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Oakglen Wealth Planning (Uk) Limited

IFA Financial Advisers · London · Est. 2025

1 year

Active Trading

Active

CH Status

1,146

Monthly Views

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Company Registration Details

Registered company name	Oakglen Wealth Planning (Uk) Limited
Companies House number	16912647 →
Company type	Private Limited Company (Ltd)
Registered address	30-31 Golden Square, W1F 9LD
City / Region	London
Date incorporated	2025
Years trading	1 year
CH status	Active
Specialism	Recorded activity: 64999 (financial intermediation not elsewhere classified)
Index status	Claim this listing →

About Oakglen Wealth Planning (Uk) Limited

Oakglen Wealth Planning (Uk) Limited was incorporated in 2025 and is registered as an active company on the Companies House register.

It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?

Independence has a regulatory definition: the firm must consider a sufficiently broad range of retail investment products across the market. Restricted firms advise from a narrower set, and the status must be disclosed before advice.

How much does independent financial advice cost?

Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.

Do I need an IFA or can I manage my investments myself?

You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.

What qualifications should an IFA have?

Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.

What happens if I receive bad financial advice from an IFA?

The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Oakglen Wealth Planning (Uk) Limited 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.

Oakglen Wealth Planning (Uk) Limited | IFA Financial Advisers | London | Est. 2025