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NEW OAK WEALTH MANAGEMENT LIMITED

Active
05563516·incorporated 2005-09-14

NEW OAK WEALTH MANAGEMENT LIMITED is an active UK private limited company, incorporated on 14 September 2005 at Companies House (number 05563516; OpenRegistry canonical ID GB-05563516-new-oak-wealth-management-limited). Sophymarine's OpenRegistry classifies it under SIC 66190 (Activities auxiliary to financial intermediation n.e.c.), one of 7,799 active UK entities in that code and one of 1,296 active companies registered in Otley (postcode LS21). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2005-09-14
Registered Address
14 BEECH HILL, 14 BEECH HILL, OTLEY, LS21 3AX, ENGLAND
SIC
66190 — Activities auxiliary to financial intermediation n.e.c.
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

Check filing history of NEW OAK WEALTH MANAGEMENT LIMITED

Accounts

Last filed accounts made up to 2025-03-31. Next accounts due 2026-12-31. Financial year-end: 31/03. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2025-09-04. Next confirmation statement due 2026-09-18.

Persons with significant control

NEW OAK WEALTH MANAGEMENT LIMITED has 4 persons with significant control on file:

  • Mrs Vanessa Jane Leach born 1970 resident in England, British national. Notified 2022-05-03.
    • Has significant influence or control
  • Mrs Susan Jane Fonquernie-Fisher born 1974 resident in England, British national. Notified 2022-05-03.
    • Has significant influence or control
  • Mr Stephen John Fonquernie-Fisher born 1971 resident in England, British national. Notified 2016-07-01.
    • Owns 25–50% of shares
  • Mr Richard Stuart Leach born 1970 resident in England, British national. Notified 2016-07-01.
    • Owns 25–50% of shares

1 historical PSC record has ceased:

  • Mr Paul John Richardson born 1967 resident in England, British national. Notified 2016-07-01. Ceased 2017-09-14.
    • Owns 25–50% of shares

Previous names

NEW OAK WEALTH MANAGEMENT LIMITED has previously traded as:

  • RICHARDSON & FISHER LIMITED (until 2017-12-08)

Similar UK companies

Other companies registered under SIC 66190 (Activities auxiliary to financial intermediation n.e.c.):

Other companies registered in Otley:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/05563516.

Source: Companies House Free Company Data, refreshed 2026-06-06. Official record: find-and-update.company-information.service.gov.uk.