Southern Oaks Retirement Living

Analysis

Southern Oaks Retirement Living is a registered charity in England and Wales, based in Surrey. It was registered in April 1966, 60 years ago. Its declared purposes cover general charitable purposes and accommodation/housing, which this site groups under housing and shelter. Legally it is a charitable company (Companies House number 00734705). It says it provides human resources, provides buildings/facilities/open space and provides services.

In the financial year ending September 2025, Southern Oaks Retirement Living reported income of £2.4m and spending of £2.2m, spending 91% of its income. Across the 5 years on record, from September 2021 to September 2025, income fell from £7.0m to £2.4m (-65%), an average of -23% a year. The sharpest change came in the year to September 2024, when income rose by 310%. Over the whole period it spent 76% of the income it received.

Among 2,324 England and Wales charities whose main cause is housing and shelter and that reported income, Southern Oaks Retirement Living sits at the 94th percentile: it is larger than about 94% of them. Against every charity in England and Wales with reported income it ranks in the 97th percentile. Charities of a similar size with the same main cause include Westfield House (Care) Ltd (£2.4m), Park Lodge Project (£2.4m) and Westminster College Cambridge (£2.4m).

In its latest detailed accounts, income came from charitable activities 88%, investments 8.1%, donations and legacies 2.3% and trading 1.4%. Charitable activities took 96% of spending and raising funds 0.2%. Reserves of £14.6m would cover about 79 months of spending at that rate. It employed 25 people.