Oakpath Financial Planning Ltd

Reference number: 1040445

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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

Quilter Financial Services Limited Reference number: 440703 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.
  • Oakpath Financial Planning Ltd (FRN 1040445) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Oakpath Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Oakpath Financial Planning, 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

    07717 571609

  • Address

    21 Alexandra Road, Alton, Hampshire, GU34 2HU, United Kingdom

In the full report: 2 background checks

  • What kind of line 07717 571609 is
  • Who else gives the postcode GU34 2HU
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services 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
13619295
Company status
Active
Company type
Private limited company
Incorporated
14 September 2021 (5 years old)
Registered office
21 Alexandra Road, Alton, GU34 2HU, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Nicolas David Winter Director Sep 1986 14 Sep 2021 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 30 September 2025Micro-entity accountsNot audited

Net assets

−£6,881

Down £6,882 from £1

Employees (average)

1

Same as 1

Owed within a year

£8,500

No earlier figure to compare

Net assets are negative: on its last balance sheet the company owed £6,881 more than it owned.

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 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 13619295. 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

Oakpath Financial Planning’s history from the FCA register and Companies House, newest first.

2026

1 September 2026

  • Emily Megan Winter became a part-owner (25–50% of shares)

Companies House

2025

18 August 2025

  • Became an appointed representative

FCA register

2021

14 September 2021

  • Incorporated at Companies House
  • Nicolas David Winter took control (75–100% of shares)
  • Nicolas David Winter appointed as a director

Companies House

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

Firms like Oakpath Financial Planning

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

In Alton

Atticus Financial Planning LtdAltonAppointed representativeCapital Planning Partners (Holdings) LtdAltonAppointed representativeLainston Wealth Management LimitedAltonAppointed representativeNigel Green Wealth Management LimitedAltonAppointed representativeAll Aspects Financial Planning LimitedAltonAuthorisedBourne Independent Financial Advisers LimitedAltonAuthorised

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 Oakpath Financial Planning

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

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • 4 years of accounts, charted
  • All 5 events in its history

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Frequently asked questions about this firm

Is Oakpath Financial Planning Ltd FCA authorised?
Oakpath Financial Planning Ltd (FRN 1040445) 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 Oakpath Financial Planning?
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. Oakpath Financial Planning Ltd (FRN 1040445) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Oakpath Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Oakpath Financial Planning, 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 Oakpath Financial Planning’s phone number?
The FCA register lists the phone number 07717 571609 for Oakpath Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Oakpath Financial Planning a scam or clone?
Oakpath Financial Planning 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 Oakpath Financial Planning?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Oakpath Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Oakpath Financial Planning?
Companies House lists 2 people with significant control of Oakpath Financial Planning: Mr Nicolas David Winter (75–100% of shares) and Mrs Emily Megan Winter (25–50% of shares).
Who runs Oakpath Financial Planning?
Companies House lists one director of Oakpath Financial Planning: Nicolas David Winter.
How long has Oakpath Financial Planning been in business?
The company was formed on 14 September 2021.
What do Oakpath Financial Planning’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of −£6,881 (down £6,882 from £1).

Sources and links

The full report on Oakpath Financial Planning Ltd

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