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Companies House/Norwich/Company profile

OAK TREE FINANCIAL PLANNING LIMITED

Active
07143796·incorporated 2010-02-02

OAK TREE FINANCIAL PLANNING LIMITED is an active UK private limited company, incorporated on 2 February 2010 at Companies House (number 07143796; OpenRegistry canonical ID GB-07143796-oak-tree-financial-planning-limited). Sophymarine's OpenRegistry classifies it under SIC 64999 (Financial intermediation not elsewhere classified), one of 31,002 active UK entities in that code and one of 23,101 active companies registered in Norwich, Norfolk (postcode NR7). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2010-02-02
Registered Address
LAKESIDE 500 OLD CHAPEL WAY, BROADLAND BUSINESS PARK, NORWICH, NORFOLK, NR7 0WG, ENGLAND
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

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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 2026-02-02. Next confirmation statement due 2027-02-16.

Persons with significant control

OAK TREE FINANCIAL PLANNING LIMITED has 1 person with significant control on file:

  • Mrs Deborah Bourassa born 1958 resident in England, British national. Notified 2017-02-02.
    • Owns 75% or more of shares
    • Holds 75% or more of voting rights
    • Has the right to appoint and remove directors

Previous names

OAK TREE FINANCIAL PLANNING LIMITED has previously traded as:

  • OAK TREE FINANCIAL PLANNERS LIMITED (until 2010-03-03)

Similar UK companies

Other companies registered under SIC 64999 (Financial intermediation not elsewhere classified):

Other companies registered in Norwich:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/07143796.

Source: Companies House Free Company Data, refreshed 2026-05-01. Official record: find-and-update.company-information.service.gov.uk.