Oakcrest Private Office Limited

Reference number: 1039730

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Corbel Partners Limited Reference number: 429142 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Oakcrest Private Office Limited (FRN 1039730) is an AR of Corbel Partners Limited (FRN 429142). When you use Oakcrest Private Office's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Oakcrest Private Office, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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

    07766 001057

  • Address

    Ingestre Court, Ingestre Place, London, W1F 0JL, United Kingdom

In the full report: 2 background checks

  • What kind of line 07766 001057 is
  • Who else gives the postcode W1F 0JL
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Other names (1)

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

  • Oakcrest Management Limited Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Corbel Partners Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
14893461
Company status
Active
Company type
Private limited company
Incorporated
25 May 2023 (3 years old)
Registered office
140 Wardour Street, London, W1F 8ZT, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Management consultancy activities other than financial management (SIC 70229)

Directors and company secretaries

Name Role Born Appointed Other companies
David Robert Stead Director Jan 1989 25 May 2023 4 other companies

Other companies run by its director

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
still active
4

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 May 2025Micro-entity accountsNot audited

Net assets

£4,137

−39% from £6,786

Employees (average)

0

Same as 0

Owed within a year

£2,536

Up £1,867 from £669

Assets and liabilities

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 14893461. 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

Oakcrest Private Office’s history from the FCA register and Companies House, newest first.

2025

6 November 2025

  • Changed its registered name from "Oakcrest Management Limited"

FCA register

11 September 2025

  • Became an appointed representative

FCA register

2024

20 December 2024

  • Natasha Antonia Davies no longer has significant control

Companies House

2023

25 May 2023

  • Incorporated at Companies House
  • David Robert Stead took control (75–100% of shares)
  • Natasha Antonia Davies gained significant control
  • David Robert Stead appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Oakcrest Private Office

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

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed 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 Oakcrest Private Office

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
  • 2 background checks on its contact details
  • All 7 events in its history

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Frequently asked questions about this firm

Is Oakcrest Private Office Limited FCA authorised?
Oakcrest Private Office Limited (FRN 1039730) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Oakcrest Private Office?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Oakcrest Private Office Limited (FRN 1039730) is an AR of Corbel Partners Limited (FRN 429142). When you use Oakcrest Private Office's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Oakcrest Private Office, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Oakcrest Private Office’s phone number?
The FCA register lists the phone number 07766 001057 for Oakcrest Private Office. If you were given different contact details, use these to check with the firm before going any further.
Is Oakcrest Private Office a scam or clone?
Oakcrest Private Office 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 Oakcrest Private Office?
Protection works through Corbel Partners Limited, the principal firm responsible for Oakcrest Private Office's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Oakcrest Private Office?
Companies House lists one person with significant control of Oakcrest Private Office: Mr David Robert Stead (75–100% of shares). Before that, it was controlled by Miss Natasha Antonia Davies.
Who runs Oakcrest Private Office?
Companies House lists one director of Oakcrest Private Office: David Robert Stead.
How long has Oakcrest Private Office been in business?
The company was formed on 25 May 2023.
What do Oakcrest Private Office’s latest accounts show?
Its latest accounts, to 31 May 2025, show net assets of £4,137 (−39% from £6,786).
Does Oakcrest Private Office use any other names?
It has previously used the name Oakcrest Management Limited.

Sources and links

The full report on Oakcrest Private Office Limited

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