OAK TREE FINANCIAL PLANNING LIMITED
Company details
- Registered name
- OAK TREE FINANCIAL PLANNING LIMITED
- Company number
- 07143796
- Registered office
- LAKESIDE 500 OLD CHAPEL WAY, BROADLAND BUSINESS PARK, NORWICH, NORFOLK, NR7 0WG, ENGLAND · 12 other companies at this postcode
- Company type
- Private Limited Company
- Incorporated on
- 2 February 2010
- Status
- Active
- Age
- 16 years
- Previous names
- OAK TREE FINANCIAL PLANNERS LIMITED (to 03 Mar 2010)
- Nature of business (SIC)
- 64999 — Financial intermediation not elsewhere classified
- Accounts — next due
- 31 Dec 2026
- Accounts — last made up to
- 31 Mar 2025
- Confirmation statement — next due
- 16 Feb 2027
- Confirmation statement — last
- 02 Feb 2026
People with significant control
Beneficial owners holding over 25% of shares, voting rights or the right to appoint directors
Corporate structure
Who controls this company, and who they control in turn
Connections
Change history
Reconstructed from the dated records Companies House publishes
| Date | Change | Was | Now |
|---|---|---|---|
| 02/02/2017 | Person with significant control added | — | Mrs Deborah Bourassa |
| 03/03/2010 | Registered name changed | OAK TREE FINANCIAL PLANNERS LIMITED | OAK TREE FINANCIAL PLANNING LIMITED |
Financial highlights
Parsed from the filed statutory accounts (£ thousands, except employees)
| Metric | FY2025 | FY2024 |
|---|---|---|
| Total assets less current liabilities | 993 ▲ 12.0% | 886 |
| Net assets | 993 ▲ 13.3% | 876 |
| Employees (avg) | 1 ▼ 75.0% | 4 |
Documents for OAK TREE FINANCIAL PLANNING LIMITED
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Data protection register
No entry found on the ICO register of fee payers under this name.
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About OAK TREE FINANCIAL PLANNING LIMITED (07143796)
OAK TREE FINANCIAL PLANNING LIMITED is a private limited company incorporated on 2 February 2010 and registered in the United Kingdom under company number 07143796. Its registered office is at LAKESIDE 500 OLD CHAPEL WAY, BROADLAND BUSINESS PARK, NORWICH, NORFOLK, NR7 0WG, ENGLAND. The recorded nature of business is financial intermediation not elsewhere classified (SIC 64999). The company is currently active , with statutory accounts last made up to 31 March 2025. , and the person with significant control is Mrs Deborah Bourassa. This profile is provided by opendata.bot by Noetikos, aggregating official data from Companies House bulk data , last refreshed 2 September 2026.
Financial intermediation not elsewhere classified across UK registers
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