Oakwood Financial Advisers Limited
aka Oakwood Financial Advisers Limited
About
Tel : 02476 632 955 Email : info@oakwoodltd. uk Home Services Retirement Planning Investments Protection Mortgages Meet the Team Contact Welcome At Oakwood, we pride ourselves in the skill, care and diligence that is applied to every client, ensuring that all business is dealt with in a highly ethical and professional manner. The central core of our business ethos focuses on a strong culture o...
Source: oakwoodltd.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 724878
- Status
- Authorised
- Date Authorised
- 3 May 2016
- Years Authorised
- 9 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 09726715
- Company Status
- Active
- Incorporation Date
- 11 August 2015
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 April 2025
- SIC Codes
- 66290
Team (2)
Jaskaran Singh Jaspal
ApprovedCertifiedJenna Louise Groves
Certified
Quick Facts
- Coventry, West Midlands
- 9 years FCA-authorised
- 4 registered individuals
- 4 specialisms
- 15 FCA permissions
- CH 09726715
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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.