You’ve retired from work, you’ve waved a cheerful goodbye to your colleagues and you’re ready for the rest and relaxation...
OPEN FOR BUSINESS
Like many, we are changing the way we are working to best suit our clients and our colleagues.
We are still very much open for business and can be contacted by mobile or email, the details of each member of the team can be found on our contact page.
We are busier than ever with the current stamp duty incentive for completions up to 30th June 2021 and 5% deposit mortgages released.
With lenders and solicitors also being very busy timescales are being stretched. Please get in touch today if you wish to get your move moving and have a chance to beat the deadline!
We are delighted to let you know that we have been able to add a weekly podcast to our website.
Hosted by Rohit Vaswani, Client Portfolio Manager at Omnis Investments, our specialist investment company and the manager of many of our clients’ funds, this is a great opportunity to hear a discussion on the key themes impacting investors in the coming week. Rohit will be joined by a guest each week in this 20 minute update.
Cranleigh Financial Advice & Mortgage Advice
Expert Financial Advice for Surrey & West Sussex
Oakwood provide Mortgage, Pensions, Investments Financial advice in Cranleigh, Horsham, Woking, Guildford, Godalming, Leatherhead, Dorking, Crawley, Redhill, East Grinstead & surrounding areas.
At Oakwood we offer a range of financial solutions to suit you, your family, your home and your business. Please click and find out some more about planning your finances for your future.
Oakwood Financial Advisors
Formed in 2006 Oakwood is made up of an experienced group of mortgage, pension, investment and protection advisers. This means we can help clients in many different sets of circumstances.
How can we help you?
Buying your first home or moving. Simple or not so simple.
Saving you time and money with a cost-effective remortgage solution. Hassle removed.
Advising you on the right, tax efficient investment. Understanding risk.
Planning for your retirement. Jargon-free.
Protecting you, your family, your home and your business. We understand what is important to you.
Oakwood is a trade name of Oakwood Mortgage Services Ltd which is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority
When do you want to retire and how much income will you need?
Are you making the best use of any spare capital or surplus income?
How much cash would your family need to maintain their lifestyle if you died prematurely?
Do you want to find a new mortgage or are you moving home?
Income Protection / Critical Illness Insurance
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
Have you adequately protected your property and its contents?
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An excellent service I can’t thank Stuart enough he work tirelessly to get me the best mortgage during these difficult times that COVID has thrown at us all. What is a complex process to the first time buyer, Oakwood made it simple and expertly navigated me through the details and offered a lot of guidance and support. I can’t thank them enough…!
Mark Fisher - Nov 2020
I have had an excellent experience with Oakwood. They have been very helpful in finding deals and arrangements that suit my situation and have presented different options. They also have kept in regular communication which I appreciate as I haven’t needed to chase updates. Couldn’t praise them highly enough.
Alex - Nov 2020
We have been dealing with Oakwood Mortgage Services for a long time since we bought our first home. They provide excellent services right from mortgage search, application and sorting out all other required services including home insurance etc required for a new home. Stuart Jacob did an amazing job in getting our mortgages sorted in no time including re-mortgage as well. I would strongly recommend Oakwood