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The Oaklea Trust
The Oaklea Trust is an active company incorporated on 15 April 2002 with the registered office located in . The Oaklea Trust was registered 23 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
04416344
Private Limited Company by guarantee without share capital, use of 'Limited' exemption
Age
23 years
Incorporated
15 April 2002
Size
Small
Turnover is under
£15M
Balance sheet is under
£7.5M
Confirmation
Submitted
Dated
15 April 2025
(4 months ago)
Next confirmation dated
15 April 2026
Due by
29 April 2026
(7 months remaining)
Last change occurred
3 years ago
Accounts
Submitted
For period
1 Apr
⟶
31 Mar 2024
(1 year)
Accounts type is
Group
Next accounts for period
31 March 2025
Due by
31 December 2025
(3 months remaining)
Learn more about The Oaklea Trust
Contact
Address
LA9 6RY
Third Floor, East Wing
Station House, Station Road
Kendal
Cumbria
United Kingdom
Address changed on
23 Oct 2023
(1 year 10 months ago)
Previous address was
Second Floor, East Wing Station House, Station Road Kendal Cumbria LA9 6RY United Kingdom
Companies in
Telephone
01539735025
Email
Available in Endole App
Website
Oakleatrust.co.uk
See All Contacts
People
Officers
12
Shareholders
-
Controllers (PSC)
1
Susan Florence O'Halloran
Director • Retired • British • Lives in England • Born in Aug 1956
Mr Philip Henry Smith
Director • Retired • British • Lives in England • Born in Nov 1946
Dr Robin Jeremy Talbot
Director • Retired • British • Lives in UK • Born in Sep 1952
Mr Christopher Thomas John Harris
Director • Retired • British • Lives in UK • Born in Apr 1952
Stephen Francis Welch
Director • Retired • British • Lives in England • Born in Dec 1955
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
Right2work C.I.C
Linda Jane Adey and Stephen Francis Welch are mutual people.
Active
Trinity Hospice And Palliative Care Services Ltd
Mr Philip Henry Smith is a mutual person.
Active
Mercia MS Therapy Centre Ltd
Mr Derek Ridgway is a mutual person.
Active
The Lune Rivers Trust
Mr Derek Ridgway is a mutual person.
Active
Dunstone Education Trust
Mr Philip Henry Smith is a mutual person.
Active
CPD Actif Ltd
Colin Mitchell is a mutual person.
Active
Bigpicture Learning Limited
Craig Alan Smith is a mutual person.
Active
Scott Mitchell Veterinary Care Limited
Colin Mitchell is a mutual person.
Active
See All Mutual Companies
Brands
Oaklea Trust
Oaklea Trust is a charity that supports individuals with learning and physical disabilities, young people, and the elderly.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period
31 Mar
⟶
31 Mar 2024
Traded for
12 months
Cash in Bank
£999.41K
Increased by £58.31K (+6%)
Turnover
£9.92M
Increased by £410.88K (+4%)
Employees
367
Decreased by 7 (-2%)
Total Assets
£3.91M
Increased by £210.45K (+6%)
Total Liabilities
-£1.86M
Decreased by £58.59K (-3%)
Net Assets
£2.04M
Increased by £269.04K (+15%)
Debt Ratio (%)
48%
Decreased by 4.3% (-8%)
See 10 Year Full Financials
Latest Activity
Colin Mitchell Resigned
2 Months Ago on 30 Jun 2025
Confirmation Submitted
4 Months Ago on 30 Apr 2025
Group Accounts Submitted
8 Months Ago on 13 Dec 2024
Miss Jenna Suzanne Hall Details Changed
9 Months Ago on 4 Dec 2024
Miss Jenna Suzanne Hall Appointed
9 Months Ago on 2 Dec 2024
Clive Wigley Resigned
9 Months Ago on 22 Nov 2024
Mr Craig Alan Smith Appointed
11 Months Ago on 25 Sep 2024
Susan Florence O'halloran Resigned
11 Months Ago on 25 Sep 2024
Stephen Francis Welch Resigned
1 Year 3 Months Ago on 28 May 2024
Confirmation Submitted
1 Year 4 Months Ago on 18 Apr 2024
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Get Credit Report
Discover The Oaklea Trust's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Termination of appointment of Colin Mitchell as a director on 30 June 2025
Submitted on 8 Jul 2025
Confirmation statement made on 15 April 2025 with no updates
Submitted on 30 Apr 2025
Group of companies' accounts made up to 31 March 2024
Submitted on 13 Dec 2024
Secretary's details changed for Miss Jenna Suzanne Hall on 4 December 2024
Submitted on 4 Dec 2024
Termination of appointment of Clive Wigley as a secretary on 22 November 2024
Submitted on 3 Dec 2024
Appointment of Miss Jenna Suzanne Hall as a secretary on 2 December 2024
Submitted on 3 Dec 2024
Termination of appointment of Susan Florence O'halloran as a director on 25 September 2024
Submitted on 17 Oct 2024
Appointment of Mr Craig Alan Smith as a director on 25 September 2024
Submitted on 17 Oct 2024
Termination of appointment of Stephen Francis Welch as a director on 28 May 2024
Submitted on 31 May 2024
Confirmation statement made on 15 April 2024 with no updates
Submitted on 18 Apr 2024
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Repayment History
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