Financial Planning
Financial planning is the process of meeting your life goals through the proper management of your finances.
Life goals can include buying a home, saving for your child’s education, protecting your income, planning for retirement or estate planning. The process involves gathering financial information, establishing achievable goals and developing a strategy or plan as to how these goals can be met.
At Oakwood Financial Services we take a holistic approach to financial planning and will help you identify, set and prioritise your financial objectives and develop plans to help achieve your achieve your goals. We will work with you to review your plans, in light of any changes in circumstances, needs or objectives.
How We Work
At Oakwood Financial Services we believe different clients have different needs and tailor our services accordingly; we offer an initial advice, execution only and on-going services.
With our initial advice service we will offer advice, make recommendations and arrange investments where appropriate after we have assessed your needs.
With our execution only service we will act upon your instructions only, we will not give any advice or make any recommendation(s), however we will arrange investments where appropriate.
With our on-going service we will continue to monitor and review your investments and conduct an annual financial planning review.
Client for Life
Individual circumstances change but the need for good advice doesn’t. Whatever stage someone is at in their life it is important they get quality advice they can trust. The advice and services we provide are tailored to the stages of life our clients have reached or are heading towards.
Young Accumulators – Financial needs can include saving for and / or buying a home, protecting the family financially and pension planning.
Accumulating Capital – Financial needs can include buying a bigger house, saving for and paying school/university fees; investments and pension planning.
Retirement – Financial needs can include property downsizing, drawing your pension, long term care and inheritance tax planning;
Treating Customers Fairly
Our customers are at the heart of Oakwood Financial Services, we are fully committed to the FCA Treating Customers Fairly initiative. We will act with integrity in everything that we do and aim to be in partnership with our clients.
- Customers will be provided with clear information and kept appropriately informed before, during and after the point of sale.
- If we give advice to our customers, the advice will be suitable and take account of their circumstances.
- Our level of service and product performance will meet the expectations of our customers as far as reasonably possible.
- We will ensure that there is no barrier for customers to express their requests, concerns or complaints, and will always be responsive to them.
- Products and services will be designed to meet the needs of clients.
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Oakwood Home Finance Ltd which is registered in England No. 12937996 registered address 24 Oakwood, Berkhamsted, Hertfordshire, HP4 3NQ.
Oakwood Home Finance Ltd is authorised and regulated by the Financial Conduct Authority No. 949215.
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