Oakwood

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Bio

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?

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