Oakwood Financial Planning

As an independent firm, we’re not connected to any specific funds or investment products. This means we can explore a broad range of options across the market. Our clients can trust that the guidance we provide is impartial and tailored to their individual circumstances. We specialise in the following areas:

Wealth Management Advice

We are here to help you make sense of your finances and focus on what is truly important to you. Our approach is about understanding your situation and exploring ways to organise your money so it works toward your goals.

Retirement Planning

Planning for retirement can feel overwhelming, but it does not have to be. We help you think about the lifestyle you want and consider steps to work toward making those plans a reality.

Investment Management

Everyone’s financial situation is different, and so are investment needs. We help you understand the different options available and how they could fit into your long-term plans, giving your money the potential to grow over time.

Inheritance Tax Planning Advice

Passing on wealth to loved ones is important, and planning ahead can make a real difference. We explain ways to protect what you leave behind and guide you through estate planning considerations in a clear and easy-to-understand way.

Protection

Life can be unpredictable, so it is wise to have safeguards in place. We provide clear guidance about options such as income protection, life cover, critical illness insurance, and private medical cover to help you and your family feel secure.

(Some aspects of tax planning are not regulated by the Financial Conduct Authority)

Our Advice Journey

At Oakwood, we believe that achieving your financial goals is a step-by-step process. Our Advice Journey guides you through every stage of planning, from your first meeting with us to regular reviews of your progress. Each step is designed to ensure that the advice we provide is tailored to your personal circumstances.