New Oak Wealth Management Limited

Registered number: 05563516

	2026	2025
	£	£
Fixed assets	40,797	4,094

Current assets	132,165	110,410
Creditors: Amounts Falling Due Within One Year	(64,288 )	(54,574 )

NET CURRENT ASSETS	67,877	55,836

TOTAL ASSETS LESS CURRENT LIABILITIES	108,674	59,930

Accruals and deferred income	(2,328 )	(2,329 )

NET ASSETS	106,346	57,601

CAPITAL AND RESERVES	106,346	57,601

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: 6 (2025: 5)

For the year ending 31 March 2026 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

6 May 2026