Over the years most people use a number of difference advisers from the banks to mortgage brokers. As independent advisers we can offer all these basic services and more under one roof giving clients continuity and stability. All of our advisers have a wealth of experience in advising and helping people with financial services.
Oakfield Financial Services Limited is a family owned and run business and we pride ourselves on our personal service and attention to detail. For further information about the services we provide and how to become a client of Oakfield Financial Services Limited please contact us or telephone on 01376 529800.
Oakfield Financial Services Limited is a family owned and run business and we pride ourselves on our personal service and attention to detail. For further information about the services we provide and how to become a client of Oakfield Financial Services Limited please contact us or telephone on 01376 529800.
Services
We can offer you advice on a range of different products and services, either on an ad hoc basis or as part of a full review. The Company's philosophy is to know and understand our clients needs and aspirations and develop a life long working relationship with them. As we are independent we are able to work on either a fee or commission basis and offer you an unbiased and unparalleled level of service, which is always centred around your needs.
Here we undertake a review of your overall financial standing, starting at where you are now and looking at your future hopes and aspirations. Following the review we then devise a simple plan to ensure that you achieve your goals. We can offer advice on a range of different life assurance products from simple mortgage protection to whole of life policies.
Almost certainly the biggest amount that anyone will ever borrow is their mortgage and as such mortgage repayments are often a person's largest expense. Getting the most appropriate mortgage is essential in making sure that you obtain the property you really want. There is no point in having the cheapest rate if it includes massive additional fees and takes forever to complete.
Our clients include individuals and small businesses who require some or all of our services from help with their Tax affairs to full financial planning. Many or our corporate clients are small businesses run by a few shareholders or partners. As such the requirements of the individuals are very often intertwined with those of the business.
There are now a host of different pension arrangements from stakeholders to final salary. Dealing with an expert who knows their way around this minefield of legislation is essential if you are to obtain the best results from your pension benefits. As independent financial advisers we are able to deal with any pension scheme in the UK, to help you understand exactly what you have and when best to take your benefits.
Reviews (10)
Peter Acteson-Rook
Dec 21, 2021
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Laura Bell
Sep 13, 2021
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Rebecca Chilton
Aug 19, 2021
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Cannot say a big enough thank you to all the team at Oakfield Financial Services, they have been superb from the very first discussion (well over a year before we were ready to buy) right through to the completion.
Very friendly team, very personal service, very knowledgeable advisors.
As first time buyers we were not sure on all the processes and Oakfields were there to answer any questions (no matter how silly they were!) and really made it an easy journey for us.
We will not hesitate to use them again when it it time to remortgage/move in the future!
Very friendly team, very personal service, very knowledgeable advisors.
As first time buyers we were not sure on all the processes and Oakfields were there to answer any questions (no matter how silly they were!) and really made it an easy journey for us.
We will not hesitate to use them again when it it time to remortgage/move in the future!
Michelle Simmons
Aug 15, 2021
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Miriam Souissi
Aug 01, 2021
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The service was outstanding, the team listened to our needs and reacted quickly finding the best possible mortgage for us. It was a real personal service and you can tell that client satisfaction is at the heart of what they do. I cannot recommend Julian, Holly and the team enough. Thank you for making our home purchase as stress free as possible!
*very happy customers*
*very happy customers*
Lorraine Cox
Jun 04, 2021
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Lisa Greenwood
Feb 11, 2021
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Naomi Weare
Feb 07, 2021
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Danielle Thomas
Jan 24, 2021
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Positive: Professionalism, Quality, Responsiveness
Amazing service from Oakfield Financial Services. Thank you to David, Holly and Kathryn for all your hard work and success with our mortgage especially during the pandemic. The team are always professional and nothing is too much trouble, would highly recommend and use their services in the future.
Amazing service from Oakfield Financial Services. Thank you to David, Holly and Kathryn for all your hard work and success with our mortgage especially during the pandemic. The team are always professional and nothing is too much trouble, would highly recommend and use their services in the future.
Curtis Morgan
Sep 29, 2020
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