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Oakwood

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uuid000hcju

Namestring
Oakwood
Legal namestring
Oakwood Mortgage Services Ltd
Websiteurl
oakwoodms.co.uk
Company typeenum
Private
Founded yearint
2005
Descriptiontext

Oakwood Mortgage Services Ltd, trading as Oakwood and rebranding in 2025 to Oakwood Financial, is a privately held, FCA-regulated financial advisory firm headquartered in Cranleigh, Surrey. Founded in 2005 and led by owner-director Richard Burley, the firm employs 1-10 staff and serves individual consumers and small businesses across Surrey and adjacent parts of West Sussex (including Cranleigh, Horsham, Woking, Guildford, Godalming, Leatherhead, Dorking, Crawley, Redhill, and East Grinstead). Oakwood operates as an appointed representative of The Openwork Partnership, distributing mortgages and financial products through Openwork's provider panel rather than as a direct lender or vertically integrated platform.

The firm's product set spans mortgage advisory (first-time buyer, remortgage, buy-to-let, equity release, new build, and complex income cases for NHS, self-employed, contractor, and portfolio landlord clients), protection insurance (life, critical illness, income protection, business protection), pension planning and at-retirement solutions (drawdown, enhanced annuities), investment advisory (asset-backed and deposit-based), and tax planning (inheritance tax, capital gains tax, civil partnerships). Client investment accounts held with Scottish Widows and 7IM are accessible via integrated SSO login on Oakwood's site. There is no proprietary technology platform; service delivery is advisor-led via face-to-face consultation at the Cranleigh office, plus phone, email, and WhatsApp channels.

Oakwood's revenue is generated through mortgage lender commissions on arranged cases and advisory/professional-services fees on pensions, investments, protection, and tax planning work, with pricing determined per engagement rather than via disclosed tiers. Distribution is sales-led and reputation-driven, anchored by a 5.0-star Google rating across 187 reviews, a weekly Investment Club Podcast, an active blog, and location-specific local SEO pages covering ten towns. The firm is wholly privately held with no disclosed external funding, no parent company ownership beyond the Openwork AR relationship, and no public listing.

Short descriptiontext

Oakwood Mortgage Services Ltd (rebranding to Oakwood Financial) is a Surrey-based, FCA-regulated financial advisory firm providing mortgage, pension, investment, protection, and tax planning services to individual consumers and small businesses across Surrey and West Sussex, operating as an appointed representative of The Openwork Partnership.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersCranleigh, United Kingdom
HQ citystring
Cranleigh
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
mortgage advisory services, financial planning, protection insurance, pension planning, investment advisory
Industry1 code
1Property Valuation: Appraisal Management (AMC) & Appraiser Networks
CodeFSALALAIPrimaryYes
NAICS code3 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
  • Offices of Real Estate Agents and Brokers5312
SIC code2 codes
  • Investment Advice6282
  • Insurance Agents, Brokers & Service6411
Product category
Financial Advisory Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Mortgage Advisory Services
TypeTransaction Fee
Description

The company earns commission from mortgage lenders for arranging mortgage products for clients. As an appointed representative of The Openwork Partnership, they distribute mortgage and financial products from the Openwork network of providers.

oakwoodfinancial.co.uk
2Financial Planning Services
TypeProfessional Services
Description

Revenue generated from providing pension planning, investment advisory, protection insurance, and tax planning services to individuals and businesses.

oakwoodfinancial.co.uk
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
Pricing details1 tier
1Quote-based pricing tailored to individual client needs
ModelOtherBilling cadenceMulti-year contract
Notes

No specific pricing tiers are publicly disclosed. Services include mortgages (first-time buyers, remortgages, buy-to-let, equity release, complex income), protection (life insurance, critical illness, income protection), pension planning, investments, tax planning, and business protection. Pricing is determined through consultation.

oakwoodfinancial.co.uk
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Oakwood is a UK-based financial advisory firm providing mortgage, protection insurance, pension, and investment advisory services to individual consumers and small businesses in Surrey and surrounding areas. Operating as an appointed representative of The Openwork Partnership, the firm delivers face-to-face and remote advice on first-time buyer, remortgage, buy-to-let, equity release, and complex income mortgages alongside life, critical illness, income protection, pension planning, investment, tax planning, business protection, and home insurance products.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • 5.0-star average Google rating from 187 reviews
+1 more record
Product overview1 text field

