Oakwood Financial Services 2015 Ltd
Reference number: 676461
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 House, High Street, Market Deeping, Peterborough, Lincolnshire, PE6 8ED, United Kingdom
In the full report: 3 background checks
- When oakwoodfinancialservices.co.uk first appeared online, and whether it can receive email
- What kind of line 01778 341658 is, and the other firm that gives it
- Who else gives the postcode PE6 8ED
Other names (2)
If you were contacted under any of these names, it is this firm.
- Oakwood Financial Services Trading name: A name it trades under now.
- Oakwood Wealth Management Trading name: A name it trades under now.
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.
- Advise on or arrange mortgages · Arrange equity release FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- 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 (15 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on a home reversion plan
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) a home reversion plan
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to a home reversion plan
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
FCA disciplinary action
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 09331666 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 28 November 2014 (11 years old)
- Registered office
- Oakwood House High Street, Market Deeping, Peterborough, Cambridgeshire, PE6 8ED
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jean Jones | Director | May 1953 | 28 Nov 2014 | 2 other companies |
| Martin Jones | Director | Jan 1983 | 28 Nov 2014 | 2 other companies |
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
- 3
- closed down
- 1
- is FCA-registered
- 1
In the full report: all 3 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 one on the FCA register
- The 1 company these 2 directors run together
- All 3 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£153k
+112% from £72.0k
Employees (average)
0
Same as 0
Owed within a year
£31.5k
+11% from £28.2k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 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 09331666. 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 Financial Services 2015’s history from the FCA register and Companies House, newest first.
2023
1 January 2023
- Jean Jones gave up control
- Oakwood 1996 Limited took control (75–100% of shares)
Companies House
2017
13 January 2017
- Jean Jones took control (75–100% of shares)
Companies House
2016
9 September 2016
- Jean Jones took control (75–100% of shares)
Companies House
2015
2 November 2015
- Regulated by the FCA from this date
- FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
- Became authorised by the FCA
FCA register
2014
28 November 2014
- Incorporated at Companies House
Companies House
In the full report: all 16 events
- All 16 events in its history (8 shown here)
- Every director appointment and resignation: 4
Firms connected to Oakwood Financial Services 2015
Other FCA-listed firms that share a director, phone number or address with Oakwood Financial Services 2015. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- share its phone number
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Oakwood Financial Services 2015
Other firms of the same type (financial adviser), nearest first.
In Peterborough
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 Financial Services 2015
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 3 other companies its directors have run, named
- 3 background checks on its contact details
- 6 years of accounts, charted
- All 16 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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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