Oakglen Wealth Limited
Investment and advice, Wealth manager
Oakglen Group, 30-31 Golden Square, London, Westminster, W1F 9LD
Summary
Oakglen Wealth Limited is a London-based wealth manager. It was first authorised by the FCA in 2022. It has permissions related to investments and pensions.
Timeline
Permission update: Advising (ex Pension Transfers/Opt Outs)
Permission update: Arranging deals in investments
Permission update: Arranging safeguarding and administration of asset
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mrs Gillian Kay Thompson-Daly
SMF17 Money Laundering Reporting Officer (MLRO)
Nicholas Edward Fairfax Middleton
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Mr Nicholas Kenneth Davis
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Mr Allan Barbour Stewart
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Nicholas Edward Fairfax Middleton
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Helen Westgate
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Eloise Calypso Musgrave Rouse
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Mr Edward Richard Morison Maidment
FAQ
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