Oakwood Financial Services 2015 Ltd

Reference number: 676461

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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.

Also trades as
  • Oakwood Financial Services
  • Oakwood Wealth Management

Company details

From the company's Companies House record.

Company number
09331666
Company status
Active
Company type
Private limited company
Incorporated
28 November 2014 (11 years old)
Registered office
Oakwood House High Street, Market Deeping, Peterborough, Cambridgeshire, PE6 8ED
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Jean Jones Director May 1953 28 Nov 2014
Martin Jones Director Jan 1983 28 Nov 2014

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (15 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

Action taken against them

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Common questions

Frequently asked questions

Is Oakwood Financial Services 2015 Ltd FCA authorised?
Yes, Oakwood Financial Services 2015 Ltd (FRN 676461) is authorised by the FCA to carry out regulated activities.
Is my money safe with Oakwood Financial Services 2015?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Oakwood Financial Services 2015 to the Financial Ombudsman Service, free of charge.
Is Oakwood Financial Services 2015 a scam or clone?
Oakwood Financial Services 2015 is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Oakwood Financial Services 2015's Firm Reference Number (FRN)?
Oakwood Financial Services 2015's FRN is 676461. You can verify it on the FCA register.