White Oak Underwriting Agency Limited

Watch for changes

Addresses

The contact details this firm has registered with the FCA.

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

P2P Lending Advice

For Commercial
Investment Advice (no pensions)

For Commercial, Non-investment insurance contracts
Authorised to Operate

For Commercial
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
Arranges Investments

For Commercial, Non-investment insurance contracts
Insurance Admin

For Commercial, Non-investment insurance contracts
Stockbroking

For Commercial, Non-investment insurance contracts
Investment Setup

For Commercial, Non-investment insurance contracts

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

Lisa Jane Perry
IRN LXP00165
- SMF3 Executive Director (since 19 Jun 2025)
- Responsible for Insurance Distribution (since 19 Jun 2025)
- [FCA CF] Significant management (1 Mar 2021 to 19 Jun 2025)
Mark Gibson
IRN MXG91030
- SMF17 Money Laundering Reporting Officer (MLRO) (5 Nov 2020 to 25 Feb 2022)
Matthew Peter Maxwell
IRN MPM01127
- CF29 Significant management (30 Mar 2015 to 11 Aug 2015)
- Responsible for Insurance Mediation (6 Apr 2010 to 11 Aug 2015)
- CF1 Director (6 Apr 2010 to 30 Mar 2015)
Richard Colin Watson
IRN RCW01061
- CF2 Non Executive Director (30 Apr 2014 to 1 Dec 2019)
Sally Victoria Campbell
IRN SVC01016
- CF2 Non Executive Director (23 Sep 2015 to 22 Mar 2019)
Shelley Christine Lyddon-Mills
IRN SXL09801
- CF2 Non Executive Director (17 Jan 2019 to 8 Dec 2019)
Stuart Antony Bridge Simms
IRN SAS01370
- CF2 Non Executive Director (9 Jun 2015 to 14 Aug 2015)

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

No changes recorded yet.

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.