Business Details
Your Trusted Financial Advisers in Droitwich
Established with a commitment to empowering clients through impartial financial guidance, Oakley Independent Advisers has built a reputation for delivering tailored solutions that prioritise individual needs. Our team of experienced professionals specialises in financial planning, pensions, wealth management, and mortgage advice, ensuring clients receive comprehensive support aligned with their long-term objectives. With over 16 years of industry expertise, we focus on demystifying complex financial concepts and fostering trust through transparent, client-centric service. Our independence allows us to offer unbiased recommendations, free from product-specific incentives, while collaborating with accountants and solicitors to create holistic strategies.We pride ourselves on simplifying financial decision-making, providing peace of mind through realistic, achievable plans that adapt to evolving life circumstances. Our dedication to regulatory compliance and ethical standards is reflected in our authorisation by the Financial Conduct Authority, ensuring clients benefit from secure, accountable services. By combining technical proficiency with a friendly approach, we aim to transform financial planning into an accessible, empowering process for individuals and businesses alike.
Services
Financial Planning
Pensions
Wealth Management
Mortgages
Equity Release
Highlights and features
- We offer 16+ years of independent financial advisory experience.
- Our advice is completely impartial and client-focused.
- We create personalised financial plans aligned with your lifestyle.
- We collaborate with accountants and solicitors for holistic solutions.
- We prioritise transparency with no hidden fees or commissions.
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Financial planning helps clients understand their current financial position and create strategies to achieve long-term goals. We work closely with individuals to reduce debt, build wealth, and plan for retirement or major asset purchases. Our tailored approach ensures realistic solutions that adapt to changing life circumstances while prioritising financial security.
Pensions
Pension planning secures financial stability for retirement by identifying efficient savings strategies. We guide clients through available options, ensuring their retirement funds align with lifestyle goals. Our advice includes risk assessment and tax-efficient solutions to maximise post-retirement income while maintaining flexibility.
Wealth Management
Wealth management protects and grows financial assets through diversified investment strategies. We assess risk tolerance and objectives to create customised plans that balance growth with security. Our services include portfolio management and tax-efficient savings solutions for long-term wealth preservation.
Mortgages
Mortgage advice covers first-time purchases, remortgaging, and buy-to-let investments. We compare multiple lenders to find competitive rates without accepting commission-based incentives. Our guidance includes affordability assessments and protection options to safeguard against unforeseen circumstances.
Equity Release
Equity release unlocks property value without requiring relocation, suitable for those aged 55+. We explain lifetime mortgage options and associated risks, ensuring clients understand implications for inheritance and benefits. Our advice focuses on sustainable financial solutions for later life.
People
Robert Brehaut
Managing Director | Independent Financial Adviser | Mortgage and Protection Adviser
Robert combines strategic leadership with hands-on financial advisory experience, specialising in complex pension and mortgage solutions. He ensures client needs drive every decision while maintaining regulatory compliance.
Jack Brehaut
Director | Mortgage and Protection Adviser
Jack focuses on mortgage and protection strategies, leveraging industry expertise to secure competitive rates and safeguard clients against financial risks through tailored insurance solutions.
Stuart Gossage
Mortgage and Protection Adviser
Stuart specialises in mortgage advisory services, helping first-time buyers and landlords navigate the market while integrating protection plans to mitigate life's uncertainties.
Owen Cleary
Independent Financial Adviser | Mortgage and Protection Adviser
Owen provides holistic financial advice, balancing investment strategies with mortgage and protection planning to create comprehensive wealth management solutions for diverse client needs.
Emily Brooks
Office Administrator
Emily ensures smooth operational support, managing client communications and administrative processes to maintain efficient service delivery across all financial advisory activities.
Questions
What financial services do you offer?
We provide financial planning, pensions, wealth management, mortgages, equity release, and protection advice tailored to individual circumstances and goals.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 1004073.
How do you ensure impartial advice?
As independent advisers, we are not tied to specific providers, allowing us to offer unbiased recommendations based solely on client needs.
Can you help with mortgage protection?
Yes, we integrate mortgage protection strategies to safeguard repayments against unforeseen events like illness or job loss.
Do you work with other professionals like accountants?
Yes, we collaborate with accountants and solicitors to create comprehensive financial plans that align with legal and tax considerations.
What areas do you cover?
Based in Droitwich, Worcestershire, we serve clients across the surrounding regions with both in-person and remote advisory services.
