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Oakfield Trustees Limited

02868425

active
Private Limited Company
Companies House
Health Score
71 / 100

Some Concerns

25/30
Filing
10/30
Financial
36/40
Risk
  • No accounts filed in last 18 months (-5)
  • 2 outstanding charges (-4)

Details

EQ, BRISTOL, BS1 6AS
Incorporated 02/11/1993

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

99999
Dormant company

Officers

Mr Jocelyn Hew Dalrymple

director · Since 06/10/2010

NONE

BRITISH · UNITED KINGDOM · Age 64

Also on 8 other boards

Mr Christopher Paul Shepard

director · Since 04/12/2019

LLP MEMBER

BRITISH · ENGLAND · Age 59

Also on 9 other boards

Nicholas James

director · Since 04/12/2019

LLPMEMBER

BRITISH · UNITED KINGDOM · Age 63

Also on 5 other boards

Mr Simon Paul Jennings

director · Since 04/12/2019

CHARTERED ACCOUNTANT

BRITISH · ENGLAND · Age 74

Also on 7 other boards

Tobias Mark Brodrick Tallon

director · Since 06/11/2020

LLPMEMBER

BRITISH · ENGLAND · Age 45

Also on 6 other boards

Mr Gareth Matthew Sawyer

director · Since 31/03/2022

DIRECTOR

BRITISH · ENGLAND · Age 62

Also on 5 other boards

Ms Melanie Jayne Barnett

secretary · Since 19/12/2024

Also on 27 other boards

Ms Melanie Jayne Barnett

director · Since 19/12/2024

GENERAL COUNSEL

BRITISH · UNITED KINGDOM · Age 49

Also on 27 other boards

Mrs Vanessa Lee

director · Since 08/08/2025

PARTNER

BRITISH · UNITED KINGDOM · Age 50

Also on 6 other boards

Mrs Helen Lesley John

director · Since 08/08/2025

DIRECTOR

BRITISH · UNITED KINGDOM · Age 43

Also on 6 other boards

Persons with Significant Control

S&W Partners Group Limited

75–100% shares
75–100% votes
Appoint directors

45, Gresham Street, London, EC2V 7BG

Reg: 04533948 · Companies House · Limited By Shares

Notified 24/07/2024

Former PSCs

Smith & Williamson Group Holdings Limited

Ceased 14/04/2023

Evelyn Partners Group Limited

Ceased 24/07/2024

Charges2 outstanding

Charge
outstanding

TOGETHER COMMERCIAL FINANCE LIMITED

Created 14/06/2023Registered 20/06/2023
Charge
outstanding

LLOYDS BANK PLC

Created 14/06/2019Registered 18/06/2019
Charge
satisfied

LLOYDS TSB BANK PLC

Created 24/07/2013Registered 03/08/2013Satisfied 26/07/2017
charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 14/11/2008Registered 21/11/2008Satisfied 04/07/2024
charge
satisfied

SVENSKA HANDELSBANKEN AB (PUBL)

Created 18/08/2008Registered 20/08/2008Satisfied 07/09/2017
charge
satisfied

BANK OF SCOTLAND PLC

Created 26/03/2008Registered 01/04/2008Satisfied 12/02/2013
charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 17/10/2006Registered 20/10/2006Satisfied 12/02/2013
charge
satisfied

LLOYDS TSB BANK PLC

Created 04/11/2005Registered 09/11/2005Satisfied 10/08/2017
charge
satisfied

HSBC BANK PLC

Created 24/05/2005Registered 26/05/2005Satisfied 04/03/2013
charge
satisfied

HSBC BANK PLC

Created 24/05/2005Registered 26/05/2005Satisfied 04/03/2013
charge
satisfied

HSBC BANK PLC

Created 24/05/2005Registered 26/05/2005Satisfied 04/03/2013
charge
satisfied

HSBC BANK PLC

Created 24/05/2005Registered 26/05/2005Satisfied 04/03/2013
charge
satisfied

HSBC BANK PLC

Created 24/05/2005Registered 26/05/2005Satisfied 24/02/2017
charge
satisfied

HSBC BANK PLC

Created 24/05/2005Registered 26/05/2005Satisfied 04/03/2013
charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 22/03/2005Registered 24/03/2005Satisfied 12/02/2013
charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 16/05/2003Registered 17/05/2003Satisfied 12/02/2013
charge
satisfied

HSBC BANK PLC

Created 01/10/2002Registered 02/10/2002Satisfied 12/02/2013
charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 16/07/2002Registered 24/07/2002Satisfied 12/02/2013
charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 24/06/2002Registered 13/07/2002Satisfied 12/02/2013
charge
satisfied

HSBC BANK PLC

Created 29/08/2001Registered 31/08/2001Satisfied 12/02/2013
charge
satisfied

LLOYDS TSB BANK PLC

Created 18/04/2001Registered 20/04/2001Satisfied 12/02/2013
charge
satisfied

MIDLAND BANK PLC

Created 01/06/1998Registered 18/06/1998Satisfied 13/10/2000
charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 01/07/1997Registered 16/07/1997Satisfied 04/03/2013

CompanyRankvs 285720+ SIC 99999 peers
40

Financial strength39th percentile among SIC peers · 10/25
Employees67th percentile among SIC peers · 10/15
LiquidityNo balance sheet data · 0/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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28572Oakfield Trustees Limited
50
How is this score calculated?
Financial strength10/25 pts

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

Employees10/15 pts

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

Liquidity0/20 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.

Risk deductions

Outstanding charges: -10 pts

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

Key FinancialsYear ending 31/12/2023

Net Worth

£2

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

—

Working capital

Current Assets

£2

Current Liabilities

—

Debtors

£2

0avg. employees
Prepared with Caseware UK (AP4) 2022.0.179