Oakmere Wealth Management Ltd

FRN: 573904
Companies House: 07874835
Last scraped: 9 hours ago

This firm operates as an appointed representative of St. James's Place Wealth Management Plc. 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

14 Warrington Road

Cuddington

Northwich

Cheshire

CW8 2LJ

UNITED KINGDOM

Phone

+4401606530530

Web

https://www.oakmerewealth.co.uk

Approved individuals

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

Carl Taylor
IRN CXT01205
- (3)Employed By (since 5 Aug 2021)
Carla Anne Brown
IRN CAM00037
- (1)Employed By (since 10 Feb 2012)
David Walsh
IRN DXW00167
- (2)Employed By (30 Nov 2020 to 31 Dec 2021)
Graham Neville Paul
IRN GXP01372
- (3)Employed By (27 Oct 2021 to 16 Nov 2023)
Louise-Marie Elizabeth Gilbody
IRN LMB01124
- (2)Employed By (since 15 Feb 2025)
Penelope Victoria Williams
IRN PXW06969
- (4)Employed By (10 Oct 2018 to 27 Nov 2020)
Sarah Jane Durham
IRN SXD17628
- (1)Employed By (11 Oct 2023 to 25 Oct 2024)

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.