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Oakley Independent Advisers
Oakley, unlike many banks, building societies and brokers are INDEPENDENT.
An initial meeting will enable us to discuss your needs and requirements. This will enable us to develop a suitable plan of action to take you torwards your financial goals.
If your needs are investment orientated we will advise on a wide range of products and funds. This advice to take account of your investor profile and requirements in respect of income and growth.
If Inheritance Tax is your concern we can advise on ways of mitigating its impact.
Paying for Nursing Home Fees is becoming a common problem - we can advise.
All advisers are qualified and authorised by the Financial Services Authority.
As independent advisers we are happy to offer a fee only option for our services if you wish.
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