Oakley Independent Advisers Limited
Reference number: 1004073
Instant download
Appointed representative
This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.
Responsible principal firm
2 Plan Wealth Management Limited Reference number: 461598 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Oakley Independent Advisers Limited (FRN 1004073) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Oakley Independent Advisers's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Oakley Independent Advisers, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Identity
Check their details
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
-
No website on the FCA register
-
Verified phone number
-
Verified address
2 St. Andrews Court, St. Andrews Road, Droitwich, Worcestershire, WR9 8DN, United Kingdom
Company details
From the company's Companies House record.
- Company number
- 03753144
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 15 April 1999 (27 years old)
- Registered office
- Matches the FCA register address ✓
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Robert Patrick Brehaut | Director | Sep 1958 | 15 Apr 1999 |
| Jack Brehaut | Director | Feb 1993 | 6 Oct 2023 |
| OAKLEY SECRETARIAL SERVICES LIMITED | Corporate secretary | Not published | 4 Dec 2002 |
Activities and protection
What they can do, and how you are protected
- Protection through the principal firmProtection works through 2 Plan Wealth Management Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
Download this page as a PDF report
£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.
Instant download
Common questions