oakfield wealth management limited
oakfield wealth management limited Company Information
Company Number
07093766
Next Accounts
Mar 2025
Shareholders
oakfield wealth holdings limited
Group Structure
View All
Industry
Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
Registered Address
60 new broad street, london, EC2M 1JJ
Website
www.oakfieldwealth.co.ukoakfield wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of OAKFIELD WEALTH MANAGEMENT LIMITED at £725.2k based on a Turnover of £548.6k and 1.32x industry multiple (adjusted for size and gross margin).
oakfield wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of OAKFIELD WEALTH MANAGEMENT LIMITED at £1.1m based on an EBITDA of £232.8k and a 4.56x industry multiple (adjusted for size and gross margin).
oakfield wealth management limited Estimated Valuation
Pomanda estimates the enterprise value of OAKFIELD WEALTH MANAGEMENT LIMITED at £478.8k based on Net Assets of £366.9k and 1.31x industry multiple (adjusted for liquidity).
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Oakfield Wealth Management Limited Overview
Oakfield Wealth Management Limited is a dissolved company that was located in london, EC2M 1JJ with a Companies House number of 07093766. It operated in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in December 2009, it's largest shareholder was oakfield wealth holdings limited with a 100% stake. The last turnover for Oakfield Wealth Management Limited was estimated at £548.6k.
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Oakfield Wealth Management Limited Health Check
Pomanda's financial health check has awarded Oakfield Wealth Management Limited a 4 rating. We use a traffic light system to show it exceeds the industry average on 4 measures and has 4 areas for improvement. Company Health Check FAQs
4 Strong
2 Regular
4 Weak
Size
annual sales of £548.6k, make it smaller than the average company (£3.9m)
£548.6k - Oakfield Wealth Management Limited
£3.9m - Industry AVG
Growth
3 year (CAGR) sales growth of 18%, show it is growing at a faster rate (4.6%)
- Oakfield Wealth Management Limited
4.6% - Industry AVG
Production
with a gross margin of 61.8%, this company has a comparable cost of product (60%)
61.8% - Oakfield Wealth Management Limited
60% - Industry AVG
Profitability
an operating margin of 42.4% make it more profitable than the average company (9.9%)
42.4% - Oakfield Wealth Management Limited
9.9% - Industry AVG
Employees
with 3 employees, this is below the industry average (12)
3 - Oakfield Wealth Management Limited
12 - Industry AVG
Pay Structure
on an average salary of £91k, the company has a higher pay structure (£69.8k)
£91k - Oakfield Wealth Management Limited
£69.8k - Industry AVG
Efficiency
resulting in sales per employee of £182.9k, this is equally as efficient (£191.7k)
£182.9k - Oakfield Wealth Management Limited
£191.7k - Industry AVG
Debtor Days
it gets paid by customers after 6 days, this is earlier than average (35 days)
6 days - Oakfield Wealth Management Limited
35 days - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- - Oakfield Wealth Management Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Oakfield Wealth Management Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 22 weeks, this is less cash available to meet short term requirements (29 weeks)
22 weeks - Oakfield Wealth Management Limited
29 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 25.2%, this is a lower level of debt than the average (66.7%)
25.2% - Oakfield Wealth Management Limited
66.7% - Industry AVG
OAKFIELD WEALTH MANAGEMENT LIMITED financials
