Oakmere Wealth Management Ltd

Reference number: 573904

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Oakmere Wealth Management Ltd (FRN 573904) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Oakmere Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Oakmere Wealth Management, 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.

In the full report: 3 background checks

  • When oakmerewealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01606 530530 is
  • Who else gives the postcode CW8 2LJ
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Other names (1)

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

  • Oakmere Wealth Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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
07874835
Company status
Active
Company type
Private limited company
Incorporated
8 December 2011 (14 years old)
Registered office
Suite S28 C/O Alexander Probin Limited, Second Floor, Northwich Business Centre, Northwich, Cheshire, CW9 5BF, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Carla Anne Brown Director Sep 1973 8 Dec 2011 1 other company

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 company
1
still active
1

In the full report: all 1 company, 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 December 2025Abridged accountsNot audited

Net assets

£824k

−5.8% from £875k

Cash at bank

£474k

−6.7% from £508k

Employees (average)

10

+11% from 9

Owed within a year

£253k

−6.4% from £271k

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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 07874835. 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

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

2025

7 February 2025

  • Began trading as "Oakmere Wealth"

FCA register

2016

8 December 2016

  • Carla Anne Brown took control (75–100% of shares)

Companies House

2012

30 January 2012

  • Became an appointed representative

FCA register

2011

8 December 2011

  • Incorporated at Companies House
  • Carla Anne Brown appointed as a director

Companies House

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

Firms connected to Oakmere Wealth Management

Other FCA-listed firms that share a director, phone number or address with Oakmere Wealth Management. 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 Oakmere Wealth Management

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

In Northwich

CL Wills & Estate Planning LtdNorthwichAppointed representativeCoghlan Financial Planning LtdNorthwichAppointed representativeFergus S Rushe Wealth Management LtdNorthwichAppointed representativePaul Albert BirtlesNorthwichAppointed representativePaul KavanaghNorthwichAppointed representativeBurfield Financial Planning LimitedNorthwichAuthorised

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 Oakmere Wealth Management

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
  • 7 years of accounts, charted
  • All 5 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Oakmere Wealth Management Ltd FCA authorised?
Oakmere Wealth Management Ltd (FRN 573904) 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 Oakmere Wealth Management?
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. Oakmere Wealth Management Ltd (FRN 573904) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Oakmere Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Oakmere Wealth Management, 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 Oakmere Wealth Management’s phone number and website?
The FCA register lists the phone number 01606 530530 and the website oakmerewealth.co.uk for Oakmere Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Oakmere Wealth Management a scam or clone?
Oakmere Wealth Management 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 Oakmere Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Oakmere Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Oakmere Wealth Management?
Companies House lists one person with significant control of Oakmere Wealth Management: Miss Carla Anne Brown (75–100% of shares).
Who runs Oakmere Wealth Management?
Companies House lists one director of Oakmere Wealth Management: Carla Anne Brown.
How long has Oakmere Wealth Management been in business?
The company was formed on 8 December 2011.
What do Oakmere Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £824k (−5.8% from £875k) and cash at bank of £474k (−6.7% from £508k).
Does Oakmere Wealth Management use any other names?
It trades as Oakmere Wealth.

Sources and links

The full report on Oakmere Wealth Management Ltd

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