White Oak Underwriting Agency Limited
Reference number: 510331
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.
-
Phone number
-
Address
88 Leadenhall Street, London, EC3A 3BP, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When whiteoakuw.com first appeared online, and whether it can receive email
- What kind of line 020 4551 0444 is
- Whether EC3A 3BP is a shared office: 27 other firms give it
FCA permissions and consumer protection
- Hold or safeguard your money · 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.
- 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.
- 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 (6 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Arranging (bringing about) deals in investments
- Assisting in the administration and performance of a contract of insurance
- Dealing in investments as agent
- Making arrangements with a view to transactions in investments
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
- 06832820 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 2 March 2009 (17 years old)
- Registered office
- 88 Leadenhall Street, London, EC3A 3BP, England
- Nature of business
-
- Non-life insurance (SIC 65120)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Holly Tamar Shepherd | Director | Jun 1984 | 24 May 2016 | 7 other companies |
| Lisa Jane Perry | Director | Jul 1974 | 19 Jun 2025 | None |
| Dale Brooks Hendrix | Director | May 1967 | 1 Jun 2026 | None |
| Timothy John Duggan | Director | Apr 1978 | 22 Oct 2026 | 4 other companies |
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
- 7
- closed down
- 2
- is FCA-registered
- 1
In the full report: all 7 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 one on the FCA register
- The 4 companies these 4 directors run together
- All 18 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£3.96m
<1% from £3.96m
Profit before tax
£18.9k
From a loss of £394k
Net assets
£238k
+8.6% from £219k
Cash at bank
£739k
+108% from £356k
Turnover and profit
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.
Accounts filed at Companies House for company 06832820. 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
White Oak Underwriting Agency’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Hiscox PLC became a part-owner (25–50% of shares)
- Shepherd Global Limited became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2010
6 April 2010
- Became authorised by the FCA
FCA register
2009
10 December 2009
- Regulated by the Financial Services Authority from this date
FCA register
2 March 2009
- Incorporated at Companies House
Companies House
In the full report: all 40 events
- All 40 events in its history (6 shown here)
- Every director appointment and resignation: 32
Firms connected to White Oak Underwriting Agency
Other FCA-listed firms that share a director, phone number or address with White Oak Underwriting Agency. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like White Oak Underwriting Agency
Other firms of the same type (insurance broker), nearest first.
In London
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 White Oak Underwriting Agency
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 7 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- All 40 events in its history
- 1 connected firm, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is White Oak Underwriting Agency Limited FCA authorised?
What is White Oak Underwriting Agency’s phone number and website?
Is White Oak Underwriting Agency a scam or clone?
Is my money safe with White Oak Underwriting Agency?
Who owns White Oak Underwriting Agency?
Who runs White Oak Underwriting Agency?
How long has White Oak Underwriting Agency been in business?
What do White Oak Underwriting Agency’s latest accounts show?
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