Oakfield Wealth Management Limited's latest turnover from April 2020 is £548.6 thousand and the company has net assets of £366.9 thousand. According to their latest financial statements, Oakfield Wealth Management Limited has 3 employees and maintains cash reserves of £54.2 thousand as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Turnover | 548,623 | 599,495 | ||||||||
| Other Income Or Grants | ||||||||||
| Cost Of Sales | 209,706 | 134,993 | ||||||||
| Gross Profit | 338,917 | 464,502 | ||||||||
| Admin Expenses | ||||||||||
| Operating Profit | ||||||||||
| Interest Payable | ||||||||||
| Interest Receivable | ||||||||||
| Pre-Tax Profit | 233,022 | 278,434 | ||||||||
| Tax | -44,367 | -53,012 | ||||||||
| Profit After Tax | 188,655 | 225,422 | ||||||||
| Dividends Paid | 166,000 | |||||||||
| Retained Profit | 188,655 | 59,422 | ||||||||
| Employee Costs | 272,982 | 237,594 | ||||||||
| Number Of Employees | 3 | 4 | 4 | 4 | 4 | |||||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 9,733 | 13,595 | 1,160 | 1,671 | 1,245 | 1,426 | 2,647 | 1,580 | ||
| Intangible Assets | ||||||||||
| Investments & Other | ||||||||||
| Debtors (Due After 1 year) | ||||||||||
| Total Fixed Assets | 9,733 | 13,595 | 1,160 | 1,671 | 1,245 | 1,426 | 2,647 | 1,580 | ||
| Stock & work in progress | ||||||||||
| Trade Debtors | 9,205 | 4,125 | 166,375 | 106,494 | 93,389 | 49,889 | 38,254 | 38,482 | 17,081 | 6,281 |
| Group Debtors | 365,715 | |||||||||
| Misc Debtors | 61,660 | |||||||||
| Cash | 54,172 | 232,871 | 23,871 | 64,893 | 65,837 | 49,117 | 49,151 | 80,160 | ||
| misc current assets | 64,138 | |||||||||
| total current assets | 490,752 | 301,134 | 166,375 | 106,494 | 117,260 | 114,782 | 104,091 | 87,599 | 66,232 | 86,441 |
| total assets | 490,752 | 301,134 | 176,108 | 120,089 | 118,420 | 116,453 | 105,336 | 89,025 | 68,879 | 88,021 |
| Bank overdraft | ||||||||||
| Bank loan | ||||||||||
| Trade Creditors | 871 | 57,291 | 31,398 | 17,597 | 20,438 | 22,825 | 35,837 | 37,433 | 62,138 | |
| Group/Directors Accounts | 48,773 | |||||||||
| other short term finances | ||||||||||
| hp & lease commitments | ||||||||||
| other current liabilities | 123,858 | 73,251 | ||||||||
| total current liabilities | 123,858 | 122,895 | 57,291 | 31,398 | 17,597 | 20,438 | 22,825 | 35,837 | 37,433 | 62,138 |
| loans | ||||||||||
| hp & lease commitments | ||||||||||
| Accruals and Deferred Income | ||||||||||
| other liabilities | 232 | 25,000 | 25,000 | 25,000 | 25,000 | 25,000 | 25,000 | |||
| provisions | 232 | 334 | 263 | 285 | 529 | 316 | ||||
| total long term liabilities | 232 | 25,232 | 25,334 | 25,263 | 25,285 | 25,529 | 25,316 | |||
| total liabilities | 123,858 | 122,895 | 57,291 | 31,630 | 42,829 | 45,772 | 48,088 | 61,122 | 62,962 | 87,454 |
| net assets | 366,894 | 178,239 | 118,817 | 88,459 | 75,591 | 70,681 | 57,248 | 27,903 | 5,917 | 567 |
| total shareholders funds | 366,894 | 178,239 | 118,817 | 88,459 | 75,591 | 70,681 | 57,248 | 27,903 | 5,917 | 567 |
| Apr 2020 | Apr 2019 | Apr 2018 | Apr 2017 | Apr 2016 | Apr 2015 | Apr 2014 | Apr 2013 | Apr 2012 | Apr 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | ||||||||||
| Operating Profit | ||||||||||
| Depreciation | 3,861 | 779 | 876 | 1,035 | 1,221 | 1,087 | 1,060 | |||
| Amortisation | ||||||||||
| Tax | -44,367 | -53,012 | ||||||||
| Stock | ||||||||||
| Debtors | 432,455 | -162,250 | 59,881 | 13,105 | 43,500 | 11,635 | -228 | 21,401 | 10,800 | 6,281 |
| Creditors | -871 | -56,420 | 25,893 | 13,801 | -2,841 | -2,387 | -13,012 | -1,596 | -24,705 | 62,138 |
| Accruals and Deferred Income | 50,607 | 73,251 | ||||||||
