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Oakwood Financial Management LLP

Failed 10/04/2024

FRN: 225473

Oakwood Financial Management LLP was declared in default (failed) by the Financial Services Compensation Scheme in April 2024.

The firm has not been authorised by the Financial Conduct Authority (FCA) since March 2017.

According to the Companies House Oakwood Financial Management LLP was dissolved in October 2017.

The FSCS confirmed it had received 13 claims against the firm, in relation to various products, including pension and mortgage advice.

So far, two of these claims have been upheld by the FSCS and nine have been rejected.  The remaining claims are still in progress.

Oakwood Financial Management LLP – FSCS Claims

The FSCS will now assess and process any eligible claims against Oakwood Financial Management LLP.

There are limits to how much compensation the FSCS can award which is currently capped at £85k per eligible person, per firm. The amount it can award will also depend on when and how you were mis-sold.

If you think you have a claim you can submit it yourself for free with the FSCS.

Here’s some useful links to get you started …

Financial Services Compensation Scheme
FSCS Making a claim
FSCS Contact Us

Money Helper
How to spot a pension scam

Money & Pensions Service
How MaPS can help those who have been scammed on their pensions

Our Initial Assessment could help you

If you’re worried about pension mis-selling and would like to know more about making a claim our initial assessment could help!

We can tell you if we think you have a case and what your options are if you do.

It’s completely confidential and there is absolutely no obligation for you to use our claims service to make a claim. You can make a claim yourself (see information above).

Simply fill in the form below to arrange or call and have a chat today!

Key Facts

Oakwood Financial Management LLP was dissolved in October 2017.
The FSCS upheld two claims against the firm, relating to pension and mortgage advice, which triggered the 'default' declaration

We win more than 9 out of 10 claims

The cost of our service is 15% + VAT on the total monies awarded for a successful claim. Our cost is also priced capped at one of the lowest rates.

Important Information!

You are not required to use our services to pursue your claim. You can also seek further advice or shop around subject to any time limits within which a claim must be made.

It is possible for you to present the claim for free, either to the firm or person against whom you wish to complain or to the statutory ombudsman (Financial Ombudsman Service or Pension Ombudsman Service) or the Financial Services Compensation Scheme, whichever is applicable to your claim.