Business Details
Your Trusted Financial Advisers in Coventry
At Oakwood Financial Advisers Financial Advisers, we pride ourselves on delivering ethical and professional financial advice tailored to individual client needs. Our firm culture prioritises putting customers first, supported by a transparent charging structure with fees agreed upfront in personalised service documents. With expertise in pensions, investments, protection, and mortgages, we provide tailored recommendations following comprehensive reviews of clients' circumstances and objectives.Our FCA-authorised status (724878) and reliance on personal recommendations reflect our commitment to honest, impartial advice. We offer initial consultations to help clients achieve their financial goals while maintaining strict adherence to UK regulatory standards.
Services
Retirement Planning
Investments
Protection
Mortgages
Financial Review
Highlights and features
- We are FCA-authorised (724878) with transparent fee structures
- Our team includes specialist pension transfer experts
- We provide tailored recommendations based on comprehensive reviews
- Ongoing investment monitoring ensures continued suitability
- Personalised protection strategies for life's key moments
Associations and certifications
- Financial Conduct Authority
Services
Retirement Planning
Our specialist retirement planning service helps clients prepare for their post-work years through comprehensive pension reviews. We assess your current arrangements, risk profile and retirement goals to create tailored strategies. With expertise in occupational, personal and private pensions, we guide clients from career start to retirement.
Investments
We develop customised investment strategies aligned with your financial objectives and risk tolerance. Our approach includes ongoing portfolio monitoring to ensure continued suitability as market conditions and personal circumstances evolve. We explain investment risks clearly, including potential capital fluctuations.
Protection
Our protection services safeguard your family's financial security through tailored insurance solutions. We identify coverage gaps and recommend appropriate life assurance, critical illness and income protection policies. We explain term and whole-of-life options to help you make informed decisions.
Mortgages
We provide impartial mortgage advice for residential and buy-to-let properties, including application support through completion. Our services cover standard and complex cases with transparent fee structures. We offer post-completion reviews before rate changes to maintain suitability.
Financial Review
Our comprehensive financial reviews assess your complete financial situation, including pensions, investments and protection needs. We create holistic strategies addressing multiple financial goals while maintaining regulatory compliance and focusing on long-term client outcomes.
People
Jas Jaspal
Pension Transfer Specialist
Jas Jaspal specialises in pension transfers with expertise in occupational, personal and private pension schemes. He conducts detailed reviews to create retirement strategies aligned with clients' life goals and risk profiles.
Questions
What financial services do you offer?
We specialise in retirement planning, investment strategies, mortgage advice, and protection products including life assurance and income protection.
Are your fees transparent?
Yes, all fees are agreed upfront in your personalised Service Proposition document with no hidden charges.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority (FCA) under reference 724878.
Do you offer mortgage advice?
Yes, we provide impartial mortgage advice for residential and buy-to-let properties with broker fees starting at £199.
How do you tailor financial plans?
We conduct comprehensive reviews of your circumstances, objectives and risk profile to create personalised recommendations.
What protection options are available?
We offer mortgage protection, life assurance, critical illness cover and income protection tailored to your family's needs.
