Oakfield Financial Services

We can offer clients advice on a range of different products and services, either on an ad-hoc basis or as part of our ongoing review service.

Our aim is to develop a lifelong relationship that is always centred on our clients, helping them fulfil their financial goals and aspirations.

As part of our ongoing service we would liaise with you at least once a year to ensure that your circumstances have not changed, and to check that things remain on course for your requirements.

We offer advice and guidance on –

Pensions including personal pensions, workplace pensions, SIPPs (Self-Invested Personal Pensions), SSASs (Small Self-Administered Schemes), defined contribution plans and defined benefit schemes (often called final salary benefits).

Investments including ISAs, investment bonds, EISs (Enterprise Investment Schemes), VCTs (Venture Capital Trusts), investment trusts, unit trusts and OEICs (Open Ended Investment Companies).

Mortgages including re-mortgages, capital raising, debt consolidation, rate switches, purchases, equity release for residential, buy to let and commercial properties.

Protection including level term assurance, mortgage protection, family income benefit, relevant life, shareholder protection, income protection, critical illness for both personal or business purposes.

Trust and Tax Planning including inheritance tax mitigation, tax efficient income, capital gains tax planning, Trust creation and investment.

Wealth Management this is effectively using all of the above as necessary to grow, preserve and pass on your wealth to future generations in a tax efficient manner.

If you are looking for a fresh approach to financial advice then please contact us for a free consultation.