Aspect Financial Solutions Ltd

Reference number: 502319

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

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.

In the full report: 3 background checks, 1 thing worth a closer look

  • When aspect-financial.com first appeared online, and whether it can receive email
  • What kind of line 0844 736 1477 is
  • Who else gives the postcode SK9 5AJ
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Oakley Financial Solutions Limited Former name

FCA permissions and consumer protection

  • 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 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
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
06304745
Company status
Active
Company type
Private limited company
Incorporated
6 July 2007 (19 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Yvonne Lesley Oakley Director Jun 1965 30 Sep 2017 1 other company
Simon Keith Parry Director Jun 1971 9 Dec 2019 1 other company
Yvonne Oakley Secretary Not published 9 Jun 2008 –

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
2
closed down
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 January 2026Small company accountsNot audited

Net assets

£83.4k

<1% from £83.0k

Cash at bank

£11.8k

−29% from £16.7k

Employees (average)

3

Same as 3

Owed within a year

£12.7k

−18% from £15.4k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 06304745. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Aspect Financial Solutions’s history from the FCA register and Companies House, newest first.

Key events (9) All events (21)

2019

10 July 2019

  • Simon Charles Oakley stopped being a part-owner

Companies House

2018

15 June 2018

  • Changed its registered name from "Oakley Financial Solutions Limited"

FCA register

2017

30 September 2017

  • Board replaced: its only director left and a new director took over

Companies House

2016

6 July 2016

  • Simon Charles Oakley became a part-owner (25–50% of shares)
  • Yvonne Lesley Oakley took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

27 August 2009

  • Became authorised by the FCA

FCA register

13 July 2009

  • Regulated by the Financial Services Authority from this date

FCA register

2007

6 July 2007

  • Incorporated at Companies House

Companies House

In the full report: all 21 events

  • All 21 events in its history (9 shown here)
  • Every director appointment and resignation: 8
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Firms connected to Aspect Financial Solutions

Other FCA-listed firms that share a director, phone number or address with Aspect Financial Solutions. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
no longer authorised
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Aspect Financial Solutions

Other firms of the same type (financial adviser), nearest first.

In Wilmslow

BFS Handforth LimitedWilmslowAuthorisedBlue Circle Wealth Management LtdWilmslowAuthorisedDBL Asset Management LLPWilmslowAuthorisedM V A Holdings LimitedWilmslowAuthorisedRobinson Rose Wealth Management LtdWilmslowAuthorisedDynamic Wealth LtdWilmslowAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Aspect Financial Solutions

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 21 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Aspect Financial Solutions Ltd FCA authorised?
Yes, Aspect Financial Solutions Ltd (FRN 502319) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2009 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Aspect Financial Solutions’ phone number and website?
The FCA register lists the phone number 0844 736 1477 and the website aspect-financial.com for Aspect Financial Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Aspect Financial Solutions a scam or clone?
Aspect Financial Solutions is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Aspect Financial Solutions?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Aspect Financial Solutions to the Financial Ombudsman Service, free of charge.
Who owns Aspect Financial Solutions?
Companies House lists one person with significant control of Aspect Financial Solutions: Mrs Yvonne Lesley Oakley (75–100% of shares). Before that, it was controlled by Mr Simon Charles Oakley.
Who runs Aspect Financial Solutions?
Companies House lists 2 directors of Aspect Financial Solutions: Yvonne Lesley Oakley and Simon Keith Parry.
How long has Aspect Financial Solutions been in business?
The company was formed on 6 July 2007, and has held its current FCA authorisation since August 2009.
What do Aspect Financial Solutions’ latest accounts show?
Its latest accounts, to 31 January 2026, show net assets of £83.4k (<1% from £83.0k) and cash at bank of £11.8k (−29% from £16.7k).
Does Aspect Financial Solutions use any other names?
It has previously used the name Oakley Financial Solutions Limited.

Sources and links

The full report on Aspect Financial Solutions Ltd

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