New Oak Wealth Management Limited

Registered number: 05563516

	2025	2024
	£	£
Fixed assets	4,094	2,441

Current assets	110,410	103,440
Creditors: Amounts Falling Due Within One Year	(54,574 )	(50,711 )

NET CURRENT ASSETS	55,836	52,729

TOTAL ASSETS LESS CURRENT LIABILITIES	59,930	55,170

Accruals and deferred income	(2,329 )	(2,400 )

NET ASSETS	57,601	52,770

CAPITAL AND RESERVES	57,601	52,770

Notes

1. General Information

New Oak Wealth Management Limited is a private company, limited by shares, incorporated in England & Wales, registered number 05563516 . The registered office is 14 Beech Hill, Otley, West Yorkshire, LS21 3LX.

2. Average Number of Employees

Average number of employees, including directors, during the year was: 5 (2024: 4)

For the year ending 31 March 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the micro-entity provisions and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

On behalf of the board

Mr S J Fonquernie-Fisher

Director

9 June 2025