| Deferred Taxes & Provisions | -232 | -102 | 71 | -22 | -244 | 213 | 316 | |||
| Cash flow from operations | ||||||||||
| Investing Activities | ||||||||||
| capital expenditure | ||||||||||
| Change in Investments | ||||||||||
| cash flow from investments | ||||||||||
| Financing Activities | ||||||||||
| Bank loans | ||||||||||
| Group/Directors Accounts | -48,773 | 48,773 | ||||||||
| Other Short Term Loans | ||||||||||
| Long term loans | ||||||||||
| Hire Purchase and Lease Commitments | ||||||||||
| other long term liabilities | -232 | -24,768 | 25,000 | |||||||
| share issue | ||||||||||
| interest | ||||||||||
| cash flow from financing | -48,773 | 48,773 | ||||||||
| cash and cash equivalents | ||||||||||
| cash | -178,699 | 232,871 | -23,871 | -41,022 | -944 | 16,720 | -34 | -31,009 | 80,160 | |
| overdraft | ||||||||||
| change in cash | -178,699 | 232,871 | -23,871 | -41,022 | -944 | 16,720 | -34 | -31,009 | 80,160 |
oakfield wealth management limited Credit Report and Business Information
Oakfield Wealth Management Limited Competitor Analysis
Perform a competitor analysis for oakfield wealth management limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other undefined companies, companies in EC2M area or any other competitors across 12 key performance metrics.
oakfield wealth management limited Ownership
OAKFIELD WEALTH MANAGEMENT LIMITED group structure
Oakfield Wealth Management Limited has no subsidiary companies.
Ultimate parent company
SWISS LIFE HOLDING AG
#0047859
2 parents
OAKFIELD WEALTH MANAGEMENT LIMITED
07093766
oakfield wealth management limited directors
Oakfield Wealth Management Limited currently has 2 directors. The longest serving directors include Mr Stephen Kavanagh (Dec 2018) and Mr Gavin Chapman (Dec 2018).
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mr Stephen Kavanagh | 63 years | Dec 2018 | - | Director | |
| Mr Gavin Chapman | 56 years | Dec 2018 | - | Director |
P&L
April 2020turnover
548.6k
-8%
operating profit
232.8k
0%
gross margin
61.8%
-20.27%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
April 2020net assets
366.9k
+1.06%
total assets
490.8k
+0.63%
cash
54.2k
-0.77%
net assets
Total assets minus all liabilities
oakfield wealth management limited company details
company number
07093766
Type
Private limited with Share Capital
industry
64999 - Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
incorporation date
December 2009
age
16
incorporated
UK
ultimate parent company
accounts
Audit Exemption Subsidiary
last accounts submitted
April 2020
previous names
harold sharp financial limited (August 2016)
accountant
-
auditor
-
address
60 new broad street, london, EC2M 1JJ
Bank
NATIONAL WESTMINSTER BANK PLC
Legal Advisor
-
oakfield wealth management limited Charges & Mortgages
A charge, or mortgage, refers to the rights a company gives to a lender in return for a loan, often in the form of security given over business assets.
We did not find charges/mortgages relating to oakfield wealth management limited.
oakfield wealth management limited Capital Raised & Share Issues BETA
When a company issues new shares, e.g. to new investors following a funding round, it is required to notify Companies House within one month of making an allotment of shares.
Click to start generating capital raising & share issue transactions for OAKFIELD WEALTH MANAGEMENT LIMITED. This can take several minutes, an email will notify you when this has completed.
oakfield wealth management limited Companies House Filings - See Documents
| date | description | view/download |
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