Oakley Independent Advisers Limited

FRN: 1004073
Companies House: 03753144
Last scraped: 23 hours ago

This firm operates as an appointed representative of 2 Plan Wealth Management Limited. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

2 St. Andrews Court

St. Andrews Road

Droitwich

Worcestershire

WR9 8DN

UNITED KINGDOM

Phone

+4401905791090

Approved individuals

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

Jack Robert Brehaut
IRN JXB00250
- (3)Employed By (since 9 Feb 2024)
Joseph Martin Conry
IRN JMC00009
- (2)Employed By (9 Feb 2024 to 25 Feb 2025)
Owen Tomas Cleary
IRN OTC01003
- (2)Employed By (since 9 Feb 2024)
Robert Patrick Brehaut
IRN RPB00041
- (1)Employed By (since 9 Feb 2024)
Stephen Derek Foster
IRN SDF00010
- (1)Employed By (8 Nov 2023 to 18 Dec 2023)

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.