Providing financial peace of mind
Oakleaf Independent Financial Services Ltd is a wealth development specialist providing a comprehensive suite of services to both private and business clients, including general financial planning, wealth management, investment strategy, retirement, protection and taxation planning*. We also offer mortgage and property portfolio advice.
With over 50 years of experience between the team, Oakleaf is well placed to provide exceptional financial advice. We care as much about your financial well being as we do our own and through holistic financial planning, our objective is to provide you and your family with financial peace of mind.more
We specialise in savings & investments, retirement planning, taxation planning, protection and mortgage & property advice. Our service is delivered via strong long-term partnerships and ongoing support & advice throughout your lifetime.
What We Do
We describe our service as holistic financial planning and in offering the best advice, we use cutting edge electronic tools as well as expertise from specialist teams. Our advice process couldn’t be more straightforward and we’ll always ensure you’re fully in the picture with regard to your money.more
The Financial Conduct Authority do not regulate taxation.
- Bank deposit rates remain low
Despite a slight increase in Gilt Yields of late, Bank Deposits are generally below the rate of inflation meaning savers are finding it hard to generate real returns on their cash investments
- Senior ParaPlanner provides enhanced client support
Andrew Briggs has taken on the role of Senior ParaPlanner and will provide Client Support