Oakley Independent Advisers Limited

Reference number: 1004073

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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

2 Plan Wealth Management Limited Reference number: 461598 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.
  • Oakley Independent Advisers Limited (FRN 1004073) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Oakley Independent Advisers's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Oakley Independent Advisers, 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

    01905 791090

  • Address

    2 St. Andrews Court, St. Andrews Road, Droitwich, Worcestershire, WR9 8DN, United Kingdom

In the full report: 2 background checks

  • What kind of line 01905 791090 is
  • Who else gives the postcode WR9 8DN
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through 2 Plan Wealth Management 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
03753144
Company status
Active
Company type
Private limited company
Incorporated
15 April 1999 (27 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Robert Patrick Brehaut Director Sep 1958 15 Apr 1999 6 other companies
Jack Brehaut Director Feb 1993 6 Oct 2023 3 other companies
OAKLEY SECRETARIAL SERVICES LIMITED Corporate secretary Not published 4 Dec 2002 –

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 companies
8
closed down
3
run together
1

In the full report: all 8 companies, 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 1 company these 2 directors run together
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 July 2025Full accountsNot audited

Total equity

£16.2k

−40% from £27.2k

Cash at bank

£115k

+32% from £87.3k

Owed within a year

£173k

+34% from £129k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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.

Accounts filed at Companies House for company 03753144. 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

Oakley Independent Advisers’s history from the FCA register and Companies House, newest first.

Key events (6) All events (18)

2023

20 November 2023

  • Became an appointed representative

FCA register

2022

22 October 2022

  • Bobwho Ltd became the majority owner (50–75% of shares)
  • Robert Patrick Brehaut stopped being a part-owner

Companies House

2016

15 April 2016

  • Ormerod Rutter Holdings Limited became a part-owner (25–50% of shares)
  • Robert Patrick Brehaut became a part-owner (25–50% of shares)

Companies House

1999

15 April 1999

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (6 shown here)
  • Every director appointment and resignation: 12
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Firms connected to Oakley Independent Advisers

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Oakley Independent Advisers

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

In Droitwich

Hawthorn Wealth Management LtdDroitwichAppointed representativeLittle Green Owl Financial Planning LtdDroitwichAppointed representativePaladin Financial Consultancy LimitedDroitwichAppointed representativeForm Financial Clarity LimitedDroitwichAppointed representativeArden Associates (IFA) LLPDroitwichAuthorisedSn Financial Services LimitedDroitwichAuthorised

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 Oakley Independent Advisers

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

  • 8 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 18 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Oakley Independent Advisers Limited FCA authorised?
Oakley Independent Advisers Limited (FRN 1004073) 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 Oakley Independent Advisers?
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. Oakley Independent Advisers Limited (FRN 1004073) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Oakley Independent Advisers's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Oakley Independent Advisers, 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 Oakley Independent Advisers’ phone number?
The FCA register lists the phone number 01905 791090 for Oakley Independent Advisers. If you were given different contact details, use these to check with the firm before going any further.
Is Oakley Independent Advisers a scam or clone?
Oakley Independent Advisers 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 Oakley Independent Advisers?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Oakley Independent Advisers's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Oakley Independent Advisers?
Oakley Independent Advisers is owned by Bobwho Ltd, which holds 50–75% of shares and 25–50% of votes, since 22 October 2022. Before that, it was controlled by Mr Robert Patrick Brehaut.
Who runs Oakley Independent Advisers?
Companies House lists 2 directors of Oakley Independent Advisers: Robert Patrick Brehaut and Jack Brehaut.
How long has Oakley Independent Advisers been in business?
The company was formed on 15 April 1999.
What do Oakley Independent Advisers’ latest accounts show?
Its latest accounts, to 31 July 2025, show total equity of £16.2k (−40% from £27.2k) and cash at bank of £115k (+32% from £87.3k).

Sources and links

The full report on Oakley Independent Advisers Limited

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