Oakwood is a financial advisory firm (trading as Oakwood Mortgage Services Ltd) offering a comprehensive suite of financial planning services. The core offering centers on mortgage advisory services supplemented by protection products (life and income insurance), pension planning, and investment management. Additional services include retirement income options (income drawdown and annuities), tax planning, business protection, and general insurance. The company is rebranding to Oakwood Financial to better reflect its expanded mortgage and financial planning services, while continuing as an appointed representative of The Openwork Partnership.

Product and service1 record
1Mortgages
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1The Openwork Partnership
Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Oakwood Mortgage Services Ltd operates as an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorized and regulated by the Financial Conduct Authority. This partnership allows Oakwood to distribute mortgage and financial products through the Openwork network of providers.

Recent move2 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat3 records

Each record includes

Type, Details

Key risks7 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment6 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration2 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Oakwood

Financial Advisory Servicesoakwoodms.co.uk

Oakwood Mortgage Services Ltd (rebranding to Oakwood Financial) is a Surrey-based, FCA-regulated financial advisory firm providing mortgage, pension, investment, protection, and tax planning services to individual consumers and small businesses across Surrey and West Sussex, operating as an appointed representative of The Openwork Partnership.

What Oakwood does

Oakwood Mortgage Services Ltd, trading as Oakwood and rebranding in 2025 to Oakwood Financial, is a privately held, FCA-regulated financial advisory firm headquartered in Cranleigh, Surrey. Founded in 2005 and led by owner-director Richard Burley, the firm employs 1-10 staff and serves individual consumers and small businesses across Surrey and adjacent parts of West Sussex (including Cranleigh, Horsham, Woking, Guildford, Godalming, Leatherhead, Dorking, Crawley, Redhill, and East Grinstead). Oakwood operates as an appointed representative of The Openwork Partnership, distributing mortgages and financial products through Openwork's provider panel rather than as a direct lender or vertically integrated platform.

The firm's product set spans mortgage advisory (first-time buyer, remortgage, buy-to-let, equity release, new build, and complex income cases for NHS, self-employed, contractor, and portfolio landlord clients), protection insurance (life, critical illness, income protection, business protection), pension planning and at-retirement solutions (drawdown, enhanced annuities), investment advisory (asset-backed and deposit-based), and tax planning (inheritance tax, capital gains tax, civil partnerships). Client investment accounts held with Scottish Widows and 7IM are accessible via integrated SSO login on Oakwood's site. There is no proprietary technology platform; service delivery is advisor-led via face-to-face consultation at the Cranleigh office, plus phone, email, and WhatsApp channels.

Oakwood's revenue is generated through mortgage lender commissions on arranged cases and advisory/professional-services fees on pensions, investments, protection, and tax planning work, with pricing determined per engagement rather than via disclosed tiers. Distribution is sales-led and reputation-driven, anchored by a 5.0-star Google rating across 187 reviews, a weekly Investment Club Podcast, an active blog, and location-specific local SEO pages covering ten towns. The firm is wholly privately held with no disclosed external funding, no parent company ownership beyond the Openwork AR relationship, and no public listing.

Oakwood firmographics

Firmographics
Name
Oakwood
Legal name
Oakwood Mortgage Services Ltd
Website
https://oakwoodms.co.uk
Company type
Private
Founded year
2005
Operating status
Operating
Headcount range
1–10 employees
Short description
Oakwood Mortgage Services Ltd (rebranding to Oakwood Financial) is a Surrey-based, FCA-regulated financial advisory firm providing mortgage, pension, investment, protection, and tax planning services to individual consumers and small businesses across Surrey and West Sussex, operating as an appointed representative of The Openwork Partnership.
Ownership category
akta.pro rank

Oakwood industry classification

Industry
Product category
Financial Advisory Services
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Offices of Real Estate Agents and Brokers (5312)
SIC
Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
akta.pro primary industry
Property Valuation: Appraisal Management (AMC) & Appraiser Networks (FSALALAI)

