Oak Private Wealth Ltd

Reference number: 968529

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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 oakprivatewealth.com first appeared online, and whether it can receive email
  • What kind of line 020 7129 1272 is
  • Whether EC4N 7AF is a shared office: 35 other firms give it
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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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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
13833125
Company status
Active
Company type
Private limited company
Incorporated
6 January 2022 (4 years old)
Registered office
1 King William Street, King William Street, London, EC4N 7AF, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
James Matthew Parker Director May 1975 6 Jan 2022 None
Tamsin Caronwen Parker Director May 1976 6 Jan 2022 1 other company

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 company
1
still active
1
is FCA-registered
1

In the full report: all 1 company, 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
  • The one on the FCA register
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Filed accounts and finances

Year to 31 January 2026Small company accountsNot audited

Total equity

£117k

+175% from £42.6k

Cash at bank

£127k

+51% from £84.2k

Employees (average)

5

−17% from 6

Owed within a year

£171k

+47% from £117k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2023 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 13833125. 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

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

Key events (5) All events (9)

2026

10 October 2026

  • Tamsin Caronwen Parker became a part-owner (25–50% of shares)

Companies House

2022

30 June 2022

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

6 January 2022

  • Incorporated at Companies House
  • James Matthew Parker became the majority owner (50–75% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms connected to Oak Private Wealth

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like Oak Private Wealth

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

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

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 Oak Private Wealth

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 4 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Oak Private Wealth Ltd FCA authorised?
Yes, Oak Private Wealth Ltd (FRN 968529) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2022 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Oak Private Wealth’s phone number and website?
The FCA register lists the phone number 020 7129 1272 and the website oakprivatewealth.com for Oak Private Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Oak Private Wealth a scam or clone?
Oak Private Wealth 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 Oak Private Wealth?
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 Oak Private Wealth to the Financial Ombudsman Service, free of charge.
Who owns Oak Private Wealth?
Companies House lists 2 people with significant control of Oak Private Wealth: Mr James Matthew Parker (50–75% of shares) and Mrs Tamsin Caronwen Parker (25–50% of shares).
Who runs Oak Private Wealth?
Companies House lists 2 directors of Oak Private Wealth: James Matthew Parker and Tamsin Caronwen Parker.
How long has Oak Private Wealth been in business?
The company was formed on 6 January 2022, and has held its current FCA authorisation since June 2022.
What do Oak Private Wealth’s latest accounts show?
Its latest accounts, to 31 January 2026, show total equity of £117k (+175% from £42.6k) and cash at bank of £127k (+51% from £84.2k).

Sources and links

The full report on Oak Private Wealth Ltd

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