OT

OAK TREE FINANCIAL PLANNING LIMITED

Active

Company number 07143796

Norwich, England · Incorporated 2 February 2010

Lakeside 500 Old Chapel Way, Broadland Business Park, Norwich, Norfolk, NR7 0WG, England

Last updated on 6 April 2026

Financial intermediation not elsewhere classified · SIC 64999

Status
Active
Company age
16 years
Company type
Private limited
Accounts
Up to date

Company history

Previous company names

OAK TREE FINANCIAL PLANNERS LIMITED · 2 February 2010 – 3 March 2010

Company overview

No company summary available yet.

Compliance

Annual accounts Up to date
Last filed
31 March 2025
Next due
31 December 2026
4 months left
Confirmation statement Up to date
Last filed
2 February 2026
Next due
16 February 2027
5 months left

Financial snapshot

Last accounts type
Micro Entity
Period end
31 March 2025

Detailed figures (assets, liabilities, net worth) are available in the full credit report.

Officers

No officers on record.

Persons with significant control

PS
Mrs Deborah Bourassa
Born May 1958
Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors
2 February 2017

Funding

0 funding rounds

No funding rounds on record.

Filing history

Confirmation Statement With No Updates
Confirmation Statement
25 February 2026 View
Change To A Person With Significant Control
Persons With Significant Control
25 February 2026 View
Change Registered Office Address Company With Date Old Address New Address
Address
25 February 2026 View
Accounts With Accounts Type Micro Entity
Accounts
23 December 2025 View
Confirmation Statement With No Updates
Confirmation Statement
24 February 2025 View
Change To A Person With Significant Control
Persons With Significant Control
7 January 2025 View
Accounts With Accounts Type Micro Entity
Accounts
17 December 2024 View
Confirmation Statement With No Updates
Confirmation Statement
19 February 2024 View
Accounts With Accounts Type Micro Entity
Accounts
31 December 2023 View
Confirmation Statement With No Updates
Confirmation Statement
9 February 2023 View
Accounts With Accounts Type Micro Entity
Accounts
22 July 2022 View
Confirmation Statement With No Updates
Confirmation Statement
4 February 2022 View
Accounts With Accounts Type Micro Entity
Accounts
1 January 2022 View
Confirmation Statement With No Updates
Confirmation Statement
5 February 2021 View
Accounts With Accounts Type Micro Entity
Accounts
19 January 2021 View
Confirmation Statement With No Updates
Confirmation Statement
18 February 2020 View
Accounts With Accounts Type Micro Entity
Accounts
10 December 2019 View
Confirmation Statement With No Updates
Confirmation Statement
12 February 2019 View
Accounts With Accounts Type Micro Entity
Accounts
20 December 2018 View
Confirmation Statement With No Updates
Confirmation Statement
28 February 2018 View
Change Person Director Company With Change Date
Officers
28 February 2018 View
Accounts With Accounts Type Micro Entity
Accounts
18 May 2017 View
Confirmation Statement With Updates
Confirmation Statement
7 February 2017 View
Accounts With Accounts Type Total Exemption Small
Accounts
23 December 2016 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
9 February 2016 View
Accounts With Accounts Type Total Exemption Small
Accounts
8 December 2015 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
30 March 2015 View
Accounts With Accounts Type Total Exemption Small
Accounts
8 December 2014 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
5 March 2014 View
Accounts With Accounts Type Total Exemption Small
Accounts
7 August 2013 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
4 February 2013 View
Change Registered Office Address Company With Date Old Address
Address
14 January 2013 View
Change Registered Office Address Company With Date Old Address
Address
14 January 2013 View
Accounts With Accounts Type Total Exemption Small
Accounts
8 October 2012 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
8 February 2012 View
Accounts With Accounts Type Total Exemption Small
Accounts
17 May 2011 View
Change Account Reference Date Company Current Extended
Accounts
11 March 2011 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
11 March 2011 View
Change Person Director Company With Change Date
Officers
11 March 2011 View
Change Registered Office Address Company With Date Old Address
Address
30 April 2010 View
Change Of Name Notice
Change Of Name
3 March 2010 View
Certificate Change Of Name Company
Change Of Name
3 March 2010 View
Incorporation Company
Incorporation
2 February 2010 View

Risk at a glance

  • Company active
  • Accounts up to date
  • Confirmation statement up to date
  • No insolvency history
  • No registered charges
  • Credit score
  • Recommended limit
  • Payment risk

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