Oakley Independent Advisers Ltd

Financial advice that puts you in control.

You work hard to earn your money.We’re here to make sure it works justas hard for you.

Financial advice that puts you in control.

You work hard to earn your money. We’re here to make sure it works just as hard for you.

Get In Contact

    We’ll work with you to understand your goals & put you in control.

    We listen to you to understand what financial position you’re in now, where you want to be and how we can help make that happen. As our advisers are independent, it means the advice you receive is completely impartial, giving you peace of mind knowing its advice you can trust to give you realistic solutions that fit your lifestyle. 

    Our Services

    Financial planning is essential for everyone, regardless of age or income level. It helps you gain a better understanding of your financial situation and make informed decisions that will help you achieve your long-term goals. It can help you reduce debt, build weath, plan for retirement, or purchase a home or other major asset. We work closely with you to get to know you, so that we can help identify your objectives and create a plan for you to achieve your goals. Ultimately, financial planning provides peace of mind and helps you achieve financial security and independence.

    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.

    The value of investments can fall as well as rise and you may not get back the amount originally invested.

    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.

    The value of investments can fall as well as rise and you may not get back the amount originally invested.

    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.

    Please note your home may be repossessed if you do not keep up repayments on your mortgage.

    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.

    This form of lending is most suitable for those over 65, however, it’s possible to do this if you are over 55. It is important to understand that these are lifetime mortgages and to understand their features and risks, you will need to have a personalised illustration.

    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.

    We’ll work with you to understand your goalsand put you in control.

    We listen to you to understand what financial position you’re in now, where you want to be and how we can help make that happen. As our advisers are independent, it means the advice you receive is completely impartial, giving you peace of mind knowing its advice you can trust to give you realistic solutions that fit your lifestyle. 

    Get In Contact

    We concentrate on providing tailored financial planning that focuses on your needs and not on selling financial products.

    With over 16 years of experience, we pride ourselves on our friendly approach that takes the fear out of financial decisions and that simplifies even the most complex areas of finance.

    We concentrate on providing tailored financial planning that focuses on your needs and not on selling financial products.

    With over 16 years of experience, we pride ourselves on our friendly approach that takes the fear out of financial decisions and that simplifies even the most complex areas of finance.

    35+

    Years Experience

    £2,000,000

    Invested

    25

    Clients

    Meet our team.

    Please take a look at our Partners.

    Don’t miss our range of independent financial advice including Wills and mortgage advice.