Acorn to Oaks Financial Services

Acorn to Oaks provides an insurance service that offers tailored financial solutions to clients.
  • Pensions
  • Insurance
  • Mortgages
  • Protection
  • Commercial lending
  • Financial planning
  • Concierge insurance service

Size
Small
Phone
01902 409 414
Email
N/A
Locations
93 Church St, WV14 0BJ
01902409414
Digital Popularity
Popularity over time
Social Media
Competitors
Nice 1
Nice 1 is a provider of innovative and affordable ancillary insurance solutions tailored for brokers.
Cream Financial Solutions
Cream Financial Solutions is an award-winning protection specialist that provides bespoke insurance solutions tailored to individuals and businesses.
Company Details
Acorn to Oaks Financial Services is operated by Acorn To Oaks Financial Services Ltd and is a Active company incorporated on 27 March 2008 with the registered office located in Bilston, West Midlands. Acorn To Oaks Financial Services Ltd was registered 17 years ago.

Status
Active
Size
Small
Directors
2
Age
17 years old
Employees
18
Turnover
Unreported
Total Assets
£1.69M
Cash in Bank
£478.33K
Total Liabilities
-£935.62K

Director • Director- Ifa • British • Lives in England • Born in Aug 1962
Director • British • Lives in UK • Born in Aug 1967
Mr Jason Sam Oakley
PSC • British • Lives in England • Born in May 1987
Mrs Claire Oakley
PSC • British • Lives in England • Born in Aug 1967
Oakley Family Investments Ltd
PSC
Teams
All
16
Finance
8
Sales
6
Business Development
4
Management
2
Other
3
Founder And Majority Owner • Joined Mar 2008
Director • Joined Sep 2008
Finance Manager • Joined May 2019
Senior Account Executive • Joined Nov 2021
Commercial Account Executive • Joined Nov 2011
Director / Senior Consultant • Joined Feb 2013
Business Development Manager
Financial Planning Administration Manager • Joined Jul 2013
Commercial Finance Specialist & Independent Mortgage Adviser • Joined Aug 2024
Financial Planning Assistant • Joined Nov 2015
Finance Manager • Joined May 2019
Financial Planning Administration Manager • Joined Jul 2013
Financial Planning Assistant • Joined Nov 2015
Commercial Account Handler • Joined Jan 2020
Insurance Brokers • Joined Jan 2008
Junior Broker • Joined Jun 2023
Senior Paraplanner • Joined Jun 2022
Insurance Broker • Joined Sep 2017
Senior Account Executive • Joined Nov 2021
Commercial Account Executive • Joined Nov 2011
Business Development Manager
Commercial Account Handler • Joined Jan 2020
Junior Broker • Joined Jun 2023
Insurance Broker • Joined Sep 2017
Director • Joined Sep 2008
Director / Senior Consultant • Joined Feb 2013
Senior Account Executive • Joined Nov 2021
Commercial Account Executive • Joined Nov 2011
Director / Senior Consultant • Joined Feb 2013
Business Development Manager
Founder And Majority Owner • Joined Mar 2008
Commercial Finance Specialist & Independent Mortgage Adviser • Joined Aug 2024
View 16 members