01483 266666 | enquiries@oakwoodms.co.uk

Welcome to Oakwood

Established in 2006 Oakwood is a team of experienced financial advisers whose expertise is in the provision of investment, pension, mortgage and family protection advice. Our aim is to build long-term working relationships with our clients, which are based on mutual trust and understanding. Most of our business comes from clients and their families returning to us or being referred to us.

We offer financial planning advice in a range of areas, including:

  • Pension Planning
    When do you want to retire and how much income will you need?
  • Life Assurance
    How much cash would your family need to maintain their lifestyle if you died prematurely?
  • Income Protection / Critical Illness Insurance
    Would you require a regular income or a cash sum if you suffered a serious illness or disability?
  • Investments/Regular Savings
    
Are you making the best use of any spare capital or surplus income?
  • Mortgages

    Do you want to find a new mortgage or are you moving home?
  • Business Protection
    What would happen to your business if a key individual or shareholder died?
  • General Insurance
    Have you adequately protected your property and its contents?
Your home may be repossessed if you do not keep up repayments on your mortgage
Our fee for this service is up to £500 or 1% of the loan amount, if greater. Typically this will be £500.

They are honest, friendly and so knowledgeable about products they are selling. They call you when they say they will, work to the budgets you set and are patient with customers.

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