Oakwood Financial Services Ltd company overview
Oakwood Financial Services Ltd is a private limited company registered with company number 09158230. It was incorporated on 1 Aug 2014 and its current status is active.
The registered office is at Brennan House, Farnborough Aerospace Centre Business Park, Farnborough, GU14 6XR. The company has 2 active officers. It was previously called Jeli Financial Services Ltd and 1 other name.
Oakwood Financial Services Ltd upcoming deadlines
Year end accounts
Due 31 Dec 2027
Confirmation statement
Due 14 Jun 2027
Corporation tax payment
Due 1 Jan 2028
Dates are the ones Companies House holds for this company. Late accounts trigger automatic Companies House penalties starting at £150, and HMRC charges interest on late corporation tax.
Oakwood Financial Services Ltd at a glance
12 years
Trading age
4,489 days since incorporation
2
Active officers
Simon, Robin
58
Filings on record
Latest: 13 Jul 2026
100/100
Filing health score
Accounts and statement up to date
Directors of Oakwood Financial Services Ltd
Nature of business (SIC codes)
64999
Financial intermediation not elsewhere classified
Allowable expenses for Oakwood Financial Services Ltd
Based on Oakwood Financial Services Ltd's SIC code (64999), these are typical tax-deductible expenses for a general business company. Claiming them lowers the profit you pay corporation tax on.
Vehicle & mileage
45p a mile for the first 10,000 business miles in a personal car.
Staff & director salaries
Wages, employer NI and pension contributions paid through PAYE.
Accountancy & legal fees
Bookkeeping, year-end accounts, tax advice and company secretarial costs.
Business insurance
Public liability, professional indemnity and employer's liability cover.
Phone & internet
Business mobile contracts, broadband and a share of home internet.
General guidance only — every expense must be wholly and exclusively for business. Ask an accountant
Tax guide for businesses like Oakwood Financial Services Ltd
How much tax does a limited company pay?
UK companies pay corporation tax at 19% on profits up to £50,000, rising to 25% above £250,000, with marginal relief in between. Claiming every allowable expense reduces taxable profit.
Does a company like Oakwood Financial Services Ltd need to register for VAT?
VAT registration is compulsory once taxable turnover passes £90,000 in any rolling 12 months. Many businesses register voluntarily to reclaim VAT on costs.
How much does an accountant cost for a limited company in Farnborough?
Fixed-fee accountants typically charge £60–£200 a month for a small limited company, covering year-end accounts, corporation tax and the confirmation statement.
Can directors of Oakwood Financial Services Ltd pay themselves in dividends?
Most small company directors take a low salary plus dividends. Dividends are paid from profits after corporation tax, with an annual £500 dividend allowance.
Filing history
13 Jul 2026 · AA
Total exemption full accounts made up to 31 Mar 2026
1 Jun 2026 · CS01
Confirmation statement made on 31 May 2026 with no updates
23 Dec 2025 · AA
Total exemption full accounts made up to 31 Mar 2025
6 Jun 2025 · CS01
Confirmation statement made on 31 May 2025 with no updates
5 Jul 2024 · AA
Total exemption full accounts made up to 31 Mar 2024
31 May 2024 · CS01
Confirmation statement made on 31 May 2024 with no updates
24 Aug 2023 · AA
Total exemption full accounts made up to 31 Mar 2023
15 Aug 2023 · TM01
Termination of appointment of Ian Davidson Whitfield as a director on 14 Aug 2023
1 Jun 2023 · CS01
Confirmation statement made on 31 May 2023 with updates
3 May 2023 · AD02
Change sail address company with old address new address
2 May 2023 · AD01
Registered office address changed on 2 May 2023
20 Feb 2023 · AP01
Appointment of Ian Davidson Whitfield as a director on 18 Feb 2023
15 Nov 2022 · CERTNM
Certificate change of name company
14 Nov 2022 · AD01
Registered office address changed on 14 Nov 2022
10 Nov 2022 · AD03
Move registers to sail company with new address
10 Nov 2022 · AD02
Change sail address company with new address
3 Oct 2022 · PSC02
Notification of a person with significant control
3 Oct 2022 · PSC07
Cessation of a person with significant control
3 Oct 2022 · AP01
Appointment of Mr Robin John Greensted Hewitt as a director on 29 Sep 2022
3 Oct 2022 · AP01
Appointment of Mr Simon Delaval Beart as a director on 29 Sep 2022
Showing the latest 20 of 58 filings. See the full history on Companies House
Accounting services for Oakwood Financial Services Ltd
From tax to payroll, find accountants who look after every part of Oakwood Financial Services Ltd’s finances.
Year-end accounts
Statutory accounts prepared and filed with Companies House on time, every year.
Corporation tax
CT600 returns filed with HMRC and tax planned so you only pay what you owe.
Payroll
Pay your team on time every month, with RTI submissions and pensions handled.
VAT & bookkeeping
Keep your books tidy and your VAT returns MTD-ready all year round.
Confirmation statement
Your annual confirmation statement checked and filed before the deadline.
Management accounts
Monthly or quarterly reports so you can see how the business is really doing.
More about Oakwood Financial Services Ltd
About Oakwood Financial Services Ltd
Oakwood Financial Services Ltd is a UK private limited company based in Farnborough, registered at Companies House as company number 09158230 since 1 Aug 2014. Its listed activities include financial intermediation not elsewhere classified. This page brings together its public record — directors, registered office, nature of business and filing history — in one easy place.
Oakwood Financial Services Ltd filings and compliance
Every UK limited company must file annual accounts, a confirmation statement and a corporation tax return each year. Oakwood Financial Services Ltd has 58 filings on record. Keeping on top of these deadlines avoids automatic penalties from Companies House and HMRC, which start at £150 for late accounts.
Looking for an accountant in Farnborough?
Businesses like Oakwood Financial Services Ltd often use a local accountant for year-end accounts, corporation tax, VAT and payroll. Compare fixed-fee, regulated accountants near Farnborough and get free quotes in minutes.
This page shows public information from Companies House. Director of Oakwood Financial Services Ltd?
Oakwood Financial Services Ltd – frequently asked questions
What is the company number of Oakwood Financial Services Ltd?
Oakwood Financial Services Ltd is registered at Companies House under company number 09158230.
When was Oakwood Financial Services Ltd incorporated?
Oakwood Financial Services Ltd was incorporated on 1 Aug 2014 as a private limited company.
Who are the directors of Oakwood Financial Services Ltd?
Current officers are Simon Delaval Beart (director) and Robin John Greensted Hewitt (director).
What does Oakwood Financial Services Ltd do?
The company's registered nature of business (SIC) is 64999 – Financial intermediation not elsewhere classified.
Where is Oakwood Financial Services Ltd registered?
The registered office address is Brennan House, Farnborough Aerospace Centre Business Park, Farnborough, GU14 6XR.
Is Oakwood Financial Services Ltd still trading?
According to its latest Companies House record the company status is active. Its most recent filing was total exemption full accounts made up to 31 Mar 2026 on 13 Jul 2026.