New Oak Wealth Management Limited

Reference number: 440850

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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 newoakwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01484 603886 is
  • Who else gives the postcode HD8 0US
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Other names (1)

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

  • Richardson & Fisher Ltd 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.
  • 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.
  • 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 (6 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
  • Debt-counselling
  • 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
05563516
Company status
Active
Company type
Private limited company
Incorporated
14 September 2005 (21 years old)
Registered office
14 Beech Hill 14 Beech Hill, Otley, LS21 3AX, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Stephen John Fonquernie-Fisher Director Nov 1971 14 Sep 2005 2 other companies
Richard Stuart Leach Director May 1970 12 Oct 2007 2 other companies
Susan Jane Fonquernie-Fisher Director May 1974 3 May 2022 2 other companies
Vanessa Jane Leach Director Apr 1970 3 May 2022 1 other company
Stephen John Fonquernie-Fisher Secretary Not published 14 Sep 2005 2 other companies

Other companies run by these 4 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
4
closed down
3
run together
3

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 3 companies these 4 directors run together
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£57.6k

No earlier figure to compare

Employees (average)

5

+25% from 4

Owed within a year

£54.6k

+2.8% from £53.1k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 05563516. 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

New Oak Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (11) All events (20)

2022

3 May 2022

  • Susan Jane Fonquernie-Fisher gained significant control
  • Vanessa Jane Leach gained significant control

Companies House

2017

14 December 2017

  • Changed its registered name from "Richardson & Fisher Ltd"

FCA register

14 September 2017

  • Paul John Richardson stopped being a part-owner

Companies House

2016

1 July 2016

  • Paul John Richardson became a part-owner (25–50% of shares)
  • Richard Stuart Leach became a part-owner (25–50% of shares)
  • Stephen John Fonquernie-Fisher became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

17 January 2006

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2005

14 September 2005

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (11 shown here)
  • Every director appointment and resignation: 6
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Firms like New Oak Wealth Management

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

In Huddersfield

Sandringham Financial Partners LimitedHuddersfieldAuthorisedDML Financial AdvisersHuddersfieldAuthorisedHeritage Wealth Solutions LtdHuddersfieldAuthorisedLumley Baxter Asset Management LLPHuddersfieldAuthorisedPhilpott Financial LimitedHuddersfieldAuthorisedPortal Financial Planning LimitedHuddersfieldAuthorised

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 New Oak Wealth Management

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

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 20 events in its history

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Frequently asked questions about this firm

Is New Oak Wealth Management Limited FCA authorised?
Yes, New Oak Wealth Management Limited (FRN 440850) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is New Oak Wealth Management’s phone number and website?
The FCA register lists the phone number 01484 603886 and the website newoakwealth.co.uk for New Oak Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is New Oak Wealth Management a scam or clone?
New Oak Wealth Management 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 New Oak Wealth Management?
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 New Oak Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns New Oak Wealth Management?
Companies House lists 4 people with significant control of New Oak Wealth Management: Mr Stephen John Fonquernie-Fisher (25–50% of shares), Mr Richard Stuart Leach (25–50% of shares), Mrs Vanessa Jane Leach (significant influence or control) and Mrs Susan Jane Fonquernie-Fisher (significant influence or control). Before that, it was controlled by Mr Paul John Richardson.
Who runs New Oak Wealth Management?
Companies House lists 4 directors of New Oak Wealth Management: Stephen John Fonquernie-Fisher, Richard Stuart Leach, Susan Jane Fonquernie-Fisher and Vanessa Jane Leach.
How long has New Oak Wealth Management been in business?
The company was formed on 14 September 2005, and has held its current FCA authorisation since January 2006.
What do New Oak Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £57.6k (no earlier figure to compare).
Does New Oak Wealth Management use any other names?
It has previously used the name Richardson & Fisher Ltd.

Sources and links

The full report on New Oak Wealth Management Limited

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