At Oakwood we specialise in retirement planning and have built a wealth of pensions knowledge throughout our years in the industry. The need for efficient Estate Planning or Inheritance Tax planning is becoming more common. We can help you with this. Lots of people could do with an element of various types of protection and we appreciate that it can be a very daunting task so let us help.
Oakwood Financial Advisers Ltd pride ourselves in the skill, care and diligence that is applied to every client to ensure that your business is dealt with in a highly ethical and professional manner. The fact that we have built our success around personal recommendation is an indication of the honest, open and impartial advice that we provide to our clients.
Oakwood Financial Advisers Ltd pride ourselves in the skill, care and diligence that is applied to every client to ensure that your business is dealt with in a highly ethical and professional manner. The fact that we have built our success around personal recommendation is an indication of the honest, open and impartial advice that we provide to our clients.
Services
Jas was one of the original partners who started Oakwood in 1996. He has over 20 year's experience in the industry and has gained a considerable amount of skills and knowledge during this time. He is qualified to Level 4 standard and has been awarded the Diploma in Financial Planning. In addition to this he holds the G60 qualification which allows him to specialise in pension business.
It has been well publicised that planning for your retirement has become an even more important element of financial planning. The good news is that we're living longer to enjoy our later years, and we all want to ensure that we have sufficient means available to provide us with the standard of living that we've dreamed of when we retire.
Everyone's investment objectives are unique. Some people will want to invest for the long term, such as for retirement, others will have medium term objectives, like paying for children's or grandchildren's university fees or weddings, or maybe planning the holiday of a lifetime for a special wedding anniversary, and some will have more short term requirements for example, building an 'emergency fund' or a 'rainy day fund' or a family holiday.
The need for efficient Estate Planning or Inheritance Tax planning is becoming more common - in summary it is required to ensure that your estate can be passed to your beneficiaries in the most efficient manner.
We all want to ensure that our loved ones can benefit as much as possible from our hard earned wealth and most of us would hate to think of our families having to find funds to pay any Inheritance Tax before they can receive the benefits of our estate.There are various ways to implement Estate Planning and a great deal of technical knowledge to accompany this.
We all want to ensure that our loved ones can benefit as much as possible from our hard earned wealth and most of us would hate to think of our families having to find funds to pay any Inheritance Tax before they can receive the benefits of our estate.There are various ways to implement Estate Planning and a great deal of technical knowledge to accompany this.
There is a wide variety of Protection Policies available on the market and they all provide different reassurances for people dependant on the benefits they include.
The truth is that it is unlikely that every possible eventuality can be protected against, and furthermore financial stability will not bring a loved one back, but we all want the best for our families, and having protection policies in place help us to know that we're protecting them financially if the worst happens.
The truth is that it is unlikely that every possible eventuality can be protected against, and furthermore financial stability will not bring a loved one back, but we all want the best for our families, and having protection policies in place help us to know that we're protecting them financially if the worst happens.
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