Oakwood Capital Wealth Management Limited

Reference number: 1011382

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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.
  • Oakwood Capital Wealth Management Limited (FRN 1011382) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Oakwood Capital Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Oakwood Capital 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 oakwood-capital.co.uk first appeared online, and whether it can receive email
  • What kind of line 07872 553884 is, and the other firm that gives it
  • Who else gives the postcode LE11 1DX
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Other names (1)

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

  • Oakwood Capital Wealth Management Ltd Former 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
15019767
Company status
Active
Company type
Private limited company
Incorporated
21 July 2023 (3 years old)
Registered office
Jason Works, Clarence Street, Loughborough, LE11 1DX, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Peter Richard Willcocks Director Aug 1980 21 Jul 2023 20 other companies
Gareth Richard Love Director Nov 1987 21 Jul 2023 7 other companies
Matthew James Bowler Director Jul 1988 28 Aug 2025 4 other companies
Sunil Kumar Director Mar 1976 5 Jan 2026 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
22
closed down
4
are FCA-registered
8

In the full report: all 22 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 8 on the FCA register
  • The 7 companies these 4 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 December 2025Small company accountsNot audited

Net assets

£10.3k

−29% from £14.5k

Cash at bank

£1,549

−56% from £3,490

Employees (average)

3

Same as 3

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 15019767. 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

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

Key events (11) All events (21)

2026

5 January 2026

  • Marra Investments Limited became a part-owner (25–50% of shares)
  • Peter Richard Willcocks stopped being a part-owner

Companies House

2025

9 December 2025

  • Liam Michael Dunstone stopped being a part-owner

Companies House

15 January 2025

  • Marra Investments Limited stopped being a part-owner
  • Peter Richard Willcocks became a part-owner (25–50% of shares)

Companies House

2024

26 April 2024

  • Changed its registered name from "Oakwood Capital Wealth Management Ltd"

FCA register

13 March 2024

  • Became an appointed representative

FCA register

2023

21 July 2023

  • Incorporated at Companies House
  • Gareth Richard Love became a part-owner (25–50% of shares)
  • Liam Michael Dunstone became a part-owner (25–50% of shares)
  • Marra Investments Limited became a part-owner (25–50% of shares)

Companies House

In the full report: all 21 events

  • All 21 events in its history (11 shown here)
  • Every director appointment and resignation: 10
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Firms connected to Oakwood Capital Wealth Management

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

connected firms
7
share a director
7
share its phone number
1

In the full report: all 7 connected firms, named

  • How each is linked: shared directors (7), the same phone number (1), the same postcode (6)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Oakwood Capital Wealth Management

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

In Loughborough

David BlissettLoughboroughAppointed representativeFoundations Financial Planning LtdLoughboroughAppointed representativeFrances BryanLoughboroughAppointed representativeGary BuckleyLoughboroughAppointed representativeIntelligent Financial Advisory Services LtdLoughboroughAppointed representativeKnights Row Commercial Finance LimitedLoughboroughAppointed representative

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 Oakwood Capital Wealth Management

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

  • 22 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 21 events in its history
  • 7 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Oakwood Capital Wealth Management Limited FCA authorised?
Oakwood Capital Wealth Management Limited (FRN 1011382) 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 Oakwood Capital 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. Oakwood Capital Wealth Management Limited (FRN 1011382) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Oakwood Capital Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Oakwood Capital 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 Oakwood Capital Wealth Management’s phone number and website?
The FCA register lists the phone number 07872 553884 and the website oakwood-capital.co.uk for Oakwood Capital Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Oakwood Capital Wealth Management a scam or clone?
Oakwood Capital 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 Oakwood Capital Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Oakwood Capital Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Oakwood Capital Wealth Management?
Companies House lists 2 people with significant control of Oakwood Capital Wealth Management: Mr Gareth Richard Love (25–50% of shares) and Marra Investments Limited (25–50% of shares). Before that, it was controlled by Mr Liam Michael Dunstone and Mr Peter Richard Willcocks.
Who runs Oakwood Capital Wealth Management?
Companies House lists 4 directors of Oakwood Capital Wealth Management: Peter Richard Willcocks, Gareth Richard Love, Matthew James Bowler and Sunil Kumar.
How long has Oakwood Capital Wealth Management been in business?
The company was formed on 21 July 2023.
What do Oakwood Capital Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £10.3k (−29% from £14.5k) and cash at bank of £1,549 (−56% from £3,490).
Does Oakwood Capital Wealth Management use any other names?
It has previously used the name Oakwood Capital Wealth Management Ltd.

Sources and links

The full report on Oakwood Capital Wealth Management Limited

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