Oakland Investment Management Ltd
aka Oakland Investment Management Ltd
About
We are Objective Wealth A team of experienced financial planners who have the knowledge to help bring your financial aspirations to reality. We are committed to helping clients achieve their financial goals. Along the way to provide clients with the education and guidance they need to stay on track with their financial plan.
Source: objectivewealthfinancial.comContact & Location
Specialisms
No specialisms listed.
Regulatory Information
- FRN
- 122398
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Safeguarding and administration of assets (without arranging)
Companies House
- Company Number
- 01730803
- Company Status
- Liquidation
- Incorporation Date
- 10 June 1983
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 June 2022
- SIC Codes
- 66300
Team (1)
Charles Philip Margesson
Approved
Google Reviews
20 reviews on Google
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Quick Facts
- Hindhead, South East
- 24 years FCA-authorised
- 2 registered individuals
- 2 FCA permissions
- CH 01730803
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.