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

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.

UK News

A man at the centre of a three-day stand-off with armed police is feared to have stockpiled petrol.
Suzanne Evans and Paul Nuttall announce plans to run for the leadership of UKIP, with both promising to unite the troubled party.
Large banks are set to relocate out of the UK early next year over fears around Brexit, says the boss of the British Bankers' Association.
It is believed missing mother Farfar Fadli may be a potential witness to a murder in Stevenston.
A former north Wales police chief found guilty of historical child sex offences is to consult with lawyers over appealing his convictions.