Financial AdviserProfile

Oakmere Finance Ltd

Public-record profile
4A Hinderton Drive, Heswall, Wirral, CH60 8QB
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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.

Oakmere Finance Ltd is listed as a FCA appointed representative in the CH60 8QB area. Registered at Companies House in 2015. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2015
Type
FCA appointed representative
Company No.
09435608
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Introducer)

Companies House

OAKMERE FINANCE LIMITED is active and was incorporated on 12 February 2015.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: 10 Grange Road, West Kirby, Wirral, CH48 4HA, United Kingdom

Authorisations

FCAactive
Reference: 755523
Type: FCA appointed representative
Company no.: 09435608
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
28 February 2025
Accounts next due
30 November 2026
Accounts type
Micro Entity
Employees
1
Equity
£3,285
Fixed assets
£1,892
Current assets
£14,963
Net current assets/liabilities
£2,693
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

CARTER, Robert Scott
Appointed 12 February 2015
DOB: 3/1988

Persons with significant control

Mr Robert Scott Carter
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent
DOB: 3/1988

Recent Filings

6 February 2026
CS01
confirmation statement with no updates
30 October 2025
AA
accounts with accounts type micro entity
7 February 2025
CS01
confirmation statement with no updates
28 October 2024
AA
accounts with accounts type micro entity
5 February 2024
CS01
confirmation statement with no updates
26 October 2023
AA
accounts with accounts type micro entity

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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.