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CROFT & OAKES FINANCIAL PLANNERS LIMITED Active

Financial Services


Contact information


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Financial statements of CROFT & OAKES FINANCIAL PLANNERS LIMITED

According to CROFT & OAKES FINANCIAL PLANNERS LIMITED latest financial report submitted on 2025-11-30, the company has a Cash of £525,382.00, Total-Assets of £789,240.00 while the Working-Capital is £201,418.00. Compared with the previous year, the company reported a Cash increase of 65.88%, which is an equivalent of -346114. At the same time, the Total-Assets went up by 75.11%, or by -592786.


Year:
2024 Not available
2023 Not available
2022 Not available
2021 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 201418

Total Liabilities

CROFT & OAKES FINANCIAL PLANNERS LIMITED Business Credit Report

A Business Credit Report for CROFT & OAKES FINANCIAL PLANNERS LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for CROFT & OAKES FINANCIAL PLANNERS LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

CROFT & OAKES FINANCIAL PLANNERS LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

CROFT & OAKES FINANCIAL PLANNERS LIMITED Directors and key executives

CROFT & OAKES FINANCIAL PLANNERS LIMITED currently employs 7 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at CROFT & OAKES FINANCIAL PLANNERS LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

7

100%

1y growth

100%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Julie Apfs Paraplanner
-
- GB
Keith Croft Director
*****@croftandoakes.co.uk
- GB
Christopher Oakes Director
-
- GB

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CROFT & OAKES FINANCIAL PLANNERS LIMITED Ownership and Group Structure

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CROFT & OAKES FINANCIAL PLANNERS LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 5 people with significant control at CROFT & OAKES FINANCIAL PLANNERS LIMITED. One of of major shareholders of CROFT & OAKES FINANCIAL PLANNERS LIMITED is CMO FINANCIAL LTD, which owns 127 ORDINARY A shares, with a total value of 127 GBP and KCAF FINANCIAL LTD, which owns 116 ORDINARY A shares, with a total value of 116 GBP and CMO FINANCIAL LTD, which owns 50 ORDINARY A shares, with a total value of 50 GBP and KCAF FINANCIAL LTD, which owns 36 ORDINARY A shares, with a total value of 36 GBP and KCAF FINANCIAL LTD, which owns 25 ORDINARY A shares, with a total value of 25 GBP.


Name Quantity Share Type Value
CMO FINANCIAL LTD
127 ORDINARY A 127 GBP
KCAF FINANCIAL LTD
116 ORDINARY A 116 GBP
CMO FINANCIAL LTD
50 ORDINARY A 50 GBP
KCAF FINANCIAL LTD
36 ORDINARY A 36 GBP
KCAF FINANCIAL LTD
25 ORDINARY A 25 GBP

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CROFT & OAKES FINANCIAL PLANNERS LIMITED competitors:

Top 5 similar companies of CROFT & OAKES FINANCIAL PLANNERS LIMITED are AVIAGEN PENSION TRUSTEES LIMITED, CONCIERGE LEGAL SERVICES LTD, MORTGAGES & FINANCIAL SERVICES FOR ALL (SCOTLAND) LTD., ECCLESIASTICAL PLANNING SERVICES LIMITED, WDS WEALTH MANAGEMENT LTD. View and export all the competitor list of CROFT & OAKES FINANCIAL PLANNERS LIMITED by upgrading your account here.


AVIAGEN PENSION TRUSTEES LIMITED


Revenue
-
Age
23 years
Employees
1
Industry
View Foreign Insurance Companies Service Offices
Website
View http://www.a***********

CONCIERGE LEGAL SERVICES LTD


Revenue
-
Age
20 years
Employees
8
Industry
View Marketing And Merchandising Services
Website
View http://actio***********

MORTGAGES & FINANCIAL SERVICES FOR ALL (SCOTLAND) LTD.


Revenue
-
Age
23 years
Employees
3
Industry
View Financial Services
Website
View http://mortgageadv****************

ECCLESIASTICAL PLANNING SERVICES LIMITED


Revenue
7,395,000.0
Age
35 years
Employees
9
Industry
View Foreign Insurance Companies Service Offices
Website
View http://www.n***********

WDS WEALTH MANAGEMENT LTD


Revenue
-
Age
26 years
Employees
8
Industry
View Financial Services
Website
View http://www.davi**************

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CROFT & OAKES FINANCIAL PLANNERS LIMITED news & activities:


Employees

CROFT & OAKES FINANCIAL PLANNERS LIMITED number of employees has decreased by 0% compared with previous year and now represents a total number of 7.

uk.globaldatabase.com

2025-11-30

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Frequently Asked Questions regarding CROFT & OAKES FINANCIAL PLANNERS LIMITED


Where is CROFT & OAKES FINANCIAL PLANNERS LIMITED registered office?

CROFT & OAKES FINANCIAL PLANNERS LIMITED is located at Suite 7 Business Development Centre Stafford Park 4, United Kingdom.

How can I contact CROFT & OAKES FINANCIAL PLANNERS LIMITED?

You can call CROFT & OAKES FINANCIAL PLANNERS LIMITED at the following number +441952******

What is the website of CROFT & OAKES FINANCIAL PLANNERS LIMITED?

CROFT & OAKES FINANCIAL PLANNERS LIMITED website is http://www.croftandoakes.co.uk/

How many people work at CROFT & OAKES FINANCIAL PLANNERS LIMITED?

According to the latest account statement, there are currently 7 of employees working for CROFT & OAKES FINANCIAL PLANNERS LIMITED.

What is the Business Credit Score of CROFT & OAKES FINANCIAL PLANNERS LIMITED and how reliable is the company?

In order to check the business credit score of CROFT & OAKES FINANCIAL PLANNERS LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does CROFT & OAKES FINANCIAL PLANNERS LIMITED pay their invoices on time?

By requesting a Business Credit Report for CROFT & OAKES FINANCIAL PLANNERS LIMITED, you will be able to gain more insights about the CROFT & OAKES FINANCIAL PLANNERS LIMITED payment trends.

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