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Oakleigh Financial Planning

277.4 miles away from SS12 0LB

Registered office address

Oakleigh

3a Tregenna Hill

St Ives

Cornwall

TR26 1SE

Appointed Representative

This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.

Principal

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

Advice methods
Oakleigh Financial Planning have not confirmed their methods of giving advice.

Oakleigh Financial Planning

Financial Adviser based in 3a Tregenna Hill

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277.4 miles away from SS12 0LB
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Appointed Representative

An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.

There must be a written contract between the principal and the AR documenting the arrangement

The principal takes full responsibility for ensuring that the AR complies with FCA rules.

Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.

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All financial advice firms displayed are provided by the Financial Conduct Authority (FCA), meaning they are authorised and regulated at the time of the last data feed.