OAKHAM WEALTH MANAGEMENT LTD

1. OAKHAM WEALTH MANAGEMENT LTD 2017-12-15 → present
2. SCD & CO LTD 2014-03-20 → 2017-12-15
3. S C DAVIES & COMPANY LIMITED 2004-11-09 → 2014-03-20

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

Accounting basis

FRS 102

Reporting scope

Standalone (parent only)

Auditor

Riches & Company

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“At the time of approving the financial statements, the director has a reasonable expectation that the company has adequate resources to continue in operational existence for the foreseeable future. Thus the director continues to adopt the going concern basis of accounting in preparing the financial statements.”

Significant events

• “The period was characterised by policy-driven volatility and a transition from monetary tightening to cautious easing. Global growth slowed from 3.3% in 2024 to a projected 3.2% in 2025, with inflation declining sufficiently to enable the Federal Reserve in the US to reduce interest rates. UK growth remained subdued, with unemployment rising to 5.1% by October 2025, the highest level since 2021.”
• “In the US, the defining economic event was President Trump's tariff programme, implemented progressively from April 2025, which fundamentally reshaped trade dynamics and created significant uncertainty. By late 2025, tariffs had started to weigh on economic activity, with US manufacturing contracting for nine consecutive months. Government debt continued to mount across major economies, constraining fiscal policy options globally and in the UK specifically.”
• “The AI sector experienced a transformation, moving from experimental technology to a productivity tool. OpenAI's ChatGPT expanded from 200 million to 400 million weekly active users by February 2025, with the release of GPT-5 demonstrating significant improvements in reasoning capabilities and reduced error rates.”
• “NVIDIA's market capitalisation approached $5 trillion, periodically making it the world's most valuable company. Chinese firm DeepSeek emerged as a credible challenger, achieving advanced capabilities despite semiconductor export restrictions. The EU AI Act took effect in mid 2025, establishing the first comprehensive regulatory framework for AI development.”
• “The Trump tariff announcements triggered severe market dislocations. On "Liberation Day" in early April 2025, the S&P 500 dropped nearly 5%, followed by a 6% decline the following day after China's retaliation. Trump subsequently paused many tariffs on April 9th, triggering a relief rally.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

4

last 12 months

Capital events

0

last 24 months

Officers appointed

0

last 12 months

Officers resigned

0

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

• Turnover

  —

  Not reported

• Cash

  +668.7%

  £13,788 → £105,990

• Net assets

  +71.8%

  £130,695 → £224,579

• Employees

  -16.7%

  6 → 5

• Profit before tax

  +326.1%

  £30,593 → £130,356

• Wages

  +11.4%

  £242,434 → £269,993

Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers