Business Details
Trusted Financial Advisers in Worthing
Oakhouse is an independent financial advisory firm dedicated to providing personalized wealth management solutions. Our approach prioritizes client needs over commission-driven sales, focusing on building lifelong relationships through transparent, jargon-free communication. As part of the Futura Group, we combine financial expertise with accounting insights to deliver holistic advice. Our team of certified advisers works alongside Chartered Certified Accountants to address complex financial scenarios, ensuring clients receive comprehensive strategies tailored to their unique circumstances. With a commitment to accessibility, we demystify financial planning for individuals and businesses alike.Our services span pension optimization, investment management, and protection planning, supported by a research team that identifies optimal market solutions. We measure success through client satisfaction and long-term trust rather than transactional metrics. Our regulatory authorization by the Financial Conduct Authority underscores our adherence to rigorous professional standards. Headquartered in Worthing, we serve clients across the UK with a focus on intergenerational wealth planning. By integrating tax-efficient strategies and legacy planning, we help clients navigate both immediate and long-term financial goals.
Services
Pension Planning
Investment Management
Protection Planning
Retirement Strategies
Legacy Planning
Business Wealth Solutions
Tax-Efficient Structuring
Intergenerational Transfers
Mortgage Protection
Wills & Trust Planning
Highlights and features
- We provide independent, whole-of-market financial advice
- Our advisers work alongside Chartered Certified Accountants
- We build lifelong relationships through transparent communication
- We specialize in complex intergenerational wealth planning
- We offer accessible financial advice without industry jargon
Associations and certifications
- Financial Conduct Authority
What people say
Make them feel comfortable
Quality advice
Accessible financial advice
Services
Pension Planning
We help clients optimize pension arrangements through strategic contributions and tax-efficient withdrawals. Our advisers assess current provisions and recommend enhancements for fulfilling retirement goals. By combining investment expertise with regulatory compliance, we ensure long-term financial security.
Investment Management
Our team creates diversified investment portfolios aligned with risk tolerance and financial objectives. We monitor market trends to adjust strategies while maintaining capital protection. This service includes regular performance reviews and transparent reporting for informed decision-making.
Protection Planning
We design insurance solutions to safeguard against life's uncertainties, including life cover and critical illness protection. Our approach balances affordability with comprehensive coverage tailored to family and business needs. We simplify complex policies into understandable options.
Legacy Planning
Our specialists create tax-efficient inheritance strategies using trusts and wills. We help clients preserve wealth across generations while minimizing inheritance tax liabilities. This includes deed of variation implementation and intergenerational gifting strategies.
Business Services
We provide tailored financial solutions for business owners, covering succession planning and employee benefits. Our services include director protection schemes and growth funding strategies. We integrate personal and business financial planning for cohesive wealth management.
Questions
What areas do you cover?
We operate from Worthing, West Sussex, and serve clients nationwide.
Are you regulated?
Yes, we're authorized by the Financial Conduct Authority (515272).
How do you charge for services?
We provide transparent fee structures discussed upfront before any work begins.
Can you help with business financial planning?
Yes, we offer specialized services for business owners and directors.
Do you work with other professionals?
We collaborate with Chartered Certified Accountants for comprehensive solutions.
How do I get started?
Contact us via phone or email to schedule an initial consultation.
