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Companies House/Monmouth/Company profile

GREAT OAK FINANCIAL PLANNING LTD

Active
13867354·incorporated 2022-01-24

GREAT OAK FINANCIAL PLANNING LTD is an active UK private limited company, incorporated on 24 January 2022 at Companies House (number 13867354; OpenRegistry canonical ID GB-13867354-great-oak-financial-planning-ltd). Sophymarine's OpenRegistry classifies it under SIC 66300 (Fund management activities), one of 4,318 active UK entities in that code and one of 1,146 active companies registered in Monmouth (postcode NP25). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2022-01-24
Registered Address
28 TERNATA DRIVE, MONMOUTH, NP25 5UY, WALES
SIC
66300 — Fund management activities
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 2025-01-31. Next accounts due 2026-10-31. Financial year-end: 31/01. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2026-01-23. Next confirmation statement due 2027-02-06.

Persons with significant control

GREAT OAK FINANCIAL PLANNING LTD has 2 persons with significant control on file:

  • Miss Hannah Clarke born 1992 resident in Wales, English national. Notified 2022-01-24.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights
    • Has the right to appoint and remove directors
  • Mr Craig Mark Joshua Burridge born 1988 resident in Wales, Welsh national. Notified 2022-01-24.
    • Owns 50–75% of shares
    • Holds 50–75% of voting rights
    • Has the right to appoint and remove directors

Similar UK companies

Other companies registered under SIC 66300 (Fund management activities):

Other companies registered in Monmouth:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/13867354.

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