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Companies/02868425

Oakfield Trustees Limited

Private Limited Company · Bristol

ActiveUnited KingdomIncorporated 1993Private Limited Company
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Ownership evidence

Reported ownership and control rights in this business, with source dates.

Reported ownership & control

1 without an end date · 2 ceased
S&W Partners Group LimitedCorporate
Shares: over 75%, up to 100%Voting rights: over 75%, up to 100%Right to appoint or remove directors

Notified 2024-07-24 · No cessation recorded

Source record 119953046
Show 2 ceased records
Evelyn Partners Group LimitedCorporate
Shares: over 75%, up to 100%Voting rights: over 75%, up to 100%Right to appoint or remove directors

Notified 2023-04-14 · Ceased 2024-07-24

Source record 105911536
Smith & Williamson Group Holdings LimitedCorporate
Shares: over 75%, up to 100%Voting rights: over 75%, up to 100%Right to appoint or remove directors

Notified 2016-04-06 · Ceased 2023-04-14

Source record 106709780

People behind the business

Current appointments and the wider business interests of each person.

Appointments

8 current · 42 historical
HJ
Helen Lesley JohnCurrent director
Appointed 2025-08-08 · 1 yr · Director
+6 others
VL
Vanessa LeeCurrent director
Appointed 2025-08-08 · 1 yr · Partner
+6 others
MB
Melanie BarnettCurrent secretaryCurrent director
Appointed 2024-12-19 · 1 yr
+30 others
TT
Tobias TallonCurrent director
Appointed 2020-11-06 · 5 yrs · Llpmember
+6 others
CS
Christopher ShepardCurrent director
Appointed 2019-12-04 · 6 yrs · LLP Member
+9 others
SJ
Simon JenningsCurrent director
Appointed 2019-12-04 · 6 yrs · Chartered Accountant
+9 others
NJ
Nicholas JamesCurrent director
Appointed 2019-12-04 · 6 yrs · Llpmember
+4 others
JD
Jocelyn DalrympleCurrent director
Appointed 2010-10-06 · 16 yrs · None
+7 others
Show 42 historical appointments
CD
Charlotte DaviesResigned secretary
Resigned 2024-03-31
CD
Charlotte DaviesResigned director
Resigned 2024-03-15 · General Counsel
GS
Gareth SawyerResigned director
Resigned 2022-03-31 · 4 yrs · Director
GW
Gavin WhiteResigned secretary
Resigned 2022-02-01 · 2 yrs
SS
Sian SteeleResigned director
Resigned 2021-12-30 · 2 yrs · LLP Member
RA
Rohan ArmesResigned director
Resigned 2021-07-09 · 3 yrs · LLP Member
PB
Philip BestResigned director
Resigned 2019-04-24 · Chief Risk Officer
GE
Geoffrey EverettResigned director
Resigned 2019-01-30 · 1 yr · Chartered Accountant
PM
Peter MaherResigned director
Resigned 2019-01-30 · 3 yrs · Company Director
NS
Neil SimmondsResigned director
Resigned 2019-01-30 · Chartered Accountant
AW
Andrew WilkesResigned director
Resigned 2018-08-28 · 1 yr · Llpmember
SQ
Syed QuayumResigned director
Resigned 2016-08-22 · 3 yrs · Chief Operating Officer
GH
Grant HotsonResigned director
Resigned 2016-08-22 · 1 yr · Group Finance Director
JG
James GordonResigned director
Resigned 2016-01-21 · 2 yrs · Director
PM
Peter MaherResigned director
Resigned 2015-05-05 · 3 yrs · Director
SL
Sheridan LeesResigned director
Resigned 2014-05-21 · 1 yr · None
SS
Susan ShawResigned director
Resigned 2014-05-21 · 8 yrs · None
DC
David CobbResigned director
Resigned 2013-09-26 · 4 yrs · Company Director
TL
Timothy LyfordResigned director
Resigned 2011-06-14 · 4 yrs · None
JB
Jeremy BoadleResigned director
Resigned 2010-09-30 · 6 yrs · None
MF
Michael FoseberryResigned director
Resigned 2010-09-30 · None
PW
Paul WyseResigned director
Resigned 2010-09-30 · 9 yrs · None
ML
Michael LeaResigned director
Resigned 2010-09-30 · 3 yrs · None
GP
Gareth PearceResigned director
Resigned 2010-09-30 · 2 yrs · None
KS
Kevin StoppsResigned director
Resigned 2010-09-30 · 7 yrs · None
GM
Giles MurphyResigned director
Resigned 2010-09-30 · 13 yrs · None
PM
Philip MoodyResigned director
Resigned 2010-09-30 · 3 yrs · None
DS
Deborah SaundersResigned secretary
Resigned 2010-05-26 · 11 yrs
MR
Martin RoseResigned secretary
Resigned 2009-10-01
RV
Richard VallanceResigned secretary
Resigned 2008-11-05 · Chartered Secretary
MC
Martyn CrossResigned director
Resigned 1998-09-08 · 12 yrs · Independent Financial Advisor
RS
Raymond SoesterResigned director
Resigned 1998-09-08 · 12 yrs · Pensions Administrator
RB
Robert BrassingtonResigned director
Resigned 1998-09-08 · 12 yrs · Pensions Manager
NP
Nicholas PerrisResigned director
Resigned 1998-09-08 · 8 yrs · Actuary
CR
Christopher RedstoneResigned secretary
Resigned 1995-07-21 · 13 yrs
TK
Timothy KeeleyResigned director
Resigned 1993-12-01 · 4 yrs · Tax Consultant
KS
Kenneth SlaterResigned director
Resigned 1993-11-04 · 4 yrs · Accountant
MN
Michael NealeResigned director
Resigned 1993-11-04 · 16 yrs · Chartered Accountant
RC
Richard ChantResigned director
Resigned 1993-11-04 · 11 yrs · Chartered Accountant
DG
David GriffithsResigned secretaryResigned director
Resigned 1993-11-04 · 1 yr
AS
Adrian SmithResigned secretary
Resigned 1993-11-02

Board profile

People with appointments
8
Directors assessed
8
Median age
55
Under 35
0
65 and over
1
Disqualified match
None active