Oakwood Asset Management Limited Liability Partnership
Reference number: 492241
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
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.
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Phone number
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Address
Oakwood Asset Management, 5 Rayleigh Road, Hutton, Brentwood, Essex, CM13 1AB, United Kingdom
In the full report: 3 background checks
- When oakwoodassetmanagement.co.uk first appeared online, and whether it can receive email
- What kind of line 0345 459 4025 is
- Who else gives the postcode CM13 1AB
Other names (1)
If you were contacted under any of these names, it is this firm.
- Rothberg & Co Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Sell or arrange insurance FSCS may applyEligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Assisting in the administration and performance of a contract of insurance
- Making arrangements with a view to transactions in investments
- Providing basic advice on stakeholder products
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
- OC341639 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 24 November 2008 (17 years old)
- Registered office
- Cardinals Rise Hay Street, Braughing, Ware, Hertfordshire, SG11 2RQ
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| David Alexander Gifford | LLP designated member | Jun 1960 | 24 Nov 2008 | 2 other companies |
| Claire Anne Heritage | LLP designated member | Oct 1959 | 24 Nov 2008 | 3 other companies |
| Karen Lesley Miles | LLP designated member | Nov 1961 | 24 Nov 2008 | 2 other companies |
| OW HOLDCO LIMITED | Corporate LLP designated member | Not published | 18 Aug 2025 | None |
Other companies run by these 4 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
- 4
- closed down
- 3
- went insolvent
- 1
In the full report: all 4 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- The one that went into liquidation or administration
- The 2 companies these 4 directors run together
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
−£52.8k
Down £14.8k from −£38.1k
Cash at bank
£17.4k
Same as £17.4k
Employees (average)
0
Same as 0
Owed within a year
£70.3k
+7.2% from £65.5k
Net assets are negative: on its last balance sheet the company owed £52.8k 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
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 OC341639. 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
This firm’s history from the FCA register and Companies House, newest first.
2025
19 August 2025
- Ow Holdco Limited gained significant control
Companies House
2016
24 November 2016
- Karen Lesley Miles gained significant control
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2009
29 January 2009
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
2008
24 November 2008
- Incorporated at Companies House
Companies House
In the full report: all 14 events
- All 14 events in its history (6 shown here)
- Every director appointment and resignation: 3
Connected firms
Other FCA-listed firms that share a director, phone number or address with this firm. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 3
- share its postcode
- 3
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
Similar firms
Other firms of the same type (financial adviser), nearest first.
In Brentwood
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 this firm
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
- 3 background checks on its contact details
- 4 years of accounts, charted
- All 14 events in its history
- 3 connected firms, named, and who links them
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Frequently asked questions about this firm
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What do Oakwood Asset Management Limited Liability Partnership’s latest accounts show?
Does Oakwood Asset Management Limited Liability Partnership use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk