We are at our most effective when we provide you with comprehensive wealth management advice, taking all of your personal and financial circumstances into account.
However, we are also happy to offer advice on specific areas of your financial needs. You can also scale up or scale down the level of our services that you use at any time, according to your changing needs.
As a truly independent financial adviser, Oakfield Wealth is not tied to any particular suite of financial products or to specific providers. We pride ourselves on analysing your needs from a truly unbiased standpoint.
Sue spent 16 years as an account manager at a leading life assurance provider and subsequently ran her own successful financial services practice. Most recently she spent 12 years running the financial services arm of a respected accountancy practice and now heads up the team at Oakfield Wealth Management.
Oakfield Wealth Management Limited, a company registered in England No 07093766, is authorised and regulated by the Financial Conduct Authority and appears on the FCA register under reference 518100. The Financial Conduct Authority does not regulate taxation and trust advice. The information on this website is generic and does not constitute personal advice or recommendations. Please get in touch for independent financial advice.
Whether you're a small business owner planning for retirement or a retiree wanting to protect and make the best use of your savings - whatever your situation, we believe in treating you as an individual. Our job is to match your specific needs with the best available solutions.
