Oakbank Financial Services are Independent Financial Advisers based in Perth & Pitlochry, Perthshire. Established in 2010 by Allan Campbell & Ray Faherty, Oakbank Financial Services offer a Professional Approach to Financial Planning. Our office is based in the centre of Perth, mainly dealing with Pensions, Investments and Life Insurance.
This incorporates long term planning, meeting short term needs and preparing, as much as possible, for unforseen events. Before any investment strategies can be recommended, we seek to fully understand your situation. We do this prior to and during our first meeting with you. We will look to gather details on your personal and financial circumstances, taking into account your existing assets and resources.
This incorporates long term planning, meeting short term needs and preparing, as much as possible, for unforseen events. Before any investment strategies can be recommended, we seek to fully understand your situation. We do this prior to and during our first meeting with you. We will look to gather details on your personal and financial circumstances, taking into account your existing assets and resources.
Services
Their aim was to build an Independent Financial Advisory firm equipped to deal with changing client needs, and evolving legislation. Our office is based in the centre of Perth, mainly dealing with Pensions, Investments and Life Insurance. This incorporates long term planning, meeting short term needs and preparing, as much as possible, for unforseen events.
Before any investment strategies can be recommended, we seek to fully understand your situation. We do this prior to and during our first meeting with you. We will look to gather details on your personal and financial circumstances, taking into account your existing assets and resources. From there, we'll discuss your goals and aspirations as well as your attitude to risk.
Reviews
Be the first to review Oakbank Financial Services.
Write a Review
