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Oakley Financial Management
       
 
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Additional information
 
Oakley Financial Management
 
 
Overview: 

Oakley Financial Management is a privately owned company based in the centre of Leigh, Lancashire, Greater Manchester. Advice offered is completely independent as there is no allegiance or association with any product provider or fund management group. This ensures that recommendations are based solely on client specific needs.

It's not always easy to find an Independent Financial Adviser who is right for you or your company. You need an experienced professional to cut through the clutter in today's market. With a career spanning over 30 years in the world of financial services, we give you efficient, impartial solutions, once we have identified and evaluated your own personal needs.
 

We believe the following are important:

• An ethical way of dealing with our clients
• A holistic advisory process with each client
• Giving our clients the best service in the market place

Looking for the right Independent Financial Adviser can be a complicated and daunting process. Offering a different, yet professional service. We strongly believe that we can offer the right service for you or your company, offering a wide range of different, yet effective solutions.

We believe that websites can’t advise people on their financial futures, nor should they. When dealing with people's finances a personal touch is necessary, giving the chance to both identify and evaluate your own personal needs.

Oakley Financial Management offers clients a high level of service and commitment in their financial planning.

Oakley Financial Management is grounded in 30 years of experience in the Financial Services Industry and offers:
● Portfolio Planning
● Retirement Planning
● Pensions
● Protection / Life Assurance
● Residential Mortgages / Buy to Let /Remortgage
● Commercial Mortgages
● Inheritance Tax Planning


 
 
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