Need help with a claim involving Oakwood Financial Management LLP

If you’re worried about losses from a transaction involving Oakwood Financial Management LLP and are considering compensation, our experts can help. We’ll review your case thoroughly to determine what happened, who’s responsible, and how much you could potentially recover.

No win, no fee

If you don’t get paid, then you pay nothing. If you get paid, we take a pre-agreed percentage based on how much money you receive for your peace of mind.

OAKWOOD FINANCIAL MANAGEMENT LLP

Why can you claim for compensation or redress against Oakwood Financial Management LLP?

The Financial Services Compensation Scheme has declared Oakwood Financial Management LLP as failed. The firm’s failure was primarily due to multiple claims of mis-sold pensions and unsuitable financial advice. Clients reported being advised to transfer their pensions into high-risk Self-Invested Personal Pensions (SIPPs) without a full understanding of the associated risks. This led to significant financial losses for many clients.

The firm is no longer trading, so customers can make claims against them.

Background

According to the FCA register Oakwood Financial Management LLP has not been authorised since 10/03/2017. The company was authorised by the Financial Conduct Authority (FCA) under Firm Reference Number (FRN) 225473.

Companies House show the Company was incorporated on 19/06/2002 and dissolved on 21/10/2017.

This company is associated with claims for pension transfer and self-invested personal pensions advice

Who was involved?

The following is a list of individuals who were previously involved in regulated activities at Oakwood Financial Management LLP.

Paul Morgan, Daljit Dahil, Matthew Owen, Michael Wootton, Jaskaran Jaspal, Benjamin Goodridge, Amit Nakum, Robert Bercis, Gareth Jones, Timothy Jones, Thomas Sweeney, Michael Hickey, Adrian Brand, Surjit Shouker, Paul Wilson, Rodney Burton, Stephen Timms, Mark Allder, Alpheus Cain, David Coleman, Gary Rowell, Nicola Kirby, Surinderpal Bajwa, Bilhar Bains, Peter lambert, Paul Hancock, Ian Lewis, Philip Shepherd, Russell Kendell, Susan Bench, Alan Waters, Jane White, Peter Talbot, Mark Campbell and David Blakeman

How can we help?

We have helped thousands of customers on a no-win no-fee basis get the compensation and justice they deserve when making claim against regulated companies like OAKWOOD FINANCIAL MANAGEMENT LLP.

How does it work?

The first step is a free no-obligation consultation, you can learn more about services on our making a claim page.

Once we have assessed your claim, if we believe you are due compensation then we will help you build the best possible complaint by launching a full investigation, gathering evidence from all the relevant parties to handle your complaint and escalate to the Financial Ombudsman Service to ensure you receive the amount of compensation you deserve.

Seek Claim Advice Today

We offer an expert pension consulting service. One of our experts will be able to talk through your options and tell you what the best option for you is. If you do decide to use our services, then know that our fees are very reasonable. However, you need to act fast as there may be time-barring restrictions in place.

Call us now for a phone or video consultation with one of our legal experts on 0800 041 8358 to find out if you are entitled to compensation, you may even be entitled to additional compensation if you have successfully claimed in the past.

NB: Information for this page was gathered on 15/04/2024 from the following sources, FSCS Website, FCA Register, Companies House Register and is to our knowledge accurate as of that date.

When it comes to Claims,
we won’t waste your time or ours.

This is why we have a 82%* success rate on submitted claims in similar circumstances to Oakwood Financial Management LLP

*82% success rate is an accurate figure based on pension and investment related claims submitted and concluded between 1st December 2020 to 1st August 2024.

Our Process for Making a Mis-sold Claim

Initial Consultation

Start a free consultation to understand your situation and help you decide on the best course of action.

Collect & Review Agreements

We”ll collect and review your documentation of the advice given, pension transfer details, and evidence of any financial losses.

Submit a Claim

We will formally submit your claim to the relevant parties, clearly outlining why you’re entitled to compensation.

How much is your financial adviser claim worth?

Use our Claim Calculator 

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