADLAND BUSINESS PARK
NORWICH
NORFOLK
NR7 0WG
ENGLAND

Nature of business (SIC 2007)

64999 — Financial intermediation not elsewhere classified

Accounts and confirmation statement

Accounting reference date: 31 March
Accounts category: MICRO ENTITY
Accounts last made up to: 31 March 2025
Next accounts due: 31 December 2026
Confirmation statement last made up to: 2 February 2026
Next confirmation statement due: 16 February 2027

Financial summary

Period ending	31 March 2025	31 March 2024	31 March 2023	31 March 2022	31 March 2021	31 March 2020	31 March 2019	31 March 2018	31 March 2017	31 March 2016	31 March 2015	31 March 2014	31 March 2013
Total assets	£1.0m	£987k	£818k	£645k	£323k	£174k	£78k	£64k	£39k	£43k	£31k	£17k	£29k
Cash at bank	Not filed	—	—	—	—	—	—	—	—	£42k	£29k	£5,229	£29k
Current liabilities	£54k	£101k	£88k	£111k	£78k	£74k	£62k	£63k	£35k	£40k	£25k	£16k	£19k
Net current assets / (liabilities)	£830k	£877k	£729k	£532k	£245k	£99k	£14k	(£986)	£610	£2,015	£4,268	£435	£9,206
Total liabilities	£54k	£110k	£103k	—	—	—	£63k	£64k	£36k	£40k	£25k	£16k	£19k
Net assets	£993k	£876k	£716k	£512k	£217k	£99k	£15k	£598	£2,432	£2,804	£5,229	£995	£9,460
Employees	1	4	4	4	4	4	4	4	—	—	—	—	—

Not filed: the accounts do not give the figure. —: no figure read from the filing.

Year to 31 March 2025: cash not filed. Micro-entity accounts give current assets as one total, without debtors, stock or cash.

Figures read from filings at Companies House (ixbrl) and checked; see how we read them. Small-company accounts often omit turnover and profit. Spotted an error? Tell us.

Control, officers and charges

Persons with significant control: 1 current (1 including ceased)

Previous names

OAK TREE FINANCIAL PLANNERS LIMITED (changed 3 March 2010)

Questions about OAK TREE FINANCIAL PLANNING LIMITED

Is OAK TREE FINANCIAL PLANNING LIMITED active?

Yes. The Companies House register shows the company's status as “Active”. (Companies House register, as at 1 April 2026.)

When was OAK TREE FINANCIAL PLANNING LIMITED incorporated?

OAK TREE FINANCIAL PLANNING LIMITED was incorporated on 2 February 2010, according to the Companies House register. (Companies House register, as at 1 April 2026.)

Where is OAK TREE FINANCIAL PLANNING LIMITED registered?

Its registered office is in Norwich, NR7 0WG. (Companies House register, as at 1 April 2026.)

Who controls OAK TREE FINANCIAL PLANNING LIMITED?

The register lists 1 current person with significant control (1 including those who have ceased). The register shows control, not a list of shareholders. Individuals are named at https://find-and-update.company-information.service.gov.uk/company/07143796/persons-with-significant-control. (Companies House register, as at 1 April 2026.) Who owns a UK limited company: shareholders, PSCs and what the register shows

When are OAK TREE FINANCIAL PLANNING LIMITED's next accounts due?

The register shows the next accounts as due by 31 December 2026. Its latest accounts on the register were made up to 31 March 2025. (Companies House register, as at 1 April 2026.)

Does OAK TREE FINANCIAL PLANNING LIMITED file dormant accounts?

Not in its latest accounts. The register gives their category as “Micro-entity accounts”, made up to 31 March 2025. (Companies House register, as at 1 April 2026.) What a dormant company is and what it must file

Is OAK TREE FINANCIAL PLANNING LIMITED on a sanctions list?

No match for this company's name on the sanctions lists CompanyStack screens (UK, EU, OFAC SDN, OFAC non-SDN, Canada, Australia, New Zealand, Japan, France, US CSL) as at 7 October 2026. A name screen is not legal clearance.

More financial intermediation not elsewhere classified companies

Industry overview: 29,072 active companies in SIC 64999

Other active companies registered at NR7 0WG

Companies registered in Norwich

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Companies with similar names

Other companies, LLPs and partnerships on the Companies House register whose names begin “OAK TREE”. Each is a separate legal entity from OAK TREE FINANCIAL PLANNING LIMITED: check the registered number before relying on a name. Register data as at 1 April 2026.

OAK TREE (ABERDEEN) LIMITED (Company, Active, Westhill; SC599253)
OAK TREE (BESTWOOD) MANAGEMENT LTD (Company, Active, Wimborne; 09554048)
OAK TREE (CONSTRUCTION DESIGN & MANAGEMENT) LIMITED (Company, Active, Leigh; 07253340)
OAK TREE (HARROGATE) LIMITED (Company, Active, Keighley; 08990823)
OAK TREE (LINCOLNSHIRE) CARE LTD (Company, Active, Derby; 05766627)
OAK TREE (LONDON) HOLDING LIMITED (Company, Active, Waterlooville; 17406674)

About CompanyStack

CompanyStack turns Companies House records into answers you can act on: who a company is, who runs and owns it, whether it keeps up with its filings and how its finances are moving. Every figure traces back to a public record, and we say when a record is missing.

Sources for company pages: Companies House (register, accounts, officers, PSCs, charges and filings), The Gazette (company insolvency notices only), the ONS Postcode Directory, official sanctions lists, including those of the UK (with UN designations), the EU, the US, Canada, Australia, New Zealand and France, and copies taken in April 2026 of the ICO register, the Charity Commission, CQC, Ofsted, Food Standards Agency and Environment Agency registers. Contains public sector information licensed under the Open Government Licence v3.0. CompanyStack is not affiliated with or endorsed by Companies House.

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Official register entry: OAK TREE FINANCIAL PLANNING LIMITED on Companies House.

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