# Oak Tree Financial Planning Limited

## Details

- **Company number:** [07143796](https://find-and-update.company-information.service.gov.uk/company/07143796)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 2 Feb 2010
- **Registered office:** LAKESIDE 500 OLD CHAPEL WAY, BROADLAND BUSINESS PARK, NORWICH, NR7 0WG
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified


## Previous names

- Oak Tree Financial Planners Limited (until 3 Mar 2010)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Deborah Bourassa | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 2 Feb 2017 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £992,686 | - | 4 |
| 31 Mar 2024 | £876,449 | - | 4 |
| 31 Mar 2023 | £715,505 | - | 4 |
| 31 Mar 2022 | - | - | 4 |
| 31 Mar 2021 | - | - | 4 |
| 31 Mar 2020 | - | - | 4 |
| 31 Mar 2019 | - | - | 4 |
| 31 Mar 2018 | - | - | 4 |
| 31 Mar 2017 | - | - | - |
| 31 Mar 2016 | £2,804 | £41,845 | - |
| 31 Mar 2015 | £5,229 | £29,432 | - |
| 31 Mar 2014 | £995 | £5,229 | - |