A pension plan is one of the most valuable assets you can build. It’s incredibly important as it helps individuals secure their financial future and maintain a certain standard of living after retirement. It allows you to accumulate savings specifically designated for retirement, ensuring that you have the necessary funds to cover expenses and maintain your desired lifestyle. Forward planning also gives you peace of mind knowing you can look forward to your future retirement. We will work with you to understand your circumstances and find the most efficient plan for you. We can also help you prepare to retire by guiding you through the different options available.

Wealth management is a comprehensive approach to managing an individual or family’s financial assets and investments to maximise growth, protect wealth and achieve financial goals. We can help you find the right plan to effectively manage your wealth and to make sure your wealth is protected for your future.

We all want to protect and make our money stretch further. Yet with a huge range of options available on the market it can be confusing knowing what route to take. It’s important that you choose a savings or investment account that matches your objectives, attitude to risk and values. Our professional advisers will listen to what you want and help provide you with the right plan and advice on how to invest and look after your money. As independant advisors we can also work together with your accountant or solitor as required, so that you know a detailed and personalised investment plan is being created for you.

Oakley Independent Mortgages has extensive industry knowledge, so whether you’re a first-time buyer, a homeowner or landlord, you know you’ll be in safe hands.

We are proud to promote independent mortgage and protection advice, as this allows us to use a range of resources to provide solutions.We are able to use a range of providers and have no restrictions in producing a set amount of quotes for any one company, meaning our clients are getting the best range of options.

We put our clients needs first, so we never accept higher payments from providers if another provider could have a better option for you.

Life is unpredictable, and having a mortgage is a long-term commitment. That’s why we offer this invaluable option to protect you in the face of unforeseen circumstances.

We know that home ownership can be your biggest asset. We understand that equity release can allow you to unlock the value of your property without the need to sell or downsize, which is why we cover this option in a simple way for our clients to understand.

We not only provide guidance on mortgages but also offer invaluable protection options for businesses and landlords. Keyman & Director Share protection ensures you are safeguarded against the unexpected loss of key personnel or the disruption caused by the death or critical illness of a director.