Get expert financial advice and take control of your financial future
At Oakfield Financial Services Limited, we take pride in offering our clients a personal service and believe that full independence is the key to best advice. As a family-owned business founded in 2003, our sole aim is to provide people with good quality, independent, and impartial advice. We understand that every individual has unique financial goals and requirements, and we strive to provide tailored solutions that cater to their specific needs.
Our Services
Our team of experienced financial advisors offers a comprehensive range of services designed to help you achieve financial success. Our services include Financial Planning, Mortgages & Protection, Pensions, and Investments. We believe that Financial Planning is the key to a successful financial future, and our team works closely with you to align your needs, values, and personal goals to give you a complete picture of where you are and where you aim to be in the future.
Our Mortgages & Protection services are designed to help you secure the best possible mortgage deal, whether you're a first-time buyer, moving home, re-mortgaging, or building a portfolio of properties. Our team has a wealth of experience in arranging mortgages and can offer expert advice on a wide range of protection options.
We also specialize in Pensions and Investments, providing expert advice on retirement planning options and helping you accumulate funds for retirement. Our team of financial advisors will work with you to determine your aspirations and goals, and create a personalized investment strategy that meets your needs.
Our Approach
What sets us apart is our commitment to independence and impartiality. We are not tied to one provider, and we do not offer a 'one-size-fits-all' approach. Our role is to work with our clients to provide them with the best possible outcome based on their needs. We have no minimum investment amount or mortgage requirement, and we are dedicated to providing our clients with a personal service that is tailored to their individual needs.
Testimonials
Don't just take our word for it! Our clients have spoken highly of our services, praising our team for being "so helpful over the years, " "absolutely brilliant, " and "simply the best company." We invite you to read all of our Google Reviews and to leave one of your own.
Exceptional Service and Expertise
The reviewers were unanimous in their praise for Oakfield Financial Services, highlighting the exceptional service, expertise, and professionalism of the team.
Friendly and Helpful
The reviewers praised the friendly and helpful nature of the team, with many mentioning specific individuals who went above and beyond to assist them.
Personalized Service
The reviewers appreciated the personalized service they received, with the team taking the time to understand their individual needs and circumstances.
Expert Knowledge
The reviewers praised the expert knowledge and guidance provided by the team, which helped them navigate the complex process of obtaining a mortgage.
Timely and Efficient
The reviewers were impressed with the timely and efficient service provided, with many praising the team's ability to respond quickly to queries and keep them updated on progress.
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