Oakglen Wealth Limited: FCA regulated?

Authorised by the FCA

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

Authorised for 4 years
Your funds are protected by FSCS
No FCA actions
Active company since 2021
Accounts filed up to 31 December 2022

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.

Website

oakglenwealth.com (opens in a new tab)
Phone number

020 4583 1118
Address

Oakglen Group, 30-31 Golden Square, London, Westminster, W1F 9LD, United Kingdom

In the full report: 3 background checks

When oakglenwealth.com first appeared online, and whether it can receive email
What kind of line 020 4583 1118 is
Who else gives the postcode W1F 9LD

Other names (1)

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

Oakbridge Wealth Limited Former name: A name it was registered under before.

FCA permissions and consumer protection

Hold or safeguard your money · 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.
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.
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)
Arranging (bringing about) deals in investments
Arranging safeguarding and administration of assets
Dealing in investments as agent
Making arrangements with a view to transactions in investments
Managing 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: 13182724 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 5 February 2021 (5 years old)
Registered office: 1st Floor 30 Golden Square, London, W1F 9LD, England
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
James Alexander Crawford	Director	Feb 1984	5 Feb 2021	4 other companies
Allan Stewart	Director	Dec 1977	6 Jul 2021	None
Jeffrey Brummette	Director	Aug 1959	13 Jun 2022	None
Nicholas Edward Fairfax Middleton	Director	Jun 1976	29 Jun 2022	4 other companies
Dominic Bertram Charles Tayler	Director	Jan 1967	12 Dec 2023	6 other companies
James Scott-Gatty	Director	Jun 1958	20 Aug 2024	None

Other companies run by these 6 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: 14
closed down: 6
is FCA-registered: 1

In the full report: all 14 companies, named

What each company does, and whether it is still trading
Which of these 6 directors sit on each board, and since when
Any that went into liquidation or administration
The one on the FCA register
All 10 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 December 2022Micro-entity accountsNot audited

Net assets

£3.12m

Up £3.16m from −£38.6k

Employees (average)

6

Up 6 from 0

Owed within a year

£39.9k

Up £39.5k from £460

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 13182724. 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

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

Key events (5) All events (22)

2022

17 October 2022

Changed its registered name from "Oakbridge Wealth Limited"

FCA register

2 August 2022

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

FCA register

2021

5 February 2021

Incorporated at Companies House
Gordon Crawford gained significant control

Companies House

In the full report: all 22 events

All 22 events in its history (5 shown here)
Every director appointment and resignation: 15

Firms connected to Oakglen Wealth

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

connected firms: 3
share its postcode: 3
past link: 1

In the full report: all 3 connected firms, named

How each is linked: the same postcode (3)
Who links each one: the named directors, with dates
1 past link through former directors

Firms like Oakglen Wealth

Other firms of the same type (investment or fund manager), nearest first.

In London

UBS Asset Management (UK) LtdLondonAuthorised UBS Asset Management Funds LtdLondonAuthorised Revolut Trading LtdLondonAuthorised BlackRock Advisors (UK) LimitedLondonAuthorised BlackRock Fund Managers LimitedLondonAuthorised BlackRock Investment Management (UK) 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 Oakglen Wealth

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

14 other companies its directors have run, named
3 background checks on its contact details
All 22 events in its history
3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Oakglen Wealth Limited FCA authorised?

Yes, Oakglen Wealth Limited (FRN 961763) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2022 and works as an investment or fund manager. The FCA has placed no limits on its permissions.

What is Oakglen Wealth’s phone number and website?

The FCA register lists the phone number 020 4583 1118 and the website oakglenwealth.com for Oakglen Wealth. If you were given different contact details, use these to check with the firm before going any further.

Is Oakglen Wealth a scam or clone?

Oakglen 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 Oakglen Wealth?

It may control client money but not hold it. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Oakglen Wealth to the Financial Ombudsman Service, free of charge.

Who owns Oakglen Wealth?

Companies House lists one person with significant control of Oakglen Wealth: Mr Gordon Crawford (significant influence or control).

Who runs Oakglen Wealth?

Companies House lists 6 directors of Oakglen Wealth: James Alexander Crawford, Allan Stewart, Jeffrey Brummette, Nicholas Edward Fairfax Middleton, Dominic Bertram Charles Tayler and James Scott-Gatty.

How long has Oakglen Wealth been in business?

The company was formed on 5 February 2021, and has held its current FCA authorisation since August 2022.

What do Oakglen Wealth’s latest accounts show?

Its latest accounts, to 31 December 2022, show net assets of £3.12m (up £3.16m from −£38.6k).

Does Oakglen Wealth use any other names?

It has previously used the name Oakbridge Wealth Limited.