{ "company_number": "10768069", "name": "White Oak Financial Planning Ltd", "url": "/company/10768069", "status": "Active", "is_active": true, "company_type": "Private Limited Company", "incorporated_on": "2017-05-12", "dissolved_on": null, "sic_codes": [ { "code": "64999", "description": "Financial intermediation not elsewhere classified", "section": "K", "section_name": "Financial and insurance activities", "url": "/sic/64999" } ], "registered_address": { "id": 2132187, "url": "/address/2132187", "line1": "REGUS HOUSE HERONS WAY", "line2": "CHESTER BUSINESS PARK", "post_town": "CHESTER", "county": "CHESHIRE", "country": "ENGLAND", "postcode": "CH4 9QR" }, "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/10768069", "previous_names": [], "care_of": "", "po_box": "", "country_of_origin": "United Kingdom", "accounts": { "next_due": "2027-02-28", "last_made_up": "2025-05-31", "category": "TOTAL EXEMPTION FULL", "filings": [ { "url": "/company/10768069/accounts/2025-05-31", "pdf_url": "/company/10768069/accounts/2025-05-31.pdf", "made_up_date": "2025-05-31", "period_start": "2025-05-31", "period_end": "2025-05-31", "entity_name": "White Oak Financial Planning Limited", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "2713.00", "debtors": "35350.00", "cash_bank_in_hand": "58553.00", "current_assets": "141946.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "93295.00", "total_assets_less_current_liabilities": "96008.00", "net_assets_liabilities": "95412.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-February2026.zip" }, { "url": "/company/10768069/accounts/2024-05-31", "pdf_url": "/company/10768069/accounts/2024-05-31.pdf", "made_up_date": "2024-05-31", "period_start": "2024-05-31", "period_end": "2024-05-31", "entity_name": "White Oak Financial Planning Limited", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "2040.00", "debtors": "21820.00", "cash_bank_in_hand": "26763.00", "current_assets": "117858.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "80636.00", "total_assets_less_current_liabilities": "82676.00", "net_assets_liabilities": "76553.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-February2025.zip" }, { "url": "/company/10768069/accounts/2023-05-31", "pdf_url": "/company/10768069/accounts/2023-05-31.pdf", "made_up_date": "2023-05-31", "period_start": "2023-05-31", "period_end": "2023-05-31", "entity_name": "White Oak Financial Planning Limited", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "1257.00", "debtors": "17060.00", "cash_bank_in_hand": "76667.00", "current_assets": "110041.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "80895.00", "total_assets_less_current_liabilities": "82152.00", "net_assets_liabilities": "71144.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-February2024.zip" }, { "url": "/company/10768069/accounts/2022-05-31", "pdf_url": "/company/10768069/accounts/2022-05-31.pdf", "made_up_date": "2022-05-31", "period_start": "2022-05-31", "period_end": "2022-05-31", "entity_name": "White Oak Financial Planning Ltd", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "1401.00", "debtors": "14800.00", "cash_bank_in_hand": "63066.00", "current_assets": "89748.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "67139.00", "total_assets_less_current_liabilities": "68540.00", "net_assets_liabilities": "47712.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-January2023.zip" }, { "url": "/company/10768069/accounts/2021-05-31", "pdf_url": "/company/10768069/accounts/2021-05-31.pdf", "made_up_date": "2021-05-31", "period_start": "2021-05-31", "period_end": "2021-05-31", "entity_name": "White Oak Financial Planning Ltd", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "1104.00", "debtors": "14373.00", "cash_bank_in_hand": "34416.00", "current_assets": "61568.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "47240.00", "total_assets_less_current_liabilities": "48344.00", "net_assets_liabilities": "23134.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-February2022.zip" }, { "url": "/company/10768069/accounts/2020-05-31", "pdf_url": "/company/10768069/accounts/2020-05-31.pdf", "made_up_date": "2020-05-31", "period_start": "2020-05-31", "period_end": "2020-05-31", "entity_name": "White Oak Financial Planning Ltd", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "717.00", "debtors": "8458.00", "cash_bank_in_hand": "5087.00", "current_assets": "33857.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "24021.00", "total_assets_less_current_liabilities": "24738.00", "net_assets_liabilities": "24602.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2020.zip" }, { "url": "/company/10768069/accounts/2019-05-31", "pdf_url": "/company/10768069/accounts/2019-05-31.pdf", "made_up_date": "2019-05-31", "period_start": "2019-05-31", "period_end": "2019-05-31", "entity_name": "White Oak Financial Planning Ltd", "dormant": false, "average_employees": null, "tangible_fixed_assets": "329.00", "debtors": "4804.00", "cash_bank_in_hand": "14866.00", "current_assets": "54011.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "12049.00", "total_assets_less_current_liabilities": "12378.00", "net_assets_liabilities": "12315.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-September2019.zip" }, { "url": "/company/10768069/accounts/2018-05-31", "pdf_url": "/company/10768069/accounts/2018-05-31.pdf", "made_up_date": "2018-05-31", "period_start": "2018-05-31", "period_end": "2018-05-31", "entity_name": "White Oak Financial Planning Ltd", "dormant": false, "average_employees": null, "tangible_fixed_assets": "648.00", "debtors": "125.00", "cash_bank_in_hand": "7620.00", "current_assets": "25540.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-350.00", "total_assets_less_current_liabilities": "298.00", "net_assets_liabilities": "175.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-August2018.zip" } ], "pdf_only_filings": [], "filing_history_url": "https://find-and-update.company-information.service.gov.uk/company/10768069/filing-history" }, "confirmation_statement": { "next_due": "2027-05-25", "last_made_up": "2026-05-11" }, "officers": [], "psc": [ { "name": "Mr Thomas Andrew Wilcox-Jones", "kind": "individual-person-with-significant-control", "person_url": "/person/4984498", "controlling_company_url": null, "natures_of_control": [ "ownership-of-shares-75-to-100-percent", "voting-rights-75-to-100-percent", "right-to-appoint-and-remove-directors" ], "notified_on": "2017-05-12", "ceased_on": null, "nationality": "British", "country_of_residence": "Wales", "source": "snapshot" } ], "external_links": [], "provenance": { "source": "snapshot", "first_seen_at": "2026-07-05T12:35:35.811816+00:00", "last_seen_snapshot": "2026-08-01", "retrieved_at": "2026-08-29T21:09:53.382073+00:00" }, "licence": "Open Government Licence v3.0", "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/", "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: Companies House." }