This firm is no longer registered as an appointed representative.

It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.

Oakleaf Independent Financial Services

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FRN: 173213
Last scraped: 20 hours ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Margaret House

Devonshire Crescent

Leeds

West Yorkshire

LS8 1EP

UNITED KINGDOM

Phone

+4401132684341

Approved individuals

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

Alan Marshall
IRN AXM00217
- (1)Employed By (15 Jul 2002 to 27 Jun 2003)
Alan Wilson
IRN ACW00022
- (6)Employed By (18 Jun 2004 to 5 Oct 2022)
Andrew Joseph Docwra
IRN AJD00127
- (5)Employed By (20 Feb 2006 to 16 Jun 2006)
Andrew Walton Briggs
IRN AWB00025
- (4)Employed By (1 Oct 1998 to 31 Dec 2012)
Eileen Mary Gill
IRN EMG00003
- (2)Employed By (26 Jul 2000 to 3 Sep 2002)
Susan Elizabeth Nadin
IRN SEN00003
- (3)Employed By (1 Oct 1998 to 9 Aug 2004)

Recent activity

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

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.