Verified AccountantsUK firms, verified against the public record
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Oaks Financial Limited

Chartered Accountants in Melton Mowbray LE14

Verified & RegulatedTrust Score96/100Excellent

Companies House: 05711447Race Course Farm Mary Lane, Bescaby, Melton Mowbray, LE14 4AUData updated 07 Jul 2026

In the local market

Oaks Financial Limited is one of 19 accountancy practices we verify in Melton Mowbray. Incorporated in 2006, it is among the longest-established of them. It is one of only 2 ICAEW-regulated firms among them, rather than under the default HMRC scheme.

Verified Accountants assessment

Oaks Financial Limited is a UK limited company based in Melton Mowbray, incorporated in 2006 and trading for 20 years.

Public records confirm it is anti-money-laundering supervised by ICAEW, a member firm of ICAEW, up to date with its accounts (last filed 30 Jun 2025), and running a confirmed website. Its most recent filed accounts, for the year to 30 Jun 2025, report net assets of £161,924, up from £155,924 the year before. Its website shows it handles Limited company accounts.

How we verify →

Verification record and Trust Score

96/100

Trust Score

Excellent
Public record
AML supervised · ICAEW
Active company
Filing compliant
Trading 20 years
Professional qualification
  • ICAEW
  • ACCA
  • AAT
Contact
Website
Phone
Emailpending

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. 05711447 (opens in new tab)incorporated 2006Companies House · checked 07 Jul
Registered activity
  • SIC 69201 - Accounting and auditing
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked 07 Jul
Filing complianceAccounts and confirmation statement filed on timelast accounts 30 Jun 2025 (opens in new tab)Companies House · checked 07 Jul
Professional bodyMember firm of ICAEWInstitute of Chartered Accountants in England and Wales (ICAEW) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.ICAEW · checked 20 Jul
Anti-money-launderingSupervised by ICAEWICAEW is one of the professional bodies approved to supervise accountants for anti-money-laundering. Every UK accountant must be supervised, by HMRC or an approved professional body, so this confirms the firm is monitored and operating legitimately.ICAEW · checked 20 Jul
Sources: Companies House (opens in new tab), ICAEW
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Good fit for

  • Handles Limited company accounts

Specialisms and services

Services
Limited company accounts

Message this firm

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People at Oaks Financial Limited

Directors and officers (2)

  • HODGKINSON, Nancy AnnDirector · since 2009
  • VALE, Christopher JohnSecretary · since 2015

Persons with significant control (1)

  • Mr Christopher John ValeOwns 75-100% of shares, 75-100% of voting rights

Source: Companies House register (opens in new tab).

Financials (as filed)

Companies House filing history (opens in new tab) | 2016 to 2025
Net assets
£162k
as at 30 Jun 2025+£6.0k vs 2024
Current assets
£164k
as at 30 Jun 2025+£6.1k vs 2024
Average employees
1
as at 30 Jun 2025
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
2025202420232022202120202019201820172016
CashDebtorsOtherNet assets
Full figures
As filed30 Jun 202530 Jun 202430 Jun 202330 Jun 202230 Jun 202130 Jun 202030 Jun 201930 Jun 201830 Jun 201730 Jun 2016
Average employees1122222
Net assets£161,924£155,924£190,535£204,448£207,836£224,981£181,670£193,897£189,804£137,825
Current assets£164,043£157,960£193,132£225,979£246,865£245,709£195,036£200,296£212,893£147,434
Fixed assets£1£1£1£1£1£1£1£1£1
Shareholders equity£161,924£155,924£190,535£204,448£207,836£224,981£181,670£193,897£189,804£137,825

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2006Company incorporated
  2. 2025Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

Is Oaks Financial Limited a regulated accountant?

Yes. Oaks Financial Limited is a member firm of ICAEW, and is supervised for anti-money-laundering by ICAEW. Every UK accountant must be supervised for anti-money-laundering, by HMRC or an approved professional body, so this confirms the firm is authorised to practise and monitored for compliance.

Is Oaks Financial Limited a chartered accountant?

Yes. Oaks Financial Limited is a member firm of ICAEW, so it can use the title Chartered Accountants. "Chartered" and "Chartered Certified" are legally protected UK terms that only members of these bodies may use.

What services does Oaks Financial Limited offer?

Based on its own website, Oaks Financial Limited offers Limited company accounts. Confirm current services and availability with the firm before engaging. Message this firm →

How long has Oaks Financial Limited been established?

Oaks Financial Limited was incorporated at Companies House in 2006, so it has been on the register for about 20 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

Does Oaks Financial Limited file its accounts on time?

Yes. According to Companies House, Oaks Financial Limited's most recent statutory accounts were filed by their due date. On-time filing is a basic sign that a company is being administered properly.

How do you verify Oaks Financial Limited?

We build this record only from public, authoritative sources - for this firm, Companies House and ICAEW, and stamp every claim with its source and the date we last checked it. We show only what we can verify and say so plainly when we cannot. How we verify →

How is the Trust Score calculated?

The Trust Score is fully deterministic: fixed points for public, verified signals - an active company, anti-money-laundering supervision, filing compliance, a confirmed website and trading history. Oaks Financial Limited scores 96/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

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