Financial Index › IFA Index › Oak House Wills & Estate Planning Ltd
Oak House Wills & Estate Planning Ltd
IFA Financial Advisers · Thame, Oxford · Est. 2021
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Company Registration Details
| Registered company name | Oak House Wills & Estate Planning Ltd |
| Companies House number | 13459065 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Farm Cottage Rycote Lane Milton Common, OX9 2NZ |
| City / Region | Thame, Oxford |
| Date incorporated | 2021 |
| Years trading | 5 years |
| CH status | Active |
| Specialism | Recorded activity: 70229 (management consultancy) |
| Index status | Claim this listing → |
About Oak House Wills & Estate Planning Ltd
Incorporated in 2021, Oak House Wills & Estate Planning Ltd is an established firm with 5 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.
Oxford accounts for 13 of the 1663 ifa financial advisers tracked on this index.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
What IFA Financial Advisers Do
Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.
Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.
How to Choose the Right IFA Financial Adviser
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Probe the review process: what is assessed annually and what triggers advice between reviews.
Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.
Frequently Asked Questions
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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Oak House Wills & Estate Planning Ltd or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.