About Us

At Oakley Independent Advisers, we understand the importance of strong relationships. We work closely with our clients to understand their financial requirements and where that fits with their current lifestyle and future aspirations. That way, our highly trained team can apply their expertise to finding a bespoke solution, giving our clients confidence that they’re in the best possible financial position.

Our independent status means that we offer completely unbiased advice based on the specific needs of each client. Remaining impartial is important to us, because it means you get the best possible advice, and that’s what we’re all about. We’re not restricted by sales targets or tied into contracts with providers, so we can put your needs first.

Based in Droitwich Spa, Worcestershire, Oakley Independent Advisers was established in 1999. All our advisers are highly trained and fully qualified, and we’re authorised and regulated by the Financial Conduct Authority, which gives our clients peace of mind.

An initial meeting helps us build up a clear picture of your circumstance so we can provide the right service for you. It also gives you the chance to start building confidence in our practice. Contact us to arrange one today.

Call us on 01905 791090 to see how Oakley can help you.

Oakley Independent Advisers Ltd

Meet The Team

Bob Brehaut


Bob Brehaut

Managing Director

Neil Fleetwood


Neil Fleetwood

Director

Joe Conry


Joe Conry

Chartered Financial Planner

Steve Foster


Steve Foster

Independent Financial Adviser

Peter McDonagh


Peter McDonagh
Independent Financial Adviser

Gail Hollings


Louise Broderick
Operations Manager

Gail Hollings


Debbie Dodd
Accounts Administrator

Peter McDonagh


Millie
Office Dog

Group Photo