OAKWOOD ASSET MANAGEMENT LIMITED LIABILITY PARTNERSHIP
Reference number: 492241
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
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.
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Verified website
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Verified phone number
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Verified address
Oakwood Asset Management, 5 Rayleigh Road, Hutton, Brentwood, Essex, CM13 1AB, United Kingdom
Company details
From the company's Companies House record.
- Company number
- OC341639
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 24 November 2008 (17 years old)
- Registered office
- Cardinals Rise Hay Street, Braughing, Ware, Hertfordshire, SG11 2RQ
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| David Alexander Gifford | LLP designated member | Jun 1960 | 24 Nov 2008 |
| Claire Anne Heritage | LLP designated member | Oct 1959 | 24 Nov 2008 |
| Karen Lesley Miles | LLP designated member | Nov 1961 | 24 Nov 2008 |
| OW HOLDCO LIMITED | Corporate LLP designated member | Not published | 18 Aug 2025 |
Activities and protection
What they can do, and how you are protected
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Sell or arrange insurance FSCS may applyEligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
Show FCA detail (7 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Assisting in the administration and performance of a contract of insurance
- Making arrangements with a view to transactions in investments
- Providing basic advice on stakeholder products
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.
Names it no longer trades under
This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.
Show the retired name
- Rothberg & Co
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