Oakley Independent Advisers Ltd

www.oakleyifa.co.uk

Oakley Independent Advisers, based in Droitwich Spa, Worcestershire are (unlike many banks, building societies and brokers) truly INDEPENDENT – meaning our advice to you remains impartial. An initial meeting will enable us to discuss your needs and requirements. This will enable us to develop a suitable plan of action to take you towards your financial goals. Whether your needs are investment , savings, pension or tax orientated – we will help you review all your financial needs. We will take account of your investor profile and your precise requirements for income and growth so that any solutions we find carry clear benefits that you will understand. Inheritance Tax and paying for Nursing Home Fees are also common concerns for our clients – These can be complex subjects and we are happy to carefully consider alternatives with you. If you are interested in mortgage or protection planning, or need to arrange a will please refer to the links to our sister companies providing independent help in those areas. As independent advisers we are happy to offer a fee only option for our services if you wish, and all of our advisers are qualified and authorised by the Financial Services Authority.

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Oakley Independent Advisers, based in Droitwich Spa, Worcestershire are (unlike many banks, building societies and brokers) truly INDEPENDENT – meaning our advice to you remains impartial. An initial meeting will enable us to discuss your needs and requirements. This will enable us to develop a suitable plan of action to take you towards your financial goals. Whether your needs are investment , savings, pension or tax orientated – we will help you review all your financial needs. We will take account of your investor profile and your precise requirements for income and growth so that any solutions we find carry clear benefits that you will understand. Inheritance Tax and paying for Nursing Home Fees are also common concerns for our clients – These can be complex subjects and we are happy to carefully consider alternatives with you. If you are interested in mortgage or protection planning, or need to arrange a will please refer to the links to our sister companies providing independent help in those areas. As independent advisers we are happy to offer a fee only option for our services if you wish, and all of our advisers are qualified and authorised by the Financial Services Authority.

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City (Headquarters)

Droitwich

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Employees

1-10

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Founded

1999

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Social

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Potential Decision Makers

  • Chartered Wealth Manager / Chartered Financial Planner / Ifa

    Email ****** @****.com
    Phone (***) ****-****
  • Mortgage and Insurance Specialist , Estate Planning Adviser

    Email ****** @****.com
    Phone (***) ****-****

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