The Governance RegisterEdition 2026 · Compiled 12th July 2026

Oakfield Trustees Limited

Company 02868425 Active

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Board DNA

How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.

8
directors on the board
5.9y median 6.1y
average tenure
15.8y
longest tenure
4
directors past 6 years
0 vs 8 portfolio
first-time directors
2
also govern a charity
0
left in the last 12 months

Where else this board sits

Dormant 16Professional services 16Finance 11Business services 4Property 3Health and social care 2Education 1

The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.

Gaps to watch

  • Several long-serving directors could step down together

Where to look Suggested search: succession planning for long-tenured seats.

Related organisations

Companies whose board overlaps with this one through the same people. Deterministic, from public records.

Company details

Number02868425
StatusActive
TypePrivate Limited Company
Incorporated02/11/1993
AddressEQ, VICTORIA STREET, BRISTOL, BS1 6AS
Accounts next due30/09/2026
Accounts last made up31/12/2024

Industry (SIC)

99999 - Dormant Company

Ownership - persons with significant control (3)

  • S&W Partners Group Limited
    ownership of shares 75-100% voting rights 75-100% right to appoint and remove directors
  • Smith & Williamson Group Holdings Limited ceased
    ownership of shares 75-100% voting rights 75-100% right to appoint and remove directors
  • Evelyn Partners Group Limited ceased
    ownership of shares 75-100% voting rights 75-100% right to appoint and remove directors

Officers (48)

  • LEE, Vanessa Director · appointed 2025
  • John, Helen Lesley Director · appointed 2025
  • Barnett, Melanie Jayne Secretary · appointed 2024
  • Sawyer, Gareth Matthew Director · appointed 2022
  • Tallon, Tobias Mark Brodrick Director · appointed 2020
  • Jennings, Simon Paul Director · appointed 2019
  • James, Nicholas Director · appointed 2019
  • Shepard, Christopher Paul Director · appointed 2019
  • Dalrymple, Jocelyn Hew Director · appointed 2010
  • Davies, Charlotte Former Secretary · appointed 2024 · resigned 2024
  • Davies, Charlotte Former Director · appointed 2024 · resigned 2024
  • White, Gavin Raymond Former Secretary · appointed 2022 · resigned 2024
  • Steele, Sian Louise Former Director · appointed 2021 · resigned 2024
  • Armes, Rohan Bruce Harcourt Former Director · appointed 2021 · resigned 2025
  • Best, Philip William Former Director · appointed 2019 · resigned 2019
  • Everett, Geoffrey Oliver Former Director · appointed 2019 · resigned 2020
  • Simmonds, Neil Sancho Former Director · appointed 2019 · resigned 2019
  • Wilkes, Andrew Terence Ronald Former Director · appointed 2018 · resigned 2019
  • Hotson, Grant Thomas Former Director · appointed 2016 · resigned 2018
  • Quayum, Syed Tasawar Former Director · appointed 2016 · resigned 2019
  • Gordon, James Former Director · appointed 2016 · resigned 2018
  • Maher, Peter Damian Former Director · appointed 2015 · resigned 2022
  • Lees, Sheridan Brooke Former Director · appointed 2014 · resigned 2016
  • Shaw, Susan Elizabeth Former Director · appointed 2014 · resigned 2022
  • Cobb, David Martin Former Director · appointed 2013 · resigned 2018
  • Lyford, Timothy John Former Director · appointed 2011 · resigned 2016
  • LEA, Michael David Former Director · appointed 2010 · resigned 2014
  • Pearce, Gareth David Former Director · appointed 2010 · resigned 2013
  • Boadle, Jeremy Tristan Former Director · appointed 2010 · resigned 2016
  • Foseberry, Michael Patrick Former Director · appointed 2010 · resigned 2011
  • Moody, Philip Edward Former Director · appointed 2010 · resigned 2014
  • Wyse, Paul Gerard Former Director · appointed 2010 · resigned 2019
  • Stopps, Kevin Peter Former Director · appointed 2010 · resigned 2018
  • Murphy, Giles Adam Stuart George Former Director · appointed 2010 · resigned 2024
  • Saunders, Deborah Ann Former Secretary · appointed 2010 · resigned 2021
  • Rose, Martin John Former Secretary · appointed 2009 · resigned 2010
  • Vallance, Richard Frederick Former Secretary · appointed 2008 · resigned 2009
  • Soester, Raymond Henry Former Director · appointed 1998 · resigned 2010
  • Perris, Nicholas Murray Former Director · appointed 1998 · resigned 2006
  • Brassington, Robert Owen Former Director · appointed 1998 · resigned 2010
  • Cross, Martyn Peter Former Director · appointed 1998 · resigned 2010
  • Redstone, Christopher Bruce Former Secretary · appointed 1995 · resigned 2008
  • Keeley, Timothy John Former Director · appointed 1993 · resigned 1998
  • Neale, Michael John Former Director · appointed 1993 · resigned 2010
  • Chant, Richard Former Director · appointed 1993 · resigned 2005
  • Slater, Kenneth Anthony Former Director · appointed 1993 · resigned 1997
  • Smith, Adrian John Scott Former Secretary · appointed 1993 · resigned 1993
  • Griffiths, David John Former Secretary · appointed 1993 · resigned 1995

Directors and officers on the Companies House record, current and former.

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