Business Details
Trusted Financial Advisers in Droitwich
Established with a commitment to empowering clients through impartial financial guidance, Oakley Independent Advisers has built a reputation for delivering tailored solutions that align with individual goals. Our team of experienced professionals prioritises client needs, offering comprehensive services in financial planning, pensions, wealth management, and mortgage advice. With over 16 years of expertise, we combine industry knowledge with a client-centric approach to demystify complex financial decisions. Our independence ensures access to a wide range of products and providers, enabling us to craft bespoke strategies that maximise long-term financial security.We collaborate closely with accountants and legal professionals to provide holistic advice, while our dedication to transparency and ethical standards reinforces trust in every recommendation. From retirement planning to equity release, our services are designed to adapt to evolving client circumstances, ensuring sustained financial resilience. Recognised for our approachability and technical proficiency, we strive to simplify financial planning without compromising on depth or quality. Our regulatory compliance and affiliation with the Financial Conduct Authority underscore our commitment to maintaining the highest professional benchmarks.
Services
Financial Planning
Pensions Advice
Wealth Management
Mortgage Solutions
Equity Release
Keyman Protection
Highlights and features
- We offer 16 years of experience in independent financial advisory services
- Our advice is completely impartial and tailored to individual client needs
- We collaborate with accountants and legal professionals for comprehensive planning
- We provide bespoke strategies across pensions, mortgages, and wealth management
- Our team holds professional qualifications in financial advisory disciplines
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We develop comprehensive financial plans tailored to individual goals, covering retirement, debt reduction, and asset acquisition. Our approach combines risk assessment with long-term growth strategies to ensure financial security. Clients benefit from ongoing reviews to adapt plans as circumstances evolve.
Pensions Advice
Specialist guidance on pension schemes including workplace, personal, and self-invested pensions. We help clients maximise retirement savings while considering tax efficiency and lifestyle requirements. Our advice covers pension consolidation and drawdown options.
Wealth Management
Holistic management of investment portfolios to preserve and grow wealth. Services include tax-efficient investing, estate planning, and risk management strategies. We align investment choices with clients' financial objectives and risk tolerance levels.
Mortgage Solutions
Independent mortgage advice covering first-time purchases, remortgaging, and buy-to-let investments. We access multiple lenders to find competitive rates and structures that match clients' financial situations and property goals.
Equity Release
Specialist advice on releasing property equity for clients over 55. We explain lifetime mortgages and home reversion plans, ensuring clients understand implications for inheritance and benefits while accessing tax-free cash.
People
Robert Brehaut
Managing Director | Independent Financial Adviser
With extensive experience in financial services, Robert leads our advisory team, specialising in complex financial planning and mortgage solutions for high-net-worth clients.
Jack Brehaut
Director | Mortgage and Protection Adviser
Jack focuses on residential and buy-to-let mortgages, combining technical expertise with client-focused service to deliver tailored property financing solutions.
Stuart Gossage
Mortgage and Protection Adviser
Stuart provides expert mortgage advice, specialising in first-time buyer schemes and protection products to safeguard clients' financial commitments.
Owen Cleary
Independent Financial Adviser
Owen offers comprehensive financial planning services, with particular expertise in pension transfers and retirement income strategies for pre-retirees.
Emily Brooks
Office Administrator
Emily ensures smooth operational support, managing client communications and documentation processes to maintain our service quality standards.
Questions
What financial services do you specialise in?
We specialise in financial planning, pensions advice, wealth management, mortgages, and equity release solutions tailored to individual client needs.
Are your financial advisers independent?
Yes, our advisers are fully independent and regulated by the Financial Conduct Authority, providing impartial advice across the entire market.
How do you approach mortgage advice?
We assess your financial situation to recommend suitable mortgage products from multiple lenders, prioritising competitive rates and appropriate terms.
Can you help with retirement planning?
Yes, we offer comprehensive pension advice including scheme selection, consolidation, and retirement income strategies to ensure financial security.
What protection options do you offer?
We provide mortgage protection, keyman insurance, and director share protection to safeguard against financial risks from unforeseen circumstances.
How do I make a complaint?
Contact us directly via phone or email to resolve concerns. If unresolved, you may contact the Financial Ombudsman Service for independent review.