Keywords

  • Mortgage advisory services
  • Financial planning
  • Protection insurance
  • Pension planning
  • Investment advisory

Where Oakwood is headquartered

Location

Headquarters

HQ city
Cranleigh
HQ country
United Kingdom
HQ region
Europe

Offices1 record

Markets served

Oakwood business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

  1. Mortgage Advisory Services: The company earns commission from mortgage lenders for arranging mortgage products for clients. As an appointed representative of The Openwork Partnership, they distribute mortgage and financial products from the Openwork network of providers.
  2. Financial Planning Services: Revenue generated from providing pension planning, investment advisory, protection insurance, and tax planning services to individuals and businesses.

Pricing tiers

ModelBillingPrice
OtherMulti-year contractQuote-based pricing tailored to individual client needs

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Oakwood product offering

Product offering

Core offering

Oakwood is a UK-based financial advisory firm providing mortgage, protection insurance, pension, and investment advisory services to individual consumers and small businesses in Surrey and surrounding areas. Operating as an appointed representative of The Openwork Partnership, the firm delivers face-to-face and remote advice on first-time buyer, remortgage, buy-to-let, equity release, and complex income mortgages alongside life, critical illness, income protection, pension planning, investment, tax planning, business protection, and home insurance products.

Product overview

Oakwood is a financial advisory firm (trading as Oakwood Mortgage Services Ltd) offering a comprehensive suite of financial planning services. The core offering centers on mortgage advisory services supplemented by protection products (life and income insurance), pension planning, and investment management. Additional services include retirement income options (income drawdown and annuities), tax planning, business protection, and general insurance. The company is rebranding to Oakwood Financial to better reflect its expanded mortgage and financial planning services, while continuing as an appointed representative of The Openwork Partnership.

Differentiator

Problem solved

Functional benefit

Products and services

  • Mortgages

Quantifiable outcome

  • 5.0-star average Google rating from 187 reviews
  • +1 more outcomes

Companies that use Oakwood

Customer profile

Segments6 records

Ideal customer profiles4 records

Oakwood technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration2 records

Oakwood partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • The Openwork PartnershipcoreChannel Partner/ Reseller/ DistributorOakwood Mortgage Services Ltd operates as an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorized and regulated by the Financial Conduct Authority. This partnership allows Oakwood to distribute mortgage and financial products through the Openwork network of providers.

Scale indicators3 records

Recent moves2 records

Expansion highlights5 records

Oakwood competitors and assessment

Company assessment

Market position

Competitive moat3 records

Key risks7 records

Key highlights6 records

Customer concentration

Oakwood social profiles

Digital presence

Oakwood compliance and trust

Trust signal

Compliance1 record

Oakwood financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Oakwood leadership team

Management profile

Number of profiles

Profiles1 record

Oakwood funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Oakwood M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oakwood

What does Oakwood do?

Oakwood is a UK-based financial advisory firm providing mortgage, protection insurance, pension, and investment advisory services to individual consumers and small businesses in Surrey and surrounding areas. Operating as an appointed representative of The Openwork Partnership, the firm delivers face-to-face and remote advice on first-time buyer, remortgage, buy-to-let, equity release, and complex income mortgages alongside life, critical illness, income protection, pension planning, investment, tax planning, business protection, and home insurance products.

Is Oakwood a public or private company?

Oakwood is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Oakwood founded?

Oakwood was founded in 2005. It employs 1 to 10 people.

Where is Oakwood based?

Oakwood is headquartered in Cranleigh, United Kingdom, in the Europe region.

How does Oakwood make money?

Two revenue lines are on record. Mortgage Advisory Services are the primary driver. The others are financial Planning Services.

Does Oakwood have an API?

No public API is recorded for Oakwood.

What industry is Oakwood in?

Oakwood's product category is Financial Advisory Services. Its primary akta.pro industry code is FSALALAI, Property Valuation: Appraisal Management (AMC) & Appraiser Networks. Its NAICS code is 523940 and its SIC code is 6282.

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