Oates Financial Planning

Who We Are

Oates Financial Planning is an independently owned and fully regulated financial planning firm based in Sheffield, South Yorkshire. We are passionate about empowering individuals and business owners to achieve their financial goals through comprehensive and personalized financial planning.

Our Approach

Our client-centered approach involves a close collaboration with you to understand your unique financial situation and aspirations. We take the time to listen to your goals and concerns before developing a tailored financial plan that aligns with your needs and aspirations.

Our Services

We offer a comprehensive range of services to address all aspects of your financial life, including:

Personal Finance

• Savings and Investment Planning
• Retirement Planning and Pensions
• Tax Efficient Planning
• Personal and Business Insurance
• Estate Planning

Business Finance

• Corporate Governance & Succession Planning
• Business Risk Management
• Employee Benefits & Pensions

Financial Wellbeing

• Mortgage and Equity Release Planning
• Wealth Management & Preservation

Our Commitment

Our team of experienced and qualified professionals is dedicated to providing:

• Transparency: We clearly explain all aspects of your financial plan and how we arrive at our recommendations.
• Accessibility: We make ourselves available to answer your questions and address your concerns throughout the process.
• Client-focused: We prioritize your needs and goals in every step of the planning process.

What Clients Say

"Julian has been my trusted financial advisor for over 7 years. His guidance has been invaluable in managing my personal and business finances." - Neil Bullement, Company Director

"I feel completely confident knowing that my financial future is in good hands with Oates Financial Planning." - Dr Jacqueline Lynch, Director & Consultant Clinical Psychologist

Get Started Today

If you are looking for reliable and professional financial advice, contact Oates Financial Planning today. We would be delighted to schedule a meeting with you to discuss your financial goals and how we can help you achieve them.