Oakwood Financial Services Ltd
Reference number: 660574
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
East Suite, 1st Floor Acorn House, 12 Straight Bit, Flackwell Heath, Buckinghamshire, HP10 9LS, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When oakwood-fs.co.uk first appeared online, and whether it can receive email
- What kind of line 01494 792737 is
- Who else gives the postcode HP10 9LS
Other names (1)
If you were contacted under any of these names, it is this firm.
- Jeli Financial Services Ltd Former name: A name it was registered under before.
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 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 (13 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- 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) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
- Providing Credit Information Services
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
- 09158230 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 1 August 2014 (12 years old)
- Registered office
- Brennan House, Farnborough Aerospace Centre Business Park, Farnborough, GU14 6XR, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Simon Delaval Beart | Director | Dec 1958 | 29 Sep 2022 | 76 other companies |
| Robin John Greensted Hewitt | Director | Jun 1974 | 29 Sep 2022 | 4 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
- 79
- closed down
- 54
- went insolvent
- 2
In the full report: all 79 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- The 2 that went into liquidation or administration
- The one on the FCA register
- The 1 company these 2 directors run together
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£434k
+59% from £273k
Cash at bank
£142k
+24% from £115k
Employees (average)
6
Same as 6
Owed within a year
£443k
−38% from £710k
Net assets
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- 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 09158230. 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’s history from the FCA register and Companies House, newest first.
2022
6 December 2022
- Changed its registered name from "Jeli Financial Services Ltd"
FCA register
29 September 2022
- Board replaced: its only director left and 2 new directors took over
- Ian Davidson Whitfield gave up control
- Morningside Financial Services Limited took control (75–100% of shares)
Companies House
2021
31 March 2021
- Jeli Limited gave up control
Companies House
2016
6 April 2016
- Ian Davidson Whitfield took control (75–100% of shares)
- Jeli Limited took control (75–100% of shares)
Companies House
2015
1 July 2015
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2014
1 August 2014
- Incorporated at Companies House
Companies House
In the full report: all 22 events
- All 22 events in its history (10 shown here)
- Every director appointment and resignation: 8
Firms connected to Oakwood Financial Services
Other FCA-listed firms that share a director, phone number or address with Oakwood Financial Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1)
- Who links it to this firm: the named directors, with dates
Firms like Oakwood Financial Services
Other firms of the same type (financial adviser), nearest first.
In the Hemel Hempstead (HP) postcode area
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
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 79 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 7 years of accounts, charted
- All 22 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