Oakroyd Partnership

Date authorised
1 April 2013
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    61 Oakroyd Avenue
    Potters Bar
    Hertfordshire
    EN6 2EN
    UNITED KINGDOM
    Phone
    +4402034753344
    Web
    https://www.oakroydpartnership.co.uk

  • Complaints Contact

    Geoffrey Wheeler
    61 Oakroyd Avenue
    Potters Bar
    Hertfordshire
    EN6 2EN
    UNITED KINGDOM
    Phone
    +442034753344

What this firm is allowed to do

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

  • Investment Advice (no pensions)

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

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

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

  • Insurance Admin

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

  • Credit Brokering

  • Stockbroking

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

  • Investment Setup

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

Approved individuals

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

  • Adam Wheeler

    IRN AXW02288

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (6 Sep 2016 to 8 Dec 2019)
  • Geoffrey Stephen Wheeler

    IRN GSW01047

    • SMF27 Partner (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF4 Partner (1 Feb 2012 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Feb 2012 to 30 Sep 2018)

Recent activity

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

No changes recorded yet.