---
title: "ACORN TO OAKS FINANCIAL SERVICES LTD — Ownership Dossier"
canonical: https://whiteintel.dev/entity/668faf7e-e366-4adc-a15d-ab668af14c32
json: https://whiteintel.dev/api/public/dossier/668faf7e-e366-4adc-a15d-ab668af14c32
identifier: gb-coh:06547017
jurisdiction: GB
risk: Low
source: WhiteIntel corporate-ownership graph
---

# ACORN TO OAKS FINANCIAL SERVICES LTD

**Type:** Company  
**Jurisdiction:** GB  
**Identifier:** `gb-coh:06547017`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/668faf7e-e366-4adc-a15d-ab668af14c32  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/668faf7e-e366-4adc-a15d-ab668af14c32  

## Ownership & control

### Owners / controllers

- **Mrs Claire Oakley** (beneficial owner) — https://whiteintel.dev/entity/88d6938b-9b44-43f8-8bf0-87c1fbceb739
- **MAX BARNEY INVESTMENTS LIMITED** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/f57f91ae-31f3-573f-8c31-0e81acc18d01
- **ACORN TO OAKS FINANCIAL SERVICES EOT LTD** (beneficial owner) — 62.5% — https://whiteintel.dev/entity/1cf0be58-d86f-4f94-841f-d5725c242cb9
- **Mrs Claire Oakley** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/6eb14049-2515-4a2d-9def-97cf725714cd
- **OAKLEY FAMILY INVESTMENTS LIMITED** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/97b774e6-a024-5582-a18a-f8acaaf7760c
- **Mr Jason Sam Oakley** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/7196cadf-c7cd-47cf-a70a-62c0240d3d12

### Holdings / subsidiaries

- **Acorn To Oaks Financial Services Limited** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/fb63aa62-40f7-5ee7-8f96-20502c24ac8d

### UBO chain (walk to the ultimate owner)

1. **Mrs Claire Oakley** — beneficial owner → *ACORN TO OAKS FINANCIAL SERVICES LTD*
1. **MAX BARNEY INVESTMENTS LIMITED** — beneficial owner 37.5% → *ACORN TO OAKS FINANCIAL SERVICES LTD*
1. **ACORN TO OAKS FINANCIAL SERVICES EOT LTD** — beneficial owner 62.5% → *ACORN TO OAKS FINANCIAL SERVICES LTD*
1. **Mrs Claire Oakley** — beneficial owner 37.5% → *ACORN TO OAKS FINANCIAL SERVICES LTD*
1. **OAKLEY FAMILY INVESTMENTS LIMITED** — beneficial owner 37.5% → *ACORN TO OAKS FINANCIAL SERVICES LTD*
1. **Mr Jason Sam Oakley** — beneficial owner 37.5% → *ACORN TO OAKS FINANCIAL SERVICES LTD*
2. **Mr Zach George Oakley** — beneficial owner 37.5% → *ACORN TO OAKS FINANCIAL SERVICES EOT LTD*
2. **Mrs Claire Oakley** — beneficial owner 37.5% → *ACORN TO OAKS FINANCIAL SERVICES EOT LTD*
2. **Mr Jason Sam Oakley** — beneficial owner 50% → *OAKLEY FAMILY INVESTMENTS LIMITED*
2. **Mr Jason Sam Oakley** — beneficial owner 37.5% → *OAKLEY FAMILY INVESTMENTS LIMITED*
2. **Alexander Bard** — beneficial owner 37.5% → *MAX BARNEY INVESTMENTS LIMITED*
2. **Ms Tania Bard** — beneficial owner 37.5% → *MAX BARNEY INVESTMENTS LIMITED*

## Company profile (live · UK Companies House)

- **Company number:** `06547017`
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 2008-03-27
- **Registered office:** OFFICE G11, WEST MIDLANDS HOUSE, GIPSY LANE, WILLENHALL, WV13 2HA
- **SIC:** 65110 - Life insurance, 65120 - Non-life insurance, 66220 - Activities of insurance agents and brokers

## Provenance

- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/06547017

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **ACORN TO OAKS FINANCIAL SERVICES LTD**. Human view: https://whiteintel.dev/entity/668faf7e-e366-4adc-a15d-ab668af14c32 · Structured JSON: https://whiteintel.dev/api/public/dossier/668faf7e-e366-4adc-a15d-ab668af14c32._

_Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership. Every claim carries a source; an absent edge means "not yet observed in current sources", not "does not exist"._