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OAK WEALTH PLANNING LIMITED ActiveFinancial Services |
Contact information
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Book a Demo nowFinancial statements of OAK WEALTH PLANNING LIMITED
According to OAK WEALTH PLANNING LIMITED latest financial report submitted on 2024-11-30, the company has a Total-Assets of £84,942.00, Total-Liabilities of £219,398.00 while the Net-Worth is -£134,456.00. Compared with the previous year, the company reported a Total-Assets decrease of -41.96%, which is an equivalent of 35640. At the same time, the Total-Liabilities went down by -23.39%, or by 51308.
OAK WEALTH PLANNING LIMITED Business Credit Report
A Business Credit Report for OAK WEALTH PLANNING LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for OAK WEALTH PLANNING 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.
OAK WEALTH PLANNING LIMITED
OAK WEALTH PLANNING LIMITED Directors and key executives
OAK WEALTH PLANNING LIMITED currently employs 5 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 OAK WEALTH PLANNING LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.
Total Employee Count
Total employees
5
100%
1y growth
100%
2y growth
Management Level
Middle
Operational
| Employee | Job Title | Phone | Country | |
|---|---|---|---|---|
| Bob Gibbs | Independent Financial Planner |
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+447742****** | GB |
| Clive Collett | Independent Financial Advisor |
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+447720****** | GB |
| Max Marchini | Business Development Manager |
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- | GB |
| Sue Tassell | Administrator And Paraplanner |
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- | GB |
| Fpfs Omar Osman (chartered Planner | Director And Chartered Financial Planner |
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|
- | GB |
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Book a DemoOAK WEALTH PLANNING LIMITED competitors:
Top 5 similar companies of OAK WEALTH PLANNING LIMITED are GR MARSHALL AND CO LIMITED, CLASSIC INSURANCE SERVICES LIMITED, TYSER & CO. LIMITED, HARBOROUGH PORTAS LIMITED, BMG INSURANCE BROKERS LIMITED. View and export all the competitor list of OAK WEALTH PLANNING LIMITED by upgrading your account here.
GR MARSHALL AND CO LIMITED
CLASSIC INSURANCE SERVICES LIMITED
TYSER & CO. LIMITED
HARBOROUGH PORTAS LIMITED
BMG INSURANCE BROKERS LIMITED
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Book a DemoOAK WEALTH PLANNING LIMITED news & activities:
Employees
OAK WEALTH PLANNING LIMITED number of employees has decreased by 0% compared with previous year and now represents a total number of 5.
uk.globaldatabase.com
2024-11-30
Frequently Asked Questions regarding OAK WEALTH PLANNING LIMITED
Where is OAK WEALTH PLANNING LIMITED registered office?
OAK WEALTH PLANNING LIMITED is located at Challenge House Sherwood Drive, United Kingdom.
How can I contact OAK WEALTH PLANNING LIMITED?
You can call OAK WEALTH PLANNING LIMITED at the following number +441234******
What is the website of OAK WEALTH PLANNING LIMITED?
OAK WEALTH PLANNING LIMITED website is https://www.oakwealthplanning.co.uk/
How many people work at OAK WEALTH PLANNING LIMITED?
According to the latest account statement, there are currently 5 of employees working for OAK WEALTH PLANNING LIMITED.
What is the Business Credit Score of OAK WEALTH PLANNING LIMITED and how reliable is the company?
In order to check the business credit score of OAK WEALTH PLANNING LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.
Does OAK WEALTH PLANNING LIMITED pay their invoices on time?
By requesting a Business Credit Report for OAK WEALTH PLANNING LIMITED, you will be able to gain more insights about the OAK WEALTH PLANNING LIMITED payment trends.
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