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. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
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. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Services
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.
As part of our on-going service to you we will liaise with you at least once a year to ensure that your circumstances have not changed and to ensure that things remain on course for your requirements.
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.
As part of our on-going service to you we will liaise with you at least once a year to ensure that your circumstances have not changed and to ensure that things remain on course for your requirements.
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.
We can also provide advice on critical illness, permanent health insurance, accident sickness and unemployment cover.
Despite recent changes in Government Legislation this unpopular tax still remains a concern to many people.
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.
We can also provide advice on critical illness, permanent health insurance, accident sickness and unemployment cover.
Despite recent changes in Government Legislation this unpopular tax still remains a concern to many people.
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.
As independent advisers we are able to source thousands of different mortgage deals for re-mortgaging, house purchase, capital raising etc.
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.
As independent advisers we are able to source thousands of different mortgage deals for re-mortgaging, house purchase, capital raising etc.
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.
Talking to someone who knows and understands both sides of this arrangement is more likely to ensure that both the company and the staff achieve their goals.
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.
Talking to someone who knows and understands both sides of this arrangement is more likely to ensure that both the company and the staff achieve their goals.
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.
Pensions are without doubt the most tax efficient way of saving for the long term and the earlier you start saving the better.
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.
Pensions are without doubt the most tax efficient way of saving for the long term and the earlier you start saving the better.
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