Financial AdviserProfile

Oakridge Financial Planning Ltd

Public-record profile
197 Bakers Ground, Stoke Gifford, Bristol, BS34 8GE
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Oakridge Financial Planning Ltd is listed as a FCA appointed representative in the BS34 8GE area. Registered at Companies House in 2002. FCA records list Quilter Financial Services Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2002
Type
FCA appointed representative
Company No.
04477172
SIC
65300
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Quilter Financial Services Ltd, FRN 440703 (Full)

Companies House

OAKRIDGE FINANCIAL PLANNING LIMITED is active and was incorporated on 4 July 2002.

Nature of business: 65300 - Pension funding, 66220 - Activities of insurance agents and brokers, 66290 - Other activities auxiliary to insurance and pension funding, 66300 - Fund management activities

Registered office: 197 Bakers Ground, Stoke Gifford, Bristol, BS34 8GE

Authorisations

FCAactive
Reference: 217898
Type: FCA appointed representative
Company no.: 04477172
Verified:
View public register

Company Snapshot

Industry
65300
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 December 2024
Accounts next due
30 September 2026
Accounts type
Total Exemption Full
Employees
1
Equity
£3,015
Cash
£22,929
Current assets
£22,929
Net current assets/liabilities
£17,911
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

CULVERHOUSE, Philip Scott
Appointed 4 July 2002
DOB: 5/1962

Persons with significant control

Mr Philip Scott Culverhouse
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent
DOB: 5/1962
Mr Philip Scott Culverhouse
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent
DOB: 5/1962

Recent Filings

8 July 2025
CS01
confirmation statement with no updates
20 June 2025
AA
accounts with accounts type total exemption full
22 August 2024
AA
accounts with accounts type total exemption full
5 July 2024
CS01
confirmation statement with no updates
16 April 2024
TM02
termination secretary company with name termination date
12 July 2023
CS01
confirmation statement with no updates

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.