Oak Tree Friendly Society

Reference number: 141025

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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.

  • No website on the FCA register

  • Phone number

    01453 732200

  • Address

    First Floor Offices, Wimberley Park, Knapp Lane, Brimscombe, Stroud, Gloucestershire, GL5 2TH, United Kingdom

In the full report: 2 background checks

  • What kind of line 01453 732200 is
  • Who else gives the postcode GL5 2TH
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Other names (1)

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

  • C D A Friendly Society Former name

FCA permissions and consumer protection

  • Hold or safeguard your money FSCS may apply
    Eligible deposits are typically protected by the FSCS up to £120,000 per person, per banking group.
  • 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (12 permissions)
  • Accepting Deposits
  • 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
  • Arranging safeguarding and administration of assets
  • Carrying out contracts of insurance
  • Dealing in investments as agent
  • Dealing in investments as principal
  • Effecting contracts of insurance
  • Making arrangements with a view to transactions in investments
  • Safeguarding and administration of assets (without arranging)

Limits on what they may do

  • Activities only in respect of long term insurance.
    The firm may only carry on listed activities in respect of the investments specified for the purpose of its long term insurance business.

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.

Key dates in its history

Oak Tree Friendly Society’s history from the FCA register and Companies House, newest first.

Key events (7) All events (10)

2013

1 April 2013

  • Regulated by the FCA from this date
  • Regulated by the Prudential Regulation Authority from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • FCA imposed a requirement (Activities only in respect of long term insurance.)
  • Became authorised by the FCA

FCA register

1993

15 September 1993

  • Changed its registered name from "C D A Friendly Society"

FCA register

1988

17 June 1988

  • Regulated by the Friendly Societies Commission from this date

FCA register

In the full report: all 10 events

  • All 10 events in its history (7 shown here)
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Firms like Oak Tree Friendly Society

Other firms of the same type (bank or building society), nearest first.

In the Gloucester (GL) postcode area

Cirencester Friendly Society LimitedCirencesterAuthorisedHunt Staff Benefit SocietyCirencesterAuthorisedThe Original Holloway Friendly Society LimitedGloucesterAuthorised

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 Tree Friendly Society

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

  • 2 background checks on its contact details
  • All 10 events in its history

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Frequently asked questions about this firm

Is Oak Tree Friendly Society FCA authorised?
Yes, Oak Tree Friendly Society (FRN 141025) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a bank or building society. The FCA has placed a limit on what it may do.
What is Oak Tree Friendly Society’s phone number?
The FCA register lists the phone number 01453 732200 for Oak Tree Friendly Society. If you were given different contact details, use these to check with the firm before going any further.
Is Oak Tree Friendly Society a scam or clone?
Oak Tree Friendly Society 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 Tree Friendly Society?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Oak Tree Friendly Society to the Financial Ombudsman Service, free of charge.
Does Oak Tree Friendly Society use any other names?
It has previously used the name C D A Friendly Society.

Sources and links

The full report on Oak Tree Friendly Society

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