OAKTREE PROPERTIES LIMITED

🌳Matureactive
02329077 · ltd · incorporated 1988-12-16
Investment thesis
Property vehicle with leveraged stack — refinance / partial-release angle.
Why interesting: Asset-backed; value largely in underlying property; lender engagement likely possible.
Why risky: Multiple lenders to manage; inter-creditor friction and partial-release cost possible.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£1.93M
book net assets
Opportunity
75/100
Strong
🔔
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What this business does
Primary activity: Development of building projects
Sector: Construction
Investor take
Pursue
Active trading company with a 89-year-old founder — textbook succession opportunity.

Opportunity 75/100 (strong), bankability 70/100. Strong seller-intent signal (83/100, director aged 89). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -65% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: share sale to pe / searcher (73/100).

🏦

Refinance opportunity

8 live charges · oldest 30.5y

45/100
under pressure

Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.

  • · Oldest live charge is 30.5 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Cashflow trend is negative — lender view likely cautious.

Data confidence

Overall: high (80/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
8 charges (8/8 with lender, 8/8 with type)
90
Directors & officers
8 officers (2 active, 8 linked, 7 with DOB)
88
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
113 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
75/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
60
Adequate — check latest filings for context.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
74
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £1,927,143
Net assets shrinking
Down £7,364 YoY
Cash draining
Cash down 65% YoY
Cash YoY
-65%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£24k
↓ 65% YoY
Net Worth
£1.9m
~ YoY
Current Assets
£451k
↓ 1.1% YoY
Current Liabilities
—
£0£387k£774k£1.2m£1.5m£1.9mMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31
Total assets£2.37M£2.38M
Current assets£451.3k£456.4k
Cash£23.5k£66.7k
Debtors£427.7k£389.6k
Net assets£1.93M£1.93M

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
2
filings
  • • 1 accounts
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (36 events)Click to expand
  1. 2026-02-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-12-10
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  3. 2025-12-09
    ➖
    GODFREY, Dan Frederick resigned
    director
  4. 2024-12-27
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2024-01-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2023-11-14
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  7. 2023-11-14
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  8. 2022-12-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2022-06-17
    📄
    change-person-director-company-with-change-date
    officers · CH01
  10. 2022-03-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2021-03-10
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  12. 2021-03-10
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  13. 2021-02-27
    ➖
    COLES, John Robert resigned
    secretary
  14. 2021-02-27
    ➖
    COLES, John Robert resigned
    director
  15. 2020-12-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2019-12-02
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2018-11-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2017-12-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  19. 2007-03-31
    ➕
    GODFREY, Irene appointed
    director
  20. 2007-03-30
    ➕
    GODFREY, Helen Elizabeth appointed
    director
  21. 2000-07-07
    🔒
    Charge registered #8
    Lender: National Westminster Bank PLC
  22. 2000-07-07
    🔒
    Charge registered #7
    Lender: National Westminster Bank PLC
  23. 2000-07-07
    🔒
    Charge registered #6
    Lender: National Westminster Bank PLC
  24. 2000-07-07
    🔒
    Charge registered #5
    Lender: National Westminster Bank PLC
  25. 2000-06-09
    🔒
    Charge registered #4
    Lender: National Westminster Bank PLC
  26. 1999-03-11
    🔓
    Charge satisfied #2
  27. 1999-03-11
    🔓
    Charge satisfied #1
  28. 1997-12-16
    ➖
    KILMISTER, Paul Michael resigned
    director
  29. 1997-05-07
    🔒
    Charge registered #3
    Lender: National Westminster Bank PLC
  30. 1996-01-05
    🔒
    Charge registered #2
    Lender: National Westminster Bank PLC
  31. 1996-01-05
    🔒
    Charge registered #1
    Lender: National Westminster Bank PLC
  32. 1995-03-01
    ➕
    GODFREY, Dan Frederick appointed
    director
  33. 1995-03-01
    ➖
    HALL, Anthony John resigned
    director
  34. 1995-03-01
    ➕
    KILMISTER, Paul Michael appointed
    director
  35. 1994-01-26
    ➖
    CARTLEDGE, Graham Stanley resigned
    director
  36. 1988-12-16
    🏢
    Company incorporated
    As OAKTREE PROPERTIES LIMITED

Owner dependency

91/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Long-tenure founder: Senior director has been in place 19 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 89 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

89/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 89 years old. Natural succession window is now.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 19 years.
  • secondaryStable-but-static management: Company is 38 years old and no new directors in the last 3 years — succession not yet being planned internally.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med · 1 low
Charge satisfaction-then-recreation pattern
medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

6 live charges
low

Heavily leveraged with multiple live security positions — understand the capital structure before proceeding.

Group structure

Beardvale Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Beardvale Ltd
Corporate parent · holds 75-100% shares · board control
ultimate parent
⬇
OAKTREE PROPERTIES LIMITED
This company · 02329077

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Beardvale Ltd
Corporate entity
75–100%
75–100%board control75-100% shares · 75-100% voting · board control16/12/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

8 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →
🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

See pricing →

Company details

Statusactive
Typeltd
Incorporated1988-12-16
Jurisdictionengland-wales
Primary SIC41100 — Development of building projects

Registered office

12 Market Street
Hebden Bridge
West Yorkshire
HX7 6AD
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-12-30
Last: 2025-12-16

Officers (2 active · 6 resigned)

GODFREY, Helen Elizabeth→
director · ~58y · appointed 2007-03-30
View their other companies + combined net worth →
Active
GODFREY, Irene→
director · ~89y · appointed 2007-03-31
View their other companies + combined net worth →
Active
COLES, John Robert→
secretary · resigned 2021-02-27
Resigned
CARTLEDGE, Graham Stanley→
director · ~79y · resigned 1994-01-26
Resigned
COLES, John Robert→
director · ~80y · resigned 2021-02-27
Resigned
GODFREY, Dan Frederick→
director · ~90y · appointed 1995-03-01 · resigned 2025-12-09
Resigned
HALL, Anthony John→
director · ~81y · resigned 1995-03-01
Resigned
KILMISTER, Paul Michael→
director · ~69y · appointed 1995-03-01 · resigned 1997-12-16
Resigned

Click a director name to see their full track record across all companies.

Mortgages & charges

8
Total charges
6
Outstanding
1
Active lenders
Status:Lender:8 of 8 shown
TypeProperties
outstanding
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property07/07/2000—
outstanding
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property07/07/2000—
outstanding
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property07/07/2000—
outstanding
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property07/07/2000—
outstanding
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property09/06/2000—
outstanding
National Westminster Bank
National Westminster Bank PLC
Legal mortgage1 property07/05/1997—
satisfied
National Westminster Bank
National Westminster Bank PLC
Legal mortgage2 properties05/01/199611/03/1999
satisfied
National Westminster Bank
National Westminster Bank PLC
Mortgage debenture1 property05/01/199611/03/1999
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (113 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-02-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-25
termination-director-company-with-name-termination-date
officers · TM01
2025-12-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-01-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-31
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2023-11-14
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-11-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-12-23
change-person-director-company-with-change-date
officers · CH01
2022-06-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-30
confirmation-statement-with-updates
confirmation-statement · CS01
2021-12-23
termination-director-company-with-name-termination-date
officers · TM01
2021-03-10