Company Information

Get to know oldhams advisory

Oldhams Advisory Ltd is a financial advisory firm based in Altrincham, Cheshire. The company operates as a Senior Partner Practice of St. James's Place Wealth Management plc, a major UK-based wealth manager. Its mission is to provide clear, transparent, and personalized financial advice to help clients achieve their financial goals. The firm specializes in a range of services including pension and retirement planning, investment planning, and estate planning, focusing on building long-term relationships with its clients. As an Appointed Representative, Oldhams Advisory advises solely on the wealth management products and services offered by the St. James's Place Group.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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oldhams advisory

Australia

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(78 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.