# Berry & Oak Limited

## Details

- **Company number:** [09940516](https://find-and-update.company-information.service.gov.uk/company/09940516)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 7 Jan 2016
- **Registered office:** BOSTON HOUSE, 214 HIGH STREET, BOSTON SPA, LS23 6AD
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified


## Previous names

- Beaufort Financial Planners Limited (until 11 Aug 2017)
- Berry And Oak Financial Limited (until 12 Dec 2017)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Andrew David Elson | ownership-of-shares-50-to-75-percent | 1 Jul 2016 |  |
| Mrs Sarah Eleanor Elson | ownership-of-shares-25-to-50-percent | 1 Jul 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £341,749 | £346,313 | 0 |
| 31 Mar 2024 | £440,858 | £316,879 | 8 |
| 31 Mar 2023 | £544,134 | £306,534 | 10 |
| 31 Mar 2022 | £507,396 | £285,424 | 8 |
| 31 Mar 2021 | £485,588 | £361,156 | 8 |
| 31 Mar 2020 | £415,437 | £462,817 | 9 |
| 31 Mar 2019 | £391,709 | - | 3 |
| 31 Mar 2018 | £78,560 | - | 2 |
| 31 Jan 2017 | -£160 | - | - |






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