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Oak Tree Trust

02843868

active
PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

15B BEECROFT AVENUE, LICHFIELD, WS13 7EZ
Incorporated 10/08/1993

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

86900
Other human health activities

Officers

Mr Ian Charles Robertson

director · Since 16/04/1994

DENTIST

BRITISH · ENGLAND · Age 80

Also on 7 other boards

Mr Ian Charles Robertson

secretary · Since 27/08/2002

DENTIST

BRITISH · ENGLAND · Age 80

Also on 7 other boards

Mrs Amy Louise Middlemist Md

director · Since 22/03/2007

LANDSCAPE ARCHITECT

BRITISH · UNITED KINGDOM · Age 50

Bridget Anne Robertson Ba

director · Since 24/03/2007

RETIRED TEACHER

BRITISH · UNITED KINGDOM · Age 79

Mrs Kathryn Matveichuk

director · Since 01/06/2016

TOWN PLANNER

BRITISH · ENGLAND · Age 54

Persons with Significant Control

Mr Ian Charles Robertson

Significant control

British · England · Age 80

15b Beecroft Avenue, Beecroft Avenue, Lichfield, WS13 7EZ

Notified 01/06/2016

CompanyRankvs 26090+ SIC 86900 peers
76

Financial strength94th percentile among SIC peers · 24/25
Employees12th percentile among SIC peers · 2/15
LiquidityCurrent ratio Infinity× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength24/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees2/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/12/2024

Net Worth

£226k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£226k

Working capital

Current Assets

£226k

Current Liabilities

£0

0avg. employees

Balance Sheet

Assets less current liabilities£226k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
2024Infinity+£0
2023Infinity+£0
2021Infinity

Derived from filed accounts. Not audited figures.