Over the years most people use a number of difference advisers from the banks to mortgage brokers. As independent advisers we can offer all these basic services and more under one roof giving clients continuity and stability. All of our advisers have a wealth of experience in advising and helping people with financial services.
Oakfield Financial Services Limited is a family owned and run business and we pride ourselves on our personal service and attention to detail. For further information about the services we provide and how to become a client of Oakfield Financial Services Limited please contact us or telephone on 01376 529800.
Oakfield Financial Services Limited is a family owned and run business and we pride ourselves on our personal service and attention to detail. For further information about the services we provide and how to become a client of Oakfield Financial Services Limited please contact us or telephone on 01376 529800.
Services
Services
Report
We can offer you advice on a range of different products and services, either on an ad hoc basis or as part of a full review. The Company's philosophy is to know and understand our clients needs and aspirations and develop a life long working relationship with them. As we are independent we are able to work on either a fee or commission basis and offer you an unbiased and unparalleled level of service, which is always centred around your needs.
Financial Planning
Report
Here we undertake a review of your overall financial standing, starting at where you are now and looking at your future hopes and aspirations. Following the review we then devise a simple plan to ensure that you achieve your goals. We can offer advice on a range of different life assurance products from simple mortgage protection to whole of life policies.
Mortgages
Report
Almost certainly the biggest amount that anyone will ever borrow is their mortgage and as such mortgage repayments are often a person's largest expense. Getting the most appropriate mortgage is essential in making sure that you obtain the property you really want. There is no point in having the cheapest rate if it includes massive additional fees and takes forever to complete.
Personal & Corporate Advice
Report
Our clients include individuals and small businesses who require some or all of our services from help with their Tax affairs to full financial planning. Many or our corporate clients are small businesses run by a few shareholders or partners. As such the requirements of the individuals are very often intertwined with those of the business.
Pensions
Report
There are now a host of different pension arrangements from stakeholders to final salary. Dealing with an expert who knows their way around this minefield of legislation is essential if you are to obtain the best results from your pension benefits. As independent financial advisers we are able to deal with any pension scheme in the UK, to help you understand exactly what you have and when best to take your benefits.
Reviews
Be the first to review Oakfield Financial Services.
Write a Review
