Acorn to Oaks Financial Services Ltd

Date authorised
1 April 2013
Companies House
06547017
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Acorn 2 Oaks Financial Services
    93 Church Street
    Bilston
    Wolverhampton
    WV14 0BJ
    UNITED KINGDOM
    Phone
    +441902409414
    Web
    https://www.a2ofs.co.uk

  • Complaints Contact

    Acorn 2 Oaks Financial Services
    93 Church Street
    Bilston
    Wolverhampton
    WV14 0BJ
    UNITED KINGDOM
    Phone
    +441902409414

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Professional, Retail (Investment)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Gabriele Stropute

    IRN GXS00214

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 13 Mar 2026)
  • George Eleftheriou

    IRN GXE01153

    • CF1 Director (AR) (24 Jul 2017 to 29 Oct 2018)
  • Ijaz Hassan

    IRN IXH00057

    • CF1 Director (AR) (5 May 2021 to 24 Mar 2023)
  • Irving Derek Lyon

    IRN IXL00050

    • CF1 Director (AR) (10 Aug 2021 to 13 Mar 2023)
  • James Gower Lockyer

    IRN JGL01094

    • CF1 Director (AR) (since 2 Feb 2021)
  • Jan Biddulph

    IRN JXB02732

    • Responsible for Insurance Distribution (since 27 Feb 2025)
    • SMF3 Executive Director (since 27 Feb 2025)
  • Jason Sam Oakley

    IRN JSO01022

    • CF1 Director (AR) (since 10 Mar 2016)
    • CF1 Director (8 Sep 2008 to 27 Dec 2012)
  • Jayesh Bhagwanji Daya

    IRN JBD01070

    • CF1 Director (AR) (since 17 Jun 2024)
  • Justin Alexander Minien

    IRN JXM00471

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 9 Nov 2023)
    • [FCA CF] Functions requiring qualifications (since 9 Nov 2023)
  • Kenneth Robert Herd

    IRN KRH01066

    • CF1 Director (7 Jul 2017 to 9 Jan 2019)
    • CF10 Compliance Oversight (7 Jul 2017 to 8 Jul 2019)
    • CF11 Money Laundering Reporting (7 Jul 2017 to 8 Jul 2019)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

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