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CCLA Investment Management Limited

CCLA Investment Management Limited is an active company incorporated on 26 October 1987 with the registered office located in London, City of London. CCLA Investment Management Limited was registered 38 years ago.
Status
Active
Active since incorporation
Company No
02183088
Private limited company
Age
38 years
Incorporated 26 October 1987
Size
Large
Turnover is over £54M
Balance sheet is over £27M
Confirmation
Submitted
Dated 11 July 2025 (5 months ago)
Next confirmation dated 11 July 2026
Due by 25 July 2026 (6 months remaining)
Last change occurred 5 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Group
Next accounts for period 31 December 2025
Due by 30 September 2026 (8 months remaining)
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Contact
Address
1 Angel Lane
London
EC4R 3AB
England
Address changed on 25 Jul 2022 (3 years ago)
Previous address was Senator House 85 Queen Victoria Street London EC4V 4ET
Telephone
020 74896000
Email
Available in Endole App
Website
Ccla.co.uk
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People
Officers
10
Shareholders
18
Controllers (PSC)
1
Julia Hobart
Director • Partner - Insurance And Asset Management • British • Lives in England • Born in Jul 1960
Jonathan Robert Jesty
Director • Retired • British • Lives in England • Born in Aug 1959
ANN Lindsay Roughead
Director • Non Executive Director And Advisor • British • Lives in England • Born in Sep 1962
Peter Hugh Smith
Director • Chief Executive • British • Lives in England • Born in Mar 1969
Andrew John Robinson
Director • Director Of Market Development • British • Lives in UK • Born in Jan 1963
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Shareholders, PSCs & Group Structure
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Mutual Companies
Local Authorities' Mutual Investment Trust(The)
Christopher Thornby West is a mutual person.
Active
Threadneedle Pensions Limited
ANN Lindsay Roughead is a mutual person.
Active
Handelsbanken ACD Limited
ANN Lindsay Roughead is a mutual person.
Active
CBF Funds Trustee Limited
Christine Elaine Johnson is a mutual person.
Active
The Donkey Sanctuary Trustee Limited
Elizabeth Cecilia Sheldon is a mutual person.
Active
The Tenax Schools Trust
Andrew John Robinson is a mutual person.
Active
CCLA Fund Managers Limited
Elizabeth Cecilia Sheldon is a mutual person.
Active
The Golden Charter Trust Limited
Christine Elaine Johnson is a mutual person.
Active
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Brands
CCLA Investment Management Limited
CCLA Investment Management Limited is a UK charity asset manager that specializes in responsible and ethical investment solutions.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Mar 2023
For period 31 Mar ⟶ 31 Mar 2023
Traded for 12 months
Cash in Bank
£52.61M
Increased by £3.72M (+8%)
Turnover
£59.04M
Increased by £921K (+2%)
Employees
175
Increased by 20 (+13%)
Total Assets
£69.12M
Increased by £7.26M (+12%)
Total Liabilities
-£17.45M
Increased by £853K (+5%)
Net Assets
£51.67M
Increased by £6.4M (+14%)
Debt Ratio (%)
25%
Decreased by 1.58% (-6%)
See 10 Year Full Financials
Latest Activity
Group Accounts Submitted
11 Days Ago on 24 Dec 2025
Accounting Period Shortened
2 Months Ago on 22 Oct 2025
Confirmation Submitted
5 Months Ago on 23 Jul 2025
Group Accounts Submitted
1 Year 2 Months Ago on 30 Oct 2024
Miss Marcelina Mochalska Appointed
1 Year 2 Months Ago on 14 Oct 2024
Jacqueline Elizabeth Fox Resigned
1 Year 2 Months Ago on 14 Oct 2024
Confirmation Submitted
1 Year 5 Months Ago on 22 Jul 2024
Group Accounts Submitted
2 Years 1 Month Ago on 24 Nov 2023
Confirmation Submitted
2 Years 5 Months Ago on 11 Jul 2023
The Cbf Church of England Investment Fund (PSC) Details Changed
3 Years Ago on 25 Jul 2022
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Documents
Group of companies' accounts made up to 31 March 2025
Submitted on 24 Dec 2025
Statement of capital following an allotment of shares on 15 October 2025
Submitted on 30 Oct 2025
Current accounting period shortened from 31 March 2026 to 31 December 2025
Submitted on 22 Oct 2025
Confirmation statement made on 11 July 2025 with updates
Submitted on 23 Jul 2025
Statement of capital following an allotment of shares on 15 April 2025
Submitted on 6 May 2025
Group of companies' accounts made up to 31 March 2024
Submitted on 30 Oct 2024
Termination of appointment of Jacqueline Elizabeth Fox as a secretary on 14 October 2024
Submitted on 21 Oct 2024
Appointment of Miss Marcelina Mochalska as a secretary on 14 October 2024
Submitted on 21 Oct 2024
Confirmation statement made on 11 July 2024 with updates
Submitted on 22 Jul 2024
Group of companies' accounts made up to 31 March 2023
Submitted on 24 Nov 2023
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Repayment History
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