Patrick Roy Oakman

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Brooks Macdonald Asset Management Limited

    FRN 184918

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 1 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2025)
  • Integrity Wealth Solutions Limited

    FRN 599257

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 14 Sep 2017)
  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • CF30 Customer (10 Jun 2015 to 25 Sep 2017)
  • Centricity Wealth Management Limited (no longer approved here)

    FRN 683783

    • Employed By (22 Apr 2015 to 25 Sep 2017)

Recent activity

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

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