Oakham Wealth Management Ltd
Active05281855Financial servicesIncorporated 9 Nov 2004 · London
The firm provides bespoke, discretionary management of diversified investment portfolios for private families, pension funds, trustees, charities and related entities. The firm also manages collective funds and provides a model portfolio service for financial advisers. The firm is authorised and regulated by the Financial Conduct Authority (FCA).
Revenue
£453k
▼ -14.9% vs prior ~12m period
Profit after tax
£20k
Margin 2.3%
Employees
5
▼ -16.7% vs prior ~12m period
Net assets
£225k
Total assets £421k
Financial history
Revenue by accounting period
7 periods available · ▲ growth ▼ decline
Oct 2019Not available
Oct 2020
£455k
Oct 2021
£533k▲ +17.2%
Oct 2022
£453k▼ -14.9%
Oct 2023Not available
Oct 2024Not available
Oct 2025Not available
| Period end | Revenue | Growth | Profit before tax | Employees | Net assets |
|---|---|---|---|---|---|
| 31 Oct 2025 | — | — | £130k | 5 | £225k |
| 31 Oct 2024 | — | — | £31k | 6 | £131k |
| 31 Oct 2023 | — | — | -£25k | 6 | £107k |
| 31 Oct 2022 | £453k | ▼ -14.9% | £23k | 6 | £145k |
| 31 Oct 2021 | £533k | ▲ +17.2% | -£9k | 5 | £117k |
| 31 Oct 2020 | £455k | — | -£13k | 4 | £84k |
| 31 Oct 2019 | — | — | — | — | £97k |
Latest available figures
Period ending 31 Oct 2022. “Not available” means the figure is not in the accounts we hold. We do not estimate missing figures.
Profit & loss
- Revenue
- £453k
- Gross profit
- £443k
- Operating profit
- £11k
- Profit before tax
- £23k
- Profit after tax
- £20k
Balance sheet
- Total assets
- £421k
- Cash
- £106k
- Total liabilities
- £196k
- Net assets
- £225k
- Revenue per employee
- Not available
Similar companies
| Company | Industry | Location | Revenue | Growth | Employees |
|---|---|---|---|---|---|
| Reeves Financial Services Limited 03586020 | Financial services | Newcastle Upon Tyne | £996k | — | 2 |
| Zodiac Partners Ltd 10647615 | Financial services | London | £995k | ▲ +206.1% | 3 |
| Mcl Hcc Propco Limited 12133900 | Financial services | Altrincham | £994k | ▼ -1.0% | 2 |
| Stream 789 Limited 14419267 | Financial services | Bury | £988k | ▲ +32.3% | 5 |
| Mama Money UK Limited 09208336 | Financial services | London | £987k | ▼ -46.5% | 3 |
Other financial services companies in London
| Company | Industry | Location | Revenue | Growth | Employees |
|---|---|---|---|---|---|
| Quadrature Capital Limited 09516131 | Financial services | London | £1.2bn | ▲ +108.2% | 173 |
| S4 Capital PLC 10476913 | Financial services | London | £848.2m | ▼ -16.1% | 7,498 |
| Anglo American Prefco Limited 03734783 | Financial services | London | £600.4m | ▼ -8.0% | 0 |
| Ronly Group Limited 06288615 | Financial services | London | £493.8m | ▲ +75.0% | 0 |
| Twenty20 Capital Investments Limited 12576810 | Financial services | London | £490.9m | ▼ -51.0% | 19,630 |