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.

Oakridge Financial Planning Ltd

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FRN: 217898

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This firm operates as an appointed representative of QUILTER FINANCIAL SERVICES LIMITED and Quilter Mortgage Planning Limited. Its regulated business runs under their FCA authorisations, and they're jointly legally responsible for what it does.

Approved individuals

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

Darren Thomas McGee
IRN DTM00006
- (3)Employed By (23 Aug 2002 to 17 Feb 2004)
John Edward Moore
IRN JEM01157
- (2)Employed By (30 Jun 2006 to 10 Aug 2012)
Mark Paget
IRN MXP00110
- (1)Employed By (28 Aug 2002 to 9 Dec 2005)
Philip Scott Culverhouse
IRN PSC00014
- (1)Employed By (since 1 Dec 2001)

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.