The Oak Tree Mortgages Partnership LLP
Reference number: 917270
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
2 Henley Court, High Street, Henley-In-Arden, Warwickshire, B95 5BA, United Kingdom
In the full report: 3 background checks
- When oaktreemortgages.com first appeared online, and whether it can receive email
- What kind of line 0121 733 8833 is
- Who else gives the postcode B95 5BA
Other names (1)
If you were contacted under any of these names, it is this firm.
- Oak Tree Mortgages 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 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 (10 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on investments (except 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
FCA disciplinary action
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- OC426885 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 11 April 2019 (7 years old)
- Registered office
- 2 Henley Court, High Street, Henley-In-Arden, B95 5BA, England
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Calvin John Oram | LLP designated member | Oct 1973 | 11 Apr 2019 | None |
| Andrew Mark Rawlings | LLP designated member | Jan 1963 | 11 Apr 2019 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
Key dates in its history
The Oak Tree Mortgages Partnership’s history from the FCA register and Companies House, newest first.
2020
6 October 2020
- 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
2019
11 April 2019
- Incorporated at Companies House
- Andrew Mark Rawlings became a part-owner (25–50% of shares)
- Calvin John Oram became a part-owner (25–50% of shares)
Companies House
In the full report: all 10 events
- All 10 events in its history (6 shown here)
- Every director appointment and resignation: 2
Firms like The Oak Tree Mortgages Partnership
Other firms of the same type (mortgage adviser or broker), nearest first.
In Henley-In-Arden
In the Birmingham (B) postcode area
A & M PartnershipRedditchAuthorisedA.m.s. (Access Mortgage Solutions) LimitedColeshillAuthorisedAdvance Mortgage Funding LimitedWest MidlandsAuthorisedAffiliate Finance LtdBirminghamAuthorisedAlderbrook Financial Services LimitedBirminghamAuthorised
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 The Oak Tree Mortgages Partnership
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
- 3 background checks on its contact details
- All 10 events in its history
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Frequently asked questions about this firm
Is The Oak Tree Mortgages Partnership LLP FCA authorised?
Yes, The Oak Tree Mortgages Partnership LLP (FRN 917270) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2020 and works as a mortgage adviser or broker. The FCA has placed no limits on its permissions.
What is The Oak Tree Mortgages Partnership’s phone number and website?
The FCA register lists the phone number 0121 733 8833 and the website oaktreemortgages.com for The Oak Tree Mortgages Partnership. If you were given different contact details, use these to check with the firm before going any further.
Is The Oak Tree Mortgages Partnership a scam or clone?
The Oak Tree Mortgages Partnership 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 The Oak Tree Mortgages Partnership?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about The Oak Tree Mortgages Partnership to the Financial Ombudsman Service, free of charge.
Who owns The Oak Tree Mortgages Partnership?
Companies House lists 2 people with significant control of The Oak Tree Mortgages Partnership: Mr Andrew Mark Rawlings (25–50% of votes) and Mr Calvin John Oram (25–50% of votes).
Who runs The Oak Tree Mortgages Partnership?
Companies House lists 2 directors of The Oak Tree Mortgages Partnership: Calvin John Oram and Andrew Mark Rawlings.
How long has The Oak Tree Mortgages Partnership been in business?
The company was formed on 11 April 2019, and has held its current FCA authorisation since October 2020.
Does The Oak Tree Mortgages Partnership use any other names?
It trades as Oak Tree Mortgages.
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