Oakwood Financial Advisers

At Oakwood Financial Advisers Ltd, we pride ourselves on our commitment to providing exceptional service and expert advice to our clients. Our team of experienced and knowledgeable professionals is dedicated to helping individuals and families achieve their financial goals and secure their financial futures.

Our Approach

At the heart of our business is a strong culture of ethics and integrity. We believe that putting our clients first is essential, and we take great care to ensure that every interaction with us is transparent, clear, and fair. We pride ourselves on being totally transparent about our fees, making sure that our clients have complete confidence in our advice.

Meet the Team

Our team is made up of experienced and qualified professionals, each with their own unique expertise. Our Director, Jas Jaspal, is a Pension Transfer Specialist, and our Office Manager and Paraplanner, Jenna Groves, ensures that our administrative tasks are always completed efficiently and effectively. Anne O'Brien, our Paraplanner, plays a vital role in ensuring that our clients receive the highest level of service.

Our Services

At Oakwood Financial Advisers Ltd, we offer a range of services designed to help our clients achieve their financial goals. We specialise in retirement planning, investments, and protection, and we pride ourselves on our ability to provide tailored solutions to meet the unique needs of each of our clients.

Retirement Planning

We understand that everyone's retirement aspirations are different. Our experienced team will review your circumstances, objectives, and risk profile to provide you with a tailored retirement recommendation. Whether you're starting your career or approaching retirement, we will work closely with you to help you achieve your retirement goals.

Investments

We believe that everyone's needs and aspirations are different, and we take a tailored approach to investment advice. We will carry out a full review to establish your individual circumstances, objectives, risk profile, and timescales. We will use this information to provide you with a tailored investment recommendation, and we also offer an ongoing service to ensure that your investments remain suitable throughout your lifetime.

Protection

We believe that everyone deserves peace of mind when it comes to their financial security. Our team will identify unprotected areas and carry out the necessary research to provide you with a personalized protection strategy. This may include life insurance, critical illness cover, income protection, or other forms of protection.

Conclusion

At Oakwood Financial Advisers Ltd, we are dedicated to providing exceptional service and expert advice to our clients. Our team is passionate about helping individuals and families achieve their financial goals, and we take great care to ensure that every interaction with us is transparent, clear, and fair. Get in touch with us today to schedule a consultation and start working towards your financial future.